Manage Influencers with Salesforce

No full overview of the affiliate

Affiliate data was distributed across various systems. For instance, personal data resided in spreadsheets, discount codes and revenue details in e-commerce back offices, and contracts on drives. Additionally, email communications from different team members weren’t aggregated chronologically. This setup was making the process difficult for the team, 
leading to disorganization and potential errors; especially 
during monthly reporting.

Solution

We centralized all affiliate data into a single profile, creating 
a golden record.

We centralized all affiliate data into a single profile, creating 
a golden record. This profile displays personal information, discount codes, social media stats, revenue data, email correspondence, and contracts. With everything in one place, reporting became simpler, and deduplication rules helped increase data quality.

No standardized processes

Affiliate management activities relied heavily on team members’ experiences and memory, leading to inconsistencies and potential oversights, especially in areas like affiliate acquisition, contracting, and settlements.

Solution

We centralized all affiliate data into a single profile, creating 
a golden record.

We collaborated with the team to standardize processes across the affiliate lifecycle stages: negotiation, contracting, and settlements. This structured approach ensures that team members have clear guidance, enhancing consistency and transparency.

No automations & integrations

We centralized all affiliate data into a single profile, creating 
a golden record.

Manual tasks, such as adding affiliates to the e-commerce system or providing contract details, were time-consuming and led to communication delays and potential errors (these tasks often required IT support).

Solution

We centralized all affiliate data into a single profile, creating 
a golden record.

We introduced several automations and integrations. Our solution is connected to the e-commerce back office to reduce manual work - with no more need to input the same data into multiple systems. We have also implemented automated contract management & signing via DocuSign.