Automated Referral Tracking

Automated Referral Tracking

Still tracking referrals manually? Let DVR Learning’s automated referral tracking system do the work for you!

Key advantages…

  • Communicate referrals instantly – personnel enter the referral and it is instantly sent to the intended recipient.
  • No more paper tracking forms – everything is at their finger tips as a link to their work station.
  • Generate instant status reports – sort by product, closing date, person, status.
  • Simplify follow-up – personnel that are compensated based on closed referrals will appreciate this feature. No more calling to see what has been done about the referral.
  • Built in update prompts let all parties know the status.
  • No more fear of asking the customer over and over again – employees will have instant information about which customers have been contacted about specific products
  • Customizable

Fully Managed Solution

Don’t worry about having to purchase expensive hardware, deploy updates or rotate your backups. Let the experts at DVR Learning handle everything for you. Your staff connects to a secure system that implements industry standard encryption and security practices.

Optional DataLink Internal Website

Use DataLink to communicate product changes, staff announcements, success stories, sales and sevice tips and link to important documents to your employees! DataLink features an easy to use administration interface that enables any authorized user to easily change content.