Testimonial

"Each day our direct and indirect salespeople have literally thousands of opportunities at the point of sale to identify needs, and recommend solutions, that build loyal, profitable customer relationships. GroupLink is invaluable in supporting this core strategy. GroupLink's referral and contact management solution has helped us to increase customer referrals by over 90% and deliver a 40% increase in cross-sell opportunities."

Cass Bettinger,
First National Bank of Pennsylvania


Getting Started


eReferrals

Grouplink®'s eReferrals tool enables banks, credit unions and other financial institutions to consistently collect leads from branch or remote offices and have them flow into a shared database—which then directs the immediate connection of a lead to the appropriate sales person/department.

eReferrals provides comprehensive account and interaction history, which allows institutions to leverage their existing IT investments. Key solution features include:

  • - Referral Form - easy referral submission at the point of contact with the customers.
  • - Referral Routing and Management - instant notification via email to the correct respondent for the requested
      services, and storage into a CRM database with history views.
  • - Easy Reporting - executive reports via the web.
  • - Secure – Ensure security through directory authentication when logging in.

eReferrals provides banks and credit unions with the power to:

  • - Increase conversion rates by carefully managing and automating the closure process, and by collecting leads 24
      hours a day, seven days a week.
  • - Collect leads from branch or remote offices and have them automatically flow to the appropriate sales person.
  • - Deliver comprehensive reports regarding the closure success rates of their sales teams.


Select eReferrals Customers:
Bank of Iowa Cardinal Bank
Discount Quebec First National Bank of Pennsylvania
New Jersey Redevelopment Authority Reliance Bank
Summit Financial Group

Privacy Policy: If you would like to contact a GroupLink customer, please email or call GroupLink directly. GroupLink maintains a list of organizations and individuals who have agreed to discuss their GroupLink experience. Request Demo