Customer Success Referral Form


This page is now inactive as Referrals have moved into Salesforce -


  • A new referral submission has been implemented
  • Many of you may have already heard about this and seen a preview of the brainshark video from Lisa O’Connell, Sabina Cramer, or your head of Sales/CS.
  • The referral submission itself is now going to happen on the Account page in Salesforce via a “Make Referral” button. There will be no more web forms going through an external system, Marketo, before the information gets to Salesforce.
  • Important reminder: When scheduling and completing demo activities, please be ensure the Target Brand AND Products Discussed fields are populated as these fields will tie to the referral object when the fields on the demo record match the brand on the referral.

Please use this link to Launchpad to see a Brainshark video of the new form submission process.