In this webinar, learn how to simplify and automate the product and service referral process.
Thank you to everyone who participated. Below is the video recording, slide deck, and Q&A.
If you have questions about wReferrals or Sugar and would like an individual demo, feel free to contact us.
Q: Can you make product referrals to external partners?
A: Absolutely! There are two referral types - internal and external. An internal referral would be to a Sugar user, and the external referral would be anyone that is not within your Sugar system. That could be any type of business partner; as long as they have an email address, you can send that notification email to that external partner.
Q: Can you configure a catalog of referrable products and services?
A: Yes, that is the Referrals Type module. After creating a new account, within the Referrals Type module, there are built-in fields you can configure based on who is the referral recipient or what is the name of the referral. You can also link that referral to a campaign or embed an HTML link within the notification that allows the user to click on that link and go directly to either the account or the contact record.