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RIAs
Systematic Referral Tracking and Management
Complexity
Low
Timeline
6-8 weeks
Outcomes
4+
Challenge
Ad-hoc RIA referral tracking with no systematic acknowledgment, conversion monitoring, or COI relationship management.
Solution
Build comprehensive referral management system in Salesforce with source attribution, automated acknowledgment, conversion tracking, and COI nurturing workflows.
Key Outcomes
- 100% referral source tracking and attribution
- Automated acknowledgment workflows
- 58% increase in referral conversions
- COI relationship nurturing
Tags
referral-managementcoiriasrelationship-trackingautomation
Implementation Timeline
6-8 weeks
Low Complexity