Skip to content
GullySales
Tell us what you need

Inverter, UPS and generator dealers · CRM

Every installation is a future battery sale, so the record has to remember each one.

A CRM for a power backup dealer is the single record of every enquiry, quote, installation and service visit, kept by customer and by product. GullySales sets up the fields, the stages and the habits so the record tells your team who to call next.

Tell us what you needor call +91 80958 58589

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

Realistic editorial illustration of inverter, ups and generator 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 inverter, UPS and generator dealers

Sales and marketing for inverter, UPS and generator dealers, the overview.

Last updated 5 Oct 2026.

For inverter, UPS and generator dealers

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

  • “The battery date lives in nobody's memory”

    A customer bought a tubular battery and the shop knows the year only if the owner remembers. When the battery fails, the customer searches again and the replacement goes elsewhere. A date field and a reminder list turn memory into a call.

  • “Sizing details vanish with the staff member”

    The load, the inverter capacity and the battery count were discussed on a call and written on a slip. A new salesperson quotes the next order without them. Storing the load beside the customer lets any colleague continue the conversation.

  • “Generator quotes need a stage for each visit”

    A genset enquiry passes through site visit, load details, quotation, negotiation and order, with several contacts at the buyer. A single status of open or closed hides the quotes that stall at the site visit stage.

  • “A spreadsheet works until the season arrives”

    In an outage week, calls come faster than anyone can type. A record built for the counter, with a few fields and a phone-first screen, still gets filled when the shop is crowded.

What we do

What we deliver for inverter, UPS and generator 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 the trade

    Product, brand, capacity, battery type, installation date, warranty end and AMC status as plain fields on every customer.

    Result: Staff find a customer's battery and warranty in one look.

  2. Stages for home, UPS and generator sales

    Separate stage lists for quick home sales and long industrial quotes, so a genset quote is not lost among inverter calls.

    Result: Stalled quotes show up by stage.

  3. Battery and AMC due list

    A list built from installation dates and warranty ends, sorted by who is due to be called next.

    Result: The call list for the day is ready before the shop opens.

  4. Past installations loaded in

    Existing invoices and job cards entered once, cleaned for duplicates, and tagged by product and area.

    Result: The installed base is searchable instead of buried in files.

  5. A short entry routine for the counter

    A rule for what is typed at the counter and what is added later, with owners named for each step.

    Result: The record stays current in a busy week.

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 every installation is a future battery sale.

An installation is not finished at handover. The record has to remember the load, the battery and the date it will need replacing.

Product line and model installed
Inverter, online UPS or genset, with model and serial. The counter staff enter it at billing, and it lets service find the unit later.
Load and backup requirement
The appliances or machines the buyer wants to run. It is entered by the person who sized the sale, and it explains a later complaint about backup hours.
Battery make and installation date
Entered at installation, it lets you produce a due list for replacement and call before the old battery fails.
AMC status and renewal date
For UPS and gensets, whether a contract is in force and when it ends. The service coordinator fills it, and renewal calls start from it.
Source of the sale
Walk-in, Maps, referral, electrician or directory. Record it at billing so you can see what brings paying customers.

Who it is for

This is written for these inverter, UPS and generator dealers.

  • Home inverter and battery dealers
  • Online UPS dealers for offices, clinics and IT setups
  • Diesel and gas generator dealers
  • Solar hybrid inverter and battery dealers
  • Battery replacement and service centres
  • Generator rental and AMC providers
  • Industrial power backup and stabiliser suppliers
  • Multi-brand power backup stores

Not for

It is not the right fit if.

  • Your invoices are handwritten and no one will type them in, so a record would start empty and stay that way.
  • You sell only to walk-in buyers who give no phone number, so there is nobody to call about a battery.
  • The counter staff enter nothing at billing and the owner will not ask them to, so fields would be filled later from memory.

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 need paid software?
No. A shared sheet with fixed fields can start the habit, and a dedicated CRM suits a team with several salespeople. We help you choose by how many people enter data, and we do not push a tool.
How do we get old customers into it?
From invoices, warranty cards and service slips. We organise them with you, remove duplicates and tag each with product and date. The list will be incomplete at first, and each new call fills the gaps.
Who should own the record?
One named person at the shop, who checks daily that new enquiries and installations are entered. Shared ownership leaves nobody owning it, so the habit breaks the first busy week.
What if customers do not want to give a phone number at billing?
Explain that it is for the warranty and the battery reminder, and note their choice. A buyer who will not give a number is not on the due list, which is their decision. Never refuse the sale, and never use the number for anything else.
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 inverter, UPS and generator dealers.

All articles

More for inverter, UPS and generator dealers

Everything else we would do for you.

Closest to this: leads and follow-up

Also for inverter, UPS and generator dealers

Or start from the overview: sales and marketing for inverter, UPS and generator dealers.

Your next practical step

Tell us what you are trying to grow, and we will read it before we call.

Eight short steps, mostly taps. Skip anything you would rather answer on the call.

Tell us what you need