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- Social Commerce Platform
- Get started
Get Social Commerce Platform running in four steps.
Set up a first partner drop from opportunity through attribution review.
Create your account
Click Start now and create your ERP.AI account.
Start nowDownload Proto
Proto is the desktop app you use to set up Social Commerce Platform. It runs on macOS, Windows and Linux.
Download ProtoMake it yours
Open Social Commerce Platform in Proto and adjust fields, steps, roles and approvals to match how your team works.
Implementation planBring your data and team
Import your records, then invite your team and assign their roles.
See the roles
Create your account
Click Get started to create your ERP.AI account. Download Proto and describe the partner team, the creator drop and the first process to configure.
Prepare the first operating cycle
Choose one account, one primary contact, a responsible Partner Manager and a creator the team already works with. Bring the product items and expected value for the first opportunity. Agree how the team will obtain the creator order reference and count attributed orders.
- Name the Creator Coordinator who prepares attribution and the separate Attribution Reviewer who decides.
- Prepare one proposal email, one overdue follow-up example and one source attachment.
- Decide who inspects operation receipts marked Failed or Needs Review.
Review before release
Run a real opportunity from New through qualification and proposal. Record the creator attribution, submit it, and make an independent decision on the exact revision. Close the opportunity with an outcome and reason, then check the activity, attachment and receipt trail. Repeat with a disputed order count so the team knows how to correct and review a changed revision.
Set up Social Commerce Platform your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.