New Users

Welcome! We ask that you fill out the following forms to get started. Your information will be kept safe, secure, and strictly confidential. After the one time set up, only your username will be required. Thank you.

New User Contact Information

Name *
Name
Preferred Phone Number *
Preferred Phone Number
Mailing Address *
Mailing Address
Communication Preferences *
Please indicate how you would like us to communicate with you regarding referred business.

Lead/Referral Details

Name *
Name
Referral Categories *
Select Applicable Referral Category: TYPE #1 REFERRAL DEFINITION– A Lead or Referral where referring party’s name is not used and is never mentioned. This is a silent lead. Referring party provides as much lead detail as possible – who, why, what, where, etc. The payout is 10% of gross margin if the deal closes for this type of lead. TYPE #2 REFERRAL DEFINITION– A Lead or Referral where the referring party is actively involved. Typically, the involvement is one of the following: initial introduction and strong referral via phone or email, lunch meeting, an email name drop with a carbon copy occurs, Etc. The payout is 15% of gross margin if the deal closes for this type of lead. Referring party stays involved if at all necessary.
Customer/Lead/Prospect Contact Information *
Customer/Lead/Prospect Contact Information
(For multiple contacts, please put the additional contact information in the "lead information field".)
Customer Phone Number *
Customer Phone Number
Please provide applicable lead or deal information, and relevant account intelligence.
Please describe the general type of opportunity
*Applicable for Type 2 Referrals Please describe how the initial introduction will be made:
What is the timing of this opportunity to the best of your knowledge?
(Include amount if known, indicate unknown if not known.)

“The best compliment you can give us is to refer DataPivot to a friend or counterpart.  Thanks for your referral and for being a part of the DataPivot team.”