Frequently Asked Questions

• Who is eligible to participate in the White Cup Referral Program?

  We want everyone to share the rewards — our referral program is open to any current customer, CRM implementation specialist, consultant or friend of White Cup!

• Who is a qualified referral?

  Qualified referrals are typically decision-makers at distribution companies searching for CRM software that integrates seamlessly with their existing technology. They might be the owner, operator or sales leader at an organization who uses Epicor P21 or another ERP but doesn’t have a CRM, or they might be frustrated with their existing CRM software because they’re not able to get their team the product and customer insights they need to close deals faster.

• What if my company policy doesn’t allow me to accept gift cards?

  No problem! You can choose to redirect your reward as a donation to a charity of your choice, allowing you to comply with your company’s policy while contributing to a great cause. You can also choose to have your reward credited to your White Cup account to save your company money.

• How long will it take to receive my reward?

  Rewards will be processed within 30 days of your referral completing a consultation and within 30 days of the referral becoming a White Cup CRM customer.

• More questions? See our program terms and conditions.

  Referrals must be distributors located in the US and Canada. Referrers will receive $1,000 for each referral who becomes a White Cup CRM customer within one year of referral. Rewards can be distributed in the form of a gift card, charity donation or White Cup credit. Rewards are issued within 30 days of the qualifying event. White Cup reserves the right to modify or terminate the program at any time.

• What should I tell the person I'm referring about White Cup?

  If you haven’t already had a conversation with the person you’re referring, we encourage you to reach out to them to let them know you’ve referred them to us. Feel free to start with this email and personalize it:

  Hi,

  I’d like to introduce you to White Cup CRM. It’s built specifically for distributors and integrates with your ERP out of the box, so you can expect a fast implementation and quick ROI.

  You’ll get insight on customer and product trends, AI-powered product recommendations to increase the value of every order, and powerful automation to help you close deals faster. And with unlimited seats!

  When White Cup asked if I knew anyone who could benefit from White Cup CRM, I immediately thought of you.

  You should be receiving an email from the White Cup team soon to schedule a short consultation.

  Good luck!