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  • Referral Lead

    This form is used for both new business and add-on referrals for existing customers. This information will be used when determining the Authorized Consultants status for the Three-Tiered Partner Program. If you have a file that needs to be associated with this form, please e-mail it to PartnerInfo with the name of your company in the subject line. Thanks so much for your participation in the Epicor Partner Referral Program.

    Partner Information:

    Type of Partner:

    Contact Name (Partner):
     
    Address:   

    City: State/Province:

    Zip/Postal Code: Country:

    Phone Number: Fax Number:

    E-mail Address:

    Referred Company Information:

    Referred Company (Lead):

    Contact Name (Lead):

    Title:

    Address:  

    City:   State/Province:

    Zip/Postal Code: Country:

    Phone Number: Fax Number:

    E-mail Address:

    Please describe your relationship to the lead:

     

    Customer number of employees: Number of locations:

    Current software in use:

    Epicor product being referred:

    Other software they are considering for this application:

    Timeframe for new software purchase:

    Budget for software:

    What are they looking for in a new system?

     
     

    Other Comments:

       

      Please check the box if you want to be eligible for a referral fee.