Solution introduction
Establish a system that tracks your retail product sales from referral to close. Analyze what works and grow more business.
Get the data and analysis you need to boost referrals and increase sales.
EAI’s Referral Management Module is a powerful sales management tool that enables both platform and sales personnel to capture and follow up on referral information efficiently. Sophisticated tracking enhances your ability to respond promptly to customers, fulfill their expectations, and convert referrals to investment product sales!
