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Mineral processing companies · CRM

Keep every buyer, grade, sample and lot in one record the whole desk can read.

A CRM for a mineral processing company is a single record of each buyer, the grades they use, the samples sent and the lots dispatched. GullySales sets up the fields and the habits so enquiries and repeat orders stop living in separate phones and notebooks.

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

Quarry staff examine aggregate samples at a safe observation point

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 mineral processing companies

Sales and marketing for mineral processing companies, the overview.

Last updated 18 Oct 2026.

For mineral processing companies

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

  • “A buyer is known by the grade, not just the name”

    Two salespeople both speak to the same ceramic unit about different grades and quote different rates. A record that lists the buyer's grades, last rate and last lot lets any person pick up the conversation.

  • “A sample is a stage in the sale, not a courtesy”

    A sample goes out, the buyer tests it, and nobody asks for the result. The record should show the sample, the certificate sent, the person responsible for the call and the date the result was due.

  • “Lots and complaints belong on the buyer's record”

    A split bag or a short weight is noted on a phone and forgotten. Attached to the buyer and the lot, it is visible to the person who calls next and to the packing line.

  • “A tool the desk will not open is worse than a notebook”

    A system with many fields and screens gets skipped on a busy dispatch day. Fewer fields, filled every time, will serve better than a thorough form that no one completes.

What we do

What we deliver for mineral processing companies.

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

  1. A buyer and grade record layout

    Fields for company, roles, industry, grades used, packing, last rate and last lot.

    Result: Any salesperson can see what the buyer buys before dialling.

  2. A sample tracker

    Sample sent, certificate attached, trial owner, result and decision, in one row.

    Result: Open trials are listed with the name of the person who will call.

  3. A lot link

    A reference from the buyer to the lot register so test results and dispatch details sit beside the sale.

    Result: A complaint leads straight to the lot it concerns.

  4. Pipeline stages in the plant's words

    Stages such as specification received, sample sent, trial running, trial passed and standing order.

    Result: The desk reads the pipeline in the terms it already uses.

  5. Desk training and a data clean-up

    A short working session for the sales team and a one-time tidy of existing buyer lists.

    Result: Existing contacts are in the new records and the team knows how to add to 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

Fields worth keeping

Fields a mineral powder desk needs for buyers, samples, lots and complaints.

Grade and mesh bought
Filled by the sales desk at the first quote. It shows which buyers to tell when a grade is ready and which are asking for a size you do not run.
Sample batch number and test result
Filled by the lab and the dispatcher. It links a passed or failed sample to a lot you can trace.
Lot number on each consignment
Filled at dispatch. When a buyer reports a problem, the lot leads straight to the lab record.
Complaint type and action
Filled by whoever takes the call. Shows whether complaints are about packing, moisture or size, and whether they repeat.
Industry and role of the contact
Chemist, purchase head or owner. It tells the desk who to send the certificate to and who to send the quote.

Who it is for

This is written for these mineral processing companies.

  • Quartz and silica processors
  • Feldspar and ceramic mineral grinders
  • Talc and soapstone processors
  • Barytes and calcite processors
  • Clay and kaolin processors
  • Bauxite, mica and other mineral units
  • Pulverisers and micronising units
  • Washing and beneficiation plants

Not for

It is not the right fit if.

  • Lots and certificates are not numbered yet, so the record would have nothing to link a buyer to
  • The desk keeps buyers in personal diaries and no one has agreed to move them, so the tool would be empty
  • You have a few repeat buyers served by the owner, and the owner's memory already holds everything

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 tool should we use?
The one your team will open daily. A simple, well-known tool that fits your size is better than a heavy one. We recommend after seeing your volumes and how your desk works.
Can our existing Excel sheets be moved in?
Yes. We clean the sheets, merge duplicate buyers and load them into the new fields. Check with your own adviser if any list includes personal data you collected under particular terms.
Will a CRM replace our ERP or accounts system?
No. It holds the relationship and the sale. Billing, stock and accounts stay in your existing systems, and the lot reference connects the two.
Which fields matter most for a plant with many grades?
Grade and lot number. Everything else hangs from them: a sample, a certificate, a complaint. Start with those two on every record and add fields only when the desk asks a question the record cannot answer.
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 mineral processing companies

Everything else we would do for you.

Closest to this: leads and follow-up

Also for mineral processing companies

Or start from the overview: sales and marketing for mineral processing 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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