Referral Intake is the lifeblood of your organization. With margins shrinking, retaining new business is as important as ever and every referral counts. Responding quickly to referral sources is critical, yet most referral management processes rely heavily on manual follow up which is vulnerable to human inconsistency and error. Opportunities fall through the cracks or are processed with incomplete supporting documentation and revenue can be lost.
The right technology is the key to ensuring an efficient and effective referral management process. A process management tool will provide the visibility and control you need to:
CommandCenter is our business process management platform built to help you maximize productivity. It is a robust, flexible tool that allows you to easily map, monitor and optimize the who, what and when of your referral intake process. Ideal for fast-track or complex intake processes, CommandCenter allows you to easily get in the driver’s seat and build your operations to your exact specifications.
If your referral management needs are a little simpler, our Referral Management App may be exactly what you’re seeking. A pre-configured workflow solution, the App allows you to consolidate all of your referral channels into a single, controlled process. It leverages alerts and escalations to guard against delays and gives you greater transparency into your referral pipeline. Watch a recorded webinar demonstration of our App by clicking here.
For more information about how you can take command of your referrals, fill in the form below.
