AI for inside sales and customer service
Less order entry, more time for customers
Order-status emails, parts lists to quote, quotes to chase: Proton’s agents take the first pass, so your team spends more time helping customers.
“Pronto is the greatest tool I've ever used. I wish I'd had this back in the 80's when I started.”
Scott BledsoeInside Sales Specialist, Medco“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, Swish
“Because the recommendations are so timely and relevant, [Proton] feels more like a partner, and we’ve seen 20x the results that we did with the last [system] we were tinkering with.”
Erik GershwindFormer CEO, MSC
“I’d say the part that really clicked for the inside sales reps was they were able to use one unified platform for product information, CRM and calling lists. Previously they had to use multiple tools.”
Mike BurnsChief Information Officer, Benco Dental
“It’s not just a reporting tool, it’s a sales growth engine. We’re giving the sales team a sports car, not a ball and chain.”
Dane LeBelDirector of Inside Sales, Vallen
“I’m seeing reps be more proactive. They’re coming to me with questions like, ‘Hey, I saw this metric in Proton. Can you help me dig into what’s driving it?’ They’re taking ownership of their business and they’re excited about it.”
Ryan BarnettInside Sales Manager, Vallen“If you’ve stumped yourself on what to sell, you can reach in and grab Pronto to take you to another level.”
“I’m not the best email writer, so Pronto really helps me get to the point of what I’m trying to say.”
Dave HammettOutside Sales Rep, BPI“For new people, this is probably the single most effective tool. You've got all the information available you need.”
Cody OlsonTerritory Assistant, Midwest Wheel
“Pronto makes me look smarter, gives me the info I need, and never judges my questions.”
Darlene LongAccount Manager, SwishA day on the desk
Get through the queue and get back to customers
Proton’s agents take the first pass on emails, calls, quotes and cases, and your team decides what goes out.
Status emails, without the lookup
The order-status agent checks Proton and your ERP and drafts the reply, for approval first or automatic sending.
We got part of this order Monday. When do the backflow preventers ship?
Hi Priya, 18 of 24 lines on PO 45120 shipped Oct 27. The six ¾ in backflow preventers are backordered and due at our Tulsa branch Nov 4. We’ll ship them the same day.
Answers on every call
The voice agent takes status calls; on a rep’s call, the Call Assistant brings up specs, pricing and stock.
Quotes built, then chased
Proton turns an emailed parts list into a priced quote, then drafts a follow-up on every quote open a week.
No order problem gets lost
Issues, changes and cancellations from email or Pronto become cases, tagged, routed and given a suggested reply.
We ordered 2 in ball valves and got 1½ in. Need the right ones by Friday.
Sorry about that, Priya. The 2 in valves ship today from Tulsa, and our driver will pick up the 1½ in ones on delivery.
Know who to call next
Proton flags missed reorders, slipping purchases and products they could buy from you, so you know what to suggest.
EP2 bearing grease, 14 ozAbout every 5 weeks · last on Sep 18Reorder due
Ball bearing 6205-2RSOn 3 of their last 4 grease orders
Shaft seal, 25 mmReplaced on the same schedule
72% more sales per inside rep at Vallen
“Proton makes us look like experts. The customer thinks we know everything — because the tool does.”Read the Vallen story
Team handoffs
Stop making customers repeat themselves
“I already told your rep.” Shared notes and tasks let inside sales, CSRs, and outside reps see what was discussed and promised. Whoever answers next can pick up the conversation, even when the usual contact is away.
Relevant capabilities
Explore the products behind this work
Frequently asked questions
Yes. CSRs get the order-status agent and voice agent for “where’s my order” emails and calls, Tickets for order issues and change or cancel requests, and AI-drafted quotes and orders. Inside sellers also get quote follow-up, the Call Assistant, buying signals and product recommendations. Use the tools that fit the job, whether it’s service, sales, or both.
Yes. Proton can read emailed quote requests and build draft quotes, so your team starts with the request already taking shape. Reps check the account, ship-to and matched items, then make corrections before moving the quote forward. Our engineers configure the workflow around your incoming requests and ERP requirements, cutting the copying and retyping that eats up time between customer conversations.
Yes. Proton uses your catalog and cross-reference data to help turn customer part numbers and descriptions into products you sell. Your team reviews the suggested matches and alternatives, with unresolved lines left for attention. During setup, we test the matching against your real requests and part-number conventions. Reps get a faster starting point for the search and keep the final say on what goes into the quote.
Yes. Your team can see purchase history, quotes and recorded account activity in Proton, and use Pronto to get a quick summary before responding. That helps a rep understand what the customer buys and what the team has already discussed without reconstructing the account from memory. We agree the refresh schedule during setup; the information reflects the latest data received from your connected systems.
Only if your team chooses that. Each team picks approval first, where a rep approves every drafted reply, or automatic sending with your approved templates. Either way, ambiguous requests, such as a change or cancellation inside a status email, are flagged for a rep instead of answered.
Only the caller’s own account. It answers order-status questions (status, shipped quantities, backorders and expected arrival) from Proton and your ERP. Anything else goes to your team with the call’s context attached, so the customer doesn’t have to repeat themselves.
Give each quote a clear next step. Proton brings quotes into the sales workflow, and we can configure an agent to prioritize follow-ups by factors such as age and value, create tasks and prepare account context for the call. Reps can see what deserves attention and pick up the conversation with something useful to say. A fresh request arriving in the inbox doesn’t have to erase the last one.
Start with what would actually help the customer. Proton uses buying history to surface relevant product gaps, reorder opportunities and related items, giving reps a reason to make a suggestion. Someone ordering a familiar product might also need an item they’ve been buying elsewhere. Your team chooses whether the recommendation fits the conversation. That makes selling part of good service, with a little less guesswork about what to offer.
Yes. Shared account notes and activity give inside and outside reps a common view of the customer. A CSR can record a commitment and next step, and an outside rep can check that context before a visit or follow-up. Keeping those details on the account makes the handoff visible to colleagues with access. Customers get a more consistent conversation without becoming the messenger between your teams.
Proton helps busy CSRs spend less time retyping requests, hunting for account history and deciding what to follow up next. Customer and transaction data comes from connected systems, while reps review drafts and add the details only they know. We configure the workflow and train your team around the work they actually do, giving experienced reps and new starters a practical place to begin each day.
