Workflow Automation

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sales-and-marketing

ProfitOptics loves helping our clients increase workflow automation by leveraging customer data and buying patterns to increase margin, wallet share, and digital reach to help their companies grow.

Sure, half of our company comes from a technology background, but the other half grew up in sales and marketing. We’ve held or managed field sales and telesales. We’ve carried bags. We know what sales teams need to be successful and we know how to enable them, resulting in an increased level of workflow automation.

We also have great teammates who have led wide-scale marketing initiatives and strategies specifically focused on digital technology and enablement. Our background in omni-channel commerce means we can help you transition in a digital age, enable your customers, and automate workflow overall.

ProfitOptics loves helping our clients increase workflow automation by  leveraging customer data and buying patterns to increase margin, wallet share, and digital reach to help their companies grow.

INDUSTRIES

  • Healthcare Distribution
  • HVAC & Plumbing Supplies
  • Office Supplies Distribution
  • Food & Grocery Distribution

A WORKFLOW AUTOMATION CASE STUDY SNAPSHOT

INDUSTRY

Healthcare

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

200% increase in revenue over 3 years.

200%

increase in revenue

over 3 years

WANT TO LEARN MORE?

Learn more about our ProfitOptics family and our values by contacting us today.
CONTACT US TODAY