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Mining equipment suppliers · CRM

Keep every mine, fleet, quotation and service call in one record your whole team can read.

A CRM for a mining equipment supplier is the shared record of mines, contractors, fleets, quotations and service history. GullySales sets up the fields, stages and views so that a quotation or a spares call is never held only in one person's memory.

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

Mining companies: show a real physical business scene illustrating Sites, benches and stockpiles. Set up each pit, quarry or working with its benches and stockpiles. Output, stock on the ground and material moved are read per location.

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 mining equipment suppliers

Sales and marketing for mining equipment suppliers, the overview.

Last updated 18 Oct 2026.

For mining equipment suppliers

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

  • “A mine is a place with a fleet, not just a contact”

    The record should show the site, the mineral, the machines in use, their age and the supplier of each. A contact list with names and numbers does not tell you which mine is due a fleet replacement or which has gone to a rival.

  • “Machine sales and spares sit in separate books”

    The spares team and the machine team keep different lists, and neither sees the other's customers. A single account record lets a spares order prompt a fleet conversation and a machine sale prompt a spares plan.

  • “A long quotation needs a reason on file”

    A quote can wait on a loan, a lease approval or a contract award. If the record holds only the amount and the date, the reason is lost when the person who knew it moves on. The stage and the reason belong together.

  • “Staff turnover takes relationships with it”

    When a sales engineer leaves, the knowledge of which manager prefers which brand leaves too. A record kept in the open protects the account from that loss, and a new person can start from it.

What we do

What we deliver for mining equipment suppliers.

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

  1. Account structure

    Fields for mine, mineral, district, contractor, fleet by make and age, and the people and their roles.

    Result: One record shows a mine's fleet and who decides.

  2. Quotation board

    Stages from enquiry to site visit, quotation, finance and order, with the next step and the reason for any wait.

    Result: Each open quotation shows its next step and its owner.

  3. Service and spares link

    Service calls and spares orders are attached to the account, with a field for the next-machine question.

    Result: A breakdown call adds to the fleet picture.

  4. Import of existing lists

    Your spreadsheets, phone contacts and quotation files cleaned, deduplicated and loaded in one pass.

    Result: Existing customers appear once, with their history.

  5. Team views

    Views for the sales head, the service lead and the spares desk, each showing what they act on.

    Result: Each person sees their own open items first.

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 mining equipment supplier's record needs for mines, fleets, quotations and calls.

Mine and its machine fleet
Filled by the sales engineer after the first visit. Lists makes, ages and hours so spares and replacement dates can be spotted.
Contact role and decision part
Owner, manager, maintenance head or financier. Keeps each message with the right person.
Quotation, status and reason it is waiting
Filled by sales when the quote goes out. A long wait with no reason on file is a lost lead nobody noticed.
Service calls and spares sold
Filled by the service desk. Links spares sales to machine sales, which sit in separate books.
Contract start and lease dates
Filled from the buyer's own words. It tells you when a mine will next buy.

Who it is for

This is written for these mining equipment suppliers.

  • Dumper, tipper and haul truck dealers
  • Excavator, loader and dozer dealers
  • Drill rig and blast-hole drilling equipment suppliers
  • Conveyor, crusher feeder and screening equipment makers
  • Dewatering pump and ventilation equipment suppliers
  • Tyre, wear part and spares distributors
  • Used and refurbished mining machinery dealers
  • Equipment rental and operator-supply companies

Not for

It is not the right fit if.

  • The relationships sit with one senior engineer who will not share them, so the record would start empty
  • Machine sales and service use separate books that no one will join
  • You sell a few machines a year and a diary already holds each buyer

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
Do we have to buy new software?
Not necessarily. We can set up the structure in a CRM you already use or in a tool in ordinary use in India, and we explain the choice with your team before anything is bought.
Who updates the record?
The person who spoke to the buyer. We keep the fields few and the stages plain so that updating takes less effort than remembering, and the sales head reviews the board with the team.
How do we keep the record when a salesperson leaves?
Keep every mine, contact and quotation in the shared record rather than a personal phone, and note the reason a deal is waiting. The next person then reads the history and rings the manager with the context instead of starting from nothing.
Which machine details are worth recording?
Make, model, year and working hours of each machine on a mine's fleet, as far as the buyer shares them. They show when a replacement or a major spare is due, and let you offer service before a breakdown instead of after.
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 mining equipment suppliers

Everything else we would do for you.

Closest to this: leads and follow-up

Also for mining equipment suppliers

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

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