Customer Referral Program

It Pays To Refer New Customers

If you have friends, family members, or co-workers considering a new or used equipment purchase, have them call Carter Machinery first. If they’re a new customer and end up purchasing a machine from us, we’ll reward and thank you for the referral with a Visa gift card worth up to $500!* It’s all part of our Customer Referral Program, because we believe word-of-mouth advertising from a satisfied customer like yourself is a great way to do business. And the best part is there’s no limit on the number of referrals you can make or how much you can earn. See the steps and official rules below, or click the button and fill out the form to refer someone today! 

Complete Form

How it Works

Step 1

Mention Carter Machinery to a friend or family member in the market for an earthmoving piece of equipment, not currently doing business with Carter.

Step 2

Use the form above to submit your referral(s). There is no limit to the number you submit – keep them coming!

Step 3

Carter Machinery representatives will review your submission and, if accepted, it will be passed along to a sales representative for the consultation process to begin.

Step 4

If your referral purchases a Cat machine, you will receive a Visa Gift card for each new customer referral you provided.

Referrals

The number of referrals you may submit is unlimited; however, please keep these guidelines in mind for a successful process:

• This program is intended to bring new customers to Carter Machinery. Referrals which reference any contact of existing customer accounts or active sales prospect accounts will not be accepted by this program.  An existing customer account or prospect account is one with machine sales transactions, quotes, or demos within the last 5 years.
• For referrals which reference a business, multiple contact names at the business may be submitted, if desired, with each on a separate submission form.  However, payment will only be made based upon the first closed sale at that business when it becomes a new customer of Carter Machinery.
• Referrals must be submitted for processing by the program prior to the referral contact beginning the sales consultation process with Carter Machinery.
• In the event of duplicate referrals received by this program, the date and time submitted will be used to determine the earliest submission which will be the single referral accepted.
• To be accepted, referrals must include a first and last name and valid, working contact information including a phone number and email address.  A company name should also be submitted if it applies.   
• Referrals are more likely to be successful if you have knowledge of the contact’s intent to purchase earthmoving machinery.  If possible, confirm the contact’s purchase status and make a recommendation of Carter Machinery prior to submitting information to this program. It is not recommended that you use this program to submit “cold information” for individuals or businesses who you do not know.

Payment

This program is intended to bring new customers to Carter Machinery. Referrals which reference any contact of existing customer accounts or active sales prospect accounts will not be accepted by this program.  An existing customer account or prospect account is one with machine sales transactions, quotes, or demos within the last 5 years.

• Offer does not include rentals, purchase of piece parts, service, or individual components such as attachments, tires, etc.       
• Payment will be made following the closed sale of a Cat machine to the referred contact.  A “closed sale” consists of a fully-executed purchase order and receipt of payment by the new customer.      
• One (1) $500 Visa gift card will be issued for each new Cat machine purchased by the referred new customer during his or her first sale transaction with Carter Machinery
• One (1) $300 Visa gift card will be issued for each used Cat machine purchased by the referred new customer during his or her first sale transaction with Carter Machinery
• The Visa gift card will be mailed to the “Referred by” address provided on the submission form, or a sales rep will deliver directly.
• If a reward is returned as undeliverable or otherwise refused it will be the responsibility of the program participant to contact Carter Machinery with updated information  

Frequently Asked Questions (FAQs)

*Machinery management regarding all operational matters of the program, including but not limited to the acceptance of a referral and the amount of payment made to a referring source, are final. Employees of Carter Machinery, Caterpillar Inc., and their family members are not eligible to participate in this program.