Referrals
Referral processing is a key component of our NSS XSELLerator
Performance Management System for banks and credit unions.
Features Origination: XSELLerator originates an automated referral through
its Performance Management Portal. Once signed on to the Portal
an originator of referrals can leave the screen down on the task
bar for quick access. Information on the prospect can be quickly
entered along with comments to assist the person receiving the
referral in making a personalized, proactive follow-up call.
Routing: Referrals are routed via e-mail. The recipient can be
selected from an employee list or hard wired based on the product
opportunity and/or the origination location of the referral. Another
option is to send the referral to a department mailbox where a
manager can reassign them based on workload.
Follow-up: Activities associated with following-up on a referral
are accumulated and attached to the original referral. In addition,
a To Do can be posted to your Outlook calendar to help manage your
follow-up actions.
Matching to a sale: XSELLerator automates the matching of a referral
to a sale. Since we also perform sales tracking we have the capability
of matching a referral record to a sales record based on several
different criteria available including phone number and last four
digits of ssn.
Processing Status: The status of referrals can be reviewed through
the Performance Management Portal. Originators, servicers, and
sales management can review their referral portfolios with a robust
filtering function so you can quickly find just what you are looking
for.
Incentives: There are many different incentive options to reward
referral performance. You can pay on referrals originated or only
on referrals that turn into new business. Incentive amounts can
be unit or dollar based and optionally, only paid if targets are
met. Payment amounts can vary based on the product and plans can
vary based on the role and/or location of the employee. Detailed
employee incentive statements are produced that clearly reconcile
payment amount with transactions.
Scorecards: Referral scorecards can be created to create a measurement
focus for strategic products.
Reporting: Reporting is by employee and location. For each report
offered, there are multiple parameters to select so you quickly
get to just the information you need. Referrals are reported
based on number originated and number that turned into sales.
The units and dollars associated with sales are reported along
with the number of new versus existing customers. Some of our
reports are the following:
• Referral performance by employee by months
•
Referral performance by location by months
•
Referral performance by employee month-to-date
•
Referral performance by location month-to-date
•
Outstanding referrals by location originated
•
Outstanding referrals by employee
•
Outstanding referrals by assignment
•
Referral activity by location originated
•
Referral activity by employee
•
Referral activity by servicer
•
Referral ranking – several criteria available
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