Metal ore mining companies · CRM
Record every plant, every lot and every call so the buyer list does not live in one head.
A CRM for a metal ore mine is a shared record of plants, contacts, lots and conversations, kept where the whole mine office can read it. GullySales works on setting the fields, the stages and the habits so the record reflects how ore is actually sold.
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.
Also for metal ore mining companies
Sales and marketing for metal ore mining companies, the overview.
Last updated 18 Oct 2026.
For metal ore mining companies
Where it usually goes wrong, and what we would do.
“The buyer list lives in one phone”
The manager who knows which plant took which lot holds the whole sales history in a contact list. When that person is away or leaves, the relationship goes with them. A shared record puts the plants, contacts and past lots in front of the office.
“Fields should match ore, not software defaults”
A standard CRM asks for deal value and product. A mine needs plant, contact role, ore, grade, size, tonnage, loading point and sample status. Fields set up for the trade make the record useful instead of a form nobody fills.
“Stages follow how a plant decides”
A plant moves from first enquiry to sample, lab test, trial lot and standing offtake. Stages named in these terms tell the mine where each plant stands, and show which are waiting on the lab rather than on the mine.
“Lots and plants need to connect”
A record of a plant is thin without the lots it bought. Linking each sale to a lot, a grade and a date lets the office see which plants return, and which have not taken ore since a particular grade changed.
What we do
What we deliver for metal ore mining companies.
Every deliverable, what it covers for you, and the result it is there to produce. Nothing here is an extra.
CRM field design
A list of fields for plants, contacts, lots and enquiries, written in the mine's own terms.
Result: The record asks what the mine office needs to know.
Stage definitions
Named stages from first enquiry to standing offtake, with a plain description of what moves a plant from one to the next.
Result: Anyone can read where a plant stands without asking.
Import of the existing buyer list
The current contacts, plants and past lots moved from phones, sheets and notebooks into one record.
Result: The buyer history sits in one place and carries the dates.
Entry habits for the mine office
A short guide on what to log after every call and who does it.
Result: Each call leaves a line in the record.
Reading view for the owner
A simple view of plants by stage, lots sold, tonnes left and silent buyers.
Result: The owner can open the record and see the position in one screen.
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
The fields that keep a mine's buyer list in the mine office.
- Plant name and process
- Entered by the sales desk. Decides which grades to offer and which plants to leave out.
- Grade and size bought
- Fe, Mn or Cr range and lump or fines. Filled from the first call, it lets you match a plant to the lot on the yard.
- Sample sent and lab result
- Entered by the mine lab. Shows which plants have tested your ore and what they said, a key step before a standing offtake.
- Lot on yard and quantity
- Updated by the stockyard supervisor. Connects each plant record to the stack that could serve it.
- Loading mode and documents
- Rail, road or port, and the papers a plant needs. Entered by dispatch so the first lot goes out complete.
- Trader or end plant
- A tag that decides the sample rule and the reply. Entered at first contact and changed if the trader names a plant.
Who it is for
This is written for these metal ore mining companies.
- Iron ore mines selling lumps, fines and pellet-grade ore
- Manganese ore mines supplying ferroalloy and steel plants
- Chromite mines supplying ferrochrome producers
- Bauxite mines supplying alumina and aluminium plants
- Copper, lead and zinc ore producers selling concentrate
- Mine lessees selling through contracts or e-auctions
- Beneficiation and washing plant operators at the mine
- Captive mine owners with surplus ore to sell
Not for
It is not the right fit if.
- Nobody in the mine office is willing to enter calls, so the record would be filled once and left to age.
- You sell through one long contract and have no list to track, so a CRM would hold a single row.
- Your lease and royalty records are the real problem, and a sales record would not solve them.
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?
Who should enter the data?
Can the record hold lease and royalty details?
Should the record hold lot assays or only the buyer data?
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 metal ore mining companies
Everything else we would do for you.
Closest to this: leads and follow-up
Also for metal ore mining companies
Or start from the overview: sales and marketing for metal ore mining companies.
Your next practical step
Tell us what you are trying to grow, and we will read it before we call.
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