New year, new opportunities! This month's newsletter is packed with practical tips, product updates, and webinars to help kick off January with momentum.
Here are some things to keep on your radar moving forward:
Disconnected Data is Costing You Orders
Scattered customer data doesn’t just slow things down at the counter—it quietly costs you real orders. When reps can’t see the full picture, opportunities get missed, and follow-up falls apart.
Hear directly from branch leaders at EMCO on how small, practical improvements to their data foundation led to more relevant outreach, stronger engagement, and measurable order growth.
Register for the webinar here!
New Product Launch
Order Automation is coming to an ERP near you!
We saw the need and built the tool! Prokeep is thrilled to bring a solution that will instantly convert data from text, email, or images into send-ready quotes, with no extra steps required. By connecting conversations to live inventory data in your ERP and using AI to fill gaps, order automation will be a game-changer.
Current Order Automation Integrations:
- Prophet 21
- Eclipse
- Infor
New Feature Highlights
New for December: Outreach Tasks Enhancements - Bulk Task Management capabilities are available now
Prokeep has significantly upgraded Outreach Task management with new Bulk Task Management capabilities. Users can now select and reassign, update due dates, or delete multiple Tasks simultaneously. Safeguards also prevent accidental changes to Completed Tasks.
Additional improvements include clearer action buttons, making it easier to navigate large lists (up to 50 Tasks at a time). These enhancements boost team efficiency, organization, and follow-up consistency. More information here.
2025 Release Summary Available Now
2025 was a year of meaningful improvements across Prokeep. From smarter Campaign and Task management to enhancements in shared email, Order Automation, and platform reliability, we focused on making everyday workflows faster, clearer, and more dependable for your teams. We’ve created a complete rundown of the updates delivered throughout the year, with highlights that help you understand what’s new and how these improvements support more efficient communication and stronger customer engagement. See the full article here.
On-Demand Webinars
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From Order to Drop-Off: How HVAC Distributors Turn Deliveries into Revenue
Learn how HVAC distributors are connecting front-counter communication with last-mile fulfillment to drive more orders, faster responses, and happier customers.
Click here to watch the recording!
Prokeep Tips
Check out the latest best-practice articles to uncover even more ways to win orders with Prokeep.
Data Hygiene vs. Data Enrichment: What's the Difference and Why You Need Both
In distribution, data fuels every sale, service, and decision. Check out the blog to learn how to gather and maintain quality data that will power strategic decisions.
3 Quick Ways to Identify Duplicates and Outdated Contacts
Learn the 3 fastest ways for you to identify, organize, and correct your outdated contacts to maximize data-driven selling.
5 Ways to Enrich Your Contact Lists for Smarter Proactive Outreach
See how you can enrich your contact lists for better segmentation and smarter marketing -- empowering your team to drive more orders.
Want to learn more about how Prokeep turns your every rep into an expert salesman?
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