These cookies are required for the website to function properly. They ensure security, enable basic features like page navigation, and store user session data. You cannot disable these cookies.
- CRM + E-commerce for D2C
- Implementation
How a CRM + E-commerce for D2C rollout works
Pilot one customer journey before expanding sales and retention work.
Define ownership
Choose organization scope, account stewards, sales owners, product stewardship and an independent retention reviewer.
Prepare records
Bring in accounts, contacts, products and team members, then check references and active status.
Run a sales case
Open an opportunity, add interest lines, qualify it, submit a proposal and record an outcome.
Run retention
Schedule a dated follow-up, submit it for review and record the decision and completed outreach.
Inspect evidence
Check activities, decisions, attachments and operation receipts against the source case.
What the customer provides
Bring a representative account and contact, a short product list, an owned opportunity, the intended status conventions and the people who will prepare and review retention work. If an external order reference is used, provide a real example from the order system. Decide which organization owns each imported record.
Changing it afterwards
Review a changed close date or product price against the opportunity history before editing current work. Retain review decisions against their source revision and explain a returned item before resubmission. Add new users only after checking the role and organization boundary. Use roles and the data model during expansion.
Set up CRM + E-commerce for D2C your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.