Referral Program

Do you know someone looking for expert Salesforce implementation, optimization, or support services? At <strong data-renderer-mark="true">Navirum</strong>, we help financial services firms unlock the full potential of Salesforce. Through our <strong data-renderer-mark="true">Referral Program</strong>, you can help others connect with us—and get rewarded when they become a client.

Whether you’re a lawyer, consultant, IT provider, accountant, or partner a past client, this is your opportunity to turn your network into value.

Our referral program is open to:

• Business consultants and advisors

• IT providers and managed service firms

• Accountants and financial consultants

• Law firms and legal advisors

• Existing or past NAVIRUM clients

• Salesforce professionals or freelancers

• Partners

• Employees

If your clients or connections use—or should be using—Salesforce, we’d love to talk.

• Deep industry expertise in <strong data-renderer-mark="true">financial services</strong>

• Proven track record with measurable outcomes

• Trusted by banks, credit unions, insurers, and advisory firms

• 100% Salesforce certified consultants

• Personalized, end-to-end solutions

Your referrals are in excellent hands.

1. <strong data-renderer-mark="true">Make a Referral</strong>

Fill out the <strong data-renderer-mark="true">referral form below</strong> or email us the contact details of someone who could benefit from Salesforce consulting.

2. <strong data-renderer-mark="true">We Follow Up</strong>

Our team will reach out, schedule a discovery call, and determine if there’s a fit—no pressure, no sales tactics.

3. <strong data-renderer-mark="true">You Get Rewarded</strong>

If your referral becomes a qualified client, you’ll receive a <strong data-renderer-mark="true">referral reward</strong>—either a <strong data-renderer-mark="true">flat fee</strong> or a <strong data-renderer-mark="true">percentage of the project</strong>, depending on the size.

We work best with companies in:

• <strong data-renderer-mark="true">Financial services: banking, insurance, wealth management</strong>

• <strong data-renderer-mark="true">Fintech and financial services startups</strong>

• <strong data-renderer-mark="true">Professional services (legal, accounting, consulting)</strong>

Ideal contacts include:

• Heads of Operations

• CRM Managers

• CTOs / CIOs

• Practice Leads

• Managing Partners