B2B Referral Management helps your brand run referral programs with evergreen and time-bound promotions for your channel partners. Channel managers can design and launch referral promotions within minutes. B2B Referral Management takes care of the rest with its inbuilt automations by rewarding advocates and their referred parties.
- 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. - Set Up B2B Referral Management
Set up capabilities that enable channel managers to design and run referral programs. Set up rules to prevent duplicate records and protect against malicious activities. Enable channel managers and service representatives to track referral rewards issued to advocates and their referred parties. - Design a Referral Program
Channel managers can use a guided flow to design and launch a referral program and its promotions by completing a few simple steps. - Configure Processes
After channel managers create the referral program and add its promotions, the admin or the developer can configure the everyday processes. The processes include advocate enrollment and activity tracking. - Manage a B2B Referral Program
After advocates join the brand’s referral promotion and start referring another businesses, channel managers can track the progress of each referral.