Finding new clients is challenging for managed services providers (MSPs). Strategies like cold calling, advertising and networking can be time-consuming. They also yield little return on investment (ROI) and have limited measurement methods.
So, how do MSPs improve their lead generation strategy? SaaS referral software is an excellent solution.
Referral software offers automated referral programs to improve inbound leads. These programs involve clients sharing automated referral links or codes with others and rewarding them for new leads. The software also has analytics dashboards for tracking and maximising high-performing referral campaigns.
Learn more below about how SaaS referral software improves MSP lead generation.
SaaS Referral software is a cloud-based program for running referral campaigns and gaining new leads.
Referral software improves lead generation with PSA integration, automated referral links, instant rewards, live tracking, and branded landing pages.
Referral software connects with professional automation (PSA) systems. This integration automatically adds referral buttons or ticket links so clients can seamlessly refer other customers. It instantly records customer referrals on your MSP system, eliminates manual tracking and increases leads.
SaaS Referral software generates unique referral links or codes. When clients share them with friends or family, each click or link interaction is accurately tracked on MSP systems. This automation provides faster and more precise lead tracking.
MSPs can set up branded landing pages. When someone clicks a referral link or code, they are directed to these custom pages with a sign-up form. The referral page captures new client details and sends them to MSP systems, streamlining lead capture.
When a referral becomes a client, the software system instantly sends the referee rewards, including gift cards or discounts. Customers may feel valued and more motivated to refer others, which can create consistent referrals and new leads.
Referral software centralises lead tracking on one system or dashboard. It offers data on high-performing referral streams or which clients bring in the most leads. MSPS can use these metrics to optimise their strategies and capitalise on high-performing referrals.
MSPs can use referral software to set up automatic custom emails. Once referral links or codes are shared, new leads receive a welcome email. This instant communication can increase follow-up times and conversion leads.
Here are some benefits of referral software for MSPs.
ReferralNow™ is the first referral platform built specifically for MSPs. Unlike generic referral software, it is designed around MSP workflows, making adoption faster and integration seamless.
ReferralNow™ is the first complete referral management system built for MSPs to generate new business from existing clients. It is tailored to MSP workflows and offers features aligned with your business’s operations rather than a generic solution.
These customisations help MSP teams adopt and learn the software faster to prevent production delays.
The product embeds directly into your PSA using a code, so referral prompts are presented to clients without manual outreach or extra steps from your team. It also automatically adds eye-catching referral banners or buttons to support tickets for higher visibility.
The system offers customisable branding and provides reporting/dashboards for tracking referral activities and performance. Your MSP retains brand consistency, which supports trust and professionalism when clients refer others.
ReferralNow offers instant incentives, including global gift cards in various currencies. This versatile reward system ensures clients can be incentivised regardless of the region, helping you attract leads across multiple target areas.
With comprehensive tracking dashboards, you can monitor what’s working (which clients refer, which rewards work) and continuously improve your referral program.
Because ReferralNow automates much of the process, it turns satisfied clients into lead-generators without manual effort. This referral system helps you grow recurring revenue steadily.
Here’s how ReferralNow integrates with your PSA system.
If you’re ready to improve your MSP lead generation, explore our ReferralNow and contact our team to get started.
