The Challenge

Disconnected Tools Were Slowing Sales and Clouding Decisions

Sales reps at Henry Schein were managing dozens of strategic initiatives—driving growth, protecting margin, and meeting evolving goals. But they were forced to do it using disconnected spreadsheets and siloed tools. The lack of unified, accurate data made it hard for sales and support teams to respond quickly or make informed decisions, often leading to missed opportunities and unnecessary complexity.

The Solution

A Modular Platform Consolidated Into a Unified BI Portal

ProfitOptics configured its flexible Catalyst Platform with four modules to support key sales workflows. As needs evolved, additional modules were layered in, eventually consolidating 25 active modules into one powerful BI Portal. This single source of truth provided the sales organization with real-time insights, streamlined workflows, and a more efficient way to operate across the board.

The Results

Better Visibility, Smarter Selling, and Measurable ROI

What the Client Said

“ProfitOptics’ ability to quickly react to meet our business needs is unparalleled. We have leveraged their technology platform and have 25 active modules empowering our sales teams to make better decisions. The ROI on our investment is tracking at over 10X/year.”
Chief Financial Officer, Henry Schein

Why It Worked

Modular tools built around real-world sales workflows
Unified portal to reduce friction and increase adoption
Fast, flexible development to meet evolving business needs
Tangible, trackable return on investment

Want to Equip Your Sales Team With Smarter Tools?

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