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UREFER OVERVIEW
Q4 2010
ADVOCATE RELATIONSHIP MANAGEMENT
uRefer
THE OPPORTUNITY
Your company has thousands of contacts, including customers, employees,
partners and affiliates. Those contacts reach millions of potential prospects.
“. . . a corporation that accurately targets those . . . who are likely
to make profitable referrals will earn a better return on its
marketing investment than its competitors that do not.”
“. . . our study indicates that a stronger focus on stimulated as
opposed to organic WOM is worth considering”
“. . . word-of-mouth marketing . . . can deliver a sustainable
and significant competitive edge few other marketing
approaches can match.”
NEW FINDINGS
Our focus is to enable companies to:
1. Build professional referral networks
2. Motivate those networks to refer often
3. Empower those networks with tools to make referring easy &
convenient
4. Manage and track all referral activity
The networks are made up of employees, customers and partners; we call
them Advocates.
We are pioneering the ecosystem that is Advocate Relationship
Management (ARM).
ADVOCATE RELATIONSHIP MANAGEMENT
THE UREFER SYSTEM
RECRUIT
THE UREFER REFERRAL
PROGRAM HOME PAGES
Web pages where your
customers, prospects,
employees, and partners can
make referrals for your
company.
Sites are hosted by uRefer, so
there is nothing to install.
MOTIVATE
uRefer has a robust library of
incentives to keep your unique
Advocates motivated to refer.
Run multiple programs
simultaneously to motivate
your employees, customers
and partners to refer with
different offers.
EMPOWER
• PERSONALIZED EMAILS
• IMPORT CONTACTS
• EMAIL 10+ FRIENDS AT A TIME
• ADVOCATES CAN MAKE A REFERRAL ON ANY OF
250+ SOCIAL NETWORKS
• ADVOCATES CAN USE UNIQUE URL TO POST REFERRAL
TO BLOGS, WEB PAGES, ETC.
• ADVOCATES CAN MAKE OFFLINE REFERRALS USING
CARDS, BROCHURES, AND OTHER COLLATERAL
• ADVOCATES CAN MAKE MOBILE REFERRALS WITH SMS
uRefer makes it easy and convenient for your advocates to refer
anytime/ anywhere.
MANAGE
Marketers can track, analyze and
manage all referral activity.
ADVOCATE “MY ACCOUNT”
Advocates can check referral
statuses, update information, view
rewards, and make referrals
SEE WHAT UREFER CAN DO FOR YOU:
Leading experts and companies of all sizes are discovering the
importance of their advocate network as a powerful sales and
marketing channel and are turning to uRefer to grow and manage this
network. If you would like more information, don’t hesitate to contact
us for a 15 minute discussion with you and your team.
You can reach us at: 734.585.5684 or sales@urefer.com
Or find out more at www.uRefer.com
Dick Beedon – Founder
• Founder, University Netcasting, took the company public in 1999
• Founder, Entyre Mortgage, exit in 2005 with an IRR of over 25%
• 32 years of sales, sales management and CRM experience with IBM, Prime Computer, etc.
• University of Michigan graduate
Paul Vlasic – CEO
• Manager, Vlasic Investments (VILLCo)
• Chairman, O/E Systems, $190M IT Consulting Solutions
• MBA with Distinction from University of Michigan
Mike Burba – SVP Operations
• CEO of DevHive
• Helped launch product lines at Compuware, Sun Microsystems
• 20 years experienced with enterprise software sales and marketing
• West Point Graduate
Eric Van Boer – Board Member
• VP and General Manager – Siebel CRM - Telecommunications Group
• US National Sales Director for CSG Systems, Inc.
• Regional Manager – Oracle Corporation
• 32 years of sales, sales management and CRM experience
LEADERSHIP

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uRefer Quick Presentation

  • 1. UREFER OVERVIEW Q4 2010 ADVOCATE RELATIONSHIP MANAGEMENT uRefer
  • 2. THE OPPORTUNITY Your company has thousands of contacts, including customers, employees, partners and affiliates. Those contacts reach millions of potential prospects.
  • 3. “. . . a corporation that accurately targets those . . . who are likely to make profitable referrals will earn a better return on its marketing investment than its competitors that do not.” “. . . our study indicates that a stronger focus on stimulated as opposed to organic WOM is worth considering” “. . . word-of-mouth marketing . . . can deliver a sustainable and significant competitive edge few other marketing approaches can match.” NEW FINDINGS
  • 4. Our focus is to enable companies to: 1. Build professional referral networks 2. Motivate those networks to refer often 3. Empower those networks with tools to make referring easy & convenient 4. Manage and track all referral activity The networks are made up of employees, customers and partners; we call them Advocates. We are pioneering the ecosystem that is Advocate Relationship Management (ARM). ADVOCATE RELATIONSHIP MANAGEMENT
  • 6. RECRUIT THE UREFER REFERRAL PROGRAM HOME PAGES Web pages where your customers, prospects, employees, and partners can make referrals for your company. Sites are hosted by uRefer, so there is nothing to install.
  • 7. MOTIVATE uRefer has a robust library of incentives to keep your unique Advocates motivated to refer. Run multiple programs simultaneously to motivate your employees, customers and partners to refer with different offers.
  • 8. EMPOWER • PERSONALIZED EMAILS • IMPORT CONTACTS • EMAIL 10+ FRIENDS AT A TIME • ADVOCATES CAN MAKE A REFERRAL ON ANY OF 250+ SOCIAL NETWORKS • ADVOCATES CAN USE UNIQUE URL TO POST REFERRAL TO BLOGS, WEB PAGES, ETC. • ADVOCATES CAN MAKE OFFLINE REFERRALS USING CARDS, BROCHURES, AND OTHER COLLATERAL • ADVOCATES CAN MAKE MOBILE REFERRALS WITH SMS uRefer makes it easy and convenient for your advocates to refer anytime/ anywhere.
  • 9. MANAGE Marketers can track, analyze and manage all referral activity.
  • 10. ADVOCATE “MY ACCOUNT” Advocates can check referral statuses, update information, view rewards, and make referrals
  • 11. SEE WHAT UREFER CAN DO FOR YOU: Leading experts and companies of all sizes are discovering the importance of their advocate network as a powerful sales and marketing channel and are turning to uRefer to grow and manage this network. If you would like more information, don’t hesitate to contact us for a 15 minute discussion with you and your team. You can reach us at: 734.585.5684 or sales@urefer.com Or find out more at www.uRefer.com
  • 12. Dick Beedon – Founder • Founder, University Netcasting, took the company public in 1999 • Founder, Entyre Mortgage, exit in 2005 with an IRR of over 25% • 32 years of sales, sales management and CRM experience with IBM, Prime Computer, etc. • University of Michigan graduate Paul Vlasic – CEO • Manager, Vlasic Investments (VILLCo) • Chairman, O/E Systems, $190M IT Consulting Solutions • MBA with Distinction from University of Michigan Mike Burba – SVP Operations • CEO of DevHive • Helped launch product lines at Compuware, Sun Microsystems • 20 years experienced with enterprise software sales and marketing • West Point Graduate Eric Van Boer – Board Member • VP and General Manager – Siebel CRM - Telecommunications Group • US National Sales Director for CSG Systems, Inc. • Regional Manager – Oracle Corporation • 32 years of sales, sales management and CRM experience LEADERSHIP

Editor's Notes

  1. SLIDE 1 Good day. Thank you for your interest in uRefer and our Advocate Relationship Management Program. Our goal is to anticipate and answer your basic questions about our services to pave the way for a more detailed discussion your goals at a lower cost than any other single initiative you could sponsor. To begin, a quick refresher on what we do.