CASE STUDY
Smarter Sales Decisions Unlocked a 1.2% Profit Lift and 95% Price Acceptance
Scenario modeling revealed pricing power by customer
688b5950b53ef7d16e313a87_Salesperson meeting with customer
The Challenge

This national distributor had long relied on manual overrides, outdated cost-plus rules, and gut instinct to guide pricing decisions at the customer level. While the business had grown, margin erosion was creeping in. Sales reps lacked visibility into price sensitivity by customer or segment. Leadership recognized the need to transition from reactive pricing to a more intelligent, customer-specific strategy, without compromising the quoting process or jeopardizing customer relationships.

Overview
  • Industry:  Industrial & Plumbing Distribution

  • Company Size: $5B

  • Systems: ERP, custom quoting tools, sales enablement platforms

  • Focus Area: Pricing Strategy, Scenario Modeling, Sales Confidence

The Solution

We built a dynamic scenario-based pricing engine using the Catalyst Platform™, tailored to the distributor’s unique cost structures, historical deal data, and customer segments.

Core components included:

  • Real-time pricing simulations that modeled profit impact by customer and product group
  • Acceptable pricing thresholds based on win-rate history and margin goals
  • Sales-ready tools embedded directly into the quoting workflow

4 (1)

 

The Results
95%+ acceptance rate
of newly optimized prices
1.2% profit lift
across targeted segments
Reps gained confidence to price strategically
ERP, custom quoting tools, sales enablement platforms

The client now prices with clarity—and a clear understanding of where they have room to win without giving margin away.

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 Industrial & Plumbing Distributor
The ProfitOptics Difference
Scenario modeling aligned to real-world customer dynamics
Tools that empower sales teams with confidence and speed
Seamless integration into existing quoting tools and processes
Rapid results using pre-configured logic from Catalyst Platform™
Pricing intelligence that scales from reps to executives
Sales efficiency dashboard 2 (2)
Let’s Build What’s Next.

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