How Pipedrive’s affiliates team processes twice as many applications with Automations

Pipedrive’s automation and integration features enable the affiliate management team to streamline their workflow, minimize manual work, reduce manual tasks and significantly improve their efficiency and communication with affiliates.

This simplified approach allows the team to focus more on strategic initiatives and relationship building, ultimately driving growth in the Affiliate Program.

  • Industry: Affiliate and influencer management
  • Location: Global
  • Key feature: Automations
Pipedrive Affiliates Team Case Studies

80%

Implementing Automations reduced time spent on repetitive tasks by 80%

2x

Automations doubled the number of monthly applications processed from 40 to 80–90

Tackling communication and workflow bottlenecks with Pipedrive

The affiliate management team experienced significant benefits using Pipedrive, greatly improving their initial communication and workflow processes. However, despite these improvements, they still faced challenges due to manual processes.

Although information about affiliates was better managed, it was stored across different tools that weren’t fully integrated. This meant data had to be manually transferred between systems, leading to time-consuming repetitive tasks and fragmented workflows.

By introducing Pipedrive Automations and Campaigns and integrating Pipedrive with PartnerStack, the team further optimized their processes, significantly reducing inefficiencies and boosting productivity.

Using Pipedrive was already beneficial for our affiliate communications, but it got even better with the addition of Automations and the PartnerStack integration. Previously, some communications were manual and could sometimes be inconsistent. Now, everything is centralized, making our workflow much smoother and more efficient.
GP

Gintare PratuseviciuteAffiliate Manager, Pipedrive

Simplifying processes with Automations, Campaigns and integrations

Pipedrive’s new features transformed the affiliate management team’s workflow by automating repetitive tasks, significantly improving efficiency and productivity. Because of this, the team could shift focus from mundane activities to strategic planning, minimizing errors for smoother and more effective operations.

Pipedrive’s Campaigns tool revolutionized the team’s communication strategy by centralizing their contact management and communication efforts. With Campaigns, the team could send bulk emails effortlessly and maintain consistent contact with affiliates, improving engagement and fostering stronger relationships.

Integrating Pipedrive with PartnerStack was also pivotal to the team’s success, helping them save time, quickly access key data and make better decisions.

Now we see the history under the contact information, which has been so helpful for us. It’s an essential tool we use to centralize all the information we have about the partners.
GP

Gintare PratuseviciuteAffiliate Manager, Pipedrive

Paving the way for continuous success with Pipedrive

After implementing Pipedrive, the affiliate management team saw substantial process improvements.

Automations and integrations reduced manual tasks by 80%, allowing the team to focus on critical activities. With more time to spare, the team doubled its monthly applications processed from 40 to around 80–90.

Centralized communication and integrated data management led to an optimized workflow, improving overall efficacy.

Pipedrive has given the affiliate management team a strong foundation for future growth. With automated processes and seamless integrations, they’re well-equipped to handle increasing application volumes with seamless communication.

We’ve set up a really nice process and are now working on replicating it with our outbound pipeline and PartnerStack integration.
GP

Gintare PratuseviciuteAffiliate Manager, Pipedrive

Spend less time on admin and more time closing deals!