Operations & Finance
CRM Plus Commodity-Pricing Automation 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, open quotes never repriced when commodity rates moved, and customer records sat across regions with no clean taxonomy.
Task
Stand up a CRM that handles the unit-of-measure conversion and commodity-driven repricing Pipedrive does not support natively, on top of a clean region taxonomy the sales team would actually use.
Action
Implemented Pipedrive with a custom automation layer Palavir built on top: auto-applied the right customer record on each deal, derived quote quantities through unit-of-measure conversion and a tiered pricing model, and exposed an open-quotes repricing endpoint tied to a live commodity price feed. Delivered a region taxonomy and a first-stage audit of the customer and contact data.
Results
- The CRM now does the unit-of-measure math and pricing reps used to do by hand
- Open quotes reprice automatically when commodity rates move
- 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 unit-of-measure conversion, no automated pricing, and open quotes that went stale the moment commodity rates changed.
- Manual unit conversion on every quote
- Open quotes never repriced when commodity rates moved
- No region taxonomy across the customer base
- Stalled configuring Pipedrive's Products module in-house
After: A CRM that prices itself
A custom automation layer derives quantities and pricing, reprices open quotes against a live commodity feed, and applies the right customer record automatically.
- Automated unit-of-measure conversion and tiered pricing
- Open-quote repricing tied to a live commodity feed
- Clean region taxonomy across the contact base
- A first-stage audit of customer and contact data
Key Metrics
Job pricing
Quote repricing
Customer taxonomy
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