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Electrical equipment manufacturers · CRM

Track the project, the consultant and the contractor, not only the company.

A CRM for an electrical equipment maker records projects as well as contacts, so a make list, a sample, a quotation and a purchase order sit on one record. GullySales sets up the fields, imports your existing lists and trains the team, working with whichever tool you choose.

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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 electrical equipment manufacturers 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 electrical equipment manufacturers

Sales and marketing for electrical equipment manufacturers, the overview.

Last updated 5 Oct 2026.

For electrical equipment manufacturers

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

  • “One project, four companies”

    A single job involves a consultant, a contractor, a dealer and an end client. A contact list holds each as a separate name. A project record joins them, so the person ringing the contractor knows which consultant specified the make.

  • “Dealer sales sit in a different book”

    Primary sales to the dealer are in the accounts, and secondary sales to electricians sit in the dealer's own register, if anywhere. Without a place for both, nobody can say which dealer is pushing the brand and which only stocks it.

  • “The pipeline lives on the salesman's phone”

    Quotations, site visit notes and the contractor's mobile number sit in a personal WhatsApp and a notebook. When the salesman moves on, the project history goes too, and the next person starts every open job from a blank page.

What we do

What we deliver for electrical equipment manufacturers.

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

  1. A project record built for the trade

    Fields for project name, city, consultant, contractor, dealer, products specified, stage and expected buying month, kept short enough to fill in on a site visit.

    Result: Every open job sits on one record.

  2. Stages that match how a specification becomes an order

    Make list approval, submittal, contractor quotation, deviation check, purchase order and dispatch, named in your own words.

    Result: A salesman sees where a job stands without asking.

  3. Contacts linked to the firms and projects they touch

    Each consultant and contractor recorded as a person, with their firm and every project they appear on.

    Result: A consultant who changes firm stays in your records.

  4. A dealer view

    Dealer, territory, primary orders and the secondary sales electricians report, so scheme money is paid against evidence.

    Result: You can see which dealers sell the brand through.

  5. Enquiry capture from the website, marketplaces and phone

    Forms, IndiaMART enquiries and logged calls arriving as records marked by source and by type, project or trade.

    Result: No enquiry lives only in somebody's inbox.

  6. Import of old sheets and training on live records

    Your Excel lists cleaned, merged and loaded, then worked through with the sales team on real projects until entry is part of their own review.

    Result: The team uses the system in its own sales meeting.

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

These fields keep the project, the specifier and the contractor in one record.

Project name and stage
Entered by the area manager when the make list is seen. The stages run from specified to quoted to ordered, and show where a project stalls.
Consultant, contractor and end client
Three separate contacts on the project, filled by whoever learned them. A change of consultant is then visible on every project the person touches.
Make-list status
Whether your make is named, approved or deviated, with the document submitted. Lets the sales head chase the submittal and not the order.
Rating and product line
The breaker rating, the cable size or the luminaire family. It lets you pull every project that names one line when a model changes or a test report is updated.
Dealer in the territory
The dealer who supplies that city or market, set by the sales head. Prevents the factory and the dealer quoting the same contractor with different terms.

Who it is for

This is written for these electrical equipment manufacturers.

  • LT and control panel builders
  • Switchgear, MCB and distribution board manufacturers
  • Wire and cable manufacturers
  • Switch, socket and modular accessory makers
  • LED luminaire manufacturers for industrial and commercial use
  • Architectural, façade and decorative lighting makers
  • Street and area lighting manufacturers supplying municipal tenders
  • Transformer, stabiliser and power equipment makers
  • Fan, motor and small electrical appliance manufacturers

Not for

It is not the right fit if.

  • Your area managers keep project lists on their phones and will not hand them over, so a shared record would hold only the office's view.
  • You have a handful of active projects and the sales head remembers each, so the effort would exceed the benefit.

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 a manufacturer choose?
Choose by how your team works, not by the brand. Zoho CRM, HubSpot and Salesforce can each hold project records once the fields are set up. A tool the salesmen refuse to open does worse than a simple one they update. We compare options against your buying cycle.
Our salesmen will not enter data. What then?
Ask for less. Five fields on each project, filled in at the site visit, beat thirty fields nobody completes. Hold the sales review from the tracker, so a job missing from it is not discussed. Entry then becomes part of the meeting and not extra work.
Can we import our old Excel sheets?
Yes. We clean them first, merging duplicate firms and fixing consultant names spelt three ways, then import with the source marked. Records with no project and no recent contact go to a separate list instead of the live pipeline.
How do we record a project that names two of our product lines?
Keep one project record and add each line as an item on it, with its own status. The consultant approved the project, not a line, so a single record keeps the people the same. Separate records make one contractor look like two.
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.

From the blog

Further reading for electrical equipment manufacturers.

All articles

More for electrical equipment manufacturers

Everything else we would do for you.

Closest to this: leads and follow-up

Also for electrical equipment manufacturers

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

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