Proton for mid-market distributors
Grow your business without letting costs eat the gains
Proton helps your teams find the next sale, cut manual work, and make better decisions about pricing and stock.
From mid-market distributors on Proton
“Proton is the best ROI of any tech investment we’ve made in the past 30 years.”
“Before Proton, our reps had to log into multiple systems to get a fraction of the insights Proton provides today. Proton made it super easy by putting everything in one place. Now, the reps don’t have to waste time searching all over the place for information and can focus on selling instead.”
“Proton gets info to our sellers fast and effectively, so they can talk about what’s relevant and what’s important. With Proton, our team has better discussions with customers.”
“It’s one of the greatest sales tools that we’ve ever had at 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.”
Customer story
At Swish, teamwork became a way to grow
Swish’s reps had been focused on their biggest accounts, while colleagues couldn’t easily see who had called whom. Proton helped inside sales, outside sales, and customer care share account history and coordinate follow-up. Swish attributes $3.2M in new revenue to Proton.
Customer story“Before Proton, it would take me 10 to 15 minutes to do my research on an account. Now it’s just a minute or two.”
Zeina ShahabeddinInside Sales Leader, SwishThe platform
One platform to sell, price, and buy
Proton puts each customer’s purchase history beside your product, pricing, and inventory data, so every team works from the same facts.
Know who to call and what to sell
Find spending gaps, at-risk accounts, and cross-sell opportunities. Give each rep a plan for who to call and what to discuss.
Growing by acquisition? Proton connects every ERP you bring in
Each distributor you buy can keep its own ERP. Proton reads every one, so your team sees each customer and order in one place.
Proton data layerCover more accounts and know who’s following up
As your customer base grows, Proton CRM ranks opportunities by buying patterns and account activity, such as an overdue reorder, a product gap or a quote that needs a call. Reps share the same purchases, notes and open quotes, and managers see which accounts were contacted and which follow-ups are overdue.
Sell the full catalog, beyond each rep’s familiar lines
Your business may carry the right product and still lose the sale because a rep doesn’t know you sell it. Proton PIM finds missing specifications, links each proposed value to its source, and standardizes attributes. Your team checks the sources and approves changes before reps and online buyers use them.
Hard roll towels, 8 in × 800 ft6 rolls/caseWhite
Disinfectant cleaner, RTU32 ozQuat
Can liner, 40–46 gal1.5 mil100/case
Nitrile gloves, 4 milLarge100/boxeCommerce AI uses each customer’s purchasing history, including phone and rep orders, to suggest relevant additions and reorders on your website.
Grow order volume without growing the entry backlog
Every new account brings more emails, PDFs, and spreadsheets for customer care to key in. Proton Quote & Order Entry Automation matches those requests to your catalog and drafts quotes and orders using customer pricing and inventory context.
“Attached is this month’s order for both sites. Ship the Elm St. lines separately.”
Your team checks the draft and resolves exceptions before approving it for the ERP. For quotes that need price guidance, Pricing AI, in early access, recommends customer-specific prices within your margin rules. Reps can accept, adjust, or override a recommendation before the quote goes out.
Keep stock working for the business
Inventory AI, in early access, forecasts demand from sales history by SKU and season. It flags stock expected to run low and products sitting still, then drafts suggested purchase orders for purchasing to review and approve.
- Nitrile gloves: stock expected to run low
- Hard roll towels: slow-moving stock flagged for review
- Suggested purchase order: purchasing approval required
It uses the same product and transaction data as the rest of Proton, giving purchasing a way to plan for customer demand while keeping the ERP as the system of record.
Adoption
We do the work of getting every team on board
At Swish, employee champions tested Proton and gave feedback before the full rollout, and regular training kept it going after launch.
Questions mid-market distributors ask
Proton helps each branch spot where existing customers could buy more. AI recommendations surface products a customer is missing and purchases that have dropped off, alongside their sales history. Reps turn those signals into a call or visit, and managers focus the team on accounts that need attention.
Yes. Proton connects your existing ERPs so branches and acquired businesses share customer, product and sales information. Our in-house engineers handle the connections, including legacy and custom systems; we’ve integrated with every ERP our customers have brought us. Your branches keep the systems they run on.
We make Proton useful in the work reps already do: preparing for a visit, finding a sales opportunity and recording what happened. Training follows those routines, with internal champions in each branch, and managers can review usage and follow-through, then coach where a team needs help.
Yes. Proton’s shared customer record brings sales history, notes, opportunities and follow-up together, so an outside rep can pick up an inside-sales conversation and service can add context. We configure access and handoffs around your teams; connecting some ticketing or phone systems needs additional engineering work.
Yes. Proton reads incoming customer requests, matches items to your catalog and helps prepare quotes and orders. Your people review matched items and exceptions before the agreed ERP handoff. For supplier RFQs or project-specific requirements, our engineers walk through the process with you and confirm what needs to be built.
Yes. Proton gives managers reporting built on your ERP data, with definitions agreed across branches: invoice versus order dates, fiscal periods and how accounts roll up. We validate key totals together, so the report means the same thing to everyone and managers spend less time reconciling spreadsheets.
Yes. Proton’s PIM gives your teams one place to manage product information, fill gaps and update records in bulk, then send approved data to the sales channels you connect. We configure the publishing rules with you, including what must be complete before an item goes out.
Your first team chooses a workflow, names an internal champion and makes time for data review, testing and training, while Proton’s implementation team connects the data. Before launch, we agree how to judge progress, such as more consistent follow-up or fewer manual quote steps, then plan the next team from what worked.
