Struggling with tracking and managing referrals effectively? Many organizations face challenges ensuring referrals lead to real impact. Join us for an insightful webinar on how Salesforce and Beyond the Horizon can streamline referral processes, improve partner collaboration, and measure outcomes more effectively.

In this session, we’ll cover:

- What Closed Loop Referral means and why it matters

- How to extend technology to partners with limited systems

- Strategies for tracking referral performance and impact

- Using data to drive proactive, outcome-focused strategies

- Lessons learned and technical models for success (shared systems, batch uploads, real-time APIs)

- Customer Spotlight: We will also speak with United Way NYC to highlight real-world success and insights.

Whether you’re a nonprofit, healthcare provider, or social services organization, this session will provide actionable insights to optimize your referral programs and improve outcomes.