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- Social Commerce Platform
- Process
- Follow-up to outcome
Follow-up to outcome
This process keeps a partner drop connected to its owner, the opportunity and the evidence of each decision. Start with one real case and follow the linked records rather than treating a changed status as the whole story.
Step by step
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Plan follow-up Partner Manager
Partner Manager records a call, meeting, email or task with a due date and owner.
- Record a call, meeting, email or task with a due date and owner.
- Updates Relationship activities, Opportunities
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Resolve overdue work Creator Coordinator
Creator Coordinator finds open work past due, contact the creator or partner, and record the outcome.
- Find open work past due, contact the creator or partner, and record the outcome.
- Updates Relationship activities, Opportunities
-
Track negotiation Partner Manager
Partner Manager keeps the next step and close date current as the partner responds.
- Keep the next step and close date current as the partner responds.
- Updates Opportunities, Relationship activities
-
Close outcome Partner Manager
Partner Manager supplies Won or Lost and the reason to the close workflow; check the receipt.
- Supply Won or Lost and the reason to the close workflow; check the receipt.
- Updates Opportunities, Operation receipts
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Review exception Sales Operations
Sales Operations investigates Failed or Needs Review receipts before treating a close as complete.
- Investigate Failed or Needs Review receipts before treating a close as complete.
- Updates Operation receipts, Opportunities
Who does what
Roles and permissions- Partner Manager
- , Creator Coordinator, Sales Operations carry out this process.
- Sales Operations
- Inspects receipt exceptions; Partner Manager makes the commercial close decision.
Set up Social Commerce Platform your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.