The Challenge

The company had a solid pricing strategy, but no way to execute it consistently. Sales reps were operating off spreadsheets, tribal knowledge, and outdated quote templates. This led to inconsistent pricing, slow approval cycles, and missed margin targets. Leadership had the vision. What they needed was a system that could bring it to life in the field.

The Solution

We implemented a strategy-aligned pricing engine using the Catalyst Platform™, configured to mirror the company’s margin targets, discount logic, and customer segmentation.

Key features included:

Dynamic pricing guidance based on customer type, product mix, and deal size
Real-time margin checks and manager escalation flows
CRM-integrated quoting tools that reps could use with zero friction

The Results

Pricing strategy became something everyone followed, not just something on a slide deck.

What the Client Said

“ProfitOptics came to the table with ideas, questions, and an in-depth knowledge of our business. The solutions they built exceeded our expectations.”
COO, $5B Wholesale Distributor

The ProfitOptics Difference

Tools built for field adoption, not just back-office control
Aligned pricing logic that matches how reps actually sell
Seamless integration with CRM and quoting workflows
Real-time checks that protect margin without slowing down deals
Delivered fast using proven modules from the Catalyst Platform™

Let’s Turn Your Pricing Strategy Into Field Results

Reps don’t need more rules—they need better tools. Let’s help your team price with confidence, protect margin, and scale smarter.

Talk to a Solutions Expert