Voted #1 Solar Design Software

image not loading
  • Design Under 7 Mins
  • #1 Rated On SPW
  • Solar Specific CRM
  • Top Rated On G2
  • Winning Proposals
  • 600+ Global Users

Track Referrals Effectively with Referral Management | ARKA 360

Track Referrals Effectively with Referral Management | ARKA 360

In this comprehensive blog post, we'll delve into the intricate process of integrating referrals and establishing partnerships within your CRM system to maximize lead generation and enhance overall efficiency. These features not only streamline your workflow but also provide invaluable insights into the contributions of referral agents and third-party partners.

Let's embark on this journey together and explore the various facets of leveraging referrals and partnerships within your CRM platform.

Lead Source Options Expansion

Within the Lead Source section of your CRM, you'll notice a significant enhancement with the addition of two new options: partner and referral. While the referral option has been available previously, recent updates have refined its functionality. Now, when selecting a referral as the lead source, you gain the ability to specify a referral agent.

This feature empowers you to seamlessly attribute leads to specific agents within your database, thereby facilitating precise tracking of their contributions. By simply searching for the agent's name or email address, you can effortlessly link them to the referral, enabling you to monitor the effectiveness of each referral agent in generating leads.

Track Referrals Effectively with Referral Management | ARKA 360

Empowering Partnerships

For businesses collaborating with third-party agents or dealers to acquire leads, the introduction of the partner lead source is a game-changer. This functionality enables you to accurately monitor the contributions of external partners within your CRM environment.

Within the CRM interface, you'll find a comprehensive list of partners you've established relationships with, accompanied by the respective cost per lead associated with each partner. This granular level of insight empowers you to meticulously track payments made to partners for the leads they generate, fostering transparency and accountability in your partnership agreements.

Did you know? ARKA 360 turns solar complexities into a streamlined process. 🚀

Seamless Partner Creation

To facilitate the seamless integration of partners into your CRM ecosystem, it's essential to ensure that your CRM settings are configured appropriately. Within the settings menu, you can add partners by providing important details such as partner name, email, preferred currency, and cost per lead.

By meticulously inputting this information, you lay the foundation for effective partner management and tracking, empowering your organization to optimize collaboration with external stakeholders.

Once you've established referral agents and partners within your CRM system, the next step is to leverage the power of dashboard widgets to monitor their performance seamlessly.

These widgets serve as visual aids, offering real-time insights into the amounts paid to partners in the current month and the volume of leads each partner generates. This holistic view of partner management enables you to make data-driven decisions and assess the effectiveness of your referral agents and partners at a glance, thereby streamlining your lead generation efforts.


Incorporating referrals and establishing partnerships within your CRM system represents a strategic imperative for organizations seeking to optimize lead generation and enhance operational efficiency.

By incorporating the full potential of these features, you can unlock a wealth of insights into the contributions of referral agents and third-party partners, thereby empowering your business to make informed decisions and drive sustainable growth. Embrace these strategies today to propel your lead generation process to new heights and stay ahead of the competition in today's dynamic business landscape.