Alchemy Cloud > Case Studies > Circle-Prosco, Inc. Streamlines Sales and Custom Formulation Processes with Alchemy

Circle-Prosco, Inc. Streamlines Sales and Custom Formulation Processes with Alchemy

Applicable Industries

Automotive
Metals

Applicable Functions

Quality Assurance
Sales & Marketing

Use Cases

Time Sensitive Networking
Visual Quality Detection

Services

Testing & Certification

About The Customer

Circle-Prosco, Inc. is a company that provides custom metal finishing formulations to aluminum and automotive manufacturers. They take on the lubricant, coatings, and cleaner challenges that their customers need them to solve, providing a customized solution every time. This unique value proposition has allowed them to grow aggressively in recent years. Over the past year, they have significantly expanded their sales, R&D, and quality teams. The company is currently going through an ambitious period of growth and is relying on Alchemy to manage their sales, technical service, and lab work all in one solution.

The Challenge

Circle-Prosco, Inc. (CPI), a provider of custom metal finishing formulations to aluminum and automotive manufacturers, was facing challenges in managing its sales, technical service, and lab work. The company had been experiencing aggressive growth, which led to a significant expansion of their sales, R&D, and quality teams. However, their existing stand-alone CRM system was unable to interface with the lab or support CPI's technical process. This lack of integration resulted in a lack of shared visibility of sales opportunities, lab projects, and customer feedback among the sales, technical service, and lab teams. Additionally, the process of generating sales quotes was time-consuming, taking up to 4 hours for each quote.

The Solution

CPI adopted Alchemy to standardize their sales-to-lab process and provide a shared view of sales opportunities and lab projects. Alchemy's Sample Request Forms ensured that sales and technical service reps provided all the necessary information for the lab to evaluate new projects. The system replaced the stand-alone CRM, enabling sales, technical service, and lab teams to have a shared view of every sample request, project, customer feedback, and sales quote. Furthermore, Alchemy automated the generation of sales quotes, drastically reducing the time required to create each quote. The system also provided executives with full visibility into all sales opportunities and lab projects, facilitating capacity planning and revenue forecasts. Additionally, Alchemy's digital best practice workflows helped new hires to get up to speed more quickly.

Operational Impact

The implementation of Alchemy has streamlined CPI's sales and custom formulation processes. The system has ensured that all necessary information is provided for the lab to evaluate new projects, improving the efficiency and effectiveness of the sales-to-lab process. The shared view of sales opportunities, lab projects, and customer feedback has improved collaboration and communication among the sales, technical service, and lab teams. The automation of sales quotes generation has significantly reduced the time required, improving productivity. Furthermore, the full visibility provided by Alchemy has facilitated capacity planning and revenue forecasts, aiding in strategic decision-making. Lastly, the digital best practice workflows have helped new hires to get up to speed more quickly, enhancing the onboarding process.

Quantitative Benefit