Case Study: Rheem achieves unified customer insights and expanded cross-sell opportunities with Profisee

How Profisee helps Rheem adapt to a changing market and identify opportunities for cross- and upsell

Rheem, a global manufacturer of heating, cooling, water heating and refrigeration products, faced fragmented customer data split between its air and water business lines as installers and distributors became multi‑trade — creating cross‑sell and upsell opportunities Rheem couldn’t easily identify. To address this, Rheem adopted Profisee, using its multi‑step intelligent fuzzy matching capabilities to link distributor and installer records across business units.

Profisee’s implementation enabled Rheem to integrate and deduplicate disparate data and feed unified customer links into Power BI dashboards, giving sales and management clear visibility into top distributors and multi‑trade installers. As a result, Rheem can now execute targeted cross‑sell and upsell strategies, better segment and retain top partners, and drive increased profit margins and expanded business across product lines.

Rheem

Joe Palomba

Vice President of Enterprise Applications