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Electrical and lighting dealers · CRM

A customer record that remembers which electrician sent which owner to your counter.

A CRM for an electrical and lighting dealer is one shared record of electricians, showroom families, designers and project buyers, with every quote, visit and call attached to the right name. GullySales sets up the fields, the stages and the habits so the record is filled in at the counter and used the next morning.

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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 electrical and lighting dealers 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 electrical and lighting dealers

Sales and marketing for electrical and lighting dealers, the overview.

Last updated 5 Oct 2026.

For electrical and lighting dealers

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

  • “The ledger knows the credit, not the relationship”

    Your accounts software shows what each electrician owes and buys. It does not show which house they brought you, which brand they prefer or the owner who bought lights because of them. Those facts live in memory, and they leave when a salesperson does.

  • “Showroom visitors vanish with the phone number never taken”

    A family looks at pendant lights, photographs three and leaves. Unless a name, a room and a number were noted, the record starts and ends at the door. The CRM begins with a short entry made at the counter.

  • “A bill of materials quoted and forgotten”

    A long quote for a fit-out goes to a contractor, and the next call depends on someone remembering it. Without a stage and a next-contact date, quotes sit untouched until the order has gone elsewhere and nobody knows why.

  • “Two stores, two notebooks”

    A trade counter and a lighting showroom under one name keep separate notes. The same family may be a counter customer for wire and a showroom visitor for lights, and neither side sees the other. One record joins them.

What we do

What we deliver for electrical and lighting dealers.

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

  1. Fields that match your trade

    Customer type, brand preference, referring electrician, room or project, quote value and next step, set up instead of a generic form.

    Result: Staff fill in what you actually use and skip what you do not.

  2. Stages for counter, showroom and project

    Separate paths for a trade buyer, a showroom family and a project quote, each with its own steps from first contact to order.

    Result: You can see where each kind of buyer is stuck.

  3. Referral recording

    A field linking each owner or project to the electrician or designer who sent them.

    Result: You can thank the right person and see which referrers matter.

  4. Import of existing contacts

    Your electrician list, showroom notes and quote sheets brought into one record and cleaned of duplicates.

    Result: You start with a working record, not an empty screen.

  5. A short habit sheet for the team

    One page saying what gets entered, by whom and when, written for counter staff rather than for managers.

    Result: A new joiner can follow it on the first day.

  6. A view of open quotes

    A list of every unclosed quote with value, age and the next contact planned.

    Result: The owner can ask about a specific quote and get an answer.

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

Record which electrician sent which owner, along with the room and the quote.

Referred by electrician
Filled at the counter when a new customer is billed. It shows which electricians bring owners to you and which send them elsewhere.
Rooms and fittings seen
Entered by the showroom salesperson after a family visit, so the follow-up call can speak about the dining room chandelier.
Bill of materials quoted
Attached by the project desk with the date and the brands, which lets the team see which quotations are open.
Buyer type
Set as electrician, family, designer or project buyer, so the follow-up and the credit terms suit the person.
Store that served them
Recorded where the dealer has two stores, so both teams see one history and no customer is asked the same question twice.

Who it is for

This is written for these electrical and lighting dealers.

  • Electrical trade counters serving electricians and contractors
  • Decorative and architectural lighting showrooms
  • Switchgear, cable and wire distributors
  • Fan, light and home electrical retail stores
  • Electrical equipment suppliers for industrial and project buyers
  • Solar and LED lighting dealers
  • Smart home switches and automation dealers
  • Multi-brand electrical dealers with a project sales team

Not for

It is not the right fit if.

  • The team has never taken a customer's number at the counter, and a system cannot hold what nobody collects.
  • You want the CRM to replace the accounts software, which already handles credit and invoices.
  • Nobody will update the records during a busy counter hour, and the owner has not agreed a time when they will be entered.

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
Is a CRM too much for a counter that is always busy?
Only if it asks for too much. We set it up so a showroom visit or a trade sale needs a few fields, and the rest is filled later. A short record gets used; a long one does not.
Can we keep using our accounts software?
Yes. The accounts software stays as the book of money. The CRM holds the relationships and the follow-up. We decide with you what is entered where so nothing is typed twice.
Which CRM tool should we choose?
The one your staff will open every day. We look at what you already use, the number of people who enter data and what you need to see, then recommend a tool that fits. We do not push a particular product.
What if the counter is too busy to enter anything?
Keep entry to a few fields taken at billing, such as name, number and who referred them, and leave detail for the showroom or project desk. A busy counter cannot type notes during a rush, so the habit sheet fits the work around the till.
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.

From the blog

Further reading for electrical and lighting dealers.

All articles

More for electrical and lighting dealers

Everything else we would do for you.

Closest to this: leads and follow-up

Also for electrical and lighting dealers

Or start from the overview: sales and marketing for electrical and lighting dealers.

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