“Hey Jo, a client is waiting for you outside, says he wants to meet you, personally”, Rose, Jo’s new assistant informed her. “Who is it?”, Jo enquired. “It is Mr. Neils Bhor from B&K Partners”, Rose informed. Hearing this, Jo rushed out of her cabin door with Rose at her toe describing how Mr. Bhor was an extremely important client for their firm. “But I checked the vitals, and his organization doesn’t fall in our top 10 businesses, then, why is he this important?”, Rose queried while rushing with Jo. “That’s because more than the business he brings, he refers more clients to us and even redirects his friends to our organization”, Jo informed with a smile!

Referral marketing is a powerful tool for businesses to acquire new customers and grow their customer base. It leverages the trust and recommendations of existing customers, often incentivizing them to refer friends, family, and colleagues to your products or services. Existing customers are an asset to any organization and their reviews or recommendations can work wonders for a business. Maplytics understands this need of the hour and encourages its users to use its features to propagate referral marketing.

A thoughtful territory demarcation

After visualizing the leads, or clients-in-talks on the map, territories could be realigned in such a manner that a good, loyal, old, and respected client falls in it using Territory Management. This would help in treating the sales territory as a community and the loyal client could be the influencer here. Official meetings could be arranged in a manner that the clients gather at a common venue and there is cross-communication between the old clients and the potential ones.

The clients-in-talk can also be given references of the old clients with their permission and the old clients could act as the organization’s brand ambassadors from outside!

Referral Marketing Strategies for Microsoft Dynamics 365 CRM Users

Mass emailing

Using the mass action option of emailing, mass emails could be sent about the organization’s latest achievements, milestones, new offerings, summaries, etc. to the territories formed thoughtfully. The records of the new territories could be added to a Marketing List and email campaigns could be designed. The old clients could be asked to contribute their experiences or recommendations through the email responses and the newly formed community could be influenced.

Referral Marketing Strategies for Microsoft Dynamics 365 CRM Users

The existing clients’ success stories using your products/services could be shared as Newsletters which they too could further share with their acquaintances. Based on the client conversions the senior clients acting as affiliates could be rewarded or given concessions.

Referral Marketing Strategies for Microsoft Dynamics 365 CRM Users

Event organization and meetups

The thoughtful territories that have converted to communities now could be invited for a meet and greet. Viewing the territory records on the map, places of meet-ups convenient to the clients could be searched using POI Location.

Referral Marketing Strategies for Microsoft Dynamics 365 CRM Users

The old, new, and could-be clients can then be invited to the meetup using Mass Emails. Navigation directions with optimized routes could be provided in these emails for the clients with Route Optimization. Event details could also be added to the Outlook Calendars of the RSVPs with Auto Scheduling.

Referral Marketing Strategies for Microsoft Dynamics 365 CRM Users

At the location, arrangements could be foreseen with the help of vendors within a specific radius using Proximity Search.

Referral Marketing Strategies for Microsoft Dynamics 365 CRM Users

The old clients could become the chief guests of the event, share their experience, and reason for working with your organization, and try and win over more leads and clients.

Come one, Come all

With Maplytics, the host organization could connect leads speaking multiple global languages easily and make everybody feel included and welcomed.

These are just a few of the features that could help with strategic marketing campaigns. A lot more can be explored with Maplytics.

What’s More?

Maplytics is like water that can be moulded into any role. To get more acquainted and experience it first-hand, one can write to crm@inogic.com To investigate the product further, with a personalized demo within Microsoft Dynamics 365 CRM / Dataverse get in touch with the Team.

For applied knowledge, do visit our Website or Microsoft AppSource. One can hop on to the detailed BlogsClient TestimonialsSuccess StoriesIndustry Applications, and Video Library for a quick query resolution.

Until then,

Happy Marketing!