This is for a financial services company. Whenever I get a new referral from a statisfied client or partner, I need to track it. I'm looking for a software in which I can record who gave me the referral, when they gave it to me, information on the referral, when the referral was contacted, and what happened with that referral.
Is there such a software?
Answers:
You need a customer relationship management (CRM) software, which can help you build customer databases and track where your sales are coming from
Check out Salesforce.com
http://www.salesforce.com as they are one of the leading CRM softwares around that is affordable to small businesses.
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