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Acquiring Customers and Expanding Relationships with Referrals - Thumbnail

Referrals Drive Lead Generation Based on the Institution’s In-Person and Digital Engagement With Consumers.

In this interview, David Engebos, President and COO at ARGO, explains how ARGO's Connects uses referrals to drive lead generation. To capitalize on this potential, referral capabilities must be an embedded part of the sales and service process, efficiently capture leads, identify the right teams or individuals to pursue the potential opportunity through fulfillment, and track outcomes through key performance indicators for management insight.

Key topics include:

  • The role of referrals in ensuring successful customer acquisition strategy results;
  • Best practice end-to-end referrals process;
  • Intelligent routing and assignments; and
  • Where referrals fit into the overall sales and fulfillment process.

Fill out the form on the left to download this interview and learn how ARGO Connects Referrals empowers institutions to drive sales success through robust functionality.