‘Smarketing’ has never been so easy!

Expanding your sales reach with referral automation

The world of sales and marketing have never been so intertwined as they are today. Everyone is looking for ways to align sales and marketing, so much so that it has been named ‘Smarketing’.  As marketing continues to frantically search for new ways to produce the highest quality leads, organic acquisition by way of customer referrals has become of increasing strategic importance. Referral automation technology has allowed the marketing department to increase the generation of quality leads and nurture those leads. But the seamless transfer of these leads into the sales lead management process continues to be a challenge. Not to mention the challenge sales faces when trying to extend their reach with the help of their best customers. Luckily, we’re in the position to help sales overcome these challenges.

Our mission as a product team at Amplifinity is to continue to innovate our Referral Automation products to drive organic growth by empowering marketing to generate quality leads through customer referrals, to easily move those leads into the sales process, and to give sales the tools to quickly extend their reach with the help of their best customers.

Today, we are extremely excited to introduce the Amplifinity Connector for Salesforce. This product enhances the power of the Amplifinity Referral Automation platform to improve lead management by shifting the process into Salesforce. This empowers sales by imbuing them with the ability to harness the power of referrals within the Salesforce interface.  A smarketing dream!

The Amplifinity Connector for Salesforce provides features dedicated to harvesting the trust of your customers, partners, and employees to deliver high quality demand generation and unbelievable ROI. These features include:

  • Account Verification And Lead Sync: Automatically verify that a new advocate’s account exists within Salesforce and creates a lead in Salesforce when a prospect is converted in Amplifinity
  • Referral Sourcing Identification: View the Amplifinity Referral Program that produced a specific referral in the Lead views in Salesforce
  • Advocate Status Tracking: View the current enrollment status of an advocate in the contact record
  • Advocate Invite: Send an Amplifinity platform invite to a potential advocate from the contact record

The Amplifinity App’s unique value for aligning sales and marketing

Amplifinity’s new app integration is highly unique. The Amplifinity app is optimized to engage and enable your direct sales team to obtain and nurture high quality leads. By integrating the Amplifinity app into Salesforce you’ll add immense value to your leads and gain advantages such as:

  • Easily Seeing The Referring Advocate: Identify the advocate who made the referral so that you can contact them for more info and thank them for the referral.
  • Easily Inviting Contacts To Become Advocates: With a single click, sales can send an email to a contact to recommend they join the referral program.
  • Quickly Seeing High-Quality Referral Leads: View referral source from your Lead List to immediately prioritize the best leads to follow through on
  • Easy Implementation: Obtain lead routing and field mapping with SSO to access Amplifinity data. In addition, this adds 2 new lead record fields and 2 new contact record fields.

With the technology available today why continue to struggle with aligning sales and marketing teams?  This connector will allow you to empower your marketing and sales teams to work together and achieve an all-inclusive management of referrals with 100% accuracy so no referrals are missed.  Strengthen your marketing and direct sales teams today by exploring the value of the Amplifinity app integrated with Salesforce.

Questions? Email me at Jswenson@amplifinity.com


What is brand advocacy?

There’s no cheat sheet for referral selling

Originally published in Sales and Marketing Management

Referral selling seems pretty simple, right? All you need to do is tell your salespeople to ask for referrals. Why wouldn’t they latch onto their most powerful sales strategy? After all, referred salespeople:


  • Score every meeting at the level that counts
  • Arrive pre-sold, with trust and credibility already earned
  • Fill their sales funnels with people who actually want to talk to them
  • Shorten their sales process without incurring any hard costs
  • Engage gatekeepers as their allies
  • Convert prospects into clients more than 50 percent of the time(usually more than 70 percent)


No other sales or marketing strategy promises the same close rates or business-development opportunities as referral selling. So why aren’t more salespeople doing it? Because referral selling might be a simple concept, but it’s not a simple process.

Even though most sales organizations recognize the impact of referral selling, 95 percent of companies don’t make referral selling a priority and don’t have a proven referral system to hardwire referral selling into the way their teams work.

Simply put, if you want to sell more, change your game. It’s time to put referral selling into action.

Here are some basic DOs and DON’Ts to consider:


1. DON’T point and tell.


Referral selling is a shift in behavior that informs the way we work every day. It’s a skill that must be learned, practiced, coached, and reinforced, and it starts at the top—with leaders who prioritize referral selling. Simply ”telling” your team to ask for referrals doesn’t work. Without the proper skills, most people feel a bit awkward and even uncomfortable asking for referrals. They say:


  • “I’m not comfortable asking for help or a favor.”
  • “I won’t ask a busy person to take on even more work.”
  • “What if they say ‘no’?” (fear of rejection)


Referrals aren’t favors; they’re connections between two people who could help each other. Many salespeople hesitate to ask for referrals because they haven’t had any luck doing so in the past. They thought it was enough to tell people, “Hey, if you know anyone who could benefit from my services, please refer me.” But even the best-intentioned friends and clients will think no more of this generic request after the conversation is over.

To commit to referral selling, salespeople need leaders who teach them how and then hold them accountable for referral results. Without accountability, a referral initiative becomes just another “program du jour.”


2. DO know the definition of a referral.


What constitutes a referral? Salespeople receive introductions from people their prospects know and trust. Just getting names and phone numbers doesn’t cut it. Sure, sometimes that works. But if making every call or email count is important, introductions matter. Then prospects know all about your company and the reason for the meeting, and they welcome a conversation. Save time? You bet. Speak with your target clients? You bet.

Without an introduction, any outreach is ice cold. The person doesn’t know you and doesn’t expect to hear from you. That’s the definition of a cold call—whether you reach out by phone, email, social media, or knocking on doors.


3. DO ask all of your clients for referrals.


There are only two ways to get more business: Do more business with existing customers or find new customers. Referrals work both ways. It’s not just who you know; it’s who your clients know.

Your current and former clients are your best source of referrals, because they know firsthand the value your solution delivers. They choose to do business with your company, so why wouldn’t they recommend their friends and colleagues do the same?

Many sales teams miss the boat on client referrals, because their roles and responsibilities are out of whack. After a deal is done, reps hand clients off to an implementation team or account manager. The salesperson moves on to search for more qualified prospects. This methodology is totally out of sync with the way the buyer—now the client—wants to be treated. And if salespeople lose touch with clients, they also lose opportunities to turn those relationships into referrals.


4. DO know the right time to ask clients for referrals.


It’s never too soon, and it’s only too late if you’ve waited months or years and haven’t stayed in touch.

 Salespeople can ask for referrals anytime during the sales process when they’ve created value. How will they know? Prospects will thank them—for an idea, an insight, or a strategy they hadn’t considered. Don’t wait until you ink the deal, deliver your solution, or provide metrics for results. By that time, reps are far away from the people with whom they developed relationships during the sales process.

It’s also OK to ask prospects for referrals when your company has lost a deal. This sounds crazy, I know, but think about it. You have nothing to lose and everything to gain. Your prospect is probably feeling awkward about delivering bad news and might be relieved to help you out. Besides, your company wouldn’t have gotten this far in the process unless you had the correct solution and built trust with your buyers. Ask yourself: “What do I have to lose?” If you’re OK with the answer, go for it.


5. DON’T neglect your relationships.


Salespeople know when they’ve earned a buyer’s trust. We have instincts that inform us whether we’ve connected with someone or missed the mark.

Once you’ve built trust with prospects, technology through advocacy programs can help continue to enhance the salesperson/client relationship. Marketing plays an important role in the trust equation by reaching out to prospects with personalized communications, posting on social media, and using advocate referral programs to connect salespeople with customers. But that doesn’t mean sales reps should be removed from the equation. After all, relationships are a salesperson’s most valuable asset, so don’t let your team give them up.


6. DO align with marketing and seek supporting technology.


The sibling rivalry between marketing and sales has raged for decades, but it’s time we grow up and start playing nice. In this tech-driven, social-media-obsessed environment, companies depend on both sales and marketing to find and nurture customers. Without alignment and teamwork, the customer experience suffers … and so does the bottom line.

A referral program is the perfect opportunity for sales to engage with marketing and work together to provide a top-notch referral experience for customers. As the velocity of your referrals increases, so will your sales. While your reps are in meetings with key decision makers, your competition will still be trying to figure out how to get in.

As referral programs gain traction, many organizations find that a referral automation platform helps to organize the process. No more figuring out who referred whom. A referral automation platform tracks referrals from the time they are made until business closes, and then attributes that success back to the referring customer.

Referrals are the highest quality leads, yet management is stymied about why salespeople fail to follow up on so many of their referrals (some say 35 percent). A top-notch referral platform integrates with your CRM, which ensures referred prospects are front and center, and get contacted immediately. Then the system automatically reminds reps to get back in touch with their referral sources, thank them for the introductions, and congratulate them when referrals result in closed business. This is not just a nice way to do business; it’s also an opportunity for reps to reconnect with people who might provide even more referrals. Companies also have the option to automate referral incentive programs—either for referral sources or for team members who bring in referrals.

Equally important, both management and sales can see the number of referrals reps receive, how many referred leads convert to clients, and the increases in revenue. Some systems provide sales hot lists, call lists, and leader-boards to keep reps on their toes, and the referral competition keeps reps motivated.

But a word of warning: While a referral automation platform can help you organize the process, track results, and better nurture referral sources, actually asking for referrals requires relationships, which means it’s something salespeople should be doing.

People buy from us because they trust us. That’s it. You gain that trust with referral introductions. Then it’s yours to nurture and develop. Lose it, and you lose the deal.


What is brand advocacy?

5 key factors in a successful referral program (hint: closed-loop!)

Here at Amplifinity, we’ve been helping great brands run and grow referral programs for over seven years. I’ve been here since the beginning, and I’ve learned many things. As Manager of Client Services, I can tell you there are five factors that really make a big difference in running a successful referral program.


1. Maximize Awareness

In order for any referral program to be successful, it must have lots of referrals! Getting a large number of referral prospects into the pipeline and engaged with your sales team is critical to your program’s success. The most effective way to ensure that your referral pipeline is full is to have a referral marketing plan that utilizes all available communication channels with your customers and partners – your referral advocates. Referral marketing plans are always-on, integrated strategies that should be central to your company’s sales and marketing efforts.

2. Make it a seamless experience

A key factor that determines the success of your program – and whether or not your advocates make multiple and repeat referrals – is your advocates’ perception of how easy it is to refer to you.

The easiest referral for an advocate to make is one where they see opportunity in knowing or finding out that someone whom they know is in the market for your products or services. When this opportunity presents itself, the advocate needs to be able to quickly and easily communicate the referral and give a clear path to purchase, either online or off-line.

The referral program website must be both comprehensive and easy to use and understand. In addition to giving your advocates many options to refer, it must also define the referral process for them, give a status for each of their referrals, and help answer common questions they may have with an FAQ section. The website should also have both a desktop and a mobile version; the mobile version will be easy for the advocate to access when they are out and presented with the opportunity to refer.

3. Keep your advocates and prospects in the loop!

Keeping your advocates informed by communicating the status of each referral is key to keeping them happy. If an advocate does not receive regular updates about their referrals, they’ll wonder “What happened?” and “Where’s my reward?”

Proactive communication regarding each referral is not only helpful in keeping your advocates informed and happy, it also provides you with an opportunity to nurture your advocates, remind them about the program’s benefits, and ask them for additional referrals. If an advocate knows where their referral is in the sales process, they may even be happy to follow up with them and nurture them towards a successful purchase.

Each time a referral moves through a step in the sales process, an email notification should be sent to them to let them know. When a referral becomes a lead, when they purchase, and when the referral reward is paid out all represent key opportunities to nurture each advocate and improve their performance. Receiving an email notification that says that a referral has purchased and a reward is on the way has a huge positive impact on the advocate’s brand equity, especially in regards to a closed-looped, referral program. Why not capitalize on it by asking for another referral? This will help your advocates with one referral to achieve two, two to achieve three, and so on.

4. Help people to refer off-line as well as online 

Earlier in this post, we talked about advocates needing to be able to to quickly and easily communicate a referral, especially when the opportunity presents itself. Each referral program should give advocates the opportunity to refer both online and offline in a variety of ways. Referrals will most often choose the easiest path in front of them to make a purchase, so it is of paramount importance that the referral program supports their choice to aid in a seamless, closed-loop experience. Some common and important referral methods to leverage include:

  •  Printed referral cards, which can be mailed to an advocate or printed at home.
  •  Verbal referrals, where an advocate gives their referral program number or account number to their referral, who will then give it to a salesperson when making a purchase.
  •  Email referrals, which leverage branded referral program content, and are available in the referral program website.
  • Social media referrals, which also leverage branded referral program content, and are shared by the advocate from the referral program website to their social media accounts (Facebook, Twitter, LinkedIn, etc).

5. Recognize the power of referrals

Referrals have the power to create an enormous amount of brand equity in prospects that are interested in your products and services. This leads to higher spend on the initial purchase, higher lifetime value for each customer, and greater engagement with your brand. This should be a central focus in sales and marketing strategy and planning, from the CMO’s office to each individual salesperson. The referral program should be a central part of a salesperson’s training, where they should be taught to recruit advocates who will naturally recruit people whom they feel are a good fit and help make warm introductions. Those prospects will naturally have a higher amount of brand equity in your business when they are introduced to one of your salespeople.

This is the case both for prospects who are unfamiliar with your business, as well as those that may have shown interest in the past. In addition to creating new leads, a referral will sometimes re-activate an old lead, or sway a purchase decision on an existing opportunity. A good referral program will recognize this, and credit advocates for these referrals when they happen. Referral program policies should be written with the flexibility to recognize such referrals, prioritize them as the source of the purchase, and credit them when they have a been a factor.

Photo Credit: Magdeleine


What is brand advocacy?


Why CAN SPAM is key for referral marketing

What is CAN SPAM?

CAN SPAM is an Act that was passed by the Federal Trade Commission in 2003.  It covers all commercial messaging—electronic, bulk mail, and otherwise.  It is intended to limit promotional advertising to customers, including those who are current customers of any business.  Everyone who uses marketing automation to create referral campaigns needs to understand CAN SPAM to prevent their businesses from being subject to blacklisting by organizations such as the Spamhaus Project.  The Spamhaus Project is an organization that blacklists IP addresses and diligently keeps watch over the Internet to police and report companies that are guilty of sending spam communications.

Why should you care?

Companies who have products or services to sell and who use email as a main source of advertising have good reason to be concerned about the CAN SPAM Act and the Spamhaus Project.  However, there is a fine line between fearing the blacklist and limiting the functionality of referral marketing programs so severely that companies end up wasting time and money, and losing valuable referral capabilities.

If you are using marketing automation tools to help you set up your campaigns, be sure to review compliance rules so you know you are working within the CAN SPAM guidelines.  However, be careful not to overcomplicate the issue.  Instituting rules for a campaign that further limit the potential audience, like only allowing potential customers to receive referral emails one time-ever-during the lifetime of the program would be taking CAN SPAM a bit too far.

What is the risk?

Potential customers may have multiple friends who would refer them, and they may choose to accept one referral over another for various reasons:  Referral emails can get overlooked.  Potential customers may trust one referrer over another.  They may not be in the market for a particular product or service the first time they receive an email, but at another date and time they may be ready to buy.  These are all great reasons to keep the emails flowing, within reason.

There are many ways to prevent being flagged by CAN SPAM.  If you are talking with a referral program vendor, ask them what defaults they have within their email functionality to help avoid being blacklisted.  If you are using your own marketing automation tools to create a campaign, make a content and compliance checklist so you can rest assured you will never be an accidental spammer!

Questions? Email me at Kmcmurphy@amplifinity.com


Photo Credit: Freedigitalphotos.net

What is brand advocacy?