We are currently building out a Partner Program, where we enable agencies/vendors to submit contacts and share revenue. At the moment, we are using a form to capture the Agency/Vendor lead information, as well as the referral lead information.
Is there a way for us to automate the creation of the referred lead so that our sales representatives do not have to create a new lead in Salesforce? Ideally, we would send sales one email alert with lead information for the referrer and referree, so that it can all be tracked correctly to the lead source, etc.
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What has your experience been like creating Partner/Referral Programs in Marketo?
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What do your campaigns look like and what types of local assets do you use?
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How do you communicate information to sales and ensure follow ups are happening?
Any insight is greatly appreciated as this is our team's first forray into this.
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