Learn About B2B Referral Management

Learn about the key terms and roles in B2B Referral Management. Explore the B2B Referral Management data model and the referral program workflow.

• Key Roles in B2B Referral Management
  Learn about the different user personas in a typical B2B Referral Management implementation.
• Key Terms in B2B Referral Management
  Get familiar with the key terms that you come across while using B2B Referral Management.
• B2B Referral Management Scenarios
  Effective referral management can occur through various channels, including customer and partner networks.
• B2B Referral Management Data Model
  Learn about the objects in the B2B Referral Management data model.
• B2B Referral Workflow
  The workflow of a referral program involves two personas, an advocate and their referred party. Before you create a referral program, learn how advocates and their referred parties interact with the referral program.
• Considerations for B2B Referral Management Implementation
  When you plan your B2B Referral implementation strategy, you must account for certain key considerations.