Outside sales for wholesale distributors
Spend more of your day with customers
Proton combines ERP purchasing data and team conversations, so you know who to call, what to sell and when to follow up, from your phone.
“Pronto saves me 2 hours a day, easily. It’s very user-friendly, even for guys who don’t love tech. I use it to do call notes: after a call, I bring up Pronto, hit the microphone, talk into my phone, and it logs a note, so I can move on. With that time back, I can see 3 more customers a day.”
Dave HammettOutside Sales Rep, BPI
“Customers appreciate when you show up prepared. Pronto helps you be that rep. Before, we were jumping from screen to screen, report to report. Now it’s all right there, within seconds.”
Darlene LongAccount Manager, Swish
“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
“In just two minutes in the car before they go into a dental office, sales reps can quickly skim through the app and see everything going on with that customer, and that knowledge is powerful when they engage with their customers.”
Katy CohenChief Revenue Officer, Benco Dental
Less admin. More selling.
Make the most of the time between stops
Stop losing accounts between visits
The customers you know best can fill your whole week. Proton flags declining purchases, overdue reorders, and gaps in what accounts buy from you, so the rest of your book gets attention too.
Walk in prepared, without the homework
Ask Pronto, “What should I know before visiting this customer?” Get a brief with purchase history, recent conversations, and open opportunities. See what inside sales already discussed without digging through reports or calling the branch.
Sell beyond the products they already buy
You know your customers. Remembering every product each one could buy is another matter. Proton uses purchase history and what similar customers buy to recommend products for the next conversation, including lines they may be buying elsewhere.
Pulled this off a conveyor at Harbor. Do we stock it, and what do they usually need with it?
6205-2RS, 25×52×15 mmIn stock · last bought Mar
Shaft seal, 25 mmBought with it · 4 of 5 orders
Bearing grease, EP2Not on account · common pairLeave the typing to Pronto
Tell Pronto what happened after the visit. It turns your spoken update into an account note and can set a follow-up task or draft an email. Review it while the conversation is fresh, rather than typing up a day’s worth of notes tonight.
Give inside and outside sales the full account picture
“We presented Proton as a really good communication tool between our inside sales team and our field outside sales team. Our more tenured employees appreciated this because it solved a pain point they had been feeling for a long time.”Read Richards Supply’s story
Team handoffs
Hand off the request, not another round of questions
A customer needs a quote, and you’re already on the way to your next stop. Assign inside sales a task linked to the account, with the details from your visit. They can pick up the work without calling you to go through it all again.
Relevant capabilities
Explore the products behind this work
Questions from the field
Proton helps you focus on accounts where the next conversation could protect or grow the business. A drop in a regular product category, an inactive account or an opening to sell more gives you a useful reason to reach out. Check the buying history behind that signal, add what you know about the relationship and decide who gets a call or visit today.
Yes. Open the account in Proton’s mobile app to review purchases, previous conversations and open opportunities before you walk in. You can ask Pronto when the customer last ordered a particular item, then check the notes and next steps around that account. You arrive with something specific to discuss, without needing to open your laptop in the parking lot.
Proton uses purchase history and your product catalog to surface recommendations and category gaps for each account. That gives you specific ideas to bring into the visit, including products that could expand what the customer already buys from you. You choose what fits the customer’s needs and your knowledge of the relationship. A broad catalog becomes a more manageable conversation.
Yes. Create a visit note in the mobile app, record what you discussed and link it to the account and relevant open opportunities. The note can stay open while you check other information, with the products you pitch collected in the same place. Save the details while they’re fresh, so your evening doesn’t become an exercise in reconstructing six different conversations.
Give each promise a next step in Proton: create a task, assign an owner and set a due date against the account or opportunity. Your open tasks and account history give you somewhere to return when the day gets busy. The sample you promised, the quote to follow up on and the question you owe an answer to each have a place to live.
Yes. Put the customer’s request in an account note and assign the follow-up task to your inside sales teammate. They can pick it up with the relevant history, including what you discussed and which opportunity it belongs to. You can keep track of the same account as the work moves forward, giving the branch a clearer handoff while you head to your next visit.
Proton helps you spot changes in buying behavior and keep track of promises, even with customers you’ve known for years. You might remember their next project; Proton can show that a regular category has stopped moving or that a follow-up is still open. Bring those details into the conversation and you have another way to be useful to the customer. Your knowledge makes those signals more valuable.
Yes. Maps lets you plan customer visits in the mobile app, save a route and return to it as your day unfolds. You choose the accounts worth seeing and keep their context close at hand, connecting the plan for your territory with the conversations you want to have.
Give your reps their evenings back
See how AI takes visit prep, note-taking, and follow-up off their plates.
