Aluprof

In Aluprof, quotes for clients were previously created in a separate system. The company’s development in recent years has led to the necessity of modernizing this process. The open-source code of the SuiteCRM, which was chosen by the Board, enabled us to create a custom module for previewing offers. The work of the salesperson is now much more enjoyable, as there is no need to switch between tools during a quote preparation.

All information about clients, as well as necessary ERP data (such as trading conditions and balances), are now located in one system. The approval process also runs automatically. Before the offer reaches the client, there is still time to send notifications to superiors and obtain their approval using the mechanism of automatic notifications.

Due to the fact that Aluprof collaborates with the largest companies and their production process is very complex and demanding, it is necessary to ensure that cooperation with a given entity is prospective and precisely calculated.

In SuiteCRM, we have recreated and automated the original way of qualifying new business partners. The user completes their Evaluation Card, which is then approved by department managers and directors. The mechanism allows for taking into account financial results, insurance issues, payment terms, and the level of acceptable discount. A useful feature is the visual highlighting of any edited (different from standard) values.

Apart from quoting, SuiteCRM is used at Aluprof primarily for planning and recording sales activities. The system we proposed provides all functions necessary for conducting B2B relationships.

The goal set by Aluprof, was to finally organize their activities. It was about ensuring the appropriate level of service, setting the pace of work, and controlling the Customer Journey.

The system offers a calendar for keeping phone calls, meetings, and other planned tasks. It is possible to view not only one’s own plans, but also the availability of other people (the calendar has a sharing function). The system also allows for generating appropriate notifications when it’s time for a follow-up. It can happen based on a manually specified date or based on a workflow that counts the time since the last contact.

The management team at Aluprof considered it important to implement a system that would allow for target management. Thanks to the recorded history of relationships with contractors, it is possible to clearly determine the degree of plan implementation. Over time, the system begins to provide more and more data, which will help to set goals based on previous results.

The system allows displaying Reports immediately on the main dashboard, right after logging in. This way, a user with appropriate permissions has constant control over the team’s progress. Just a glance at the data visualization is enough to ensure that everything is heading in the right direction.

Aluprof now uses a tool that allows for a holistic view of the process, taking into account all stages of customer relations and progress in internal procurement-production-sales procedures.