Introduction
At Dibiz, we see every project as a story of transformation.
When an organization comes to us with a challenge, we don’t just pull out a set of tools. We start by understanding the business behind the project and the change they want to create.
This use case started with a simple question: “Can you help us manage affiliate leads and reward them fairly?”
But behind that question was a bigger ambition: to design a repeatable model that could align partners, processes, and the business itself around one rhythm of growth. The underlying business case was to set up an omnichannel sales approach.
The omnichannel sales approach was designed to ensure that every customer interaction, whether through digital platforms, in-store visits, or partner-led channels, felt consistent and value-driven. By segmenting leads & customers accurately, the business could tailor communication to their needs and preferences, provide transparent and efficient billing, and encourage deeper engagement through structured partnership programs. This approach not only increased trust but also aligned incentives across channels, ensuring that partners, customers, and the business moved together toward sustainable growth.
People & Business First
The turning point came when we focused less on systems and more on business flow: Who can joing? How do I join? What do I communicate? How is the program designed?
The answer was to design a smooth entry process. Leads could sign up via email marketing and CRM forms. Once validated, each affiliate received a personalized reduction code to share with customers. This created a win-win dynamic: customers benefited from discounts, affiliates saw immediate value, and the business gained traction through trusted partnerships.
Process Optimization
Before automation, there was structure. Leads were listed, tagged, and nurtured through a defined CRM funnel. Agreements were signed, codes activated, and commissions tracked step by step.
Initially, much of this was done manually — and that was intentional. Running the process “by hand” made it possible to identify bottlenecks and fine-tune the journey. Over time, the workflow became smoother: affiliate sign-up, coupon use, commission tracking, and purchase order generation were all connected in a repeatable and automated cycle.
Product Technology-Enabled
Only once the service and process were solid did technology step into the spotlight. The CRM and email marketing modules became the backbone, enabling segmentation, automated nurturing, and transparent reporting.
- Phase 1: manual but structured workflows > keep control while learning.
- Phase 2: automation rules > link leads, commissions, and reporting with minimal effort.
- Phase 3: full webshop integration > affiliate codes, sales, and payouts connected seamlessly in one system.
This staged approach ensured that technology amplified the service, rather than dictating it.
3 Moves to Try
- Redefine your “product” or service: sometimes it’s not the tool, it’s the service you design.
- Start simple: run the first version manually before adding automation.
- Learn the tooling first: Allocate time to learn how to work with new technology. Don’t start with a customization idea from the start.
- Automate after adoption: Once you master the basics, automation can kick in. We only started with basic custom integration once the business case was very clear.
How You’ll Know It’s Working
- Less time spent on admin, more time invested in growth.
- Affiliates join quickly and understand the process.
- Sales commissions are transparent, fair, and trackable.
- Management sees clearly which partners drive revenue.
Conclusion
This project reminded us why we do what we do: guiding teams through a real transformation journey.
It wasn’t just about setting up a CRM or automating workflows, it was about co-creating a new way of working that was clearer, more motivating, and scalable.
That’s what we love at Dibiz:
- clarifying the why,
- structuring the how,
- and enabling the what with technology.
The result? An organization that moved from improvisation to controlled growth, and a team that is ready to go even further.