SalesForce Integration
| SF Store | NextBee Store |
|---|---|
|
Referrer Contact Information |
Referrer profile along with SF record ID |
|
(Optional) Associated Sales Rep |
Referral Invites |
|
(Optional) Rewards Received |
Invite Open/Click Data |
|
Referee Free Trial Record |
Referrer Rewards |
|
Paid Accounts |
Reward Preferences |
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SalesForce Integration
| SF Store | NextBee Store |
|---|---|
|
Referrer Contact Information |
Referrer profile along with SF record ID |
|
(Optional) Associated Sales Rep |
Referral Invites |
|
(Optional) Rewards Received |
Invite Open/Click Data |
|
Referee Free Trial Record |
Referrer Rewards |
|
Paid Accounts |
Reward Preferences |
Reward Preferences
Exploit the characteristics that make employees more likely to stay with your company and complete ROI producing results.
Quickly view and monitor all your metrics from our easy to use Admin Portal. You can view them when you’re on the go and share them with colleagues across your company.
Catalyst has automatic anti-fraud protocols built into it. You’ll get immediate notifications when important metrics spike or dip unexpectedly, along with the employees causing the change.
Share data between Catalyst and the other tools in your stack with turnkey integrations and flexible APIs.
When you add on Lighthouse’s services you can take a deep dive into the analytics to categorize, define, and verify events and properties, and see how often triggers are being fired or queried.
If needed, an extra layer of security can be implemented to confirm identities.
Catalyst by NextBee is completely GDPR compliant from data deletion and export tooling we have taken care of all the requirements and many others for FERPA, HIPPA, and FTC.
Frequently Asked Questions
Do You Provide Support?
All Catalyst plans include chat and email support. Accounts with Premium Support have dedicated account management, implementation consultations, and training sessions. Premium support is provided for all accounts over an annual spend of $10,000.
How To Get Started With it?
Simply click the Request Free Trial button above. This will launch a form that will schedule your 1-on-1 set up and begin the launch cycle.
Why Are Referrals Necessary?
Referrals are the lifeblood of any successful business. Referrals convert at a higher rate and tend to stay with a company longer.
Help Finding Information Online?
Need to know more? Our online help center, how-to documents, and engagement best practices are all but a click away. Contact Us to let us know what you need.
Start Your Referral Catalyst Today!
Use our turn-key and easy to implement solution to streamline referrals, boost engagement levels and naturally increase your brand's awareness.
Align your company, your team, and your customers to foster a company culture that generates outstanding excellence.
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