About Atlas Metal Sales
Based in Denver, Colorado, Atlas Metal Sales has been in business since 1975, and is the Rocky Mountain region’s largest industrial scrap metal processing firm for nonferrous metals (metals other than scrap iron). With a broad client base throughout the United States and in multiple countries abroad, the company is dedicated to supplying specialty alloys to the art, architectural, furniture, marine, and home building industries. Atlas Metal Sales is a primary supplier to the world-renowned art sculpture community north of Denver, and a distributor for some of the nation’s most well-respected bronze alloy producers.
As a premium supplier of metal alloys, Atlas Metal offers a wide variety of products, including silicon bronze, copper, brass, aluminum, stainless steel, tin, lead and zinc. In addition, each product is available in diverse forms: sheet, ingot, plate, rod, bar, and the like. As the company grew the variety of its product list to meet its customers’ needs, Atlas was challenged to manage and track the more than one thousand metal products in its line. They were having difficulty managing the resulting matrix of growing products in their CRM system. In addition, Atlas needed to manage daily pricing fluctuations on the open market when generating bids. Internal pricing also varied depending on quantity of a product purchased, with more aggressive pricing for larger quantities, and as many as five prices per product. In order to be up-to-date, calculations often were made with pen and paper. Finally, Atlas was seeking a more seamless and integrated system in which to generate quotes, which were being created through a cut and paste method and emailed out through Microsoft Outlook. At times, quotes were difficult to locate and track, and lacked uniformity.
CRMCulture utilized the Salesforce Visualforce framework to create a custom user interface displaying all Opportunity Products sold by Atlas Metals. Products were grouped so as to be more easily located, and navigation through Atlas’s vast list of products was streamlined and simplified. Next, CRMCulture used Jitterbit to build an import integration tool that Atlas Metal Sales could run to update product prices on a daily basis, and that synchronized updated pricing with the product list.
Finally, CRMCulture addressed Atlas’s need for a more efficient and uniform quoting process by building a custom Visualforce email template system. This system pulls appropriate language into the email body based on Opportunity fields as it generates the quote.
With the customized Salesforce Product Picker developed by CRMCulture, Atlas Metals Sales gained immediate ease of access to and visibility of its product line. Because the system is linked to up-to-date product pricing, sales and management teams now can be confident that quotes are accurate, eliminating waste and error, and saving time. The new product tracking system also allows for improved sales reporting and analysis, enabling Atlas to determine which products are selling best, and at which price points. Atlas Metal Sales now creates and manages all Opportunities through Salesforce, vastly improving the ability to track their progress and success. Quotes provided via email are consistent and automatically link back to Sales Cloud, improving visibility from multiple access points (account, contact, opportunity, etc.) for all Atlas Metal Sales users.