Case Study: Lab Diagnostics Company

Customizing CRM
ProfitOptics has allowed our business to grow quickly and fluidly with their highly configurable sales platform. The ability to collaborate seamlessly between sales rep, sales manager, and internal operations allowed us to reduce quote to order time with fewer errors. ProfitOptics has delivered on every commitment.
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VP Sales Operations
The ProfitOptics Quote to Order Management tools enabled the sales team to double revenue over three years.
Challenge
After implementing a new ERP/CRM, the client realized that the out-of-the-box functionality and features of the new CRM would not allow for the type of growth they knew was possible. A game-changing sales effectiveness solution was needed to efficiently and effectively manage their sales efforts.
Solution
ProfitOptics analyzed the client sales process from end to end and configured their Quote to Order sales operations platform. This platform quickly became a favorite among field sales reps and was recognized as the industry's CRM gold standard, allowing the company to attract and retain top sales talent.
Results
The ProfitOptics Quote to Order Management tools enabled the sales team to double revenue over three years.