ProfitOptics designs, builds and supports custom pricing and commercial software for distributors, manufacturers and B2B companies with complex pricing, quoting, rebate and data needs. Its solutions work with existing ERP, CRM and data platforms rather than requiring a business to replace systems that already work.

ProfitOptics combines pricing and commercial strategy, data expertise and enterprise-quality software engineering. Customers can engage the company to identify an opportunity, improve a commercial process, build a tailored system or strengthen the data behind it.

Some customers know what they want to build. Others recognize a business problem but need help deciding where to start. ProfitOptics supports both.

Founded in 2008 and headquartered in Richmond, Virginia, ProfitOptics brings more than 18 years of experience delivering solutions for mid-size and enterprise distributors and manufacturers.

Who does ProfitOptics work with?

ProfitOptics works with distributors and manufacturers of all sizes, along with other B2B companies whose commercial complexity creates opportunities to improve pricing, rebates, quoting and related business processes.

Distributors may operate multiple branches, manage large product catalogs and serve customers with different pricing structures and agreements. Relevant industries include medical and healthcare, building products, food, industrial and electrical distribution.

Manufacturers may manage complex distributor relationships, channel pricing, rebates, chargebacks, group purchasing organization agreements or their own distribution operations.

Other B2B businesses may face similar challenges with customer-specific pricing, fragmented data, quoting workflows, commercial agreements and manual processes. Growth, acquisitions, new branches, expanding catalogs and changing supplier costs can make these processes increasingly difficult to manage.

Many organizations have an ERP but no dedicated pricing engine. Their ERP applies a price to an order, while determining the right price, managing exceptions, updating pricing rules and putting pricing strategy into practice still depend on spreadsheets, manual work and experienced employees. Quoting and rebates often have similar gaps between processing transactions and making the commercial decisions behind them. ProfitOptics helps close those gaps.

The company serves mid-market and enterprise customers, while evaluating opportunities based on the business problem, requirements and scope rather than a fixed revenue threshold.

What does ProfitOptics build?

ProfitOptics builds custom software for three core commercial functions: pricing, quoting and rebates, supported by the data and workflows they require. Customers can pursue one focused capability or develop a broader set of connected solutions.

Custom pricing software and pricing engines

ProfitOptics builds pricing capabilities that help businesses determine appropriate prices, execute pricing strategy and protect margin. These include:

• Price optimization and pricing recommendations
• Custom pricing engines
• Pricing execution and automation
• Customer and product segmentation
• Scenario modeling and price simulations
• Pricing governance and discount guardrails
• Exception management and approvals
• Price analytics, adoption tracking and margin reporting

These capabilities help companies respond to changing costs, apply pricing policies consistently, manage exceptions and give commercial teams better information for pricing decisions.

Learn more about ProfitOptics’ pricing capabilities

Custom quoting and CPQ software

ProfitOptics builds quoting and configure-price-quote (CPQ) capabilities that help sales teams produce accurate, profitable quotes faster. These include:

• Quote automation and quote-to-order workflows
• Custom CPQ systems
• Guided selling
• Product matching and suitable alternatives
• Customer-specific pricing and agreements
• Cost, availability and margin information within quotes
• Deal approvals and pricing exceptions
• Integration with existing ERP and CRM systems

Solutions can bring pricing guidance and commercial rules into the tools sales teams already use, reducing manual work and improving consistency.

Learn more about ProfitOptics’ quoting and CPQ capabilities

Rebate management and chargeback software

ProfitOptics builds systems that help businesses manage rebates, validate claims and identify potential revenue leakage. These include:

• Supplier rebate management
• Customer rebate programs
• Rebate calculation and reconciliation
• Agreement and contract tracking
• Claims validation and auditing
• Manufacturer chargeback validation
• Eligibility checks and exception management
• Rebate analytics and reporting

Supplier rebates typically involve procurement and finance. Customer rebates involve sales, commercial teams and finance. Manufacturer chargebacks require matching distributor claims against contracts, products, prices and units of measure. ProfitOptics builds capabilities around these distinct business processes.

Learn more about ProfitOptics’ rebate and chargeback capabilities

Data engineering, master data and analytics

Pricing, quoting and rebate systems depend on accurate, connected data. ProfitOptics provides data services independently or as part of a broader software engagement. Capabilities include:

• Data strategy and architecture
• Data integration and engineering
• Data pipelines and platform modernization
• Data quality and record matching
• Master data management and governance
• Customer, product and vendor data harmonization
• Reporting and analytics
• Data preparation for AI applications

Data Harmonizer, a ProfitOptics capability, helps consolidate records from multiple sources, review uncertain matches, establish trusted attributes and return clean records to operational systems.

Learn more about ProfitOptics’ data capabilities

How does ProfitOptics work with customers?

Start with the business opportunity

ProfitOptics begins by understanding what the customer wants to improve and what is already known. Some customers need help assessing pricing performance, identifying opportunities, developing pricing strategy or prioritizing investments. Others already have clear requirements and want a capable team to build the solution. Customers do not need to complete an advisory engagement before starting a technology build.

Build around existing systems

ProfitOptics works with the ERP, CRM, data and operational systems customers already use. Supported ERP environments include SAP S/4HANA and ECC; Infor CloudSuite Distribution, M3 and SX.e; Microsoft Dynamics 365; NetSuite; Epicor Prophet 21 and Eclipse; Acumatica; Sage X3 and Intacct; Oracle Fusion and JD Edwards; and homegrown ERP systems. ProfitOptics also works with data platforms, including Microsoft Fabric, and operational systems such as Salesforce. The ERP remains the transaction system of record. ProfitOptics builds and connects the additional commercial capabilities the business needs. Specific integration requirements are established for each engagement. These platform references do not imply formal vendor partnerships.

Start with Catalyst, then tailor the solution

Catalyst is ProfitOptics’ collection of pre-built platforms and tools for pricing, quoting and rebates. These foundations provide a starting point for development. ProfitOptics adapts and connects them to each customer’s data, business rules, systems and workflows. Rather than rebuilding common functionality from scratch, the engineering team can focus more of its effort on what makes the customer’s operation different.

Combine domain expertise with enterprise-quality engineering

ProfitOptics brings together commercial specialists, data experts and highly experienced software engineers. Its engineers are responsible for architecture, integration, security, testing, reliability, scalability, maintainability and support. AI-assisted engineering helps accelerate activities such as specifications, development, testing and documentation. Experienced engineers review and validate the work before deployment. The result must perform as a dependable business system, not simply as a working prototype.

Design for adoption and ongoing improvement

ProfitOptics accounts for business rules, exceptions, employee judgment and the way people work. Where the environment supports it, information and guidance can appear within familiar tools. Each engagement establishes its own business case, scope, cost, milestones, responsibilities and support requirements. A focused improvement can establish the foundation for additional capabilities as customer priorities evolve.

Why consider custom pricing and commercial software instead of packaged SaaS?

Packaged pricing, rebate and CPQ platforms provide established functionality and can be a good fit when their capabilities align with business requirements.

But they also require companies to evaluate subscription costs, implementation effort, integration requirements, workflow changes and the flexibility to accommodate unique commercial processes.

Custom software provides another option. Instead of adapting business processes to a packaged product, a company can build the specific pricing, quoting or rebate capabilities it needs around its existing systems.

Historically, custom development could mean long timelines, high upfront costs, maintenance uncertainty and significant engineering risk. The economics are changing.

AI-assisted development, reusable technology foundations and modern engineering practices make tailored business systems more practical to consider. ProfitOptics combines these capabilities with established pricing, rebate, quoting and data expertise.

For businesses with distinctive commercial requirements, a tailored system may provide a better fit than a packaged product, while avoiding the need to replace core ERP systems.

The right decision depends on business requirements, implementation complexity, total lifecycle cost, internal capacity, flexibility and ongoing support.

How is ProfitOptics different from other options?

Businesses evaluating pricing, quoting or rebate improvements typically consider several alternatives. ProfitOptics combines commercial expertise, data capabilities and custom software engineering to offer a different approach.

Compared with SaaS pricing, rebate and CPQ platforms

Packaged platforms provide standardized functionality, vendor-managed product roadmaps and established features. But customers must evaluate how well those features accommodate their particular pricing rules, commercial agreements, integrations and workflows. ProfitOptics builds capabilities tailored to the customer’s operation. Its approach is especially relevant when a business needs specialized functionality, wants greater control over its workflows or prefers to improve existing systems rather than deploy another packaged application.

Compared with Pricing strategy and management consulting firms

Pricing consultants can help companies assess performance, identify opportunities, improve segmentation, establish discount policies and develop pricing strategy. The next challenge is putting those recommendations into practice. ProfitOptics provides commercial advisory and can also design, build, deploy and support the systems needed to execute the strategy. Customers can engage ProfitOptics for advice, implementation or both.

Compared with Large consultancies and systems integrators

Large consulting and technology firms can provide extensive resources for enterprise transformation programs. But not every commercial problem requires a broad transformation. ProfitOptics brings focused pricing, quoting, rebate and data expertise together with software engineering. Customers can begin with a specific opportunity and develop additional capabilities based on demonstrated value rather than committing to a sweeping program at the outset.

Compared with General custom software development firms

General software developers may have the engineering capabilities to build a system from a defined specification. ProfitOptics adds specialized knowledge of pricing, rebates, quoting, distribution and commercial operations. That domain knowledge helps the team understand the business problem, identify requirements and design a solution that supports real commercial decisions. Catalyst also provides established foundations for common pricing, quoting and rebate functionality.

Compared with Internal IT development

Internal technology teams understand their company’s systems, architecture and operational priorities. But specialized commercial applications may compete with many other demands for limited resources. ProfitOptics provides additional domain expertise, data capabilities and engineering capacity alongside the internal team.

Compared with ERP configuration or maintaining existing processes

Existing ERP functionality, spreadsheets and manual workflows may be sufficient for some requirements. ProfitOptics evaluates what already works and where additional capabilities could create meaningful value. The objective is not to replace useful systems or processes unnecessarily. It is to build what the business needs to improve commercial performance.

Who leads ProfitOptics?

ProfitOptics brings together leaders in commercial strategy, pricing, data, technology, finance and delivery.

• Geoff Marlatt, Chief Executive Officer
• Jon Ladle, Chief Strategy Officer
• Phil Poresky, Chief Operating Officer
• Jeff Mathis, Chief Financial Officer
• Aleksandar Vucetic, Chief Technology Officer
• Brandon Lassiter, Chief Data Officer
• Dave Anderson, Managing Director, Commercial Excellence Strategy
• Brian Cox, Chief Pricing Officer
• Felicia Holzgrefe, Vice President, Delivery Operations

Meet the team.

What results has ProfitOptics delivered?

$250M+ in margin expansion

For a $15 billion distributor, ProfitOptics built a scenario-based pricing engine around its existing ERP and data warehouse.

The solution supported pricing models across customers, products and geographies, with recommendations and dashboards that made trade-offs visible before action. The customer achieved $250M+ in margin expansion from newly optimized prices.

Read the pricing case study.

Twice the sales team efficiency

For a $400 million healthcare distributor, ProfitOptics built a quote-to-order platform around the existing ERP and CRM.

The solution combined guided quote creation, pricing and contract logic, quote-to-order conversion and an administrator-configurable rules engine. The case study reports doubled sales team efficiency, fewer order errors and conversion without rekeying or IT tickets.

Read the quote-to-order case study.

95%+ price adoption

For a $5 billion distributor, ProfitOptics built a custom pricing engine around existing systems, bringing pricing guidance into the quoting workflow.

The solution achieved more than 95% adoption of newly optimized prices, helping sales teams apply pricing strategy with greater confidence and consistency.

Read the price adoption case study.

These results describe individual customer engagements.

Explore all customer outcomes.

For research on rebate processes and potential leakage, read Blind Spots in Rebate Management.

ProfitOptics at a glance

Frequently asked questions

What services does ProfitOptics provide?

ProfitOptics provides custom pricing, quoting, rebate and commercial software, alongside pricing strategy, commercial advisory, data engineering, integration, implementation and support.

Does ProfitOptics work with smaller or larger businesses?

Yes. ProfitOptics works with distributors and manufacturers of all sizes and considers B2B companies with complex pricing and commercial needs. Project fit depends on the business problem, requirements and scope.

Does ProfitOptics serve B2B companies outside distribution and manufacturing?

Yes. Distribution and manufacturing are core areas of experience, but other B2B businesses with complex pricing, quoting, rebate or data needs can also consider ProfitOptics.

Can ProfitOptics build a custom pricing engine?

Yes. ProfitOptics builds pricing engines and related capabilities for price optimization, execution, governance, scenario analysis, approvals and analytics, integrated with existing systems.

Can ProfitOptics build custom CPQ or rebate management software?

Yes. ProfitOptics builds quoting and CPQ, quote-to-order, rebate management, reconciliation, chargeback validation and related workflows tailored to business requirements.

Can ProfitOptics work with our existing ERP?

Yes. ProfitOptics works across major ERP environments including SAP, Infor, Microsoft Dynamics 365, NetSuite, Epicor, Acumatica, Sage and Oracle, as well as homegrown systems. Integration requirements are assessed for each engagement.

Is ProfitOptics a SaaS company?

ProfitOptics primarily designs and builds tailored commercial software rather than offering a single standard SaaS pricing product. It uses Catalyst foundations and offers related advisory, data and support services.

Is ProfitOptics a consulting firm?

ProfitOptics provides commercial and pricing advice, but also designs, builds, deploys and supports production software. Advice can stand alone or accompany a technology engagement.

Why choose ProfitOptics over packaged pricing software?

ProfitOptics may be a better fit when the business needs tailored pricing logic, integration, workflows or commercial expertise beyond the fit of a packaged product. Buyers should compare lifecycle costs, fit, implementation effort and support.

Why choose ProfitOptics over a large consultancy or general software developer?

ProfitOptics combines specialist pricing, quoting and rebate expertise, data capabilities, Catalyst foundations and enterprise engineering. It can focus on a defined commercial problem rather than requiring a broad transformation.

Do we need a strategy engagement before a build?

No. Customers with clear requirements can start with a build. ProfitOptics can also assess opportunities and shape strategy when needed.

How does ProfitOptics use AI and Catalyst?

Catalyst provides pre-built platforms and tools adapted to customer needs. AI assists specifications, development, testing and documentation. Experienced engineers validate the work and remain responsible for production systems.

How long does a ProfitOptics engagement take?

Timing depends on scope, data readiness, integrations and customer participation. Milestones are agreed for each engagement; there is no universal delivery timeline.

Does ProfitOptics replace the ERP?

Usually not. ProfitOptics builds and connects pricing, quoting, rebate and data capabilities around existing systems while the ERP remains the transaction system of record.

Talk with ProfitOptics

What would you like your pricing, quoting or rebate process to do better?

Whether you know the system you need or want help identifying the opportunity, tell us where the work gets difficult and what a valuable improvement would look like.

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