CRM & Sales Operations
We set up or build CRM systems that help teams control leads, customer records, pipeline activity and follow-up.
01 · CRM & Sales Software
Partner & Referral CRM
A relationship workspace for partners who introduce customers or work with your company on shared opportunities.
Introductions through partners create relationships on both sides: the prospective customer and the person who made the referral. Staff can maintain that connection and coordinate updates, rather than treating the introduction as an anonymous lead or exposing the whole sales database to a partner.
02
What it manages
Partner records can hold contacts, referral sources, introductions, opportunity status and agreed follow-up. Attribution distinguishes a partner introduction from a direct enquiry. Any incentive arrangements need explicit eligibility and approval rules rather than an assumed commission on every contact.
03
How it works in a business
Staff record an introduction against the partner, assign a sales owner and update the resulting opportunity. The partner team can review progress without exposing unrelated customer information. A closed outcome supports a later discussion about partner activity and any agreed referral treatment.
04
What SFn can customise
Partner categories, attribution rules and restricted partner views can be customised. SFn can connect a sales CRM and add referral reports. Incentive calculations or external access are separate scope decisions with clear approval and data-sharing boundaries.
05
Related & next step
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