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CRM + E-commerce for D2C

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  1. CRM + E-commerce for D2C
  2. Process
  3. Proposal handoff
Process · Proposal handoff

Proposal handoff

Check product interest and next action before a sales proposal moves forward. The team should use the same account and opportunity throughout, so the next person can trace the decision without rebuilding the story.

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Step by step

  1. Opportunity opened Sales Owner

    The Sales Owner chooses the account, owner and expected close date.

    • Establish the sales case
    • Updates Opportunities, Accounts

  2. Product interest captured Sales Owner

    The owner checks each item, quantity, unit price and discount.

    • State the proposed commercial scope
    • Updates Opportunity lines, Products

  3. Qualification Sales Owner

    The owner confirms the conversation merits a proposal.

    • Move New to Qualified
    • Updates Opportunities, Relationship activities

  4. Proposal submitted Sales Owner

    The owner submits the proposal; the workflow records an email activity and receipt. The team sends the message through its outbound email process.

    • Move Qualified to Proposal
    • Updates Opportunities, Relationship activities, Operation receipts

  5. Negotiation tracked Sales Owner

    The owner updates the next step and moves the case into negotiation when needed.

    • Move Proposal to Negotiation
    • Updates Opportunities

Where it usually breaks

And how to keep it from happening.

  • A price on an interest line may differ from the product list price. The Sales Owner explains the offer before submission.
  • A Qualified opportunity with no next step leaves the recipient unsure what to do after the proposal.
  • The workflow records an email activity; the team confirms that the actual outbound message was sent.
  • A receipt marked Failed or Needs Review needs investigation before the proposal stage is treated as settled.

Who does what

Roles and permissions
Sales Owner
And Sales Manager.

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.

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How to get started