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Referring New Partners to SharpSpring

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Nik Schultz
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SharpSpring makes it a point of pride in providing a comprehensive, intuitive product. More than that, SharpSpring does so at a much lower cost than other marketing automation platforms. This allows SharpSpring to grow and create new features in ways that competitors cannot.

SharpSpring appreciates referrals that bring in new partners. Referrals help SharpSpring's growth. SharpSpring provides a way for you to introduce other marketing agencies to the platform.

This article will detail how to refer new partners to SharpSpring, as well as the benefits for doing so.


Article Contents

     Available with:    
  Marketing Automation ✓  
  CRM Ultimate ✓  
  CRM PRO ✓  
  CRM Free ✓  
       
  Toolbar:    
01NavMarketing.png    0NavSales.png
       
  Users:    
  Administrators ✓  
  Company Managers ✓  
  Marketing Managers ✓  
  Sales Managers ✓  
  Salespersons ✓  
  Jr. Salespersons ✓  
 


Referring Partners

To refer partners to SharpSpring, do the following:

  1. In SharpSpring's top toolbar, click
    12user.png  User Settings > Help.
  2. In the Support Portal menu that appears,
    click  wrench.png  Get Support.
  3. Click  share.png  New Referral.
  4. Enter the referral's company name in the Company Name text field.
  5. Enter the referral's first and last name in the Contact Name text field.
  6. Enter the referral's email address in the Contact Email text field.
  7. Enter the referral's phone number in the Contact Phone Number text field.
  8. Click Submit a Referral.
  


Click to enlarge.


Viewing Submitted Referrals

You can keep track of your submitted referrals.

To view submitted referrals, do the following:

  1. In SharpSpring's top toolbar, click
    12user.png  User Settings > Help.
  2. In the Support Portal menu that appears,
    click  wrench.png  Get Support.
  3. Click the Your Referrals tab.
  4. Locate the Your Submitted Referrals section.

Previously submitted referrals will populate in the section.


   Click to enlarge.
Note: The Your Referrals tab and Your Submitted Referrals section will display your name in place of Your.
 


Referral Benefits

SharpSpring appreciates your referrals—so much so that rewards are in order for successful referrals. If your referral results in a new SharpSpring agency partner, your agency will receive $1,000. More than that, you will personally receive $500.

There are no limits to the number of times that you can receive referral bonuses. In addition, referral bonuses are tied to individual referrals, and not as a lump sum for a group of referrals.

For example, if you submit eight referrals and all eight agency partners sign on, then you receive eight individual bonuses.

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