This template was set up to minimize the duplicated efforts each member of the program has to take and standardize recorded data to enable regular reporting.
Hope you and your customers will find these helpful! 😉
The tracker contains the following tabs:
Reference Request: track every request and easily update their current stage (Received, Reference identified, Connected, Completed, etc).
Find a match: track your advocates and their engagement activities, as well as Account AMs´ comments
Reporting: track your Reference Program influence through metrics like the number of completed and open cases and analyze them by industry, product, or advocacy activity.
.png?width=1500&height=1080&name=Dise%C3%B1o%20sin%20t%C3%ADtulo%20(2).png)
