Customer Service

Build a repeatable order-making process

Proton redefines the role of customer service, turning your team into a source of revenue. With our distributor-focused playbook, we guide you to not just meet, but exceed your sales goals.

✓ Transform service reps into sales drivers with a clear, actionable guide

✓ Equip reps to spot and seize sales opportunities in every interaction

✓ Exceed targets by making upselling and cross-selling a standard practice

Give reps a 360° view  of each customer

Proton connects with your ERP, eCommerce platform, and any other tools you use to give your team a complete view of each customer to increase satisfaction and grow sales.

✓ Help reps get up to speed quickly

✓ Personalize every customer interaction

✓ Get every detail – from past conversations to real-time inventory

Maximize every interaction

Turn each conversation into a chance to sell more, safeguard revenue, and make a lasting impression.

✓ Follow up on open quotes

✓ Remind customers to reorder products

✓ Switch customers to high-margin substitutes

Powerful search for accounts and products in Proton CRM.

Offer incredibly responsive service

Position your reps as product experts ready to meet customer needs.

✓ Expertly answer questions about a large product catalog

✓ Find an account’s history, interactions across teams, and contact details in seconds

✓ Quickly look up the status of any order  or quote

Promote cross-team collaboration

Make it easy for reps to collaborate across teams.

✓ Assign tasks across teams

✓ Share information within Proton

✓ Deliver a consistent customer experience

Example call note feature in Proton CRM.

Example email to a customer about due to reorder products.

Grow e-commerce revenue

With an easy-to-use email integration, reps can pitch products to customers by email with embedded links to your ecommerce site.

✓ Generate tailored emails

✓ Drive traffic to your website

✓ Boost ecommerce sales

Ready to chat with
a real person?

Teams of 50+ are eligible for a personalized walkthrough.

✓ Find out what makes Proton the CRM choice for distributors

✓ Get advice on refining your sales strategy with insights from other successful distributors

✓ Get a platform overview to see how Proton can work for your specific business needs

TRUSTED BY LEADING DISTRIBUTORS WORLDWIDE

Request a demo

The choice CRM for distribution customer service teams

Build a repeatable order-making process

Give reps a 360° view  of each customer

Maximize every interaction

Offer incredibly responsive service

Promote cross-team collaboration

Grow e-commerce revenue

Bridge the gap between leadership and the frontlines

Ready to chat with
a real person?

The choice CRM for distribution customer service teams

Build a repeatable order-making process

Give reps a 360° view of each customer

Maximize every interaction

Offer incredibly responsive service

Promote cross-team collaboration

Grow e-commerce revenue

Bridge the gap between leadership and the frontlines

Ready to chat with a real person?

Give reps a 360° view  of each customer

Ready to chat with
a real person?