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- CRM + E-commerce for D2C
- Who it's for
- Consumer products
Consumer products
A consumer goods team can keep retailer-free buyer conversations and later customer outreach on one account history. The sales owner holds the opportunity and the retention owner holds the later contact. A manager can read the same customer history from the account through the closing outcome.
How CRM + E-commerce for D2C is set up for you
Customer context
Keep the account, active contact and organization with the sales conversation so the next owner starts from the right buyer.
Commercial interest
Add product-interest lines with quantity, unit price and interest type. These lines describe the discussion with the buyer.
Decision and follow-up
Record the opportunity outcome, schedule any later contact and capture the review decision on the follow-up.
A consumer goods team can keep retailer-free buyer conversations and later customer outreach on one account history. The sales owner holds the opportunity and the retention owner holds the later contact. A manager can read the same customer history from the account through the closing outcome.
A customer asks about replenishing a core product after a prior opportunity closed. The owner creates a dated follow-up, records its purpose and links the opportunity. Start with one owned opportunity and one customer situation that requires a later touchpoint. Check the account standing before opening the deal, and give the opportunity a next step and expected close date. Use the product-interest line to explain the offer in concrete terms. The Sales Manager can then inspect the opportunity board and the related activity history with the current record in view.
For retention work, agree who prepares the follow-up and who reviews it. A submitted follow-up should show its contact date, purpose, owner and revision. The reviewer records a decision and reason where needed, and the owner acts on approved work. Keep an attachment or operation receipt with the source opportunity when it helps explain the action.
See [customer follow-up](/crm-e-commerce-for-d2c/processes/customer-follow-up) and [getting started](/crm-e-commerce-for-d2c/get-started) for a first rehearsal.
Features to start with
Opportunity pipeline
See each owned opportunity from first qualification through a recorded outcome.
Customer accounts
Use account standing and contact context before an owner opens a sales conversation.
Product interests
Keep priced product interest connected to the opportunity with clear pricing context.
Roles on the team
- Sales Owner
- Owns customer conversations and moves assigned opportunities through the sales stages.
- Retention Owner
- Schedules and completes follow-ups for customers after a sales outcome.
- Retention Reviewer
- Decides submitted follow-ups and records the reviewed revision and reason.
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.