Proton.ai
Proton.ai is a CRM designed for distributors, integrating with various platforms to centralize information and leverage AI for sales opportunities.
Services
Proton.ai's Proton CRM offers a range of services designed specifically for distributors. These services include AI-powered insights to identify upsell and cross-sell opportunities, lead and pipeline tracking, and performance management. Proton CRM aims to increase efficiency by automating routine tasks and streamlining workflows. It also offers professional services ranging from onboarding to managed services and provides API documentation for building custom integrations.
Products
Proton CRM by Proton.ai provides a variety of features such as AI recommendations, ERP integration, and a 360° customer view. The CRM includes add-ons like eCommerce AI for personalized online recommendations and Pronto, a conversational AI assistant. It also features call logging, campaign management, contact management, and task management. Additionally, Proton CRM offers gamification to boost user engagement and real-time pricing on both mobile and desktop.
Industries Served
Proton CRM serves several industries, including Industrial, Electrical, Building Materials, Beauty, Sporting Goods, HVAC & Plumbing, Food & Beverage, and JanSan & Packaging. The CRM is tailored to meet the specific needs of these sectors, providing role-based solutions for Sales Management, Outside Sales, Inside Sales, Customer Service, and Marketing.
Features
Proton CRM includes a wide array of features to help distributors manage their operations. These features include centralized data integration with ERP and eCommerce platforms, AI-powered insights for upsell and cross-sell, and a mobile app for real-time collaboration. It offers enhanced pipeline reporting with multi-level views, gamification to increase user engagement, daily summary emails, and tasks created from quote modals to streamline follow-ups.
Learning Center
Proton CRM provides a comprehensive Learning Center equipped with various resources. Users can access blogs, eBooks, guides, and case studies that help them utilize Proton CRM effectively. This Learning Center is designed to educate users on best practices and help them maximize the benefits of the CRM system.