Most companies excel at their core business but experience challenges optimizing their business operations.

The lack of data clarity, efficiency, and needed technology hinders organizations from achieving maximum profitability and prevents sales employees from focusing on their core competency: selling.

These are common challenges but also mean every company leaves money on the table (including yours).

Luckily, our team has extensive experience working with distribution, manufacturing, and healthcare clients to create more profitability, efficiency, and growth for their sales organizations. The key is a fresh perspective on your data, processes, tech, and the untapped opportunities within and between these elements.

How We Approach Sales & Sales Operations Consulting

ProfitOptics optimizes sales operations for reduced operational overhead, better pricing clarity, maximized customer spend, and greater profitability overall.

We pair deep industry and business expertise with flexible processes that accelerate problem-solving, leading to faster client results.

We help you optimize your current processes, systems, and data to accomplish near-term goals while planning for digital transformation and long-term success.

We know how to use your data to promote continual innovation and profitability for your business.

Data Clean-Up & Data Enrichment

Achieve the accuracy, completeness, and reliability you want in your data. We’ll help you elevate your master data to support advanced analytics, automation, and profit-creating insights.

Sales Operations Automation

Automate repetitive, time-consuming tasks to increase efficiency, reduce errors, and allow the sales team to focus on closing new sales and growing existing customer relationships.

Sales Opportunity Identification

Gain complete visibility to your data, processes, and systems so that you can identify new sales and revenue opportunities, from pricing to profit leaks.

Cost Optimization and Pricing Tools

Ensure the cost and price of your products recognize your negotiated relationships and optimize profits via strategic stratification and margin monitoring. We’ll help you build out end-to-end processes that provide visibility to your into-stock costs and the associated customer pricing.

Market Analysis

Understand your portfolio as it relates to the overall market opportunity by evaluating from a penetration perspective as well as geographic spread.  We can leverage your sales history and industry data to provide insights about new target markets and penetration opportunities.

What our clients say

"While I scrutinize every dollar paid to each of our vendors, I’m happy to receive the ProfitOptics invoices because I know for every $1 we pay them, we generate $6 in return. "



"I credit ProfitOptics for helping us to realize $ 1 billion on inflation risk/recovery revenue in just over two years. "

Senior Leader

Fortune 500 Company

"Seeing what ProfitOptics creates for us makes me feel like I’m witnessing Alexander Graham Bell transmit voice through wire for the first time!"



"Our secret sauce is our technology … and ProfitOptics is our technology partner. "


Healthcare Services Company

Our clients experience

circle link image
A clearer profit picture with the visibility to close profit leaks
circle link image
Automated sales tools that improve operational efficiency and employee experience
circle link image
Reduced operational overhead
circle link image
Integrated, innovative technology that eliminates data silos and enables teams to work together more efficiently
circle link image
Higher current customer spend
circle link image
Rebate optimization and sales tracings
circle link image
Connected customer and item data
circle link image
Improved customer retention
circle link image
Elevated employee experience
circle link image
Iterative innovation

We Deliver a Minimum 5:1 ROI for our Clients.

While I scrutinize every dollar paid to each of our vendors, I’m happy to receive the ProfitOptics invoices because I know for every $1 we pay them, we generate $6 in return. - CFO, Distribution

Case studies

1.2% Increase In Annual Gross Profits
Our web-based Price Manager software yielded an immediate 1.2% increase in gross profits.
4X Profit Increase
Our pricing platform helped recover an eroded margin to increase profits by 4X.
$50 million annual gross profit
Our Pricing Optimization system helped recover $50 million of annual profit margin lost to inflation.

Insights from our Sales & Sales Operations Experts

Let’s talk about how we can optimize your sales operations to maximize customer spend, improve your employee experience, drive key insights, and increase profitability.