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- Social Commerce Platform
- Who it's for
- Social selling teams
Social selling teams
Teams selling through social campaigns often work several partner conversations at once. Opportunities organize expected value, status and next step; activities capture calls, meetings and email. Product lines retain the items and prices discussed with a partner. Creator attribution adds the order reference when a post or live drop generates an attributable result.
How Social Commerce Platform is set up for you
Commercial owner
Partner Manager owns the opportunity, its counterparty and the next commercial step.
Creator follow-up
Creator Coordinator records the creator result and follows overdue activity.
Independent decision
Attribution Reviewer decides on a submitted attribution revision and records the reason.
Teams selling through social campaigns often work several partner conversations at once. Opportunities organize expected value, status and next step; activities capture calls, meetings and email. Product lines retain the items and prices discussed with a partner. Creator attribution adds the order reference when a post or live drop generates an attributable result.
Begin with a small set of partner accounts and the active opportunities the team expects to close this cycle. Add contacts and one owner for each opportunity. Use the proposal workflow on a real email, then compare its activity and receipt with the opportunity stage.
A partner asks for a device and training as separate items. The manager adds two opportunity lines and sends a proposal. The team can later discuss a discount on one line while preserving the original partner account and activity trail. A final Won or Lost outcome is recorded with a reason.
Bring one account, one contact and one opportunity into the pilot. Compare the expected value, opportunity stage, activity outcome and attribution status after the team completes the case. Use the same record links for a second example where the attribution is rejected or the opportunity is lost. That exercise shows who corrects the record and where the next person finds the decision.
[Plan the first cycle](/social-commerce-platform/get-started) and [review the data model](/social-commerce-platform/data-model).
Features to start with
Creator attribution
Tie creator and live-drop activity to the partner opportunity and a reviewable order reference.
Partner relationships
Keep partner companies and contacts connected to the opportunities they influence.
Proposal and products
Build deal scope from item lines, product references and a recorded proposal email.
Roles on the team
- Partner Manager
- Owns partner accounts and opportunity progression through qualification, proposal and close.
- Creator Coordinator
- Records creator attribution and follows up on creator activities linked to partner opportunities.
- Attribution Reviewer
- Makes an independent decision on submitted creator attribution revisions.
- Sales Operations
- Maintains product information, checks receipts and prepares reporting across organizations.
Set up Social Commerce Platform your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.