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CRM + E-commerce for D2C

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  1. CRM + E-commerce for D2C
  2. Process
  3. Review and evidence
Process · Review and evidence

Review and evidence

Make a follow-up decision traceable to the reviewed revision and supporting material. 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. Follow-up prepared Retention Owner

    The Retention Owner submits the dated outreach for a decision.

    • Move Draft to Submitted
    • Updates Retention follow ups

  2. Retention review Retention Reviewer

    The Retention Reviewer records approve, reject or return, with a reason and reviewed revision.

    • Record decision
    • Updates Review decisions, Retention follow ups
    ApprovalA person approves before the work moves on.

  3. Follow-up completed Retention Owner

    The Retention Owner performs approved outreach and updates the status.

    • Move Approved to Completed
    • Updates Retention follow ups

  4. Evidence checked Sales Manager

    The Sales Manager checks attachments and receipt exceptions tied to the opportunity.

    • Resolve exceptions with their source case
    • Updates Record attachments, Operation receipts, Opportunities

Where it usually breaks

And how to keep it from happening.

  • A decision on an older source revision may describe the wrong follow-up details. Compare revisions before acting.
  • A Return decision needs a reason so the Retention Owner knows what to revise.
  • An attachment link can be present but inaccessible to the next reviewer. Open it during handoff.
  • A Failed or Needs Review receipt does not prove the operation completed.

Who does what

Roles and permissions
Retention Owner
, Retention Reviewer, Sales Manager and Admin.

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