As the largest HVAC distributor in North America, Watsco operates across multiple business units and relies on complex pricing, quoting, and compensation processes to support thousands of daily transactions. After several years using Pricefx, the company needed ongoing expert support while preparing to scale pricing and compensation capabilities across the enterprise.

At the same time, Watsco faced growing operational complexity. Core processes depended on multiple ERP systems, and pricing and quoting tools struggled to keep pace with rising data volumes and increasing one-off requests from the field.

The challenge was no longer just maintaining systems—it was improving performance, scaling operations, and ensuring pricing and compensation tools could support continued growth without slowing users down.

Pricefx’s shift from direct support toward a partner ecosystem made it clear Watsco needed a long-term partner who could both maintain and enhance the platform while supporting future expansion.

That’s when Watsco expanded its partnership with Canidium.

Initially engaged to provide managed services for Pricefx, Canidium quickly became a strategic partner. The team re-architected the K quote tool to handle large data volumes and significantly improve response times, reducing manual quoting effort and increasing user confidence.

From there, the engagement expanded beyond pricing support. Canidium helped deploy Pricefx’s Sales Compensation Management solution, delivering a successful first payout and enabling broader rollout of compensation capabilities across Watsco’s business units. At the same time, Canidium helped establish global analytics capabilities, providing visibility into sales, pricing, and margin performance.

Despite challenges integrating data across Mincron and NxTrend ERP systems and managing heavy data processing requirements, the results were clear. Automated quoting reduced manual effort by 40%, user satisfaction exceeded 90%, and seven business units aligned around improved pricing and compensation operations.

The engagement ultimately evolved into a long-term partnership, supporting both ongoing operations and strategic growth initiatives.

By modernizing quoting, strengthening analytics, and scaling compensation management, Watsco transformed pricing and sales operations into a faster, more scalable foundation for continued expansion.