Unlock True Influencer ROI: The Scalable SaaS Stack Playbook
Your e-commerce store is wasting marketing dollars because you can't tell which influencers are actually driving sales. Performance data from Shopify, social media, and affiliate links is scattered across different platforms, making it impossible to see the complete picture and confidently decide where to invest your budget.
This playbook details 'The Scalable SaaS Stack,' an integrated system designed to eliminate data silos and reveal true performance. We'll show you how to leverage HubSpot CRM to manage influencer relationships and track unique campaign links. Then, using a no-code automation platform like Make, you will automatically pull Shopify sales data, HubSpot campaign info, and social media metrics into one place. Finally, you'll feed this unified data into Tableau to build dynamic dashboards that visualize the complete ROI of every influencer, post, and channel.
Expected Outcomes
- A single source of truth for end-to-end influencer performance.
- Accurate, multi-channel ROI calculations for every influencer and campaign.
- Data-backed confidence to allocate your marketing budget effectively.
- A scalable system to manage and measure your influencer program as you grow.
Core Tools in This Stack
Tableau
Visit websiteTableau is a visual analytics platform that helps people and organizations see and understand their data. It enables users to connect to various data sources, perform data preparation, and create interactive, shareable dashboards and visualizations.
Key Features
- Interactive Dashboards
- Extensive Data Connectivity
- Drag-and-Drop Visualizations
- Tableau Prep
- AI-Powered Analytics
- Collaboration and Sharing
- Embedded Analytics
Ideal For
Company Size: Medium, Large
Industries: Technology & Software, Business & Professional Services, Retail & E-commerce, Creative & Media, Education & Non-Profit, Health & Wellness, Other
Pricing
Model: Subscription, Per User, Tiered
Tier: Enterprise
Ease of Use
Medium
HubSpot CRM
Visit websiteA comprehensive CRM platform that includes a suite of tools for marketing, sales, content management, and customer service, with a completely free CRM at its core to help businesses manage customer relationships and accelerate growth.
Key Features
- Contact & Lead Management
- Sales Pipeline Visualization
- Deal Tracking and Management
- Email Tracking and Templates
- Meeting Scheduling Tool
- Live Chat and Chatbots
- Reporting and Analytics Dashboards
- Task and Activity Automation
Ideal For
Company Size: Small, Medium
Industries: Technology & Software, Business & Professional Services, Retail & E-commerce, Creative & Media
Pricing
Model: Freemium, Subscription
Tier: Starter
Ease of Use
Very High
Shopify
Visit websiteShopify is an all-in-one commerce platform that allows businesses to create an online store, manage products, process payments, and sell across multiple channels, from websites to social media and physical locations.
Key Features
- Customizable Online Storefront
- Integrated Payment Processing (Shopify Payments)
- Point of Sale (POS) System
- Multi-channel Selling (Social Media, Marketplaces)
- Inventory Management
- Marketing and SEO Tools
- Extensive App Store for added functionality
- Analytics and Reporting Dashboard
Ideal For
Company Size: Micro, Small, Medium, Large
Industries: Retail & E-commerce, Creative & Media, Health & Wellness
Pricing
Model: Subscription-based
Tier: Mid-tier
Ease of Use
Easy
The Workflow
Integration Logic
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Make
When a user submits a form in Tally.so, a trigger is sent to Make. Make receives the form submission data, including the user's email address and name. It then uses this data to create a new subscriber or update an existing one in a specified MailerLite group. This automates the process of adding leads from a form directly into an email marketing campaign or newsletter list.
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