SwiftWebDesigner contains 2 possible ways that can work independently or together.
As a business owner or sales professional this means you can
- Build an army of referral sources / affiliates, paid or unpaid however you see fit – but for now, we’ll just help you track who referred the deal.
- Provide each of your sales team / employees / CRM users their own landing page, generated automatically based on their name and their settings as found in Admin >> General Settings in their SwiftCRM admin.
Here’s an example:
Method 1: The best, but more expensive to company owner (1 CRM account required per sales-agent, though infinite affiliates can be added for no extra charge).
James has a debt settlement company, and he has a staff sales guy named Bob Jones. Bob has several referral sources, one of whom is named Jane Wilson. Let’s say Jane is a Realtor, and Bob offers her $200 for every deal he closes off Jane’s referrals – so Jane definitely wants her deals tracked, and Bob wants this too so he can entice her to really pay attention and submit every possible deal. James wants to see the whole thing, and in truth, as a business owner, also wants Jane to know he’s the guy that writes the checks in the end, in the unlikely event Bob were to ever leave.
How can this be set up? 2 ways:
First, the best way is James has a CRM, and adds a sub-account (Admin >> Business Owners Only >> Add / Edit Sub-Accounts) for Bob.
James then adds an “Affiliate Recruiting Page” to his website, and tied into that is the “Dynamic-Agent-Page-System”, so that JamesSite.com/recruiting/BobJones automatically adds affiliates under Bob’s address book and contact database. The affiliates that sign up are tagged as Bob’s. Jane signs up here, and upon doing so, generates her own affiliate link, which might look like http://JamesSite.com/BobJones/JaneWilson.
Upside: Easiest reporting, and the deals Jane submits goes right into Bob’s CRM pipeline.
Method 2: Less expensive (no per-agent or per-affiliate charges), and limited reporting options. Good to start with though if you’re not sure.
SwiftCRM supports the “extra_xxx” tag system where xxx = whatever you want. SwiftCRM will just add that data into the comments of the lead as it comes in. You can also specify the “iReferrerContactId” anywhere, and it will add this contact (note: the contact must already exist system-wide, either because you added them, or because they signed up) to the Opportunity / Transaction / Deal as soon as the lead is generated. This means you can generate reports based on the actual referring party, but not based on who recruited the referring party, unless you want to read through the comments of each deal. That said, for moving small amounts of water, a bucket is a better tool than a pipeline, so if you’re just starting out, reading some comments isn’t so bad to get things moving and then later upgrade.
How to set up:
Create a page manually, one per agent (i.e. Bob), and tell the Referring Agent their number manually, then combine it into the URL… example: JamesSite.com/BobJones/4342432
[ The rest of this help file pending completion of code ]
