The Challenge

The sales team was flying blind.

Reps spent hours combing through reports, spreadsheets, and disconnected dashboards to understand customer trends, pricing, and performance. The process was time-consuming and error-prone, leaving little time for selling.

Leadership needed a solution that would:

Centralize data from multiple systems
Highlight margin opportunities without damaging customer relationships
Help reps take quick, confident action

The Solution

ProfitOptics built a custom Sales Enablement Portal tailored to the client’s sales structure, data architecture, and margin strategy.

The portal consolidated:

Daily transaction data
Item and customer master records
Sales plan and commission insights
Embedded margin improvement recommendations

The Results

What the Client Said

"Our reps no longer need to be analysts. The portal gives them everything they need to grow the business—right when they need it."
VP, Sales Operations

Why It Worked

Fully custom-built to match internal data systems and sales roles
Reps could act on data, not just view reports
Embedded workflows enabled price and product suggestions in real time

Let's simplify your complexity

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