About the Client

Metalman Auto (P) Ltd. is engaged into manufacturing of Sheet Metal, Tubular Fabricated Assemblies Sub Assemblies with In House Surface Treatment facilities such as Ni-Cr Plating, Cataphoresis Electrolysis Deposition (CED Painting), Epoxy Powder Coating & Phosphating. They serve/present themselves as one stop shop for all their fabrication needs and are currently catering to Global Automotive OEM’s, Heavy Fabrication & Construction Equipment Industry, Off Road Vehicles & White Goods Industry. All their plants are IATF 16949:2016 Certified which means supplying Defect Free Parts at a Competitive Price and at Right Time, Every Time.

Company Profile

  1. Location: New Delhi, India
  2. Employees: 250+
  3. Industry: Manufacturing
  4. Competitor: N/A
  5. Solution(s): Platform
  6. Go Live Date: 2020
Metalman Auto Pvt Ltd.
Customized solution on Platform


Move offline processes related to Request for Quote and Technical evaluation into Salesforce.

Extreme dependency on excel, which meant multiple versions of the RFQ and TE.

Lack of transparency for Management.

No single source of truth.

No standard process.

Difficulty in defining norms due to multiple versions of excels.

Inefficient reporting with required data points not available in the system.

Costing sheet generation was lengthy process as team had to manually scan the TE line items and than add them for quote creation.

No customer 360.

TE team used to put process and part details, quote generation from Technical evaluation sheet was lengthy and error prone process due to manual processes.


The solution for Metalman included the deployment of customized solution on Platform for internal users within the organization.

Modules customized

RFQ and TE process streamlining

Multiple versions of RFQ could be managed

Multiple technical Evaluation sheets can be managed for 1RFQ

Generation of cost sheet for a TE b

Multiple teams involved in the process of RFQ and TE creation can now work on the same system

The teams working on RFQ could manage the entire lifecycle of it

They could add the raw material norms, drawing information, processes, price and timelines required at one place

Using Salesforce they had data of all customers with which currently a RFQ is running or what have been done in previous RFQ at once place


User friendliness with Salesforce System

Cloud, On the Go support with Seamless Access

Built with the user in mind

System is available both on mobile and web

Benefits to Team

A single source of truth.

Faster turnaround time for RFQ and TE due to reduction of manual steps and all data at one place.

Costing sheet generation time came down from few days to few minutes.

Better visibility of the RFQ lifecycle for different teams and management.

Improved reporting with out of the box reports and less reliance on MIS to work out the data on Excel.

Better customer experience with smoother customer site visit application that offered a premium feel.

Questions? We’ll put you on the right path.

Ask about Salesforce products, pricing, implementation, or anything else — our highly trained reps are standing by, ready to help.