ProjectLine Referral Program

Who refers companies to you?

Our referral partners typically provide strategic operational support to small and mid-size companies. Some examples include:

• Fractional CFOs
• Accounting firms
• ERP consultants
• IT services companies
• Private equity and venture capital firms

How does the referral process work?

We’ll have an intro call with you to discuss your client’s needs. Then we’ll kick off the sales process with your client:

• Discovery session to understand business processes and requirements
• Solution recommendation based on what we’ve learned
• Tailored demo that demonstrates how the solution will solve their key challenges
• Proposal presentation for the ERP software and implementation project
• We start a new partnership!

Do you offer compensation for referrals?

We focus on building mutually beneficial relationships. Just as our referral partners send business our way, we’re always looking for opportunities to do the same.

For cases where a more formal reward system makes sense, we do offer up to $2,000 in VISA gift cards to the referring partner.

• $400 for the qualified referral (a company in the right industry, with an adequate budget and a selection process starting within 2 months)
• + $1,600 when the deal closes

What are the benefits of ERP software?

• Boost productivity and efficiency
• Improve cash flow
• Lower operational costs
• Gain real-time visibility and make better decisions
• Get more reliable data
• Improve customer satisfaction
• Lower IT costs
• Speed up invoicing and collection time
• Create a platform to scale