Skip to content
GullySales
Tell us what you need

Laboratory and scientific equipment suppliers · CRM

Your most valuable list is every instrument you have ever installed.

For a laboratory supplier the record is a quotation register and an installation register kept together: who was quoted what, and what is standing in their lab with a calibration date on it. Most suppliers keep the first in a diary and the second in an engineer's notebook. GullySales puts both in one place.

Tell us what you needor call +91 80958 58589

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

Realistic editorial illustration of laboratory and scientific equipment suppliers 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 laboratory and scientific equipment suppliers

Sales and marketing for laboratory and scientific equipment suppliers, the overview.

Last updated 5 Oct 2026.

For laboratory and scientific equipment suppliers

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

  • “An institution is four people, not one contact”

    The professor writes the specification, the store officer floats it, the technical committee clears it and accounts releases the payment. A record with one phone number against a college name cannot tell you which of them you have never met.

  • “The installed base table is the service business”

    Every oven, balance and spectrophotometer you have installed, with its warranty end, calibration due date and maintenance renewal month. Keep that in a notebook and your service income depends on the customer remembering. Keep it in the record and it depends on nobody.

  • “Consumption belongs in the record too”

    What each lab buys, in what pack size, and roughly how often. That single set of fields is what lets you ring before the shelf is empty instead of after a competitor's telecaller has.

What we do

What we deliver for laboratory and scientific equipment suppliers.

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

  1. A quotation register with institution, department and instrument

    Every quotation and bid logged against the institution, the department, the product group, the value and the person who asked for it.

    Result: You can answer how many open quotations you have without counting files.

  2. Contacts held by role inside each institution

    Specification writer, store or purchase officer, technical committee member and accounts contact recorded separately, with transfers updated when a professor moves.

    Result: You know which person in the college you have never spoken to.

  3. An installation register with dates that matter

    Model, serial number, installation date, warranty end, calibration due date and maintenance renewal month, kept against the customer.

    Result: Renewals and calibrations come up on a list instead of by memory.

  4. Consumption fields for the consumables accounts

    Items, pack size and reorder interval recorded for each lab that buys routinely, so reminders can be scheduled from the record.

    Result: The reorder call goes out before the lab has to think about it.

  5. Bid and authorisation documents attached to the record

    OEM authorisation letters, past supply orders, turnover papers and performance certificates stored against the account rather than hunted for at bid time.

    Result: A bid is submitted without a scramble for paperwork.

  6. A read-out your sales review can use

    Quotations issued against orders won by product group, bids submitted and their result, and consumable accounts that reordered on time.

    Result: The review argues about the right numbers instead of collecting them.

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

What to record, and when

What a laboratory supplier should record about every quotation and every instrument installed, and whether software is needed yet.

Specification as the buyer wrote it
Copy the instrument, range, accuracy and make from the enquiry letter. Later you can see whether you quoted what they asked for or what you had in stock.
Who asked, who floats, who approves
Hold the professor or lab head, the store or purchase officer and the accounts contact as separate people on each quotation. Mark the one you have never spoken to. Keep only business contact details.
Quotation number, value and validity
Log the number, the value, the date sent and how long the price holds, plus any tender or GeM reference. Put the next follow-up date on the quotation before you close the file.
Reason a quotation was lost
Choose from a short list: price, a rival at the lowest rate, brand preference, budget cut, no reply. Colleges often tender the same item again, so the reason tells you what to change.
Serial number, warranty end, calibration due
For every instrument installed, hold the serial number, installation date, warranty end and the calibration or service due date. Your service and consumable sales start from this register.
Do you need software yet?
A sheet is enough while one person handles the quotations and the installed instruments fit on a few screens. Move to a CRM when several engineers quote, or when a calibration date was missed because it sat in a notebook.

Who it is for

This is written for these laboratory and scientific equipment suppliers.

  • Laboratory instrument dealers and distributors
  • Authorised importers of foreign scientific instruments
  • Scientific glassware and plasticware suppliers
  • Chemical, reagent and culture media suppliers
  • Consumables and disposables suppliers on monthly reorder
  • Indian makers of ovens, incubators, furnaces and water baths
  • Lab furniture, fume hood and clean room suppliers
  • Calibration, service and maintenance contractors
  • Turnkey lab set-up contractors for new colleges and hospitals

Not for

It is not the right fit if.

  • Engineers on the road will not update a record after each visit, so the installed base would fall out of date.
  • You keep customers in an accounting package that no one else can read, and no one will move them into a shared record.

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
We already use an accounting package. Is that not enough?
It records what was invoiced, not what was quoted and lost, and it holds no calibration dates. The orders you never won and the instruments due for service are precisely the two things that never appear in accounts.
Who keeps the record up to date when the engineers are on the road?
Whoever issues the quotation and whoever closes the service call, each entering a few fields at the point of the work. If updating the record is a separate evening job, it will not happen, so the entry has to be short enough to do from a phone.
Can we import our old quotation files and customer lists?
Yes, once they are cleaned. Put each quotation on one row with institution, instrument, value and date, and merge duplicate college names. Import the clean list once, then stop updating the old file so two versions never run side by side.
Who owns the customer records if we stop working with GullySales?
Your business should. Keep the CRM account in your own name with an admin login you hold, and check that you can export the full list as a plain spreadsheet at any time. Ask for that in writing before work starts.
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 laboratory and scientific equipment suppliers

Everything else we would do for you.

Closest to this: leads and follow-up

Also for laboratory and scientific equipment suppliers

Or start from the overview: sales and marketing for laboratory and scientific equipment suppliers.

Your next practical step

Tell us what you are trying to grow, and we will read it before we call.

Eight short steps, mostly taps. Skip anything you would rather answer on the call.

Tell us what you need