The Complete Toolkit For Referral Marketing Success

The Complete Toolkit For Referral Marketing SuccessNo doubt about it: strong relationships with customers are a key ingredient to a successful referral marketing program.

But here’s the catch – it’s tough to scale those relationships.

No wonder so many B2B companies struggle to ratchet up the volume of referral leads.

That’s where the right toolkit makes all the difference.

Tap into the following tools to make the referral marketing process easier for you and your customers, and you’ll be whipping up referrals in no time.

Referral marketing toolkit

  • Referrals page
  • Social media integration
  • CRM integration (e.g., Salesforce)
  • Email nurturing

Referrals pageThe Complete Toolkit For Referral Marketing Success

Make it as easy as possible for your customers to provide referrals. Create a simple but informative referrals page that describes the step-by-step process, and answers frequently asked questions:

  • Who should customers send referrals to?
  • What will you do with the referral’s contact information?
  • What happens after a customer submits a referral?
  • How will they be recognized or rewarded for their referral?

If your advocate marketing or referral management platform includes a referrals page, just customize the text and you’re ready to go.

Social integrationThe Complete Toolkit For Referral Marketing Success

Your current customers likely maintain a professional network of peers that may just be a perfect fit for your offering.

inmapWith that in mind, let customers connect to their LinkedIn accounts directly from your referrals page.

This will remind them to check their network for possible referrals, and increase the likelihood that they’ll pass that referral on to you.

In fact, it’ll probably boost the number of referrals customers send your way.

CRM integrationThe Complete Toolkit For Referral Marketing Success

Integrate your customer relationship management (CRM) software, such as Salesforce or Sugar CRM, with your referral or advocate marketing platform so your advocates can:

  • Send referrals directly to you and into the CRM system at the same time
  • Get recognized or rewarded for their referrals more quickly
  • See the progress of their referrals on the referrals page as they move through the sales process

As a bonus, this integration will make it possible for you to track the progress of referrals through your sales pipeline. That means you can ultimately attribute revenue to each referral (or even to each advocate).

Email nurturingThe Complete Toolkit For Referral Marketing Success

One of the key elements of an referral marketing program is staying top of mind with your customers. But the reality is that we are often too busy – or too far away – to meet for lunch. So use email to keep your advocates continually engaged.

Send them easily digestible bits of information, whether industry resources and best practices, success stories, the status of the referrals they’ve sent you, company news, or other ways they can help you achieve your goals.

There you have it. Put these tools in your toolbox and you’ll be on your way to turning that trickle of referrals into a landslide!

More secret ingredients for referral marketing…

The No Fuss Recipe for Hot Referral LeadsThe No Fuss Recipe for Hot Referral Leads features valuable insight from five sales and marketing leaders who share their “secret ingredients” for a successful referral marketing program.

Download the recipe book to get your revenue cooking with the ultimate referral marketing program!

Get your copy of the eBook now

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