The Introzy blog.

Can Salesforce run your referral program?

Zac Sheffer · September 17, 2026 · 7 min

Can HubSpot run your referral program?

Zac Sheffer · September 16, 2026 · 8 min

Partner-sourced vs partner-influenced revenue: definitions and a working policy

Zac Sheffer · September 16, 2026 · 9 min

What is channel program management (and when it is overkill)

Zac Sheffer · September 16, 2026 · 10 min

Your Referral Intros Deserve a Scheduling Secretary

Zac Sheffer · September 15, 2026 · 7 min

How to track referrals in your CRM (as relationships, not a dropdown)

Zac Sheffer · September 15, 2026 · 8 min

Where should partner data live: your CRM, a PRM, or a referral layer?

Zac Sheffer · September 14, 2026 · 9 min

AI referral routing with human approval

Zac Sheffer · September 14, 2026 · 8 min

Do you need a PRM, or just referral tracking?

Zac Sheffer · September 11, 2026 · 7 min

AI PRM guardrails: approvals, audit trails, explainability

Zac Sheffer · September 11, 2026 · 8 min

The admin doesn't disappear, it moves: months on an AI-native CRM

We moved our own go-to-market onto Zero, an AI-native CRM, months before any partnership existed. The useful question was never whether the AI is impressive. It is where each piece of CRM admin goes: some vanishes, some changes shape, and some stays stubbornly human. A field report in three lists.

Zac Sheffer · September 10, 2026 · 9 min

Referral Program Transparency Is a Behavioral Incentive

Kevin Chern · September 4, 2026 · 8 min

The Referral Multiplier Effect

Kevin Chern · September 3, 2026 · 9 min

You Don't Have a Referral Program. You Have a Referral Habit.

Kevin Chern · September 2, 2026 · 8 min

The Chamber Non-Dues Revenue Playbook: Stop Selling Impressions, Start Routing Demand

Non-dues sources now make up ~62% of chamber revenue, but events and sponsorships plateau. The lane most chambers never build: tracked member referrals with revenue share.

Zac Sheffer · September 1, 2026 · 10 min

The Power Connector Playbook: Turning Introductions Into Recurring Income

Zac Sheffer · August 31, 2026 · 9 min

The Chamber Trust Gap: 81% Trust You. 40% Know Who Your Members Are.

Zac Sheffer · August 30, 2026 · 8 min

A Directory Is Not a Transaction Layer

Zac Sheffer · August 29, 2026 · 7 min

Referral Commissions Are Growth Capital, Not a Cost

Zac Sheffer · August 28, 2026 · 8 min

Referral Fee Benchmarks: What Agencies, Consultants, MSPs, and Law Firms Actually Pay

Zac Sheffer · August 28, 2026 · 6 min

Stop Losing Referral Commissions: The Finance Case for Tracking Every Intro

Zac Sheffer · August 28, 2026 · 8 min

The hidden cost of losing warm introductions after the first handoff

Nicole Adams · August 25, 2026 · 3 min

Manual follow-up burns goodwill

Nicole Adams · August 21, 2026 · 4 min

Introductions, Kept Warm

Nicole Adams · August 19, 2026 · 4 min

Why measuring the value of an introduction does not diminish its generosity

Kevin Chern · August 13, 2026 · 7 min

What's a Fair Referral Fee? A Framework for Getting the Number Right

Referral fees typically run 5–15% of deal value, but the right number depends on deal type, size, and involvement. A clear framework for setting a fee both sides accept.

Evan Youngblood · August 12, 2026 · 10 min

It's Okay to Get Paid for Making Introductions

Kevin Chern · August 10, 2026 · 8 min

The Metrics That Matter in a Partner Program

Sue Foley · August 10, 2026 · 8 min

The Strategic Case for Curated Marketplaces in Professional Services

Kevin Chern · August 7, 2026 · 10 min

How to Start a Partner Program: The First 90 Days

A step-by-step 90-day launch plan: define your ideal partner profile, recruit 5-8 warm partners, set up tracking, and get your first referrals without the mistakes that kill most programs.

Sue Foley · August 7, 2026 · 11 min

Partnerships Professional: A Career That Is AI Supported and AI Proof

Kevin Chern · August 5, 2026 · 5 min

Partnerships Are a Flywheel, Not a Campaign

Kevin Chern · August 5, 2026 · 6 min

Why I Built Introzy

Referrals are one of the highest-trust growth channels in business, and one of the least tracked. Introzy was built to change that.

Kevin Chern · August 3, 2026 · 7 min