Manchester BT Local Business opened it's doors in Salford in 2004 and is continuing to support local businesses in the area. Bringing BT to your doorstep they provide advice, support and services to businesses and education communities within the Manchester, Ashton under Lyne and Oldham areas.
If you are a BTLB in a different area and are looking to have a referrer / introducer system developed for your company then then please do contact us.
Introducer Referral System
It is likely that we have already developed much of the system you would require which will reduce the overall cost to you.
The brief was to to develop a comprehensive partner referral system for new introductions to BT Local Business Manchester. This system allows a close working relationship between the company and business introducers and allows these introducers to track referrals from initial lead through to completion.
Functionality on this website includes:
- Automatically creates a referral url so partner / introducer can add registration form to their own website. Registrations from this unique url are logged to the partner.
- Add and list lead providers
- Add and list partners
- Ability to differentiate between potential and active partners to quickly identify most effective partners
- Add and list clients
- Associate a client with a lead provider / partner
- Edit client progress details by selecting from a pre-defined list.
- Add notes to clients
- Set (staff) reminders for clients not contacted within a pre-defined time period in order to manage client chase-ups
- Automatically generated updates in .csv / .xls format to send to introducers / partners on a preset basis
- Add a schedule to a client progress as a reminder to follow up on a call or previous contact. Select a staff member to share the schedule which is sent automatically to Outlook to add as a calendar event
- Partner logins to monitor progress of their referrals
- Create and edit pages automatically to display on the front end of the website
If you run a telecoms business or other BTLB and require web design services, please feel free to Contact Us to discuss.
Please contact us if you would like further information on our website design and development services or require a quote on a similar system.