What is Brand Deal CRM and who uses it?
Brand Deal CRM is a feature on the Hoop platform designed to centralize and streamline creator-brand collaborations. It is essentially a shared source of truth, replacing fragmented communication with a structured pipeline.
It is built for marketing teams, brand managers, and agencies who need to manage multiple partnerships simultaneously. This tool helps keep both creators and brands aligned on critical aspects like timelines, legal obligations, and deliverables. By tracking everything in one place, organizations ensure campaigns launch smoothly and achieve their intended impact.
Key benefits include:
- Reducing chaos in creative workflows.
- Ensuring accountability across all parties.
- Facilitating on-time delivery and payment.
How does the Brand Deal CRM process handle deal stages?
The Brand Deal CRM breaks down the partnership lifecycle into clearly defined deal stages. This structured approach ensures every step is completed and signed off before moving forward. This visibility helps prevent delays and clarifies responsibilities.
The core deal stages are as follows:
- Brief to Offer to Contract sign-off.
- Production and Review with structured feedback mechanisms.
- Publish to Payout, which includes generating necessary tax receipts.
This systematic progression enables teams to bring structure to complex creative work, tracking all assets, legal forms, and deadlines within the Hoop platform.
Which pricing plans include access to Brand Deal CRM features?
The Brand Deal CRM is available across multiple pricing tiers on the Hoop platform. Customers on the core, pro, and enterprise plans can utilize the feature. However, the level of functionality and capacity often scales with the plan.
For example, the enterprise plan offers advanced features necessary for large-scale operations and agencies. This includes the ability to partition workspaces and utilize cross-account dashboards for quarterly business reviews (QBRs). Smaller teams will find robust functionality in the core and pro plans, covering essential collaboration management, approvals, and payout tracking needed to maintain alignment and budget adherence.
How does the platform manage legal approvals and content usage rights?
The Hoop platform integrates legal compliance directly into the workflow. It prevents publishing until all necessary legal checklists are complete, and captures formal attorney sign-off directly in the partnership record.
Furthermore, the Brand Deal CRM provides robust controls for content usage. It offers Versioning tools, including markup, side-by-side comparisons, and detailed change logs, ensuring creative feedback is productive and documented. Usage tracking features monitor:
- Permitted channels and platforms.
- Geographical usage restrictions (geos).
- Duration of content rights.
The system automatically notifies users before usage rights expire, ensuring full compliance and avoiding costly mistakes related to content rights lapses.
What happens when deliverables are submitted late by a creator?
The Brand Deal CRM is designed to proactively manage deadlines and mitigate late deliveries. The platform uses a system of automated checks and communication to nudge projects back on track.
When a delivery milestone is missed, the system initiates several actions:
- Automatic escalations to relevant project owners.
- Scheduled reminder cadences sent to the creator.
- Calculations for any predefined contractual penalties.
These measures ensure that accountability remains high and minimize the operational impact of delays. This automated workflow keeps the project moving and ensures that campaigns can still launch as smoothly as possible.
What performance data does the Analytics section track?
The Analytics section within the Brand Deal CRM provides deep performance insights to guide future marketing spend and strategy. This feature moves beyond simple delivery tracking to validate the effectiveness of collaborations.
The platform tracks crucial metrics aggregated per creator and per individual asset, helping you understand return on investment. Key performance indicators (KPIs) tracked include:
- Cost Per View (CPV).
- Click-Through Rate (CTR).
- Conversions achieved.
- Return On Ad Spend (ROAS).
This detailed data allows teams using Hoop to validate performance-based bonuses via affiliate link and coupon attribution, ensuring payouts are directly tied to proven results and guiding strategic decisions for selecting future creators.
How does the CRM support payouts and financial reconciliation?
Payouts and reconciliation are managed with structure and transparency inside Brand Deal CRM. This feature ensures that creators are paid accurately and on time, while providing clear financial records for the brand.
The platform facilitates all aspects of closing the deal, including generating and tracking invoices for milestones and managing all necessary receipts. It also incorporates validation for performance-based bonuses by connecting to affiliate links or coupon attribution data. If any issues arise, the CRM includes specialized tools for handling financial matters:
- Dispute workflows to address payment disagreements.
- Amendment workflows for contract or payment revisions.
This comprehensive approach ensures a smooth financial close and full accountability for every payment made through the Hoop platform.
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