Referral partner programs

Easier referral programs for partners boost sales and ROI

Incentives

Referrals generate profits when your partners, contractors, affiliates and employees trust the process and the experience is simple. Our referral incentive platform makes it easy to manage, track and reward partner referrals.

Referral leads convert 30% better than leads from other channels.

—Gartner

Referral program services

Streamlined referral management 

Platform integrations automate the referral process, creating a better participant experience. No more clunky forms or emails that fail to track referral progress. Our integrations with Salesforce and other leading CRMs ensure referral data updates in near-real-time between systems. 

Admin dashboard

Lead management and performance monitoring all in one place, reducing redundancy and improving oversight.

Partner experience

Transparent tracking and meaningful incentives encourage repeat referrals.

 

See the platform

Repeat referrals

Repeat referrals increase leads

Partners refer more when they feel valued. Investing in a program that offers relevance, reminders and a motivational experience improves program personalization through: 

Program optimization

Program optimization for better results

In-house reporting and analytics experts review data and extract insights to offer visibility into metrics like program adoption, referral activity and award issuance. During biannual business reviews, we share program results and ensure strategy and tactics intentionally align with your business tactics. We help get more out of your budget through incentives like: 

  • Gameplays 
  • Referral goals 
  • Payout levels (instead of defaulting to 1:1 referral payment) 
Targeted communications

Targeted communications boost engagement

Informative and fun communications keep participants actively engaged and exhibiting desired behaviors. We’ll work with your internal teams to deliver a program with big engagement.  

  • Program identity and brand (logo, colors, messaging) 
  • Program overview communications 
  • Reminders and nudges 
Client stories

Improving referral programs for leading brands

A simple, results-oriented structure revitalized MDU leasing agents’ program participation
Read the story

170% increase YOY in referrals in the first year

A new referral program generated market share and produced higher monthly recurring revenue
Read the story

11:1 lifetime ROI

See your ROI in real time 

Use our ROI calculator to see the financial impact of an effective referral partner program—and prove value to key decision-makers.

Client support that scales with you

You’re expected to show results—fast. But reaching sales goals and keeping partners engaged takes more than a platform.  

We’re your partner in performance. From strategy to execution, we build programs that work today and evolve with your business tomorrow.  

Strategy and consulting

Our experts use data, research and proven strategies to design incentives that motivate the right behaviors and deliver measurable ROI. 

  • Research and assessments 
  • Program analysis and audience insights 
  • Program strategy and design
Program management and administration

Our team works alongside yours to design, launch, manage and optimize incentive programs.  

  • Onboarding 
  • Day-to-day operations 
  • Program execution 
  • Training 
  • Ongoing optimization 
Data and insights

Real-time and historical data answer your most pressing questions. We recommend how to improve your incentive program performance, prove worth, drive business growth and make more confident business decisions. 

  • Predictive modeling and scorecards 
  • Partner personas and segmentation 
  • Dashboards and data visualization 
  • Surveys and focus groups 
Rewards

Diverse, meaningful rewards are tangible signs of how much you value hard work.  

  • Merchandise 
  • Gift cards 
  • Individual travel 
  • Direct deposit 
  • Reloadable cash cards 
Marketing and program communications

A marketing strategy that’s customized for every stage of the participant journey increases program enrollment, adoption and performance. 

  • Program brand identity 
  • Persona-based messaging and segmentation 
  • Campaign development and execution 
  • Marketing automation 
  • UX research 
  • ADA compliance 
Enablement and learning

Custom training programs improve loyalty, retention and alignment. 

  • Sales and product training 
  • Leadership development 
  • Culture and team alignment

Schedule a demo

Get the incentive program results you want with data-driven strategies that motivate every audience and maximize ROI.