Danielle Corrales

Hi Tracey! I am in the B2B healthcare SaaS space, so we are very limited in what legal and compliance allow us to do. We have 2 different incentives for our program. If someone at a practice takes a call for us, we can pay them directly. If we coordinate an onsite visit, we pay the practice directly since it’s a disruption to the whole office. When we revamped the program, legal conducted a third-party valuation that set the incentive amounts, intended to be “fair market value for the time spent.” Legal put together the terms, but we can only pay advocates for a max of 10 calls a year. They also sign an agreement, and after completing a call or an onsite, they have to fill out a W-9 and direct deposit form. This makes the process quite complicated, requiring numerous forms for each advocate and several touchpoints. They only have to submit the financial forms once unless something changes. We do about 600 advocate activities a year, so it’s a heavy lift. Since we are subject to regulations, there is a lot we can’t do, like offer conference tickets or gift cards. Happy to chat more!

We run about 70-90, depending on the month. Feel free to message me.

Mine does the same thing 😕 Like an endless loop

Hi Abby Quintal we use SF to to track our advocates and handle requests from our sales team within it as well. We have it set up to show on the account level if the account is an advocate. This indicates that one or more people in the company have agreed. We also have a free text form on the account level as well for advocate notes so we can quickly see anything important. Then when you go into contacts we have a field that says Advocate next to their name. Feel free to message me!