CASE STUDY
Pricing Engine Drove 95% Adoption and a 1.2% GP Improvement

Strategy-aligned pricing models gave sales confidence

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Sales team reviewing pricing tool 2
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 Sales reps were operating off spreadsheets, tribal knowledge, and outdated quote templates.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.

Overview

  • Industry:  Wholesale Distribution

  • Company Size:  $5B

  • Systems:  ERP, CRM, legacy pricing calculators

  • Focus Area: Pricing Execution, Sales Adoption, Margin Growth

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

Sales enablement technology

 

The Results
95%+ rep adoption
of the new pricing engine
1.2% improvement in gross profit
More consistent pricing decisions
ERP, CRM, legacy pricing calculators

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

What Our Clients Say
“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™
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Let’s Build What’s Next.

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