Partner Projects: Payscale Partner Referral

Apr 25, 2023

Eleanor Spolyar - Principal Consultant, PMO

Company Name: Payscale

Industry: High-Tech

Location: Seattle, Washington

Salesforce Products: Sales Cloud, CPQ, Marketo

Payscale is a high-tech company that specializes in providing compensation data and software solutions to businesses. The company was founded in 2002 and is based in Seattle, Washington. Payscale's primary focus is providing businesses and employees with accurate and up-to-date information about compensation and benefits trends in their industries, allowing Payscale users to manage their compensation strategies more effectively.

Payscale belongs to a highly specialized and competitive compensation data market in which their products meet very specific customer needs. There are similar companies in the industry who also provide software solutions that meet other customer needs. Payscale forms mutually beneficial partner relationships to refer potential clients to one another.

The goal of the partner referral project was to design and build a process on the SFDC Sales Cloud platform that allows Payscale to effectively manage the full lifecycle of inbound and outbound partner referrals while promoting data integrity, efficiency, and a positive user experience.

Aleysian provided value by accomplishing the following -

  • Developed an accurate and up to date repository of all partners, their partnership types, and a go-forward maintenance process.

  • Configured an automated process to capture the appropriate amount of revenue owed to partners for each inbound referral sourced deal and the revenue owned to Payscale for outbound referrals.

  • Created an effective and scalable process for capturing inbound/outbound referrals that supports all necessary sources, as illustrated below.

We look forward to partnering with Payscale on future initiatives.

Need someone to help you build a custom sales process in Salesforce? Reach out to an Aleysian expert today to see how we can help.

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