Overview
Proteus is a trusted partner in digitally transforming B2B buyer and customer experiences. At the heart of its offering is ProteusEngage, a secure, client-facing SaaS platform designed to streamline relationship-driven sales and customer success.
Key Features
- Secure, Collaborative Workspaces: Centralized deal rooms and client portals that support mutual action plans, file sharing, task tracking, and real-time communication—ensuring alignment and transparency throughout the customer lifecycle.
- Process Automation: Built-in checklists, customizable modules, and intelligent workflows automate onboarding, renewals, and QBR preparations, reducing manual effort and enabling scale .
- Deep CRM Integrations: Seamless integrations with Salesforce, HubSpot, Microsoft Dynamics, Gmail, Outlook, Slack, Zoom, and Teams simplify adoption while fostering efficiency .
- Analytics & Reporting: Track engagement with KPI dashboards and health reports to drive proactive account management and lower churn
Value Proposition
Built on principles of collaboration, trust, accountability, and consistent value delivery, ProteusEngage empowers teams to:
- Navigate complex B2B sales with multi-stakeholder deal rooms
- Scale post-sale success through structured renewal processes
- Institutionalize Quarterly Business Reviews with shared visibility
- Accelerate upsell, cross-sell, and expansion strategies through mutual accountability
Why Choose Proteus?
Relationship-Centric: Designed for high-stakes engagements where relationships and coordination matter
Repeatable Frameworks: Reusable templates and workflows save time while ensuring consistency
User-Friendly: Intuitive for both sellers and customers, promoting rapid adoption
Growth-Driven: Delivers measurable ROI by reducing churn and enhancing customer expansion
Seller
ProteusOverview by
Alissa Woockman
