Off to a good start..
Use Cases and Deployment Scope
I was looking for ways to automate a referral system that my existing mailing list could easily use. As a keynote speaker and consultant, it seemed like it would be a much more efficient way to manage referrals than through direct emails which was getting to be too much to manage.
Pros
- The dashboards are great, making it easy to track source activity
- We like how we could see the referral tracking as well so we knew who to reach out to for further follow-up
Cons
- I mostly see the reports as I'm not using the platform directly, but haven't heard any complaints thus far from the team
Most Important Features
- For me it's the dashboards and analytics
Return on Investment
- We haven't been using it for very long, so we can't report on this as of yet.
Other Software Used
ACTIVE Camp