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Supply chain technology companies · CRM

Track each account through demo, pilot and contract without losing the thread.

A CRM for a supply chain software company records the accounts, the people on each side, the pilot status and the integration questions across a long sale. GullySales sets up fields and stages that fit your sales process in a tool such as Zoho CRM or HubSpot, and teaches the team to use them.

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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 freight and transport companies at work in India

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 supply chain technology companies

Sales and marketing for supply chain technology companies, the overview.

Last updated 18 Oct 2026.

For supply chain technology companies

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

  • “One account has several contacts”

    A logistics head, an IT lead and a finance head may all touch a deal. A CRM built around a single lead name loses the others and the role each one plays.

  • “Pilot status is a stage of its own”

    A pilot waiting for ERP data is not the same as one waiting for a decision. Without a stage that shows the blocker, the deal looks healthy until it quietly stops.

  • “Source and partner credit disappear”

    If an integrator or consultant brought the account, the record should say so. Otherwise the partner relationship cannot be thanked, measured or repeated.

  • “Entries stop when they are tedious”

    Sales teams drop a CRM that asks for twenty fields after a call. Keep required fields few and tied to a decision someone will make.

What we do

What we deliver for supply chain technology companies.

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

  1. Pipeline stages for software sales

    Stages from enquiry to demo, pilot, proposal, integration plan and contract, with clear entry rules.

    Result: Everyone reads a deal's position the same way.

  2. Account and contact structure

    Records that hold several contacts per company with roles, plus the systems the company runs.

    Result: You can see who is involved and which system matters.

  3. Pilot tracker

    Fields for scope, data required, owner on each side and the current blocker.

    Result: Stalled pilots show the reason on the record.

  4. Source and partner fields

    Entries for channel, campaign, partner and referral, filled at the first contact.

    Result: Pipeline can be sorted by where each account came from.

  5. Team training and clean-up

    Import of existing sheets, removal of duplicates and a short training for each person who logs data.

    Result: The team starts with one record per company.

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

Fields that carry a software deal from demo to contract.

Pilot status
Set by the implementation lead: data received, integration done, drivers onboarded, review held. Lets sales see where the deal waits instead of asking the customer again.
Systems in use
Filled by the sales rep on the first call: ERP, accounting tool, current tracking method. Decides the integration plan and which engineer joins.
Contacts and their roles
Operations head, IT lead, finance, owner, each with a role field. Shows which person has not been reached before a deal reaches the contract stage.
Blocker and owner
A short field naming what stops the pilot, such as ERP data pending, and who must act. Sales sees that the customer's IT team, not the product, is the delay.
Referring partner
Filled when the lead arrives through an integrator or consultant. Keeps the credit visible and lets you thank the partner when the deal closes.

Who it is for

This is written for these supply chain technology companies.

  • Transport management system vendors for fleet owners and shippers
  • Warehouse management system providers for 3PLs and distributors
  • Route planning and last-mile delivery software companies
  • Fleet telematics and vehicle tracking providers
  • Freight marketplace and load-matching platforms
  • Inventory planning and demand forecasting software makers
  • Procurement and supplier portal vendors
  • Control tower and visibility platform providers

Not for

It is not the right fit if.

  • You close a handful of deals a year and one person remembers every account, so a system would add typing without adding memory.
  • Nobody owns the data, and the sales team would stop filling fields once the first busy days arrive.
  • Your pilots are managed in a separate tool you do not plan to link, so the record would show only half the story.

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
Which CRM should we use?
Use what your team will actually update. Zoho CRM and HubSpot are both in ordinary use in India. The choice matters less than the stages, the fields and the habit of logging every call.
Can the CRM connect to our product?
A trial or usage signal can sometimes be sent to the CRM through an integration, but it depends on your product and the CRM plan. Your developers decide what data can leave the product, and we list what sales needs.
Should pilot data sit in the CRM or in the product?
Keep the stage and blocker in the CRM, and leave usage detail in the product. Sales needs to know where the deal waits, not each login. A short status field read from both places avoids two teams telling the customer different things.
How do we stop reps entering the same company twice?
Make the company the parent record and each person a contact beneath it, and have one owner review new accounts. Software deals involve several people at one depot, so duplicate company entries split the history and hide that you are already in talks.
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.

More for supply chain technology companies

Everything else we would do for you.

Closest to this: leads and follow-up

Also for supply chain technology companies

Or start from the overview: sales and marketing for supply chain technology companies.

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