Profile your customers to provide custom personalized experiences

Innovative marketing technology to Personalize and Humanize

The "missing piece" in your life cycle customer engagement ecosystem

ShareDirect Benefits

A new way to deepen long-term customer relationships. Every customer interaction counts; make them matter.

Through our unique Bi-Directional Marketing Technology, ShareDirect is the premier application for Account Based Marketing (ABM), or ABR as we like to call it (Account Based Relationships). A scalable customer engagement platform, ShareDirect presents customer representatives and community managers as the "face" of your business – thought-leaders, subject matter experts and trusted advisors.

Using ShareDirect’s centrally-managed Personalized Engagement Sites, email, and other outreach tools, customer representatives build stronger digital relationships with your community gaining deeper insights and intelligence.

Strengthen Long Term Trusting Customer Relationships
  • Engage your customers on a human level to build trust and deepen your relationships
  • Deliver personalized messaging so your customers have confidence you know them and understand their unique needs
Achieve a More Effective Customer Cycle
  • Extend a “virtual handshake” between live interactions to stay top of mind for the next meeting
  • Scalable personalization technology allows your sales team to focus on what they do best
Connect your Customers with their Trusted Advisors
  • Amplify your brand’s credibility by presenting your customer representatives as the “face” of your business; the thought leaders, subject matter experts, and trusted advisors your customers rely on
  • Allow local representatives the opportunity to promote agile content to each customer that fulfills their precise interests and needs
Streamline Your Infrastructure and Make Smarter Decisions
  • Enable your internal marketing teams to manage the messaging your sales teams push to prospects and customers
  • Monitor your sales teams’ customer interactions to identify leaders and areas of opportunity
  • Gain insight into how customers interact with your content and better connect sales and marketing to refine your ABM strategy
View Reid's Engagement Site

Business Challenges

Businesses with multiple customer-facing employees can have a difficult time adjusting to the overwhelming encroachment of digital media into their customer relationships. How do organizations embrace technology and enable their employees to continue to build and sustain relationships?

Does your business have these challenges/needs:

Are you losing personal contact and relationships with your customers and prospects due to an overextended salesforce and overbearing digital encroachment?

Do you struggle to deploy brand-compliant marketing assets such as video, blogs, and influencer content based on individual customer interests and needs?

Would you like to protect current revenue and grow new sources of sales?

Stop Waiting! Start Engaging!


ShareDirect is highly scalable, available for a handful of company representatives or many thousands.

Flexible set up

The ShareDirect platform can be set up as a self-service model or, with our SD-Facilitate program, be fully managed by the ShareDirect team based on the instructions of the company personnel.


Our platform is flexible by allowing company marketing personnel to have full or partial control of content and outreach with each representative.


Outreach can be performed through the platform using email, digital advertising, search marketing, social media or mobile marketing.


ShareDirect is fully compatible to use on mobile devices including iOS, Android, tablets, etc.

Let us show you how we can help you recover revenue and grow new opportunity through true engagement.

Current Target Markets

Business to Business

ShareDirect can seamlessly work with any B2B organization that has inside or outside representatives, account or success managers or experts on call. It is important to note that ShareDirect is NOT a CRM, CMS or other management platform but can integrate and serve as a Force Multiplier to any of those types of technology

  • Technology
  • Consulting
  • Community Management and Engagement
  • Channel and Partner Enablement
  • Education, Training and Awareness
  • Worldwide Industrial Organizations
Financial Services & Banking

Financial services and banking have a particularly acute need for re-engaging with their customers as digital disruption has de-personalized those industries resulting in loss of regular customer contact. Allow ShareDirect to provide a unique digital way to engage with those customers in a personalized way to fit their needs and interests.

  • Business Banking Services
  • Consumer Banking Services
  • Credit Union Member Engagement
  • Insurance
  • Wealth Management
  • Other related services and products
Medical and Pharmaceutical

This very broad category includes companies that market directly to the healthcare providers, HCPs, such as pharmaceutical companies, medical equipment, and other services. It covers marketing to hospitals and many of the different types of health clinics and even directly to patients. Needless to say in this very dynamic environment offering highly personalized communications options that build knowledge and trust can be a major differentiator.

  • Pharmaceutical Companies
  • Medical Equipment Companies
  • Multi-location Medical Clinics
  • Patient Services Organizations
  • CRO Companies

Recent Posts

These are featured posts and articles mostly from third party research and studies that Reid shares with his audience using his ShareDirect-enabled Engagement Site.
ABM Benchmark Study - Guidance for 2021
Account Based Marketing has been around in various forms for the last few years. With the disruptions and changes in our workplace and methodology it is easy to see why enhancing Marketing and Sales collaboration would be essential to survival and growth.
(Video) Building Trust Through Account Based Relationship Marketing
I created one of my Simple Videos to accent the point about using ShareDirect as the primary communications tool for this type of effort. It’s very brief, about 2 1/2 minutes.
Trust: A Rare Commodity in Business
You can't build Trust with a company, organization or entity. We build Trust with people who are in that company or organization. And I contend that we should not ask for Trust but should earn it with our deeds and words.
Building TRUST through HUMAN Interaction
Three articles from the last couple of weeks all from CMS Wire that have a distinct connection to Personalization and Human interaction as current marketing imperatives.
Your Solution to the HUMAN Connection
I’ve been preaching the need for companies to move beyond just thinking about Personalization (which is very important) to the next step of Humanizing their communications with their customers and prospects.
Visit Reid's
Engagement Site
Best practices, studies and resources about marketing, personalization, branding and other important topics.

Market Opportunities

There are a number of opportunities to connect with customers one-way digitally. But with Bi-Directional Personalization ShareDirect re-invents how you can use technology thus changing how engagement is done.

Critical business opportunities for customer engagement:

Consumers are craving more focused content at a smaller scale - we often call this "atomic" content

Companies need technologies to empower their workers and provide great service to customers

Success may be determined by the race to fully integrate analytics, video, personalized anywhere-anytime advice, and other digital capabilities

Organizations need to empower and transform the workforce with new digital tools and greater access to data insights

Businesses want to create a seamless customer experience across channels and improve marketing efficiency

Company representative can blend the best of the digital, physical and personal relationship worlds

A new, scalable way to build customer relationships

The ShareDirect platform is the enabler for direct personalized engagement between company representatives and their customers.

SD Facilitate

ShareDirect Experienced Personnel can provide initial and on-going support of the ShareDirect platform by helping manage, organize and integrate the technology with your organization. In addition, we can help you with consulting and technical assistance to assure the ultimate success of the technology. We will arrange regular meetings based on your needs to facilitate the entire process. We can provide all of the below functions or a partial list and/or help more at the beginning of the program or manage it on-going.

ShareDirect Program Consulting

  • Most effective strategic usage of platform
  • Technical Integration with other existing technology within the organization
  • Delivery of messages using various outbound omni-channel programs
  • Weaving ShareDirect into the total marketing effort
  • Insights and actions

Management of ShareDirect Program

  • Maintain Engagement-Site and domain set-up
  • Develop and manage email, social media and omni-channel outbound efforts
  • Create and develop email templates
  • Analysis and Reporting on metrics and personalization
  • Transfer, help develop or build and maintain customer lists
  • Best practices

Content Creation or Organization

  • Best personalized usage of current content
  • Research third party content (Blogs, Studies, reports. Etc.)
  • Create internal Thought Leadership positioning
  • Repurpose currently available content to personally engage with your customer
  • Set up effective tagging and taxonomy of content and content library

Digital Integration

  • Content Management Systems (CMS)
  • Customer Relationship Management (CRM) systems
  • Partner Relationship Management (PRM) systems
  • Marketing Automation platforms
  • Lead Generation and Management systems
  • Data Analytics and Reporting platforms
  • Authentication and Authorization systems
  • Other third-party or custom systems

Reporting and Analysis

  • Customer engagement, profiling and scoring
  • Customer representative performance and profiling
  • Content utilization and performance
  • Web, email, social, search engagement and activity

Marketing and Technical Consulting

Helping to determine the best opportunities for digital transformation of your organization throughout the marketing ecosystem.

Heron Martech
Based in Raleigh, NC
Reid Overcash

Reid Overcash
Chief Executive Officer

More about Reid
John Brown

John Brown
Chief Technical Officer

More about John
Marie Otto

Marie Otto
Chief Relationship Officer

More about Marie

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