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New year, new opportunities! This month's newsletter is packed with practical tips, product updates, and webinars to help kick off March with momentum.
Here are some things to keep on your radar moving forward:
How Aueer Steel Got More Quotes Moving
Auer Steel's Jeff Poss put Order Automation to the test against their P21 workflow, tracking every single click, and found that a four-line order through Prokeep required roughly half as many clicks as doing it natively in their ERP. Check out how they achieved:
- 50% fewer clicks to complete a standard order vs. P21
- 100% follow up on quotes even when a rep is out.
- 1 platform replacing the back-and-forth of phone, text, and email
How City Electric Supply Reactivated Dormant Accounts
When Jason Ford, District Manager at City Electric Supply, moved his six-branch team off personal phones and onto Prokeep, the shift from reactive to proactive wasn't just operational; it directly impacted which accounts stayed active and which ones grew. Here's what stood out:
- 6 branches moved from personal phones to one platform
- 100% of outreach activity logged and verifiable
- 12 years of relationship-building, now centralized and stored in one place
Check out the full story to hear more!
Want to know what you could win back with faster quotes?
With just a few numbers plugged into our ROI calculator, you can find out what you're losing to slow, manual quoting and what the ability to generate instant quotes would mean for your business.
It's with Prokeep's Order Automation that distributors are:
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Generating send-ready quotes with the press of a button
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Making outbound instant and easy
- Turning time back into
New Features to Highlight
Real-time scan progress on email attachments
Customers can see their order being processed in order automation. When opening an email order with attachments, order automation will show the scan progress live, including a badge showing how many were processed successfully. Unsupported files now show a clear error.
Drag and drop files directly into the email compose
Users can now attach files to outgoing emails by dragging and dropping them into the compose window, in addition to using the file picker. More options for more ways of working.
Quotes page got a refresh with multiple updates:
Multiple changes were made to the quotes page. Quotes now show who created them in a new column that can be sorted alphabetically, and new pagination lets a user see all quotes, not just the most recent 100. There is a count indicator (e.g., "Showing 1–100 of 243") with navigation controls so reps can access older quotes they couldn't reach before. Analytics totals now calculate across all quotes. Empty auto-generated drafts with no customer attached are hidden from the list and excluded from analytics.
We surveyed 100+ of our trucking dealers and distributors to find out where they’re leaking revenue and how they can fix it.
The results are in, and we've turned them into a benchmark report.
See how your organization stacks up to other trucking dealers, and how industry leaders are using system harmony to turn disconnected systems into more orders.
Celebrate 1 Year for Trey Timmerman
Trey brings two-plus years at Prokeep and a career built around solving distributor challenges. He works with customers across HVAC, plumbing, electrical, and irrigation, including several leveraging Order Automation as part of Prokeep’s Order Engine. Based out of our New Orleans headquarters, Trey is a go-to resource for customers navigating growth and driving change.
Outside of work, he's exploring AI, enjoying good music, and spending time with his wife and two daughters.
We’re proud to celebrate 2 years with Trey and are thankful for the care, dedication, and momentum he brings every day. 🎉
Upcoming Events
Bosch Webinar: From Cold Data to Hot Leads: Turning Messy Records into More Orders
Join us on the 26th to learn how to use clean, complete customer information to proactively drive more orders.
Prokeep Tips
Check out the latest best-practice articles to uncover even more ways to win orders with Prokeep.
"Dormant Account" Means More Than You Think. Here's How to Win Them Back
If your definition of "dormant" is "hasn't ordered in 30 days," you're looking at only a fraction of the revenue problem in your customer list right now.
ERP Errors are Costing Your Team More Than You Think
Order entry errors aren't a training problem; they're a communication problem. And they're quietly bleeding your branch every day.
Your Inside Reps Are More than Just Order Takers
Your customers want fast responses, clear order status updates, and to order without interrupting their work. See how top distributors deliver this.
Want to learn more about how Prokeep turns your every rep into an expert salesman?
