optimaLThe right price for every quote.
100 % offline. Right in Excel.
optimaL learns from every closed quote and recommends the discount that matches your target success rate – as a data-driven second opinion for your sales team. No cloud, no IT project.
Margin loss starts with inaccurate pricing
In B2B sales, even small pricing inaccuracies add up to substantial margin loss. Quote too high and you lose the order. Quote too low and you give away margin you never get back.
Many mid-sized companies still price by intuition and static discount rules – while their historical sales data, the best source of pricing knowledge they have, remains unused.
optimaL closes this gap
- Turns your sales history into a price recommendation for every open quote
- Balances winning orders against protecting margin
- Makes pricing decisions and team results transparent
Four steps – in the process you already have
Inquiry
Your team enters the quote in the Excel sales list as usual and proposes a discount.
Run optimaL
One click from the taskbar: the AI adds its recommended discount and a plain-language reasoning.
Decide
Your team compares both and sets the final discount. The human stays in control.
Close & learn
Enter “sold” or “not sold”. optimaL learns from the outcome and updates statistics.
Built for mid-sized industrial sales teams
Target success rate as the control
Set the success rate you want (e.g. 85 %). Higher means more orders and capacity utilisation, lower means more margin. Play through scenarios any time.
Learns from every closed deal
Price factors for customer, region, product group, batch size and deal confidence adapt after each “sold” or “not sold” – so it works with small data volumes too.
Second opinion with reasoning
Every recommendation explains itself, e.g. “The price could be higher because customer profile, batch size and region justify it.”
Works inside Excel
No new software for your team. optimaL adds 8 columns and 6 statistics sheets to your existing sales list.
100 % on-premise
Runs locally on your company computer. No cloud, no data transfer – your margin structures stay where they belong.
Measurable benefit
For every closed case, optimaL calculates the revenue gained or lost through the recommendation, plus rankings per customer, region, product and team.
optimaL vs. classic enterprise pricing platforms
Enterprise pricing suites are built for large corporations. optimaL focuses on the gap below: companies for which those platforms are too expensive and too complex.
| optimaL | Enterprise pricing platforms | |
|---|---|---|
| Target group | Mid-sized industrial B2B companies, individual sales teams | Large corporations with large product and customer portfolios |
| Operation | 100 % local and offline | Mostly cloud (SaaS) |
| Data basis | Your existing Excel sales list | ERP/CRM data, data warehouse |
| Introduction | Installation + 3-month test phase | Implementation project with consultants over several months |
| Control variable | Target sales success rate | Margin targets, price elasticity, price corridors per segment |
| Learning | Continuously, after every closed case | Models trained on large historical data sets |
| Daily work | Second opinion inside Excel – sales decides | New user interface and processes, approval workflows |
| Scope | Focused: discount recommendation, results tracking, rankings | Broad: list prices, price waterfalls, CPQ, rebates and more |
Need list price management, CPQ or thousands of users across business units? Then an enterprise platform is the better fit. Need precise discounts for your sales team without an IT project? That is what optimaL is for.
margin increase potential in a price simulation with a mid-sized industrial company – without additional work for the sales department.
This is in line with McKinsey & Company, who report margin improvements of 2–7 % through systematic pricing excellence.
A good fit if …
- you don’t publish prices and negotiate individually with customers
- prices are set via discounts on list prices
- your products are standardised with little or no customer-specific adaptation
- you receive at least three sales inquiries per week
From demo to daily use
- Live demo – see how it works and clarify your questions
- Test phase (3 months) – installation on your company computer, review the resulting margins
- Regular use – after a successful evaluation, in day-to-day business
Let’s see what optimaL can do for your margins
Send a short message – I’ll get back to you personally.