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IPM Referral Rewards Program

IPM Membership Card(IPM Referral Rewards Card)

IPM Thumb Drive

IPM Referral Rewards Kit

Designed Metal PackagingProgram Description Card – Describes the Kit contents and how to earn rewards through referralsIPM Branded Membership Card – includes user PINIPM Branded Thumb Drive – Launches Referral Portal (may include PIN preprogrammed)

Program Description Card

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Email

Password

Icon/Image Icon/Image Icon/Image

Refer Colleagues Earn Credits Cash In!

My Account | Log Out

Sign InForgot Password | Request Membership

Note: “Request Membership” is a link to

mailto:[email protected]

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Your Submissions

Name Credits

John Smith 50 View Details

Tim Johnson Pending View Details

New Referral

You May Know

Ram Reddy Refer | XDirector of IT at First Bank

Total Credits 50 Total Unused 50 Use Credits


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Name

Title

Company

Address

Address 2

City

State Zip

Phone

Email

Contact Information (50 Credits)

Introductions (25 Credits Each)

I have spoken to contact and mentioned would be in touch

I have sent contact an email introduction and CC’d

(IRep Name)

(IRep Name)

New Referral

Contact Needs (25 Credits))

Please indicate in the space below, what the nature of the contacts IT challenges are and how you feel he/she can utilize our services.

Submit Referral

Important Note: Your submission will be confirmed for accuracy by IPM. Once the elements of your submission are confirmed, IPM will add the corresponding credits to your referral rewards account. You can check the status of your referrals on your account home page by selecting “view details” next to each contact


Required:•Name•Title•Company•Phone•Email

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View DetailsContact Information

John SmithTitleCompanyAddress 1Address 2City, State, ZipPhoneEmail

Status: Confirmed

Introductions

I have spoken to contact and mentioned [Rep Name] would be in touchYes

Status: Pending

I have sent contact and email introduction and cc’d [Rep Name]Yes

Status: Pending

Contact Needs

Blah blah blah

Status: Pending

Total Contact Value

50Credits

Note:Can also include the following to lead credit value:

Personal Meeting: 150Opportunity: 300Closed Sale: 1,000


<< Back to Dashboard

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Refer Contact

to: [Contact Email Address] Change

cc: [Rep Email Address]

Message

Send


This will send an email to that person. The email will have a vCard attachment with the

Sales Rep’s contact information.

More information about vCards:http://en.wikipedia.org/wiki/VCard

It will be generated by the server.

When someone uses this form to refer a contact, the contact becames a “Referral” in the database. The following are marked to

“TRUE”:•Contact information is valid

http://en.wikipedia.org/wiki/VCard

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Rewards

Item: iPhoneCredits: 500



Gifts

IT ConsultingYou can also use your credits towards IPM’s IT consulting Services. Submit your project description below and IPM will prepare a quote. Simply discount your quoted fee by your number of credits earned. One credit = one dollar

Your project description:

Submit

Note:Could also have a “Credits for Cash” option where 2 credits equals $1 – “cash” awarded in $25 increments as VISA gift cards


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My Account


Name

Title

Company

Address

Address 2

City

State Zip

Phone

Email

Login information:

Password

Change your password:

Confirm

Save Changes

Required:•Name•Title•Company•Phone•Email

ADMIN SECTION

Used by IPM representatives to manage their clients.

Email

Password

Sign In

Name Company Email Referrals Points

Martha Washington Yahoo [email protected] 4 2000 Suggest a Referral

George Washington Google [email protected] 3 1000 Suggest a Referral

Abraham Lincoln Microsoft [email protected] 2 50 Suggest a Referral

Theodore Roosevelt AOL [email protected] 1 25 Suggest a Referral

John Adams Time Warner [email protected] 0 0 Suggest a Referral











Your Clients

Page: 1 | 2 | 3 | 4 | 5

You have 5 new referrals. See them >>

1 user redeemed their points. See them >>

Your Clients

Your Referrals

Prizes to Redeem
















Suggest a Referral

Your Clients

Your Referrals

Prizes to Redeem Name

Title

Company

Address

Address 2

City

State Zip

Phone

Email

Contact Information

Suggest a referral to Martha Washington of Yahoo:

SUBMIT

Required:•Name•Title•Company•Email

SAVE

Name Company Email

Martha Washington Yahoo [email protected] Edit

George Washington Google [email protected] Edit

Abraham Lincoln Microsoft [email protected] Edit

Theodore Roosevelt AOL [email protected] Edit

John Adams Time Warner [email protected] Edit











Your Referrals

Page: 1 | 2 | 3 | 4 | 5

Your Clients

Your Referrals

Prizes to Redeem

Mark all selected:

Personal Meeting V








Your Referrals – Bulk Changes

Your Clients

Your Referrals

Prizes to Redeem

You added “Personal Meeting” points to clients who referred the following contacts:• Martha Washington• George Washington• Abraham Lincoln

The following contacts had already been marked “Personal Meeting”:• Theodore Roosevelt

<< Go Back

Your Clients

Your Referrals

Prizes to Redeem

Contact Information

John SmithTitleCompanyAddress 1Address 2City, State, ZipPhoneEmail

Your Referrals: John Smith

Please confirm the following:

Contact information is valid.

User has spoken to the referral about IPM.

User has sent an introductory email to you and the referral.

Note: Checkbox only appears if the user checked off the option when he submitted the

referral. (see slide 5).

Contact Needs

Not provided.

Save Changes Exit Without Saving

Check the following:

Met with the contact.

Generated an opportunity with the contact.

Closed a sale with the contact.

Your Clients

Your Referrals

Prizes to Redeem

Confirm Referral

There are no more referrals to confirm. Return to “Your Clients.”

Your Clients

Your Referrals

Prizes to Redeem

Prizes to Redeem

Name Company Email Prize Phone

Martha Washington Yahoo [email protected] iPhone 212-731-2033

George Washington Google [email protected] iPhone 212-731-2033

Abraham Lincoln Microsoft [email protected] IPM credit 212-731-2033

Theodore Roosevelt AOL [email protected] IPM credit 212-731-2033

John Adams Time Warner [email protected] IPM credit 212-731-2033

Martha Washington Yahoo [email protected] IPM credit 212-731-2033

George Washington Google [email protected] IPM credit 212-731-2033

I have redeemed prizes for the selected contacts








SUPERADMIN SECTION

Used by enter:marketing to add users, add sales reps, etc.

Email

Password

Sign In

Name Email Referrals Unconfirmed Referrals Unfulfilled Prizes

Martha Washington [email protected] 4 0 0

George Washington [email protected] 3 0 0

Abraham Lincoln [email protected] 2 0 0

Theodore Roosevelt [email protected] 6 0 2

John Adams [email protected] 10 4 0

Martha Washington [email protected] 0 0 0

George Washington [email protected] 0 0 0

Abraham Lincoln [email protected] 0 0 0

Sales Reps

Dashboard

Edit Sales Reps

Edit Users

Manage Prizes









Name Email

Martha Washington [email protected] Edit Delete

George Washington [email protected] Edit Delete

Abraham Lincoln [email protected] Edit Delete

Theodore Roosevelt [email protected] Edit Delete

John Adams [email protected] Edit Delete

Martha Washington [email protected] Edit Delete

George Washington [email protected] Edit Delete

Abraham Lincoln [email protected] Edit Delete

Edit Sales Reps

Dashboard

Edit Sales Reps

Add Users

Add Sales Rep

Manage Prizes









Delete Sales Rep

Dashboard

Edit Sales Reps

Add Users

Are you sure you want to delete this sales rep? This action is permanent.

Re-assign the rep’s leads to this sales rep:

-- SELECT ONE -- v

Delete & Reassign

Manage Prizes

Add Sales Rep

Dashboard

Edit Sales Reps

Add Users

Name:

Email:

Password:

Save & FinishSave & Add Another

“Edit Sales Rep” is the same as this page, but with the fields filled in

with the current details.

Phone:

More information about vCards:http://en.wikipedia.org/wiki/VCard

Adding a sales rep will generate a vCard on the server.

Manage Prizes

http://en.wikipedia.org/wiki/VCard

Add Users

Dashboard

Edit Sales Reps

Add Users

Assign the leads to this sales rep:

-- SELECT ONE -- v

Upload this file:

Browse

Please upload a list of users as a CSV with the following column headers:

Name | Title | Company | Address | Address 2 | City | State | ZIP | Phone | Email | Password

Rows with the bolded fields blank will not be imported.

UPLOAD

Manage Prizes

Manage Prizes

Dashboard

Edit Sales Reps

Add Users

Manage Prizes

Current Prizes:


Edit | Remove


Edit | Remove


Edit | Remove

Add Prize

Manage Prizes – Add Prize

Dashboard

Edit Sales Reps

Add Users

Manage Prizes

Name:

Credits:

Thumbnail:

Preview:

Browse


Preview

Save

Preview is empty when the superadmin first

adds a prize.

Edit prize is the same, with the fields filled in.

“Credits” must be an int.

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