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Battery storage solution providers · CRM

Keep the load study, the objection and the next site on the same record as the contact.

A CRM for a battery storage provider is the system where each plant, building or installer is recorded with its study, its worries and its next step. GullySales works on setting up fields, stages and rules that match a long technical sale.

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

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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 storage solution providers

Sales and marketing for battery storage solution providers, the overview.

Last updated 18 Oct 2026.

For battery storage solution providers

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

  • “A generic pipeline does not fit a study-led sale”

    Stages such as proposal sent and negotiation skip the load log, the site visit and the safety review that decide this sale. A record that cannot show where the study stands hides why deals stall.

  • “One company has many sites and many roles”

    A group with six plants has an engineer at each and a finance head at the centre. A CRM built around single contacts splits the group into unrelated leads and loses the pilot-to-rollout path.

  • “Home and commercial buyers need separate pipelines”

    The household deal closes through an installer in a short exchange, and the factory deal runs through studies and approvals. In one pipeline, the large deals look stuck and the small ones look unreported.

  • “Service history belongs next to the sales record”

    A failed unit and its repair shape the next order. When service sits in a separate sheet, the salesperson walks into the meeting unaware of the complaint that the buyer remembers.

What we do

What we deliver for battery storage solution providers.

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

  1. Stages that follow the study

    Pipeline stages such as load data received, site visit done, safety questions answered and sizing note sent.

    Result: The pipeline shows where each study stands.

  2. Company, site and contact structure

    A set-up that groups plants under one company, with the role of each contact recorded.

    Result: A group and its plants appear in one view.

  3. Fields for application and objection

    Fields for peak shaving, backup or solar plus storage, and for the buyer's stated worry.

    Result: Records can be filtered by application and objection.

  4. Service notes linked to accounts

    A place for complaints and visits to appear on the account the salesperson opens.

    Result: A salesperson sees open complaints before a meeting.

  5. A short guide for the team

    A written note on what to enter, when and by whom, kept to a page so it is used.

    Result: New staff can follow it without a training session.

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

The fields a study-led storage sale needs on one record.

Application and site
Filled by the sales engineer. It tells the team whether the record is peak shaving, backup or solar shifting, and where the site is.
Load study status and date
Updated by the engineer who ran it. It shows which deals wait on data and which wait on a quotation.
Roles and contacts at the buyer
The plant head, finance head and any consultant, each with their concern. It prevents the finance head being missed.
Objection raised
Fire, price against an imported pack or service. It is recorded in the buyer's words and guides the next document.
Sites at the same company
Linked records for a company with many plants. It shows the next site that a pilot may lead to.
Service and warranty history
Filled by the service team after a visit. It lets sales see how an installed system is doing before an upsell.

Who it is for

This is written for these battery storage solution providers.

  • Commercial and industrial peak shaving suppliers
  • Solar plus storage integrators
  • Home and shop battery system sellers
  • Telecom and data room backup suppliers
  • Battery pack assemblers and system builders
  • Diesel replacement system providers
  • Microgrid and remote site developers
  • Battery energy service companies

Not for

It is not the right fit if.

  • You close a handful of deals a year, all known to a single engineer, and a spreadsheet is enough.
  • Sales and service work in separate tools that no one will connect, and a new record would be half empty.
  • No one has set rules for entering a lost deal, and the pipeline would hold stale entries.

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 one your team will open daily. Several widely used tools in India suit this work, and the choice matters less than the stages and fields. GullySales sets up the structure in whichever you pick.
Can the CRM show forecasts?
It can total deals by stage, but a forecast is only as good as the study dates entered. The set-up makes those dates part of each record.
Do home and commercial buyers share a pipeline?
No. A home or shop sale moves on an installer's word and a short quote. A plant sale moves through a study and several roles. Separate pipelines keep the stages honest, and a manager can then compare like with like.
Who updates the record after a site visit?
The engineer who made the visit, on the same day. The details fade, and a record updated later from memory misses the objection. Make the update part of closing the visit, and have the sales lead review open records on a schedule they set.
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 storage solution providers

Everything else we would do for you.

Closest to this: leads and follow-up

Also for battery storage solution providers

Or start from the overview: sales and marketing for battery storage solution providers.

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