The Challenge

Product conversions were inconsistent and untrackable. The category team knew where the margin opportunities were, but sales lacked clear, real-time guidance on what to recommend, when, and to whom. Existing materials were static, buried in shared drives, or quickly outdated.

The Solution

We built a real-time product conversion engine using the Catalyst Platform™, unifying category insights with field-level usability.

Key features included:

SKU-level product substitution logic, customized by customer, region, and contract
Live dashboards showing conversion performance and opportunity value
Sales tools integrated into CRM workflows for point-of-sale actionability

The Results

Sales teams weren’t just selling products—they were executing strategy, powered by real data.

What the Client Said

“With ProfitOptics as our partner, there is no idea out of our reach.”
Director, Revenue Management, Fortune 300 Healthcare Provider

The ProfitOptics Difference

Tools that bridge the gap between category vision and sales execution
Real-time product conversion logic tailored to your business rules
Integrated dashboards that track results, not just activity
Built to support reps in the field, not just planners in HQ
Rapid rollout through Catalyst’s modular framework

Let’s Activate Your Product Strategy in the Field

You know where the margin is. Let’s build the tools that help your sales team turn insight into action—and strategy into results.

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