Definition
A Salesforce Industries (Financial Services, Health Cloud) feature for tracking and managing referrals between parties, such as patient referrals between healthcare providers or client referrals between financial advisors.
Real-World Example
a business intelligence manager at Apex Analytics recently implemented Referral Management to transform raw Salesforce data into actionable business intelligence. After setting up Referral Management, leadership has real-time visibility into pipeline health, team performance, and customer trends, enabling faster and more confident decision-making.
Why Referral Management Matters
Referral Management is a Salesforce Industries (Financial Services, Health Cloud) feature for tracking and managing referrals between parties, such as patient referrals between healthcare providers or client referrals between financial advisors. The feature handles the workflow of creating, routing, accepting, and tracking referrals through their lifecycle, with industry-specific data models and processes.
Referral-based relationships are central to many industries: healthcare depends on referrals between specialists, financial services relies on advisor-to-advisor referrals, and professional services often involves client referrals. Mature referral management goes beyond simple tracking to include workflow automation, outcome measurement, and relationship analytics that help identify the most valuable referral sources and partnerships.
How Organizations Use Referral Management
- •Coastal Health — Uses Referral Management to track patient referrals between primary care and specialists.
- •Redwood Financial — Manages advisor-to-advisor referrals through Referral Management for their wealth business.
- •Wellness Partners — Tracks referral outcomes to identify the most valuable referral relationships.