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Battery manufacturers · CRM

Keep dealers, OEM trials and warranty claims in one record the whole team can read.

A CRM for a battery manufacturer is a shared record of every dealer, OEM, fleet account and installer, with the stage, the claims and the conversations against each. GullySales works on the fields, stages and habits that make the record something the team opens.

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

Battery dealers: show a real physical business scene illustrating Battery stock by brand, model and serial. Hold stock by brand, model, capacity and type, with the serial and manufacture date code recorded when it arrives, so the counter can sell the oldest unit first.

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 battery manufacturers

Sales and marketing for battery manufacturers, the overview.

Last updated 18 Oct 2026.

For battery manufacturers

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

  • “The dealer record lacks the claim history”

    A salesperson visiting a dealer should know that claims are open before walking in. When claims sit in the service department's sheet, the visit starts with a surprise and an argument.

  • “OEM trials run in stages”

    A sample, a lab test, a field trial, a plant audit and a supply agreement can each stall. A record that shows which stage each OEM has reached tells you where to spend engineering time.

  • “Dispatch is not secondary sales”

    Primary dispatch to a distributor says little about what reached the customer. A record that holds dealer-level secondary sales shows which towns are growing and which are stuck with stock.

  • “A salesperson who leaves takes the contacts”

    When dealer and OEM relationships live in personal phones and notebooks, a resignation resets the account. A shared record keeps the history with the company.

What we do

What we deliver for battery manufacturers.

The work available for this need. We agree the deliverables and responsibilities for your engagement in writing.

  1. Dealer and distributor record

    Fields for territory, brands stocked, scheme enrolled, secondary sales and open claims, filled by the field team.

    Result: One screen shows a dealer's scheme, sales and claims before a visit.

  2. OEM trial pipeline

    Stages from first contact to supply agreement, with the engineer responsible and the next step against every OEM.

    Result: Each target OEM sits at a named stage with a named owner.

  3. Claim linkage

    A link between the dealer record and the claim log, so the sales team sees claim status without calling the plant.

    Result: A claim can be read from the dealer's own record.

  4. Fleet and installer accounts

    Records for telecom, warehouse and solar installer accounts with the application, the installed base and service visits.

    Result: A service visit and a quotation appear on the same account.

  5. Tool choice and set-up

    A review of whether a spreadsheet, Zoho CRM, HubSpot or another tool suits your team, followed by configuration of the chosen one.

    Result: The chosen tool carries your own stages and fields, not generic ones.

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 worth keeping against each dealer and OEM account.

Route and territory
Filled by the area manager. Shows which towns have a dealer and which are covered by none.
Brands also stocked
Filled by the field executive. Lets you compare claim treatment and margin against the other brand on the shelf.
Claims raised and their outcome
Filled by the service team. Gives the sales owner the dealer's claim history before a visit.
OEM trial stage
Filled by the OEM account owner. Tracks sample sent, test under way, approval pending and order placed.
Secondary sales reported
Filled from the dealer's own figures where shared. Separates dispatch to the dealer from sale to the user.

Who it is for

This is written for these battery manufacturers.

  • Automotive and two-wheeler battery makers selling through dealers
  • Inverter and home UPS battery makers
  • Tubular and industrial battery makers for telecom, forklifts and power backup
  • E-rickshaw and low-speed EV battery makers
  • Lithium-ion pack assemblers for EVs and energy storage
  • Solar storage battery makers
  • Battery makers supplying OEMs under their brand name
  • Small battery and cell makers for consumer devices

Not for

It is not the right fit if.

  • Your field team is very small and has no time to type, so a heavy record would remain empty.
  • Dispatch figures are the only numbers you hold, and nobody collects what dealers sell on.
  • Your claims are handled by a separate department that will not share its data.

Before you decide

Agree the work. Know how to judge it.

CRM for battery manufacturers: use these checks to prepare, choose the scope, and review what changes.

Bring the right evidence

List the records your team uses and show how an enquiry becomes an order today. Bring examples of duplicate entries, missing owners, and reports that require manual correction.

Make the scope clear

Agree the stages, required fields, access roles, and integrations before configuring the system. Separate software subscriptions from setup, data work, and training.

Check the work in use

Ask the people who will use the CRM to complete a real handover and find the next action without help. Check that the management report can be traced back to individual records.

Know when to change course

If the process is unclear, buying a more complex CRM adds more places for confusion. Start with the minimum fields and rules the team can use consistently.

These are discussion points, not a fixed package. GullySales confirms the deliverables, responsibilities, fee, and term in writing after reading your brief and speaking with you.

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

    Sales journey agreement

    Your sales lead explains how an enquiry becomes an order, using open deals as examples. We agree which steps belong in the CRM and identify decisions needing your approval.

  2. 2

    Configuration approval

    You approve stage definitions, required fields, ownership rules, and access. Unresolved choices are settled before configuration starts.

  3. 3

    Test environment decision

    We confirm whether your plan provides a trial copy or separate pipeline. Where neither is available, changes to the live system need an agreed approach before work proceeds.

  4. 4

    Connection and rule checks

    Enquiry connections are checked before automations are activated separately. Your nominated owner verifies where records arrive and which person receives each task.

  5. 5

    Sales team acceptance

    The people handling enquiries test open deals from entry through closure. Required corrections are resolved before you approve the switch.

  6. 6

    Switch and ownership handover

    The agreed configuration goes into use, and your CRM owner receives the final record. Any post-switch corrections included in the scope are documented before handover closes.

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
Is a CRM too heavy for a battery company with a small field team?
A sheet with the right columns can serve a small team. We set up the fields and habits first, and move to a tool when the sheet stops coping.
Who fills in the record?
The person who meets the dealer or OEM fills it, in the same visit. We keep the fields few, so the entry is done before leaving the counter.
Should OEM trials be a separate pipeline from dealers?
Yes, because an OEM trial moves through samples, tests and approval, while a dealer moves through terms and first stock. One pipeline would mix two different timelines and confuse the owner. Keep both in the same tool so the account owner sees the whole picture.
Who fills in the record at a battery company?
The person who meets the buyer fills it: the area manager for dealers, the OEM account owner for trials and the service team for claims. A record kept only by the office goes stale. Keep each form to a few fields and agree who owns each.
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 battery manufacturers

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Also for battery manufacturers

Or start from the overview: sales and marketing for battery manufacturers.

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