REFERRAL TRACKING: TAKE ADVANTAGE OF AUTOMATED REFERRALS
Increase usage of CallTrax and take full advantage of automated referral and incentive tracking.
This $300m financial institution, a 7-year user of CallTrax, needed to promote more consistent usage of the program.
In order to encourage more consistent usage of CallTrax, this financial institution utilized the automated incentive tracking feature. All employees are paid for new account activity and proactive sales behavior. A minimum of 30 sales calls are to be placed each month for each employee receiving payments for incentives.
All employees have received training to use CallTrax and through regular use, they have gained a deeper understanding of the program. Nearly 95% of the retail employee group uses CallTrax on a regular basis – up from 10%. The average incentive payout is $200 per month and some have reached as high as $1,000.