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Supply chain consultants · CRM

Keep every enquiry, proposal and study in one record you can open on a call.

A CRM for a supply chain consultant is the single record of each company, each contact and each stage from first call to study to implementation work. GullySales sets it up around how your studies are actually sold, using a tool you choose.

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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 business consultants 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 supply chain consultants

Sales and marketing for supply chain consultants, the overview.

Last updated 18 Oct 2026.

For supply chain consultants

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

  • “Several contacts sit in one deal”

    The finance head, supply head and owner each speak to you at different times. A record that holds one name per company forgets two of them, and the proposal then goes to the wrong person.

  • “Referrers belong in the record”

    The 3PL operator, ERP partner or banker who introduced a client should be recorded against the deal. Without that, you cannot see which introducers bring studies or thank them when one is signed.

  • “Studies lead to implementation work only if someone looks”

    After the written output is handed over, the client may need help carrying it out. A record that shows which studies have no follow-on conversation points you to the owner who has not yet been asked.

  • “A long sales cycle needs written next steps”

    A proposal can wait while the owner consults finance and operations. If the next step and its date are not recorded, the deal ages unnoticed and the first sign is a rival's name.

What we do

What we deliver for supply chain consultants.

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

  1. Stages that match your sale

    Stages such as first call, data requested, data received, proposal sent, study running and implementation offered.

    Result: Each deal sits in one clear stage.

  2. Company and contact structure

    A layout holding several people per company with their role, plus the referrer and the product type.

    Result: Every deal shows all the people involved.

  3. Data-request tracking

    A field and reminder for which records have been asked for and which have arrived.

    Result: You can see which deals are waiting on the client's files.

  4. A referrer view

    A list of introducers with the clients they sent and the outcome of each.

    Result: You know which introducer deserves a call.

  5. Import of current records

    Your existing sheets and email contacts cleaned and loaded, with duplicates merged.

    Result: Existing contacts are in one place on the first day of use.

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

Who it is for

This is written for these supply chain consultants.

  • FMCG and consumer goods distributors with many SKUs and many outlets
  • Pharma and healthcare product distributors with batch and expiry control
  • Auto component and spare parts makers and dealers
  • Engineering and capital goods manufacturers with long vendor lead times
  • Cold chain, food and perishables businesses
  • Retail and apparel chains with store replenishment
  • E-commerce brands with several warehouses and returns
  • Agri-input and agro-processing businesses with seasonal buying

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 record how a deal actually moves from enquiry to close in your business today.

  2. 2

    Configure stages and fields

    The CRM's pipeline and fields are built to match that process exactly, not a generic template.

  3. 3

    Set up automations

    Reminders, assignment rules and follow-up triggers are configured so routine steps happen without manual effort.

  4. 4

    Test with real deals

    We run the configuration against actual current deals to catch gaps before the whole team relies on it.

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 you will open. For a small practice that may be a simple shared sheet or an affordable CRM already in use in India. We look at your volume and habits before recommending, and we do not push a particular product.
Who keeps it updated?
You and your team do, at the end of each call. We set up the screens so that entry takes little effort, and we check the record for gaps with you so it stays reliable.
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 supply chain consultants

Everything else we would do for you.

Closest to this: leads and follow-up

Also for supply chain consultants

Or start from the overview: sales and marketing for supply chain consultants.

Your next practical step

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