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B2B wholesale marketplaces · CRM

Keep sellers, buyers and field agents in one record instead of five sheets.

A CRM for a B2B wholesale marketplace holds every seller and every buyer, with their stage, orders and the person who owns the account. GullySales sets up the fields, stages and views that your sales team uses, and does not sell or build the software.

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Scope, fee, reporting and term are agreed in writing after we have read your brief and spoken to you.

Realistic editorial illustration of industrial suppliers and distributors at work in the United States

What CRM means

A CRM is the record where every enquiry, call and quote is kept against a customer, replacing separate notebooks, spreadsheets and memory. GullySales sets up or cleans an existing CRM and reports from it by enquiry outcome rather than by activity logged.

Also for B2B wholesale marketplaces

Sales and marketing for B2B wholesale marketplaces, the overview.

Last updated 18 Oct 2026.

For B2B wholesale marketplaces

Where it usually goes wrong, and what we would do.

  • “Two kinds of accounts need two sets of stages”

    A seller moves from first call to documents, catalogue, first live listing and first sale. A buyer moves from registration to first order and second order. One pipeline for both hides where each is stuck.

  • “Orders sit in the platform and notes sit elsewhere”

    The order database knows what was bought. The sales team's WhatsApp chats and sheets know why the buyer stopped. A CRM that holds only one half cannot tell the team who to call or what to say.

  • “Field agents lose leads that never reach a record”

    A shop owner met on the beat, a visiting card and a promise to try the app fade when the note stays on the agent's phone. A simple capture routine puts every visit into the register.

  • “Account ownership gets unclear as the team grows”

    When two executives call the same seller or a buyer is assigned to nobody, the account suffers. A visible owner for each seller and each buyer, with a reason recorded for every change, avoids this.

What we do

What we deliver for B2B wholesale marketplaces.

Every deliverable, what it covers for you, and the result it is there to produce. Nothing here is an extra.

  1. A seller record design

    Fields for GSTIN, product groups, cities served, documents received, catalogue status, stock freshness and owner.

    Result: A seller's record shows exactly what is pending.

  2. A buyer record design

    Fields for type, pincode, source, first order date, product groups bought, credit status and owner.

    Result: Filter for buyers with no order or with an old last order.

  3. Stages and exit reasons for each side

    Written stages and a short list of reasons for dropping, such as range missing, rate above local wholesaler or no credit.

    Result: Every drop-out has a logged reason that the team can count.

  4. Views for the sales team and the founders

    A daily call list for each executive and a summary of sellers and buyers by city and stage for the founders.

    Result: Each person opens one view and knows who to contact.

  5. A data clean-up and import plan

    Merging duplicate shops and sellers from sheets, app registrations and agent notes into one register.

    Result: One account appears once, with its history attached.

How the result is measured

  • Enquiries logged in the CRM
  • Data completeness
  • Reports generated from CRM data

Recorded as a baseline before work starts, so every later report has an honest comparison.

Read the full CRM implementation and customisation page

Fields worth keeping

Keep seller and buyer fields apart.

Seller onboarding stage
The onboarding executive updates it as documents arrive, so the team sees which sellers are stuck and on what.
Seller products listed and stock updated
Filled from the platform. It shows which sellers have stopped updating, before the buyers notice.
Buyer first order date
Filled from the order system, and it tells the field agent which registered buyers have not yet ordered.
Buyer credit requested and given
The credit team fills it, and it keeps the field agent from promising what the team will not approve.
Account owner
The manager assigns it, and it stops two agents calling the same shop while another goes unvisited.

Who it is for

This is written for these B2B wholesale marketplaces.

  • General merchandise and FMCG marketplaces serving kirana and retail stores
  • Industrial supplies and MRO marketplaces for factory buyers
  • Textile and garment marketplaces linking mills, wholesalers and boutiques
  • Agri input and produce marketplaces for traders and processors
  • Building material and hardware marketplaces for contractors and dealers
  • Pharmacy and medical supply platforms for licensed retailers
  • Electronics and mobile accessory marketplaces for shop owners
  • Niche category platforms such as packaging, stationery or hospitality supplies

Not for

It is not the right fit if.

  • Your orders live in the platform and nobody asks a question it cannot answer, so a second system would only duplicate it.
  • Field agents will not enter leads on the day, so the record would be missing the accounts you most need to follow up.

How it works

How the CRM work runs

The work itself, in order. How an engagement starts, from your brief to a written scope, is set out on our method page.

  1. 1

    Map the sales process

    We sit with the people who sell and write down how a deal moves from enquiry to payment, including where it stalls.

  2. 2

    Agree stages, fields and owners

    Each stage gets a name your team already uses and a proof that the deal has left it. We agree which fields are required at which stage, and who may change what.

  3. 3

    Build on a copy

    Pipeline, fields and views are built on a trial copy where the CRM offers one, or in a separate pipeline where the plan allows. Live work stays untouched.

  4. 4

    Connect channels, then switch on automations

    Channels are connected first. Each automation is then switched on separately, so a misfiring rule is easy to find.

  5. 5

    Test with real deals

    The people who will use the CRM run open deals through it. Gaps are fixed before the whole team switches over.

  6. 6

    Switch over and trim

    Once real use shows which fields stay empty and which stages nobody uses, those are cut and the handover record is updated.

Where this fits

Three pieces of sales work, in this order.

This work sits inside sales management. A target, a review routine and someone who owns the number.

  1. Step 1

    Sales audit

    Find where deals are being lost and what to fix first.

    Start here if you cannot say where orders are lost.

  2. Step 2

    Sales process design

    One written way to sell, from first enquiry to repeat order.

    Start here if every salesperson sells differently.

  3. Step 3 · you are here

    Sales management

    A target, a review routine and someone who owns the number.

    Start here if the team has targets and no routine.

Tell us what you need Your brief is read before we call. Scope, fee and term in writing.

FAQ

Questions owners ask before they call.

Not here? More answers, or ask on WhatsApp.

Tell us what you need
Do we need a new CRM tool?
Not always. A team can start with the tool they have, if the fields and stages are right. We help choose and set up the structure, and if you need new software, we help compare options that are in ordinary use in India.
Can the CRM connect to our order system?
That depends on your platform and the tool, and it is a technical task for your developers or the CRM vendor. We define which order fields the sales team needs to see, so the connection has a clear target.
How do we get field agents to use it?
Keep capture short: a few fields on a phone, ideally from WhatsApp or a simple form. Show agents the call list it produces for them. A tool that only reports on agents is avoided, so make it useful to them first.
How do we get field agents to use it?
Make the entry short and make it pay. If a lead entered in the record is protected as the agent's own and the agent sees the payout tied to it, the habit forms. A long form filled at night is the one that gets skipped.
How much does it cost?
There is no price list, because the work differs by business. The fee is scoped after we have read your brief and spoken to you, and put in writing before anything starts, split into our time, your media spend and production.
How long is the contract?
The term is agreed in writing after we have spoken, along with the fee and the reporting. It is never a default twelve months, and renewal is decided on the numbers against the baseline recorded at the start.
How soon will we see results?
It depends on the trade, the channel and what is already in place. After we have read your brief and spoken to you, we say what we would expect to move first and how it will be measured against the baseline. Nothing here is guaranteed.
Who will actually do the work?
The person you speak to before anything starts. We work from one office in Nagarbhavi, Bengaluru, with no account managers in between.
What do you need from us?
Your brief, and a conversation. After that, access to whatever this work touches, such as your website, your accounts or your enquiry record, and time with the people who handle your enquiries.
What if we are not happy with the work?
Tell us and the plan changes. Everything is reported against the baseline, so a number that is not moving is visible to both sides. The term is in your written scope, and the refund and cancellation policy sets out the rest.

More for B2B wholesale marketplaces

Everything else we would do for you.

Closest to this: leads and follow-up

Also for B2B wholesale marketplaces

Or start from the overview: sales and marketing for B2B wholesale marketplaces.

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