Cheatography
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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 |
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W-9: |
REQUIRED if your partner has not previously been set up as a Vendor in NetSuite |
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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 |
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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
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