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“Outrageous Loyalty”
 The Unitrends Story
Charles W. Patsios
Director, Channel Marketing July, 2014
Data Protection & DR Assurance
Unitrends Confidential Page 2
• Backup
• Archiving
• Instant Recovery
• Disaster Recovery
Simplified and Unified protection
NAS SAN TAPEPhysical Virtual SAN NAS
Protect 120+ OS/Applications Long Term Archives
CIFS
NF
S
Adapters:
10 Gbit
Fiber
Channel
SCSI/SAS
+
Recovery Site
OpenVPN
w/Throttling
WAN
Replication Target DR Infrastructure
Recovery Archive RXDA
Recovery Appliance
Physical or virtual
Our Position: Eliminate Complexity
Page 4
Virtual Protection
Windows/Linux Physical
Protection
File/Block level protection
Cloud Protection
Source: Gartner, Best Practices for Addressing the Broken State of Backup; Dave Russell; August 27, 2010
Unitrends Confidential
Our Growth Trajectory
Fastest Growing Provider of Data Protection
and Disaster Recovery Solutions
Exponential Revenue Growth ($ in MMs)What We Do
Enable our customers to simply, quickly
and reliably recover IT services anytime,
anywhere, anyplace
The Result
10,000+ customers
2,500+ channel partners
98% customer satisfaction rating
21 consecutive quarters of record growth
5
2009-13
CAGR:
57%
The Challenge in the Channel
Page 6
Brand was
relatively
unknown
Hyper
competitive
industry
Saturated
backup
landscape
First mover
advantage vs.
late entrant
“David versus
a Legion of
Goliaths”
What our Partners wanted in a Loyalty Program
Page 7
Simple, intuitive & easy to navigate
Incentives for various stages of the sales cycle
Instant reward gratification
100% transparency
Instant communication & follow up
Relevant content only
From concept to reality…
Page 8
The catalyst to our rapid
growth in the channel
New partner enrollment
Increased retention
Record breaking channel revenue
1
UniRewards by the Numbers
Page 9
$68M
~7,800
member
enrollments
18,001
registered
leads
15,070
converted
opportunities
5,127
closed/won
OCT
$3,260,000
Cash Value Awarded
$251M
2012
* Data as of July 18, 2014
Simple, Relevant, Intuitive
Unitrends Confidential Page 10
Where the top of the funnel begins…
Unitrends Confidential Page 11
SLA’s set in
motion
Conversion
begins
Resources
are engaged
Total Transparency
Unitrends Confidential Page 12
The Viral Component
Unitrends Confidential Page 13
Training Modules
Unitrends Confidential Page 14
More Tools
Unitrends Confidential Page 15
Frictionless Redemption, Fast!
Unitrends Confidential Page 16
What our partners are saying…
Page 17
““The Unitrends Rewards program has been
a great bonus incentive for us to sell
more….
 Craig Petronella , President | Petronella Computer Consultants, Inc.
“One of the easier incentive programs,
I appreciate the integrated approach
to registering leads, and redemption
process…
 Mark Maetzold, Managed Voice & Data Advisor | Marco Inc.
“
“
My experience with the Unitrends sales
team, engineers, and the awards program
has been nothing but outstanding!! Unlike
other vendor award programs, the
Unitrends process of funding the award
was extremely fast….
 Douglas Nofziger, Senior Account Executive | Sonit Systems
““From a partner’s point of view, your
incentive program is definitely one of
the best I have dealt with …
 Jim Ordway, Account Executive | PC Mall Business Solutions
“
UniRewards 2.0 – Next Gen
Unitrends Confidential Page 18
• Mobile App based experience
• Push notifications
• Communities/groups
• Social Experience
• Audience segmentation
UniRewards 2.0 – Next Gen
Unitrends Confidential Page 19
Target
Create
Deliver
Report
Earn Points $$
Point$ for Campaigns
Extending Rewards within the Funnel
• Incentivize additional ‘level’ (MQL) within the sales funnel
• Reward desired behavior for ‘marketing’ activity
Page 20Unitrends Confidential
New! MQL  Content-LP $
SQO  Registered Lead $
QUOTE  (Planned Q4) $
C/W  Closed-Won $
Self Select Automated Email & LP Topics
INTRO
• Who is
Unitrends?
• Why Unitrends?
PROMOS
• BOGO!
• Free!
• New!
SEGMENT
• Cloud
• Virtual
• BC/BU/DR
Page 21Unitrends Confidential
COMPETE
• vs. VEEAM
• vs. CUDA
• vs. SYMANTEC
• vs. COMMVAULT
SOLUTION
• UVB
• UEB
• DRAAS
• RS APPLIANCE
CASES
• State & Local
• K12 / Higher Ed
• Healthcare
• Finance
Launch Personalized Email w/link to LP…
• Open’s in members default
email platform
• Comes across as personally
written with intent to offer a
trusted recommendation (vs.
just passing along a mass
HTML email).
• Contact list remains private
• Unitrends will only have
access to contacts that
responded to the CTA.
• Triggers follow up and
engagement with partner &
prospect
• Accelerates MQL to SAL
Page 22Unitrends Confidential
Landing Pages with CTA “Earn Points”
Page 23Unitrends Confidential
• Prospect links to LP from
personalized email
recommendation.
• Landin Page opens up.
• CTA requires form to be filled
out (Form Assembly)
• Prospect clicks submit button,
downloads asset.
• Partner is alerted of action
taken.
• Lead is uploaded to
Salesforce Campaign
UniRewards 2.0 – Next Gen
Unitrends Confidential Page 24
“Club Membership”
Top 10% Performers
Receive leads from Unitrends
Automate & Track
Leads Pass Program
Outrageous Loyalty
Unitrends Confidential Page 25
simple intuitive lucrative
relevant lucrative transparent
lucrative viral fast
Thank you!

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Unitrends-OutrageousLoyalty-CPATSIOS-linkedin

  • 1. “Outrageous Loyalty”  The Unitrends Story Charles W. Patsios Director, Channel Marketing July, 2014
  • 2. Data Protection & DR Assurance Unitrends Confidential Page 2 • Backup • Archiving • Instant Recovery • Disaster Recovery
  • 3. Simplified and Unified protection NAS SAN TAPEPhysical Virtual SAN NAS Protect 120+ OS/Applications Long Term Archives CIFS NF S Adapters: 10 Gbit Fiber Channel SCSI/SAS + Recovery Site OpenVPN w/Throttling WAN Replication Target DR Infrastructure Recovery Archive RXDA Recovery Appliance Physical or virtual
  • 4. Our Position: Eliminate Complexity Page 4 Virtual Protection Windows/Linux Physical Protection File/Block level protection Cloud Protection Source: Gartner, Best Practices for Addressing the Broken State of Backup; Dave Russell; August 27, 2010 Unitrends Confidential
  • 5. Our Growth Trajectory Fastest Growing Provider of Data Protection and Disaster Recovery Solutions Exponential Revenue Growth ($ in MMs)What We Do Enable our customers to simply, quickly and reliably recover IT services anytime, anywhere, anyplace The Result 10,000+ customers 2,500+ channel partners 98% customer satisfaction rating 21 consecutive quarters of record growth 5 2009-13 CAGR: 57%
  • 6. The Challenge in the Channel Page 6 Brand was relatively unknown Hyper competitive industry Saturated backup landscape First mover advantage vs. late entrant “David versus a Legion of Goliaths”
  • 7. What our Partners wanted in a Loyalty Program Page 7 Simple, intuitive & easy to navigate Incentives for various stages of the sales cycle Instant reward gratification 100% transparency Instant communication & follow up Relevant content only
  • 8. From concept to reality… Page 8 The catalyst to our rapid growth in the channel New partner enrollment Increased retention Record breaking channel revenue
  • 9. 1 UniRewards by the Numbers Page 9 $68M ~7,800 member enrollments 18,001 registered leads 15,070 converted opportunities 5,127 closed/won OCT $3,260,000 Cash Value Awarded $251M 2012 * Data as of July 18, 2014
  • 11. Where the top of the funnel begins… Unitrends Confidential Page 11 SLA’s set in motion Conversion begins Resources are engaged
  • 13. The Viral Component Unitrends Confidential Page 13
  • 17. What our partners are saying… Page 17 ““The Unitrends Rewards program has been a great bonus incentive for us to sell more….  Craig Petronella , President | Petronella Computer Consultants, Inc. “One of the easier incentive programs, I appreciate the integrated approach to registering leads, and redemption process…  Mark Maetzold, Managed Voice & Data Advisor | Marco Inc. “ “ My experience with the Unitrends sales team, engineers, and the awards program has been nothing but outstanding!! Unlike other vendor award programs, the Unitrends process of funding the award was extremely fast….  Douglas Nofziger, Senior Account Executive | Sonit Systems ““From a partner’s point of view, your incentive program is definitely one of the best I have dealt with …  Jim Ordway, Account Executive | PC Mall Business Solutions “
  • 18. UniRewards 2.0 – Next Gen Unitrends Confidential Page 18 • Mobile App based experience • Push notifications • Communities/groups • Social Experience • Audience segmentation
  • 19. UniRewards 2.0 – Next Gen Unitrends Confidential Page 19 Target Create Deliver Report Earn Points $$ Point$ for Campaigns
  • 20. Extending Rewards within the Funnel • Incentivize additional ‘level’ (MQL) within the sales funnel • Reward desired behavior for ‘marketing’ activity Page 20Unitrends Confidential New! MQL  Content-LP $ SQO  Registered Lead $ QUOTE  (Planned Q4) $ C/W  Closed-Won $
  • 21. Self Select Automated Email & LP Topics INTRO • Who is Unitrends? • Why Unitrends? PROMOS • BOGO! • Free! • New! SEGMENT • Cloud • Virtual • BC/BU/DR Page 21Unitrends Confidential COMPETE • vs. VEEAM • vs. CUDA • vs. SYMANTEC • vs. COMMVAULT SOLUTION • UVB • UEB • DRAAS • RS APPLIANCE CASES • State & Local • K12 / Higher Ed • Healthcare • Finance
  • 22. Launch Personalized Email w/link to LP… • Open’s in members default email platform • Comes across as personally written with intent to offer a trusted recommendation (vs. just passing along a mass HTML email). • Contact list remains private • Unitrends will only have access to contacts that responded to the CTA. • Triggers follow up and engagement with partner & prospect • Accelerates MQL to SAL Page 22Unitrends Confidential
  • 23. Landing Pages with CTA “Earn Points” Page 23Unitrends Confidential • Prospect links to LP from personalized email recommendation. • Landin Page opens up. • CTA requires form to be filled out (Form Assembly) • Prospect clicks submit button, downloads asset. • Partner is alerted of action taken. • Lead is uploaded to Salesforce Campaign
  • 24. UniRewards 2.0 – Next Gen Unitrends Confidential Page 24 “Club Membership” Top 10% Performers Receive leads from Unitrends Automate & Track Leads Pass Program
  • 25. Outrageous Loyalty Unitrends Confidential Page 25 simple intuitive lucrative relevant lucrative transparent lucrative viral fast