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HOW TO: Process a referral payment request Cheat Sheet (DRAFT) by [deleted]

How to get your partner paid for referral opportunities

This is a draft cheat sheet. It is a work in progress and is not finished yet.

WHEN TO USE THIS CHEAT SHEET: It's important

Use this CHEAT SHEET to help ensure your referring partner gets paid in a timely manner.
Use this CHEAT SHEET to increase your odds of being properly compen­sated.

THE BASICS: Get the opport­unity right

Did your partner submit a Deal Regist­ration?
Was the Deal Regist­ration approved & converted to an opport­unity?
Opport­unity Record Type = Sales Record
Type = Channel Referral
Influence Account (Partner 3) = referring partner
Ship To AND Bill To = customer contact

LEVERAGE THE SALES REP: Referral Fee Form

Enlist the help of the Splunk sales rep to complete the Referral Fee Form.
Completed form contains key details that partners are required to include on referral invoice.
Best Practice: Submit the completed form along with Referral Checklist to your partner within 5 business days of Close/Win date.

PARTNER PROVIDES: Docume­ntation

Vendor Form:
REQUIRED if your partner has not previously been set up as a Vendor in NetSuite
If unsure, send inquiry to cander­son­@sp­lun­k.com
Submit completed Vendor Form to purcha­sin­g@s­plu­nk.com
W-9:
REQUIRED if your partner has not previously been set up as a Vendor in NetSuite
If unsure, send inquiry to cander­son­@sp­lun­k.com
Submit completed Vendor Form to purcha­sin­g@s­plu­nk.com
Invoice:
REQUIRED for initiation of referral fee payment
Must include: vendor addres­s/c­ontact info, Splunk sales order OR quote #, customer name, order amount, referral fee amount and supporting docume­ntation for any special terms
Submit vendor invoice to ap@spl­unk.com
Your partner may send this inform­ation to the designated email address directly OR you may instruct them to send everything to you and you submit on their behalf.
Assuming all docume­ntation has been submitted and processed, you partner can expect to receive payment within 30 days of receipt of customer's payment.

KEEP THESE THINGS IN MIND

 

DON'T JUST GUESS: Leverage your resources