AI for sales leadership
Know what your reps are doing (and what they’re doing well)
See how each rep and territory is doing and the revenue attributed to their pitches. Ask Pronto, “Which reps need my help?”
“Just the ability to summarize and share call notes easily with the branch has been huge. We used to edit and summarize them manually, now it’s just three clicks. It’s probably gained us a day each week.”
Aaron SoloskiSales Manager, Aquifer
“Proton’s like a smoke alarm. If we see at-risk customers, I can call on my sales managers and say, ‘Something’s going on here, we’re dropping off.’”
Adam CrewsDirector of Sales, Chattanooga Shooting Supplies“The value of Proton for our industry is that right out of the box, it speaks our language. It understands what challenges distribution companies have.”
Jason MooreheadVP of Sales, Swish
“We’re seeing a 3x profit return for every dollar spent on Proton software. What makes Proton different is the people and their domain expertise. It feels like we have a partner — a group that’s living and breathing distribution. They understand the unique challenges distributors face.”
Erik GershwindFormer CEO, MSC
“The ‘due to reorder’ feature has made our sales team much more proactive in discussing new sales opportunities with customers, rather than just reacting to incoming orders. This has helped us increase the order size per invoice. Proton has increased the amount of sales our team has been able to close.”
Kyle SchullPresident & Owner, BPI
“One time, we said, ‘For one week, trust every recommendation that Proton gives you and talk with your customer about it.’ They had a 40% close rate on brands that they never would have talked about before.”
Guy LaceyVice President, Salon Services Pro
“When a CRM works, everybody gets on board pretty quick. So far, we’ve had a lot of wins. That makes it contagious; if everybody sees that guy got that sale, they want to get the next one.”
Eric WessingerPresident & CEO, Richards Supply
“I wasn’t prepared for how useful Pronto was gonna be for our sales team. Pronto has been the biggest game changer for us.”
Steve McEnanySenior VP, Midwest Wheel
“We’ve gone from zero CRM culture to everyone talking about Proton every single day. That in itself, within three months of launching, has just been spectacular.”
Victoria BlairSales Enablement Leader, Swish“Before Proton, important info was buried in reports and often overlooked. With Proton, the data is right at our fingertips, easy to access and actionable. It's a game-changer for our daily routine.”
Matt GoldbergRegional Manager, Benco Dental
“Our reps don't see Proton as a chore. We have a call target of 50 per week, but some reps are making double that. They're going above and beyond because they can see their progress every day in Proton.”
Carly AlbrechtInside Sales Manager, Purity Life
“We used to see large projects quoted by our quotations team, but communication didn’t always reach outside sales for proper follow-up. Proton’s had a big impact helping with that. I would absolutely recommend Proton to anybody in the distribution business. It checks all the boxes for us.”
Schaun CorbettVice President of Sales, AquiferVisibility that helps you lead
Stop piecing together what your team is doing
See where coverage is falling short
When an account starts buying less, you need to know who’s been in touch and what happened. See territory performance, rep activity, and progress toward goals, so you can tell whether a rep needs help reaching customers or winning more of their business.
Last contact38 days ago
At Chattanooga Shooting Supplies, Proton flags accounts in danger of slipping away, and managers see each account’s health in one place.
Read the Chattanooga storySee which pitches turn into orders
Proton recommends products based on buying history and what similar customers buy. You see what each rep pitched and the revenue attributed to those pitches, so the coaching conversation starts with specific opportunities and results.
- Cut-resistant gloves, A4Harbor Supply Co.PitchedOrdered$2,592
- Disposable coverallsBeacon ElectricPitchedOrdered$1,140
- Emergency eyewash stationsNorthgate MechanicalPitched
At BPI, Proton’s AI recommendations convert at 27%, and $30M+ a year in revenue is attributed to the platform.
Read the BPI storyKnow when to step in on an open quote
See the open quote, the rep’s latest conversation, and the next step in one place, then assign follow-up before it stalls. Ask Pronto which reps need help, with the account history already pulled together.
At Aquifer, a shared commercial quotations pipeline lets outside sales see quoted work across branches and follow up with the quotations team.
Read the Aquifer story
8–25% sales growth for Midwest Wheel’s top Proton users
“It’s one of the greatest sales tools that we’ve ever had at Midwest Wheel.”Read the Midwest Wheel story
Team handoffs
End the “I thought you were following up” problem
See who spoke to the customer, what they discussed, and who owns the next step. Inside sales, outside reps, and branch teams share the same account history, so you can coordinate coverage without chasing each person for an update.
Relevant capabilities
Explore the products behind this work
Frequently asked questions
Proton turns your customer and product data into specific selling opportunities: which accounts could buy more, what to offer and what needs follow-up. We map that workflow against your existing tools and agree where Proton fits, including whether its CRM module replaces your current CRM.
Proton helps reps prioritize accounts using buying patterns, changes in activity and open opportunities, so they reach beyond the familiar names. For a daily priority list, we configure the criteria around your sales process. Managers see which customers are being reached and where follow-up is missing.
Yes. Proton uses purchase history to surface changes in customer buying, including products due for reorder. That gives a rep something specific to check: has the need changed, has an order been delayed, or are they buying elsewhere? Managers can review the account while there’s still time to act.
Yes. Proton’s CRM module gives managers a shared pipeline, with opportunity owners, stages and follow-up in one place. We configure quote conversion reporting around your quote and order data and make the definition of “won” explicit, so you can tell closed quotes from realized sales.
Proton shows managers the account context behind a rep’s activity: who they’re reaching, what they’ve pitched and how opportunities are developing. That makes one-to-ones specific: coverage, product knowledge or follow-through. Pronto, Proton’s AI assistant, can also analyze captured call notes for recurring approaches.
Start with work reps already need to do: understand an account, find a useful product to pitch and track the next step. Proton puts that in the same workflow as the information managers need. Our team trains managers and internal champions on real accounts and builds Proton into regular sales reviews.
Yes. Proton keeps captured customer history, contacts, notes and opportunities with the account, so a new rep can see what the customer buys and what still needs attention. The important work happens before someone leaves: getting their knowledge into shared records. Pronto helps the team use it.
Set a sales goal and a baseline, then track progress against it. Proton reporting brings together usage, pitches, opportunities and attributed revenue. Attributed revenue links orders to qualifying recorded pitches; it doesn’t prove every dollar was incremental, so we help you review it alongside sales trends.
