Case Study: BPI increases order size per invoice with Proton’s AI-powered CRM

A Proton Case Study

Preview of the BPI (Building Products Inc.) Case Study

BPI increases order size per invoice with Proton's AI recommendations

Building Products Inc. (BPI), a family-owned building materials distributor, faced the challenge of a reactive, order-taking sales process. Their sales team relied on spreadsheets and handwritten notes, struggling to move beyond simply processing customer requests. To encourage proactive selling, CEO Kyle Schull turned to Proton and its AI-powered CRM for predictive analytics and product recommendations.

The solution implemented by Proton provided BPI's sales team with AI-driven "due to reorder" reminders and a 360-degree customer view, enabling a shift to proactive outreach. This helped BPI increase the order size per invoice. Additional results included a streamlined quote follow-up process, faster onboarding for new salespeople, and improved cross-team collaboration, all contributing to a significant transformation in their sales process and efficiency.


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