Industrial mineral suppliers · CRM
Keep every sample, trial lot and repeat order on one record per plant.
A CRM for a mineral supplier is the record of each plant, each contact at that plant, each grade sent as a sample and each order that followed. GullySales sets up a simple tool, entered by your sales and dispatch staff, that shows the stage of every buyer without asking anyone.
Scope, fee, reporting and term are agreed in writing after we have read your brief and spoken to you.

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.
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Sales and marketing for industrial mineral suppliers, the overview.
Last updated 18 Oct 2026.
For industrial mineral suppliers
Where it usually goes wrong, and what we would do.
“The sample is sent, then lost”
A bag goes out with a courier, a call is promised and nothing is written down. Three weeks later nobody remembers which grade went to whom. The record needs the grade, the sender, the date and the date of the next call at the moment of dispatch.
“One plant has several contacts”
The purchase officer places the order, the quality head approves the sample, and the accounts person chases payment. A record holding one name for each plant loses the other two, and a staff change then loses the relationship.
“Trial lots need a stage of their own”
A trial lot is not an order and not an enquiry. It is the point where a plant is deciding. Showing it as a separate stage lets you see how many plants sit there and how long, and you can call the ones that have gone quiet.
“Lapsed buyers are found too late”
A plant that ordered regularly and then stopped is only noticed when a sales person remembers. A record sorted by last order date lets you call before the buyer has settled with another supplier.
What we do
What we deliver for industrial mineral suppliers.
Every deliverable, what it covers for you, and the result it is there to produce. Nothing here is an extra.
Plant and contact record
A plant entry with the roles at that plant, grades supplied, delivery point and credit terms.
Result: Each plant has all its contacts and grades on one page.
Sample and trial stages
Stages for enquiry, sample sent, test result, trial lot and standing supply, with a next-call date on each.
Result: Every sample shows its stage and its next step.
Quote log
A record of each quote with the freight shown as a separate line and the date it was valid to.
Result: An old rate is never confused with the current one.
Lapsed buyer view
A list of plants sorted by last order date, for a call to be made before the buyer is gone.
Result: You can see who has stopped ordering.
Staff handover rules
A short guide on what must be entered after every call and sample, taught to your people.
Result: Entries are made the same way by every sales and dispatch person.
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.
Fields worth keeping
Keep these fields so a sample and a trial lot do not vanish after dispatch.
- Sample sent date and lot number
- Filled by the dispatch clerk. Lets sales ask about the exact lot the plant tested instead of 'the sample we sent'.
- Test result from the plant
- Entered by sales after the call. Pass, fail or pending, with the reason; it decides if a trial lot is offered.
- Mineral, grade and tonnes per order
- Set at the first call. Shows which plants buy which grade, and helps plan production around the standing orders.
- Quality and purchase contacts
- Two named people per plant. Technical questions go to one and rate questions to the other.
- Last order date and quantity
- Filled by accounts. Lets sales see a plant that has gone quiet before another supplier takes the place.
Who it is for
This is written for these industrial mineral suppliers.
- Silica sand and quartz suppliers for glass and foundries
- Feldspar and quartz suppliers for ceramic and tile units
- Bentonite and clay suppliers for foundries, drilling fluids and civil work
- Barytes suppliers for oil-well drilling and paint
- Talc and soapstone processors for paper, plastics and cosmetics
- Kaolin and china clay suppliers for paper, ceramic and rubber
- Calcite, dolomite and limestone powder suppliers
- Mica and vermiculite suppliers for insulation and electrical uses
Not for
It is not the right fit if.
- You send only a few samples and the owner remembers each, so a record would add work with no gain.
- Your staff keep orders on paper in the plant and no one will enter them, so a CRM would sit empty.
- You have no steady lot numbering, and a sample record without it cannot be tied back to a test.
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
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
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
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
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
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
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.
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.
Step 2
Sales process design
One written way to sell, from first enquiry to repeat order.
Start here if every salesperson sells differently.
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.
FAQ
Questions owners ask before they call.
Not here? More answers, or ask on WhatsApp.
Do we need paid software?
Can it link to our accounts software?
Our staff do not like entering data. What then?
How do we record a plant that buys through a trader?
How much does it cost?
How long is the contract?
How soon will we see results?
Who will actually do the work?
What do you need from us?
What if we are not happy with the work?
More for industrial mineral suppliers
Everything else we would do for you.
Closest to this: leads and follow-up
Also for industrial mineral suppliers
Or start from the overview: sales and marketing for industrial mineral 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.