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Solar inverter manufacturers · CRM

Keep dealers, EPC firms and open warranty claims in one record your team can read.

A CRM for a solar inverter manufacturer is a single system holding every dealer, distributor, EPC firm, installer and service claim, with the history of each. GullySales sets up the fields, stages and routines so your sales and service teams stop working from separate sheets.

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

Realistic editorial illustration of solar installation companies at work in India

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 solar inverter manufacturers

Sales and marketing for solar inverter manufacturers, the overview.

Last updated 18 Oct 2026.

For solar inverter manufacturers

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

  • “A dealer is several relationships”

    One dealer has a counter owner, an installer team and a distributor behind it. Recording them as one line hides who ordered and who complained. The record should hold each contact and the regional manager who handles them.

  • “Sales and service hold the same customer apart”

    The sales team knows the dealer's order history and the service team knows the open claims. Neither sees the other. A call to a dealer with an unresolved claim, made by a salesperson who does not know, damages the account.

  • “EPC pursuits run long”

    A vendor registration or a tender evaluation runs across several steps and several people. Without stages, dates and next actions, the opportunity sits in someone's memory and lapses when that person moves.

  • “Serial numbers link everything”

    A unit serial tied to installer, dealer and site lets a service call start from facts. Without it, the team asks the customer questions the customer cannot answer.

What we do

What we deliver for solar inverter manufacturers.

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

  1. Account structure for dealers and EPC firms

    Fields and linked contacts for distributor, dealer, installer and project engineer roles.

    Result: A salesperson can see the full chain behind any account.

  2. Pipeline stages for dealer activation

    Stages from first call to third order, with a named owner for each.

    Result: You can list dealers stuck between first call and first stock order.

  3. EPC registration tracker

    Stages for papers sent, sample requested, approval decision and follow-up.

    Result: Each registration shows its stage and its next step.

  4. Warranty claim records

    Claim entries linked to serial number, dealer and installer, with status and owner.

    Result: Sales can see open claims before calling a dealer.

  5. Team routines and training

    A short guide for sales and service on what to enter, when and by whom.

    Result: Everyone enters the same fields in the same way.

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

Keep these fields so dealers, EPC firms and open claims sit in one record.

Serial numbers sold to the account
Entered from dispatch. Links a warranty call to the sale and lets the account manager see what a dealer has actually moved.
Open warranty claims with status
Filled by service. A sales call to a dealer with an unresolved claim should start with that claim.
Dealer contact roles
The owner, the purchase person and the technician. A dealer is several relationships, and each reads different messages.
EPC pursuit stage and papers pending
Entered by the key-account owner. A long approval needs a record of which document is outstanding.
Stock held at the dealer
Reported by the dealer or the field executive. A dealer with a full shelf of a rival's units will not reorder yours.

Who it is for

This is written for these solar inverter manufacturers.

  • String inverter makers for rooftop and commercial plants
  • Hybrid inverter makers for homes and shops
  • Off-grid and solar pump drive makers
  • Microinverter and power optimiser makers
  • Three-phase inverter makers for factories
  • Monitoring and data logger makers
  • Assemblers selling under dealer brands
  • Brands entering export markets

Not for

It is not the right fit if.

  • Sales and service keep separate registers and will not share them, so a joint record would be half empty
  • You sell through one or two distributors, where a dealer-level record cannot be filled from your side
  • Serial numbers are not captured at dispatch, so the key link between a sale and a claim would be missing

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?
The one your team will actually fill in. Several CRM tools are in ordinary use in India, and the choice depends on your size, your existing tools and who needs access. We set up the structure and routines in whichever you pick.
Can warranty claims live in the CRM?
Yes. A claim becomes a record linked to the serial number, dealer and installer, with status and owner. The repair decision stays with your service team, and the CRM makes the status visible to sales.
Our distributors will not share dealer lists. Does the CRM still work?
Partly. Record every dealer you meet or serve a claim for, and the list builds from your own contacts. Ask for the lists as a term of the next agreement. Until then, treat dealers you know as the real record, and mark the distributor's own accounts as unknown beyond them.
Who enters data when a claim comes in by phone?
The person who takes the call, at once, with the serial number. A claim noted on paper and entered later loses its detail. If service cannot enter data in the busy period, give the desk a short form with only the fields needed to open the case.
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 solar inverter manufacturers

Everything else we would do for you.

Closest to this: leads and follow-up

Also for solar inverter manufacturers

Or start from the overview: sales and marketing for solar inverter manufacturers.

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