BambooHR Partners Referral Partner Resources

We want to be sure you have everything you need to be successful as a BambooHR referral partner. This page will provide you with all of the resources you need to work with BambooHR, including training videos, customer-facing content, co-marketing assets, and enablement assets. If there’s anything we haven’t included that you think would be helpful, please send your suggestion to referrals@bamboohr.com.

Referral Program Training Videos

These videos will help you get started as a BambooHR Referral Partner.

Referral Program Overview: This is a refresher on the BambooHR Referral Program, including how we work together and how you’ll benefit.
Referral Partner Portal: Get a walkthrough of the Partner Portal, including what resources are available and where to find what you need.
Lead Submission Form: When you have a client that you’re ready to submit as a referral, use this video to learn about how to use the “Submit a Lead” form.
Target Audience: Get an overview of our target audience. For more details and additional content about our target audience, go to the “About the BambooHR Audience” section.
UTM Marketing Links: Gather best practices on using custom UTM links in your marketing activities.
BambooHR Core Demo: Get a video tour of BambooHR’s platform and see for yourself what it has to offer.

About the BambooHR Audience

These resources will help you understand the BambooHR market, buyer, and competition. We ask that you do not share these resources externally, as their main purpose is to help you look like a rockstar with your clients and understand their concerns.

Target Audience Research: Learn more about the customer segments we focus on within small and medium sized businesses. It includes target persona, ideal tech stack, key challenges, and selling best practices for the following employee counts:

26–75 EE: Startup Phase
76–150 EE: Scaling Phase
150–300 EE: Established Phase

Persona Battlecards: Learn more about the various roles involved in making HRIS decisions. These battle cards provide information about the unique responsibilities and challenges of each role, along with selling best practices for each one.

Industry Battlecards: Learn more about the top BambooHR industries. These battle cards provide information about the unique attributes and challenges of each industry, along with selling best practices for each one.

Competitive Battlecard: This battlecard provides data points on how we compare to other HRIS providers, where we win, and key messaging points for customers.

Customer-Facing Resources

These resources can be shared with your clients throughout their journey of identifying, selecting, and implementing an HRIS. These assets are some of our top-used content by our sales team with their clients.

Overview of BambooHR

BambooHR Product Overview: These slides provide a high-level, feature-by-feature overview of BambooHR.
BambooHR All-in-One HR Software Overview: This video provides an overview of the main features of the BambooHR platform, including the Home page, Performance Management, Time Tracking, PTO management, our applicant tracking system, electronic signatures, Employee Satisfaction, reports, and more.
BambooHR Quick Facts:This by-the-numbers report provides a picture of BambooHR, who we serve, how we help them achieve great things, and what sets BambooHR apart from our competitors.
Executive Overview: This video focuses on an organization’s decision makers and provides an overview of how BambooHR can help elevate businesses.
Elevate Your Business with BambooHR: This video is focused on decision makers at a client’s organization and provides an overview of the value of BambooHR and how the platform can help them focus on their company strategy and growth.
The BambooHR Advantage: This video provides an overview of the BambooHR Advantage plan and how it can set your clients free to practice strategic HR that improves the employee experience and grows their business.
The Advantages of a Robust HR Platform: This document details the benefits your clients can achieve by implementing an all-in-one HR platform for their business.

Demonstrating the ROI of BambooHR

Calculating HR: The Benefits of an HRIS:This blog post breaks down the savings and other benefits an HRIS can provide.
Helpful Statistics: How Can an HRIS Save Your Organization Time and Money: This document provides ROI and value stats for each product of the BambooHR platform.
The ROI of Switching to BambooHR from Spreadsheets: This two-pager provides a summary of the savings real customers saw when switching from spreadsheets to BambooHR for their HR needs.
The ROI of Switching to BambooHR from Another HR Solution: This two-pager provides a summary of the savings real customers saw when switching to BambooHR from other HR solutions.

Product-Specific Demos, Videos, and Documentation

BambooHR Software: Take a tour of BambooHR and get to know our award-winning software.

BambooHR Software Overview Video

People Data & Analytics

Hiring

Onboarding

Compensation

Culture

Helpful Documentation

How BambooHR Customer Support Sets You Free to Do Great Work: This document details how the award-winning BambooHR customer support team will help your clients get set up and ensure they’re getting the most out of BambooHR.
Implementation the BambooHR Way: This video provides an overview of how we support implementation of BambooHR and can get your clients up and running in six weeks or less.
BambooHR Security: This document provides an overview of BambooHR security guidelines, so your clients have confidence in BambooHR to store their sensitive information.
BambooHR Legal Brief FAQs: This document answers frequently asked questions regarding our Terms of Service document.
Getting Started with the API: Our open APIs make it easy to integrate applications to BambooHR. Use this guide to get started on an integration.

Industry-Specific Resources

5 Ways BambooHR Helps You Overcome Top HR Challenges in Healthcare: This document outlines common HR challenges specific to the healthcare industry and demonstrates how BambooHR can help healthcare professionals overcome them.
How BambooHR Meets the Top Three Construction Industry HR Challenges: This document outlines how BambooHR can help administrators and employees in the construction industry overcome HR-related challenges specific to their industry.

Popular Links

BambooHR Help Center: Get your questions answered, and connect with our support team.
Customer Stories: Hear what our customers have to say about BambooHR!

Webinars: Find out about our upcoming webinars, and check out our on-demand webinar library.
Product Updates: Learn about our latest product updates.

Co-Marketing Resources

Ready to start co-marketing with BambooHR? Start with these resources.

General Marketing Resources

BambooHR Product and Feature Trademarks and Disclaimer Guide: This document provides the details of how you can reference BambooHR in your marketing activities and material.
Logos: Find below, the Authorized Referral Partner logo and other BambooHR logos that you can use on your website, emails, and other digital marketing activities. Right-click> Save Image As to save the file.

Our logo is one of the most valuable assets of our identity. It’s a guarantee of quality that unites all of our communications. Please respect our logo and treat it properly by following the guidelines below.

The logotype consists of the BambooHR name, bamboo shoot, and trademark. Each element has been carefully configured to work together. Therefore, they should never come apart.

The following “don’ts” are critical for keeping the integrity of our logo:

Don’t use any other color for the logo except Leaf (Pantone 375C), 90% black, or white.
Don’t stretch or compress the logotype to fill a space.
Don’t apply a stroke to outline the logotype.
Don’t remove elements from the logotype.