CASE STUDY
Scalable Quote-to-Order System Doubled Sales Efficiency

Reps now operate with speed and stability—no consultants needed

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Healthcare sales enablement tech 2
The Challenge

The sales team was stuck in swivel-chair mode. Quotes were manually created using static templates and email chains, requiring operations to intervene just to convert a quote into an order. As the company grew, the quote-to-order process couldn’t keep up. Errors increased, speed dropped, and hiring more ops support wasn’t sustainable.

Overview

  • Industry:  Healthcare

  • Company Size:  $400M

  • Systems:  ERP, CRM, legacy quote forms

  • Focus Area: Sales Enablement, Quote-to-Order Automation, Efficiency

The Solution

We designed and implemented a scalable, self-managed quote-to-order platform using the Catalyst Platform™, configured to fit the client’s existing stack and sales process.

What we delivered:

  • Guided quote builder with embedded pricing and contract logic
  • Seamless quote-to-order conversion without rekeying or IT tickets
  • Admin-configurable rules engine for in-house flexibility

CRM-integrated quoting tool

 

The Results
2X increase in sales team efficiency
Reduced time from quote creation to order conversion
Fewer order errors
ERP, CRM, legacy quote form

Sales teams got the speed and control they needed. Operations got their time back. And leadership got a system that grows with them.

What Our Clients Say
“What you do, and the speed in which you do it, is remarkable.”
Manager, Sales Support, $400M Healthcare Distributor
The ProfitOptics Difference
Built-for-scale architecture that puts you in control
CRM and ERP integration for smooth, uninterrupted workflows
Intuitive interface for fast onboarding and adoption
Admin flexibility—no ongoing consulting required
Fast rollout with proven Catalyst Platform modules
Quote-to-order automation
Let’s Build What’s Next.

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