Effective referral management can occur through various channels, including customer and partner networks.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with Referral Marketing |
| Available in: Enterprise, Performance, and Unlimited Editions with Partner Ecosystem Management - Members or Partner Ecosystem Management - Login. Learn more about Referral Marketing with Partner Ecosystem management. |
The following scenarios illustrate how referrals can be generated through these channels:
Customer Referrals
Customer referrals occur when your existing customers recommend your business to other potential customers, helping to drive new business opportunities. For example, Intel, a leading technology company, has a strong relationship with Dell, a major computer manufacturer. Intel is aware that Seagate, another technology company, produces high-quality laptop batteries. Intel decides to refer Seagate to Dell, suggesting that Dell consider Seagate as a supplier for their laptop batteries.
Partner Referrals
Partner referrals occur when your existing business partners recommend your business to other potential customers. For example, IBM, a leading technology and consulting company, has a strategic partnership with Tableau, a data visualization platform. IBM also has a strong relationship with a major financial institution. IBM recognizes that Tableau's data visualization tools could significantly enhance the financial institution's data analysis and reporting capabilities. IBM decides to refer Tableau to the financial institution, suggesting that they consider Tableau as an addon to their data analysis feature.