Referral & Commission Management
Simplify your referral workflow. Track sales, commissions and payments.
Capture referrals from your partners, provide real-time updates on referral status, and track commission payments. Fully integrated with Lead Distribution, the referral module enables intelligent closed-loop referral management.
The Referral module streamlines the management of your referral program by giving partners an area to submit referrals and track their status. Set up your own workflows to manage the acceptance and payment status of referrals, all while keeping the partner in the loop on referral sales stage and commissions.
Flexible referral handling
Whether your organization directly works with referred leads or hands them off to reseller partners, the Referral module can handle your program needs.
- Direct sales: Give your internal sales team access to submitted referrals to pursue new business directly.
- Indirect sales: Distribute referrals to other channel partners using the Lead Distribution module.
- Track commissions and payments.
Closing the loop with Lead Distribution and Deal Registration
- Configure which lead and deal data are visible to the referral partner.
- Automatically notify referral partners of won deals.
- End-to-end reporting from referral to revenue.