Automate Referral Process with SMS

Importance of Referrals

One of the best ways to improve your sales pipeline is by simply asking customers for positive reviews, referrals, and testimonials. Not only are referrals a huge complement to your business, they’re also a great way to get in front of potential leads.

B2B companies with referrals have a 70% higher conversion rate and report a 69% faster close time on sales (Influitive). In a survey conducted by Nielson, 80% of Baby Boomers and 85% of Millennials reported trusting referral advertising. 


Where Sonar Can Help

Many of Sonar’s partners automate the process of asking for referrals. It takes pressure off of sales teams after closing a deal and helps customer success teams track customer satisfaction. Here are some best practices our team has noticed among partners:

  • Before implementing an automated texting campaign to request customer referrals, determine the best time to reach out to customers (e.g. morning, one day after service, weekday evening, etc.). Sonar’s customers inform these decisions by reviewing customer behavior in our analytics dashboard
  • Ask multiple choice questions that can be answered with a simple numeric or letter. 
  • Format questions so that you can utilize them on your website and ask permission upfront to save responses
  • Ask if the customer would like to refer someone else to your business

Sonar helps customers launch an automated referral system that works for their team and customers. Whether you want to send automated texts or trigger instant emails notifications, our team can help. To get started, visit our website and request a demo today. 

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