Relationship Manager

Transform customer interactions into strategic insights

Every conversation with your customer is a chance to build trust and gather new intel to enable your sales team to enrich future engagements for added value. Prokeep brings all your customer conversation history into one place, enriches it with AI insights, and makes it accessible, accurate, and actionable.

Relationship Manager
Serving 8,000 distributors with over 1 billion text campaigns

Complete Records. Actionable Insights.

Prokeep bakes in third-party integrations, automation rules, and conversation logging so you have the information you need to make more sales without lifting a finger. Here’s how it works:

  • Improve order accuracy, team accountability, and operational efficiency by collecting all customer interactions with your company in one place.

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Get ahead of the competition by eliminating your obstacles:

Decentralized

Decentralized customer information

cdjones

"Let's say somebody's gone and I don't have access to their email. I have to restart the whole thing with that customer. Prokeep allows me to not have to do that and saves us so much time.”

__No costumer communication-1

No way to monitor customer communication

Ideal-Supply-White@2x

“Businesses need to better understand where their customers are reaching out to them and how the business is performing in those channels with that customer... Prokeep gave us that visibility and managerial oversight."

__Disconnected

Disconnected systems leading to double-work

gescan

“We needed a solution for better communicating across branches on non-stocks and backorders. We connected Prokeep and Zendesk to trigger a text message to the branch for every order that came through to that specific branch that had a back order on it."

Not available

Customer records not actionable

PFS_full_white

“Prokeep gives me the visibility of the challenges that a given team is facing so that I can step in where I need to or stay out of the way if I can, to help things move as effectively as possible.”

Relationship Manager Features

Empower your team to make informed decisions, anticipate customer needs, and build lasting relationships with these key features:

_Integrations & API

Integrations & API

Connect third party systems for added efficiency.
_Reporting & Analytics

Reporting & Analytics

Manage quality assurance and customer experience consistency.
_Conversation History

Conversation History

Keep detailed records of customer conversations in one place.
_Automation Rules

Automation Rules

Streamline operations with custom workflows and conversation routing.
Latest Content

Relationship Manager Resources

See how mobile communication is changing the game for distribution and what you can do today to start winning more business and streamlining operations.

Unlock the power of centralized records & AI

Discover how Prokeep can transform your customer relationships and drive your business success. Get started with a free trial today and we’ll schedule your personalized training.