Referral Program

Do you know someone looking for expert Salesforce implementation, optimization, or support services? At Navirum, we help financial services firms unlock the full potential of Salesforce. Through our Referral Program, 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 financial services

• 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. Make a Referral

Fill out the referral form below or email us the contact details of someone who could benefit from Salesforce consulting.

2. We Follow Up

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

3. You Get Rewarded

If your referral becomes a qualified client, you’ll receive a referral reward—either a flat fee or a percentage of the project, depending on the size.

We work best with companies in:

• Financial services: banking, insurance, wealth management

• Fintech and financial services startups

• Professional services (legal, accounting, consulting)

Ideal contacts include:

• Heads of Operations

• CRM Managers

• CTOs / CIOs

• Practice Leads

• Managing Partners