Salesforce + Referrals
Use Referral Factory and Salesforce together to get more referrals and grow your business. Offering everything you need to build, launch, promote and track your referral program. Easy setup that connects directly to your Salesforce CRM.
Salesforce Referral
Program Integration
Get More Referred Leads Into Salesforce
Designed for companies of all sizes with different referral marketing needs, Referral Factory's referral management system offers smooth integration with your Salesforce CRM.
Offering seamless integration for any business of any size, the Referral Factory Salesforce app offers an easy-to-use automation solution for your business.
Use your referral program to:
Track and manage the status of your referred Salesforce contacts.
Send your new referred contacts directly into your Salesforce CRM workflows.
Qualify the referred contacts that convert simply by updating the status in Salesforce.
Automatically issue rewards to the contacts who refer new business your way.
You can also reduce the administration of running a manual referral program by integrating your Salesforce referral program with your Salesforce CRM. Referral Factory as a referral management system ensures the best customer experience by providing an easy-to-use, intuitive Salesforce app, for creating customer referral programs.
Generate Referral Links For Your Salesforce Contacts
Our no-code referral management system (with a deep Salesforce app integration) is rated #1 by top marketing publications across the globe.
No developer is needed and no referral marketing experience is necessary to build and manage a Salesforce referral program with Referral Factory. Our referral management system makes it easy to build powerful referral campaigns and issue your CRM contacts with unique referral links. Integrate your Salesforce CRM with Referral Factory and keep track of which of your referred leads (or referrals) have qualified, as well as which referrers need to be rewarded.
With Referral Factory you also get:
Access 100+ referral program templates, designed by Salesforce experts.
A way to automate asking your customers to refer friends.
The tools you need to generate more high-quality leads.
Automate Getting More Referred Leads Into Salesforce
Referral Factory offers a comprehensive Salesforce integration for every type of referral program. Integrating your Salesforce account with our top rated referral management system - Referral Factory is one of the most efficient ways to automate your lead generation without spending more money on paid advertising.
Read MoreYou can acquire new customers on autopilot with your Salesforce referral program, which automates lead generation and routine referral program workflows. Automation of lead generation can also reduce customer acquisition costs, which increases productivity and reduces workload.
Generate referral links for all your Salesforce contacts.
Manage and track your customer referral program through Salesforce.
Convert referrals by updating a lead status, deal, or opportunity in Salesforce.
Always know who referred who and who needs a reward - and automate issuing them.
Connect A Salesforce Referral Program To Your Referral Program Software
A Salesforce referral program is a viral marketing tactic that encourages customers to tell their friends about your business and generate leads for you. If you use Salesforce that means you already have customers that you can ask for referrals! Once your referral program is launched (using referral program software like Referral Factory), you can connect it directly to Salesforce so that your data can be synced between the two platforms, you also can make sure your new referred leads, contacts, or opportunities go straight into the Salesforce workflows your business already uses.
Here are just a few reasons you should connect your referral program to Salesforce:
So that you can auto generate referral links for your contacts in Salesforce. By having a users referral link right inside your Salesforce CRM it makes it easy to include asking for a referral in your sales processes and marketing efforts.
So that when you get a new referred lead, you can send that new lead directly from your referral program software and into your Salesforce workflows.
Automatically qualify the referrals you get that convert - whether they reach a certain opportunity stage, or a status is changed, there are many ways for you to automatically let Referral Factory know that a referred user converted simply by making an update in Salesforce. This is because our integration allows the two systems to sync data.
Sync all your referrers data into Salesforce so that you can see how many referrals each contact has generated, and how many of those referrals have converted.
Automatically reward your Salesforce customers that generate new leads for you - the rewards get issued from your Referral Factory but because your Salesforce is synced this can happen automatically and you don’t have to lift a finger.
Our Salesforce referral program integration comes included in all Referral Factory subscriptions, all our customers can seamlessly connect their Salesforce account to their referral program software.