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.
- E-commerce + CRM + Analytics + Support
- Who it's for
- Direct-to-consumer brands
Direct-to-consumer brands
A direct-to-consumer brand may have a growing number of customer conversations that are too valuable to leave in individual inboxes. This CRM gives the team an opportunity for each serious sales discussion, an account and contact for the person involved, and a retention follow-up when the brand plans another conversation after the outcome. A manager can review expected value, the next step and the action receipts while keeping the opportunity tied to the sales conversation.
How E-commerce + CRM + Analytics + Support is set up for you
Sales conversations
Representatives record the customer account, primary contact, expected close date and offered item lines. Qualification and proposal submission leave activities and receipts.
Repeat contact
A retention owner writes the reason for contact, assigns a date and submits the case for independent review. An outside order reference can help identify the customer event behind that contact.
Manager review
Open Opportunity Board and Follow-ups Awaiting Review show where a decision or customer action is due. Lost Opportunities helps the manager learn why discussions ended.
A direct-to-consumer brand may have a growing number of customer conversations that are too valuable to leave in individual inboxes. This CRM gives the team an opportunity for each serious sales discussion, an account and contact for the person involved, and a retention follow-up when the brand plans another conversation after the outcome. A manager can review expected value, the next step and the action receipts while keeping the opportunity tied to the sales conversation.
Choose one product family and one group of sales owners. Import clean account and contact records, then enter a small set of current opportunities with realistic dates and values. Rehearse a qualified deal, a proposal, a won and a lost outcome. Create a retention follow-up from one of those opportunities and have another person review it. Compare the status and action receipts before adding the rest of the book.
Agree where the brand's order history lives. The follow-up can hold a reference and units for context, while the original transaction remains with the commerce system. Define who checks that outside reference before customer contact. Keep the operating question narrow: which customer should the team contact next, why, and who approved that work?
Features to start with
Roles on the team
- Sales Representative
- Owns customer opportunities, item discussions and the related activity record.
- Sales Manager
- Reviews pipeline ownership, outcomes and the evidence left by sales actions.
- Retention Specialist
- Owns scheduled customer contact and prepares retention cases for review.
- Retention Reviewer
- Makes the independent decision on a submitted retention case.
- Revenue Analyst
- Reads pipeline, activity and retention records for operational reporting.
Set up E-commerce + CRM + Analytics + Support your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.