When it comes to automating handoff from discovery to CRM systems, agencies often leverage integrations available on influencer marketing platforms. For example, Flinque enables seamless transfer of influencer content, contact details, and campaign records to most CRM systems, automating data exchange and minimizing manual input. Similarly, platforms like AspireIQ and Grin also offer integration features for this purpose.

The workflow typically includes:
1. Influencer discovery: Using search tools to find influencers based on relevance, reach, engagement, and other criteria.
2. Influencer engagement: Communicating with influencers via the platform to share campaign briefs, negotiate fees, and agree on terms.
3. CRM handoff: Automatically importing the influencer’s data into the CRM once they’ve joined a campaign. This includes their contact details, agreed fees, content creation deadlines, and post timings.

Another approach involves utilizing platforms that offer built-in CRM functionalities. Platforms such as Klear, Mavrck, and Traackr provide both influencer search and CRM capabilities, meaning that brands can manage their entire influencer journey on a single platform, reducing the need for data transfer.

The choice between CRM integration or a built-in CRM really hinges on the existing tech stack of the agency and the scale of influencer operations. If an agency already has a CRM they’re comfortable with, integration with the influencer discovery platform may be the preferred route, as it allows for continued use of familiar systems. If they prefer an all-in-one solution, platforms with built-in CRM capabilities may be more suitable.

That said, it’s critical to remember that the success of automation also depends on careful planning and workflow setup, continual monitoring and tweaking of systems and processes, and the team’s comfort with the tools and techniques involved.