Questions, answered

Click Get started, then use Proto to configure CRM for E-commerce for your business. Start with a representative account, buying contact and opportunity, then rehearse a retention plan with an independent reviewer.

The account segments are Enterprise, Mid-Market, SMB and Public Sector. Maintain the commercial status and eligibility note alongside the segment so the team understands the current relationship.

Opportunities move through New, Qualified, Proposal and Negotiation before a Won or Lost outcome. The owner maintains expected value, close date, probability and the next commercial step.

Submit Proposal logs proposal email activity, moves the opportunity to Proposal and records an operation receipt. Use the team’s chosen communication process to confirm actual email delivery.

Commercial lines record item names, quantities, USD unit prices and discount percentages. A line can reference a catalog product with its SKU and list price.

Record the owner, purpose and intended contact date, with the shopper description, order reference and units ordered needed to understand the conversation. Link the plan to the relevant opportunity and account context.

The Retention Reviewer independently approves, rejects or returns the submitted revision with a reason. The Retention Specialist prepares and carries out the contact work under the team’s procedure.

Record the relationship activity and supporting evidence, then mark the approved retention work Completed when the contact is confirmed. Keep an overdue but unfinished plan visible for follow-up.

Confirm the order reference through the operating process or order system that owns the transaction. Agree a storefront connection during setup if the team needs that information brought into its CRM work.

Compare the operation type and evidence summary with the opportunity, related activity and review history. Open the supporting references and confirm any external communication or transaction result through its responsible system.