CASE STUDY
$150M in Gross Profit Through Smarter Product Conversions

Sales and category teams aligned with live, trackable data

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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 Existing materials were static, buried in shared drives, or quickly outdated.

Overview

  • Industry:  Healthcare

  • Company Type:  Fortune 300 Provider

  • Systems:  ERP, category management tools, manual sales enablement assets

  • Focus Area: Sales Strategy, Product Conversions, Margin Expansion

The Solution

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

What we delivered:

  • 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

Strategic product selling

 

The Results
$150M in gross profit
tied directly to targeted product conversion efforts
Clear sales visibility into high-margin alternatives
Alignment between sales, category, and finance teams
ERP, category management tools, manual sales enablement assets

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

What Our Clients Say
“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
PO Gross Profit
Let’s Build What’s Next.

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Get in Touch