Solution

Referral-AI analyzes your collective personal and enterprise relationships to secure quality referrals to key accounts, partners, investors, and top candidates.

Referral-AI constantly scans the Internet, unveiling strong relationships (real-life, not social) and mapping best connection paths to any person or entity, based on sophisticated analysis and patent-pending machine-learning technology.

Supercharge your organization with Referral-AI, and gain a competitive edge in today’s fast paced environment.

Path Finder

Path Finder provides quick and easy search to any person or any entity. Users immediately receive a list of referral paths to key individuals / companies, and each path contains the relationship data (e.g., work, education, personal, common investments). Connection paths are sorted and scored by the strength of the relationship.

Users can choose the best path and approach the right person with a referral request, or use this knowledge to their advantage at the appropriate time. Knowledge is power! especially when it comes to personal and corporate relationships.

Path Finder

Path Finder provides quick and easy search to any person or any entity. Users immediately receive a list of referral paths to key individuals / companies, and each path contains the relationship data (e.g., work, education, personal, common investments). Connection paths are sorted and scored by the strength of the relationship.

Users can choose the best path and approach the right person with a referral request, or use this knowledge to their advantage at the appropriate time. Knowledge is power! especially when it comes to personal and corporate relationships.

Getting Started

Path Finder doesn’t require any advanced work. Users can just log-in with their Google Gmail account. Referral-AI will quickly process Gmail contacts, and users can immediately start searching for strong connections to key individuals / entities.

Bulk Search

When you have a long list of leads or target accounts, you can quickly upload your list to Referral-AI, and let the system perform a bulk search for quality connections to your entire list. Bulk Search is the perfect solution for sales and marketing teams that are looking to enrich leads and target prospects, shorten nurturing cycles, or re-engage after all attempts to connect have failed.

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Opportunity Explorer

Opportunity Explorer enables organizations to search for paths to their target market by a list of search criteria – geography, title, and industry. If leads quantity is limited, organizations can still be proactive and reach their target accounts.

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Customer Referrals

Happy customers are the ultimate referrals. They know your product or service inside-out, and could be the best growth engine with word-of-mouth recommendations.  You can also offer appropriate incentives (e.g., discounts, better renewal terms) to your happy clients to accelerate your referral engine.

Integrate your CRM client list with Referral-AI, or manually upload the list. Get a complete view of how your customers are connected to your target accounts and leads, and get strong recommendations to new accounts.

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Referral Management

At Referral-AI, we understand that once you find the best path to your target, there’s a process that needs to be tracked and managed. The process starts by sending a referral request to your contact. If your contact agrees to act on your behalf, the appropriate information must be sent, and tracked until it reaches your target.  Referral Management tracks and manages all of your referrals, and allows you to provide strong incentives to ensure quality introductions.

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Dashboard & Analytics

Referral-AI provides a comprehensive dashboard for individuals and managers. It delivers a list of your requested referrals and tracks their progress from the moment you asked for a referral until your message reaches the target.  The system highlights items that need attention, and let you easily manage the entire referral process.

With Referral-AI Dashboard, organisations can easily track the KPI that matters the most – the number of introductions that were actually created over time.

Privacy

Our Commitment to Data Protection and Privacy – GDPR Compliance

Our top priority is your data protection and privacy.  Our customers can trust that we have devoted significant resources to implement Privacy-by-Design and to comply

with the General Data Protection Regulation (GDPR) by the European Union. So, no matter where your data is processed, accessed, or hosted, you can rest assured that your privacy and data are secured and protected.

We proactively embed privacy into the design, network infrastructure, and business practices. Here’s a list of steps and measures we took to deliver our clients with state-of-the-art privacy and data protection.

Referral-AI – Built on Trust

  • Referral-AI asks for explicit consent for usage of private data. Approval of data is highly visible, actionable, and available for each user. We do not rely on ‘pre-ticked’ boxes or inactivity as forms of consent.

  • Users can easily withdraw consent, and their data will be deleted immediately.

  • We employ the highest safety and protection measures to all your personal data (e.g., IP address, cookies, contact list, contact information).

  • Your contact list will always remain private. We will not provide your data to any third party.

  • We have policies, procedures, and quick response structure to solve any GDPR compliance issue. In the unlikely event of a data breach:

    • We will report the incident, and the individuals affected by the breach, to the supervisory authority within 72 hours, after having become aware of thebreach.
    • To mitigate the risk of data breaches, we will perform impact assessments, identify vulnerabilities, and take immediate steps to address the issues.