Enterprise Partnership Overview

Quick Answer

Enterprise Partnerships provide customized lead generation and referral solutions for organizations with 10+ professionals, featuring bulk listing management, team coordination through the Teams feature, flexible billing options, and dedicated account management. Solutions range from basic bulk setup to fully custom portals with API integration, all supported by named account managers.

Overview

Heritage Web's Enterprise Partnerships transform how large organizations manage professional referrals across their teams. By combining bulk listing creation, centralized oversight, and custom billing arrangements, enterprises can efficiently scale their presence across Heritage Web's 300+ publication network while maintaining individual professional autonomy.

Types of Enterprise Partners

Professional Service Firms

Organization Type	Typical Size	Common Needs
Law Firms	10-500+ attorneys	Bulk listings, compliance reporting, pro bono tracking
Healthcare Systems	20-200+ providers	Multi-location management, specialty coordination
Accounting Firms	10-100+ CPAs	Tax season scaling, multi-service listings
Financial Services	15-150+ advisors	Compliance tools, lead distribution

Corporate Programs

Employee Benefits: Service provider networks for staff
Vendor Networks: B2B referral systems
Diversity Initiatives: Minority supplier programs
Relocation Services: Employee support programs

Industry Associations

Professional association member benefits
Trade organization referral networks
Chamber of commerce partnerships
Cultural organization programs

Enterprise Service Levels

Basic Package

Bulk listing creation (10-50 professionals)
Standard Teams feature access
Individual billing and dashboards
Quarterly business reviews
Email support

Standard Package

Bulk listing management (50-200 professionals)
Advanced Teams permissions
Consolidated billing options
Monthly account reviews
Priority phone support
Basic analytics reports

Premium Package

Unlimited professional listings
Custom billing arrangements
Dedicated account manager
Weekly check-ins available
Custom reporting dashboards
API integration possibilities

Strategic Partnership

Full white-label options
Co-development opportunities
Revenue sharing models
Custom portal development
Dedicated support team
Real-time integration

How Enterprise Partnerships Work

Step 1: Initial Consultation

Discuss your organization's needs:

Number of professionals
Geographic coverage
Service types offered
Lead volume expectations
Budget parameters
Technical requirements

Step 2: Custom Proposal

Heritage Web develops:

Tailored solution design
Pricing structure
Implementation timeline
Success metrics
Contract terms
ROI projections

Step 3: Agreement & Setup

Formalize partnership:

Execute enterprise agreement
Assign account manager
Schedule implementation
Plan training sessions
Set milestone dates

Step 4: Implementation

Heritage Web handles:

Bulk listing creation
Team configuration
System integration
User training
Quality assurance
Go-live support

Step 5: Ongoing Management

Your account manager provides:

Regular performance reviews
Optimization recommendations
Bulk update assistance
New member onboarding
Issue resolution
Strategic planning

Key Enterprise Benefits

Operational Efficiency

Centralized Management: One point of contact
Bulk Operations: Update multiple listings simultaneously
Streamlined Onboarding: Simplified new member setup
Reduced Administration: Less individual account management

Financial Advantages

Volume Discounts: Reduced per-user costs
Flexible Billing: Monthly, quarterly, or annual options
Predictable Costs: Fixed pricing available
ROI Tracking: Detailed performance metrics

Competitive Edge

Priority Support: Faster response times
Custom Features: Tailored functionality
Market Intelligence: Industry insights
Brand Visibility: Enhanced presence

Important Notes

Minimum Size: Typically 10+ professionals
Contract Terms: Usually 12-month agreements
Custom Development: Additional costs for portals
No Self-Service Changes: Account manager required
Listing Approval: Standard 1-3 day process still applies

FAQs

Q: How is enterprise different from multiple individual accounts? A: Enterprise provides centralized management, potential consolidated billing, dedicated support, volume pricing, and possible custom features not available to individual users.

Q: Can we start small and scale up? A: Yes, enterprise agreements include scaling provisions. Start with your core team and add members as needed with adjusted pricing.

Q: Do team members still get individual dashboards? A: Yes, each professional maintains their own dashboard for lead management while administrators gain oversight capabilities through Teams.

Q: What if we need features that don't exist? A: Strategic partnerships can include custom development. Additional costs and timeline depend on complexity.

Q: Can we integrate with our existing CRM? A: API integration is available at Premium and Strategic levels. Popular CRMs like Salesforce and HubSpot are commonly supported.