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- E-commerce + CRM + Analytics + Support
- Who it's for
- Wholesale e-commerce teams
Wholesale e-commerce teams
A brand selling online and through retail partners can keep partner discussions visible by account. The account carries its status and segment, while contacts identify people and their roles in a decision. Each opportunity has an owner, expected value, close date, item lines and a primary contact. Sales Manager can review a proposed product range against the partner record and the next customer action.
How E-commerce + CRM + Analytics + Support is set up for you
Partner context
Accounts distinguish a prospect from an active partner or one on credit hold. Contacts keep the buyer and other people under the same company record.
Assortment discussion
Opportunity lines show the items, quantities and offered unit prices under discussion. Products provide SK us and list prices for reference.
Outcome trail
Qualification, proposal submission and close actions write receipts. Relationship activities explain the conversations between those points.
A brand selling online and through retail partners can keep partner discussions visible by account. The account carries its status and segment, while contacts identify people and their roles in a decision. Each opportunity has an owner, expected value, close date, item lines and a primary contact. Sales Manager can review a proposed product range against the partner record and the next customer action.
Start with one partner segment and a small group of active opportunities. Choose a consistent account code and confirm who maintains partner status. Enter the buyer as a contact and select them as primary on a sample opportunity. Add the product range as lines, then rehearse qualification and proposal submission. Sales Manager should be able to explain the deal's stage by reading its activities and receipts.
When a partner declines, record the loss reason. When one accepts, close the opportunity as Won and keep the sales result tied to that account. The later order and fulfillment process remains in the commerce operation. A retention follow-up can schedule a later conversation with the same partner and retain an independent review decision.
Features to start with
Retention follow-ups
Schedule customer contact and retain the independent decision on a follow-up case.
Products and opportunity lines
List the items and offered quantities behind each customer opportunity.
Opportunity pipeline
Track owner, customer, expected value and stage from a new deal to its outcome.
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.
- Admin
- Maintains organizational, staff and product reference records and access.
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.