Operations & Finance
Pipedrive CRM, Price Tiers and Middleware for a Metals Distributor
Client: Metals distributor
Situation
A metals distributor had tried to run Pipedrive themselves and stalled on the parts a generic CRM can't do: sales reps priced jobs by hand, and customer records sat across regions with no clean taxonomy.
Task
Stand up a CRM with a customer price-tier taxonomy, a product catalog, and a clean region taxonomy the sales team would actually use.
Action
Configured Pipedrive with a customer price-tier and region taxonomy and a product catalog, and built middleware that fills each deal line from the customer's tier and sets tax by currency. Delivered a first-stage audit of the customer and contact data.
Results
- Each deal line fills from the customer's price tier, and tax is set by currency
- A clean region taxonomy over the customer and contact base
Transformation
Before: Reps pricing by hand in a half-configured CRM
The team had Pipedrive but no customer price-tier structure, no product catalog, and no automated deal pricing.
- Deal lines priced by hand
- No region taxonomy across the customer base
- Stalled configuring Pipedrive's Products module in-house
After: A CRM that fills in its own pricing
Middleware fills each deal line from the customer's price tier and sets tax by currency, on top of a price-tier taxonomy, a region taxonomy, and a product catalog.
- Deal lines filled from the customer's price tier
- Tax set by currency
- Clean region taxonomy across the contact base
- A first-stage audit of customer and contact data
Key Metrics
Deal-line pricing
Customer taxonomy
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