8 Great Tips for Using Referral Sources More Effectively

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    Hi. I’m Barry Rosen, President of The Pursuit Group. And this is 8 Great Tips for Using Referral Sources More Effectively. Every company wants to use referral sources to generate new business, but surprisingly few have a plan to optimize their referral performance and execute that plan effectively. We hope these Eight Great tips can help you generate more business from your referral sources.

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    8 Great Tips for Using Referral Sources More Effectively - Presentation Transcript

    1. Barry Rosen The Pursuit Group 8 Great Tips for Using Referral Sources More Effectively
    2. 1. Transcend the Sales Rep
      • “ Do you know anyone else that I should be talking to?”
      • “ Not off the top of my head, but let me think about it.”
    3. 2. Create a Participation Scale Incorporate into your CRM or SFA system
    4. 3. Establish Business Rules
      • Expectations and rules
        • For each level
        • Use to guide activity
    5. 4. Expand Your Definition Source You Source You Typical Also Effective
    6. 5. Pursue Third Parties
      • Treat as a separate target market
        • Aggressive and consistent
        • Activity goals
        • Quotas
    7. 6. Measure
      • Monitor development activity
      • Measure results
      • Adjust
    8. 7. Train Your Staff Management Sales Marketing How to generate, use and extend referrals
    9. 8. Close the Loop Source You Development Status Recognition
      • 866 – 4 – PURSUE
      • [email_address]
      • www.thepursuitgroup.com

    + Barry RosenBarry Rosen, 2 years ago

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