Customer Experience

July 2026 Prokeep Updates

Written by Erika M. Torres | Jul 28, 2026, 6:06:02 PM

Less Time Quoting, More Time Selling, More Orders Won

OA turns any email, text, or handwritten list into an ERP-ready quote, giving your team time back to follow up on orders, re-engage customers, and drive more sales.

  • Generate More Quotes: OA takes any text, picture, or handwritten list and instantly generates an ERP - ready quote, freeing up your team's time.
  • Follow Up Faster: With manual quoting off their plate, your team can follow up on abandoned quotes, re-engage dormant customers, and send relevant offers.
  • Land More Orders: With frequent communication, instant quotes, and relevant suggestions in front of them, customers are 50% more likely to buy.

Want To Put This Motion at Your Branch?

Talk to an expert and get a demo.

Not quite there yet? 

Watch our recent webinar to see how it works in real time. 

Win More Orders by Targeting the Right Customers

Watch the full recording to hear how they're using Prokeep and Decisiv together to:

  • Keep every customer conversation tied to the Decisiv case — before, during, and after service
  • Cut approval wait times with instant photo and video sharing
  • Follow up after invoices close to drive repeat business

Watch the Recording!

New Features to Highlight


Updated password requirements:

Passwords must now be at least 12 characters and include uppercase, lowercase, a number, and a special character. Common and previously breached passwords are blocked. This applies only when a user chooses to change or reset their password; existing passwords are not affected.
 
Epicor Eclipse contacts and company sync is live.

Prokeep automatically syncs contacts and companies from Eclipse on a scheduled basis — a one-time full sync on setup, then incremental syncs to stay current. A manual sync option is also available from the integration setup page. When conflicts are detected, account admins receive a report.

Check out the report here!

Upcoming Events

Applied AI for Distributors

Atlanta 8/12 

Heading to Atlanta? CEO Jack Carrere will be addressing the topic that's taken over every boardroom and vendor call this year. AI is everywhere, but having it isn't the advantage. Jack will be unpacking what is.

Register Here!

 

WWUG Connect 2026

Orlando 8/16 - 8/19 

Calling all P21 users. Watch us turn a messy list into a P21-ready order in seconds.  Plus, enter our daily raffle for a chance to win prizes all week long. We'll be at booth 200!

Register Here!

  

 

Prokeep Tips

Check out the latest best-practice articles to uncover even more ways to win orders with Prokeep.

 

Your Dormant Accounts Are Ordering Elsewhere. Here's Why

A dormant account may look inactive, but chances are it’s still placing orders — just not with you. That makes dormant accounts one of the biggest sources of lost or hidden revenue for distributors.

Read the article!

 

5 Hacks to Master Proactive Selling and Impress Your Manager

Proactive selling is a game changer for distributor sales reps looking to elevate their business. Here's how to create your own opportunities to close deals.

Read the Article!

 

How to Turn Customer History into Future Order Opportunities

With clean data, you can examine when a customer buys, how often they buy, and more. Learn how to use this information to your advantage and drive more orders!

Read the article!

 

 

 

Want to learn more about how Prokeep turns your every rep into an expert salesman?