Enhancing Relationship Management with Salesforce Integration

As an innovative leader in influencer management, a prominent digital agency faced challenges in scaling its operations while maintaining strong client relationships. With an extensive roster of social media influencers and a diverse client base seeking influencer marketing, the company needed a robust solution to streamline its processes. Their existing client portal was fragmented, creating inefficiencies and limiting their ability to provide seamless interactions for clients and creators alike.

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CHALLENGE

The agency’s existing infrastructure struggled to keep pace with its growth, particularly in managing relationships with its diverse clientele. The lack of a cohesive system made it difficult to streamline operations and maintain the personalized service the agency valued.

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Manual processes dominated their workflows, with critical operations spread across tools like Google Sheets, Asana, and disparate communication channels. This fragmentation created inefficiencies and hindered collaboration across teams.

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Additionally, the client-facing portal lacked a unified, intuitive design, making it challenging for creators to manage assignments and for clients to track deliverables. These limitations frustrated users and complicated relationship management.

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To make matters worse, the agency’s first Salesforce implementation partner overpromised and underdelivered, leading to missed timelines, poorly executed solutions, and a loss of trust internally. This experience underscored the need for a more capable and reliable partner to rebuild their platform from the ground up.

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SOLUTION

To address the agency’s challenges, SaltClick implemented a streamlined Salesforce solution centered on usability and efficiency:

• Unified Portal: SaltClick developed a user-friendly portal leveraging Salesforce Experience Cloud, enabling creators to track assignments, manage deliverables, and access opportunities through an interactive calendar.
• Mobile App: Using Salesforce’s mobile publisher, a customized, branded app was created for seamless, on-the-go access.
• Automation and Efficiency: Manual processes were replaced with tailored workflows and automation, improving reporting, communication, and contract management.
• Change Management Excellence: Collaborative change management ensured alignment with IT and compliance teams, supported by regular updates and clear communication.

This approach delivered a scalable platform that simplified operations and set the stage for future innovation.

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RESULTS AT A GLANCE

The partnership yielded transformative outcomes:

• The unified portal streamlined operations, reducing reliance on manual processes and improving data accessibility.
• Users praised the platform’s functionality and ease of use, leading to enthusiastic adoption across teams.
• SaltClick’s thoughtful and organized approach helped rebuild internal credibility and set a new standard for transparency and collaboration.
• The agency’s leadership expressed excitement about expanding the solution further, including exploring a Partner Portal to enhance collaboration with external stakeholders.

With a renewed focus on innovation and client satisfaction, the agency has positioned itself as a leader in influencer management, backed by a robust and adaptable Salesforce implementation.

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