Marketing with Concur
Our Marketing toolkit aims to provide our Advisor partners the ability to launch, grow and maintain their Advisor referral business quickly and easily. Subscribe to our Marketing newsletter to keep up-to-date on all the new tools.
Advisor Stages:
1. Launch: You have just signed up with the programme, and have seen our solution and understand how the programme works, but have yet to communicate this new relationship with your internal stakeholders or your customers.
Read our 6 best practice tips for launching the Advisor programme and follow the below links for templates you can utilise to launch.
Launch Templates: Email and web | Newsletter | Webinar | Press Release
2. Growth: Having already communicated your relationship with Concur with your internal stakeholders and customers, you are looking for tools to educate and enable your customer facing teams to help them start having conversations.
Recommended Links: Product Information | Thought Leadership | Additional Content
3. Maintain: Your team is providing regular leads suitable to Concur. You are likely looking for tools that will drive more referrals for Concur.
Campaign Templates: Expense | Invoice
Should you require any additional information please email rachel.vandermerwe@concur.com
QUICK LINKS:
username: Concur
password: Click.Done
Tools and templates will be updated monthly, and we would encourage you to subscribe to our Marketing email alert each month which will give insight as to what is new.