Channel Journeys Podcast

Chris Westfall: How to Build a Referral Program that Works

Listen Later

There’s a wide range of partners and influencers who can help you find and win new customers. The trick is finding what motivates them to recommend your solution. Learn how Chris Westfall, VP Channels and Alliances at Paylocity, built a partner referral program with creative non-cash rewards to drive partner sourced business.

KEY TAKEAWAYS

Here are the top 5 things I learned from Chris about how Paylocity built an effective referral program that meets the top needs of their partners:

  1. Survey your partners to find out what they like and don’t like about your referral program, and what you could do better to help partners grow their business.
  2. Create a program that is super easy to join, with no requirements and a simple one page contract.
  3. Instead of simple cash rebates, get creative and provide what partners say they need to grow their business. That could be marketing funds and programs for the partner, rewards for individuals in the partner organization, and better pricing and special offers to their customers.
  4. Provide a dedicated tech support team for your referral partners to answer questions, problem solve, handle escalations, and make sure that their client is having a really great experience.
  5. Support your referral partners with a team of partner managers who act like a traditional channel team; doing business planning, enablement, etc.
    6. LINKS & RESOURCES
      • Find Chris on LinkedIn
      • Dave Taylor: How To Build A Shadow Channel Program
      • Check out the special offer for 2 free months of Magentrix
        • The post Chris Westfall: How to Build a Referral Program that Works first appeared on Channel Journeys.
        ...more
        View all episodesView all episodes
        Download on the App Store
        Channel Journeys PodcastBy Channel Journeys Podcast
        • 4.8
        • 4.8
        • 4.8
        • 4.8
        • 4.8

        4.8

        12 ratings

        More shows like Channel Journeys Podcast

        View all
        Fresh Air by NPR

        Fresh Air

        38,511 Listeners

        The Tim Ferriss Show by Tim Ferriss: Bestselling Author, Human Guinea Pig

        The Tim Ferriss Show

        16,100 Listeners

        VINCE by Cumulus Podcast Network | VINCE

        VINCE

        63,239 Listeners

        Finding Mastery with Dr. Michael Gervais by Dr. Michael Gervais

        Finding Mastery with Dr. Michael Gervais

        1,660 Listeners

        The Ben Shapiro Show by The Daily Wire

        The Ben Shapiro Show

        155,644 Listeners

        Pivot by New York Magazine

        Pivot

        9,538 Listeners

        The Daily by The New York Times

        The Daily

        112,398 Listeners

        Ultimate Guide to Partnering® by Vince Menzione - Technology Industry Sales and Partner Executive

        Ultimate Guide to Partnering®

        55 Listeners

        FT News Briefing by Financial Times

        FT News Briefing

        656 Listeners

        All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

        All-In with Chamath, Jason, Sacks & Friedberg

        9,633 Listeners

        SmartLess by Jason Bateman, Sean Hayes, Will Arnett

        SmartLess

        58,104 Listeners

        The Megyn Kelly Show by SiriusXM

        The Megyn Kelly Show

        40,725 Listeners

        The Rest Is History by Goalhanger

        The Rest Is History

        14,012 Listeners

        Morning Wire by The Daily Wire

        Morning Wire

        26,656 Listeners

        The Mel Robbins Podcast by Mel Robbins

        The Mel Robbins Podcast

        20,212 Listeners