Skip to content
GullySales
Tell us what you need

ERP software providers · CRM

Keep a nine-month ERP deal alive with a CRM your presales team uses.

A CRM for an ERP provider is a shared record of every prospect, every demo, every stakeholder and every promise made along a slow sale. GullySales sets up the stages, fields and reminders around how ERP deals actually progress, so a distributor who went quiet is not forgotten.

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 erp software providers 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 ERP software providers

Sales and marketing for ERP software providers, the overview.

Last updated 5 Oct 2026.

For ERP software providers

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

  • “The deal has a group of contacts, not one”

    An ERP opportunity involves the owner, the accounts head, the stores lead and the external CA. A CRM built around a single contact name loses that map. Record each person, their role and their last conversation so a new presales colleague can pick up the file cold.

  • “Stages should match ERP reality”

    Generic stages such as proposal and negotiation hide where ERP deals stall. Better stages are discovery done, process map shared, owner demo, accounts demo, reference call, data migration discussed and commercials. Each stage then tells you exactly what is missing.

  • “Demo effort needs a record”

    Presales spends days building demos on a prospect's items and ledgers. If the CRM does not log which demos were built and for whom, the same work is repeated and the freeloaders go unnoticed. A simple field showing what was prepared protects expensive time.

  • “Renewals live in the same system”

    The sale does not end at go-live. Support and licence renewals, module upgrades and version status belong beside the original deal. Customers are less surprised at renewal when the account history shows what was agreed and who agreed it.

What we do

What we deliver for ERP software providers.

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

  1. Stage design for ERP sales

    A written set of pipeline stages with entry and exit conditions drawn from your own wins and losses.

    Result: Everyone reads the same stage name the same way.

  2. Account and stakeholder fields

    Fields for industry, current software, turnover band, decision group, external CA and past failed implementation.

    Result: A record shows who is involved and what they fear.

  3. Demo and process-study log

    A place to note discovery calls, process maps, demo scripts used and fees charged for customised demos.

    Result: Presales effort is visible and can be matched to serious prospects.

  4. Next-step discipline

    A rule that every open deal carries a dated next step and an owner, with a view of deals that have none.

    Result: Quiet deals surface before they go cold.

  5. Renewal and upgrade records

    Support expiry, licence terms and module interest stored against each customer.

    Result: The account manager sees what is coming due before the customer does.

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

What an ERP provider should record on every prospect so a long deal is not lost in someone's head.

Trade and current software
The salesperson fills it at the first call: pharma distribution on Tally, say. It lets presales prepare the right demo and lets marketing see which trades enquire.
Stakeholders met and their stance
The salesperson adds each person after a meeting, with role and whether they favour, doubt or block. It shows who the next demo is really for.
Demo or process study done
Presales records what was built, how long they spent and what the buyer said. It stops a free custom demo being repeated for a buyer who has gone quiet.
Promised next step and date
Whoever spoke last enters it. A deal without a next step appears on the manager's list and is either chased or closed.
Referrer and introducer
Entered when the lead is created: an accountant, an existing customer or a principal's referral. It shows who sends deals that close and deserves a call.
Support and renewal terms
The delivery lead enters them at go-live. They let the account owner raise modules and renewals before the invoice is the only contact.

Who it is for

This is written for these ERP software providers.

  • ERP implementation partners for SAP Business One, Odoo or Microsoft Dynamics
  • Tally partners selling add-ons and customisation
  • Zoho partners and implementation consultants
  • Industry-specific ERP product companies
  • ERP providers for pharma and retail distribution
  • Manufacturing ERP and MRP software vendors
  • Construction and project ERP providers
  • Cloud ERP and SaaS accounting providers for small businesses

Not for

It is not the right fit if.

  • Presales will not log demo work, and the system would show a pipeline nobody trusts
  • You still manage deals in one person's notebook and have not agreed what counts as a stage

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 suits an ERP partner?
Choose one your team will actually open daily. Zoho CRM, HubSpot and similar tools are in ordinary use in India. The decision matters less than the stages, fields and habits, so we configure whichever you pick around your deal flow.
Can the CRM connect with our ERP product?
A light link may be enough, such as pushing a won deal into an implementation checklist. Anything deeper depends on your product's interfaces. We scope that with your technical lead after seeing how the two teams currently hand over.
How do we get presales to log their work?
Keep the form short and make the log useful to them, for example by letting them reuse a demo script or see the stakeholder notes before a call. A record that saves their time gets filled.
Can the CRM record price and discount decisions?
Record them, but limit who can see them. Keep the quoted price, the discount approved and who approved it, so a second quote to the same buyer does not contradict the first. Share the field only with those who quote.
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 ERP software providers.

All articles

More for ERP software providers

Everything else we would do for you.

Closest to this: leads and follow-up

Also for ERP software providers

Or start from the overview: sales and marketing for ERP software providers.

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