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ERP software providers · Follow up systems

Follow up on an ERP enquiry until the buyer decides, not until you tire.

A follow-up system for an ERP provider is the set of dated touches, messages and owners that carries a prospect from first enquiry through demos, objections and a signed implementation. GullySales designs the sequence around the real reasons ERP deals pause and the useful thing to send at each pause.

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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 erp software providers at work in India

What follow up systems means

A follow-up system is the set routine for calling, messaging or emailing an enquiry more than once, since most buyers do not decide on the first conversation. GullySales sets the number and timing of follow-ups so an undecided buyer keeps hearing from you until they decide either way.

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.

  • “Silence after a demo is normal”

    After the owner's demo the file goes to the accounts team, the CA and sometimes the bank. The prospect is not ignoring you; they are consulting. A chasing message that only asks for a decision wastes goodwill. A message that equips the next person in the chain is more welcome.

  • “Each pause needs a different message”

    A prospect waiting on a budget needs a different touch from one worried about data migration, and both differ from one comparing a rival partner. Tag the reason for the pause and attach a matching document, such as an implementation plan or a reference call offer.

  • “Compliance dates give honest reasons to call”

    A change in GST rules or a filing deadline gives a real reason to reach out to a business running on spreadsheets. Explain it in general terms and point to the official notification, because rules change and the buyer will check your accuracy.

  • “Lost deals are not dead”

    A prospect who chose a rival may be disappointed at go-live a few months later. A respectful, low-pressure note after a decision keeps you in view. Record the reason you lost, so future follow-up addresses it directly.

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. Follow-up map by deal stage

    A written sequence for each stage, listing who contacts the prospect, through which channel and with what attachment.

    Result: Nobody guesses what to send next.

  2. Message and document library

    Ready-to-edit emails, WhatsApp messages and one-page documents for common pauses, such as migration worries and budget approval.

    Result: Presales replies with something useful in minutes of effort.

  3. Reminder rules in your CRM

    Dated tasks, owner assignment and an overdue view so no open opportunity sits without a next step.

    Result: A manager can see which deals have lapsed.

  4. Reactivation routine for stalled and lost deals

    A short note and a call plan for prospects who went quiet or chose another partner.

    Result: Old enquiries get a respectful second look.

  5. Handover from sale to implementation

    A checklist passing what was promised to the implementation lead before kickoff.

    Result: The customer does not repeat their story to a new person.

How the result is measured

  • Follow-up completion rate
  • Average number of follow-ups before close
  • Enquiries closed after repeat follow-up

Recorded as a baseline before work starts, so every later report has an honest comparison.

Read the full lead response and follow-up page

What to capture or send

The pauses in an ERP deal and the message that is worth sending at each.

Demo done, no reply
Send the summary the accounts head can forward with the open questions listed, plus the name of the person who will answer each. Silence after a demo is a prompt to help.
Owner says the budget is not yet approved
Offer a scoped phase and a one-page cost-factor note the owner can show the board. Record the date the owner named and call when it arrives.
GST or audit date approaching
A note tying the buyer's own deadline to the part of the system that helps, without pressure. It gives an honest reason to call.
Quote sent, accountant reviewing
Ask for a conversation with the accountant and prepare the questions on ledger mapping. Do not send the accountant a general brochure.
Lost to another provider
Ask why, record the answer, and ask permission to stay in touch. A buyer who chose elsewhere may return after a go-live that disappoints.

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.

  • The CRM stages are not defined, so a reminder would not know what the next step should be
  • You are tempted to chase every pause with a call, when some buyers have asked to be left until a stated date

How it works

How the follow up systems 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

    Measure today's reply time

    From your recent enquiries, we set the time each arrived against its first reply, using the call log, chats, form entries and portal panel. We also count the follow-ups each one got.

  2. 2

    Agree targets and the sequence

    We set reply targets and the follow-up sequence with your team, based on its real hours and workload.

  3. 3

    Write the templates and first-call questions

    The first reply, the quote follow-up and the last attempt are written in your voice and loaded as quick replies. The first-call questions are agreed with your best salesperson.

  4. 4

    Set ownership, tasks and alerts

    Named owners, cover for leave and CRM or sheet tasks go live. App alerts, such as IndiaMART's, are switched on for the right phones.

  5. 5

    Track and adjust

    Reply time and follow-up completion are reported against the baseline, and the routine is changed where it is not kept. How often you are reported to is agreed in writing.

Where this fits

Three pieces of sales work, in this order.

This work sits inside sales process design, at stage 2, qualification. The audit comes before it, and sales management keeps it running.

  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 · you are here

    Sales process design

    One written way to sell, from first enquiry to repeat order.

    Start here if every salesperson sells differently.

  3. Step 3

    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
What rhythm should we keep with a prospect in a long deal?
Let the stage and the prospect's own timetable decide, not a fixed rhythm. Each touch should add something, such as an answer, a document or a date. Ask the prospect how they prefer to be kept informed and record it.
Is WhatsApp acceptable for ERP follow-up?
It is widely used by owners in India and suits short updates and shared documents. Ask permission first, keep messages relevant and follow the platform's current rules. Keep formal quotes and agreements on email so they stay on record.
What should we do when a prospect stops replying?
Send a brief message that makes it easy to say no or not now, and offer a useful item such as the implementation plan. If there is still no reply, record the status and revisit when a compliance or business trigger arises.
An owner takes the quote home and says they will call. What then?
Ask before leaving what they want to be settled by the next conversation and note the date they named. Then send a short note with that list. It gives the owner something to answer and shows you remember what was said.
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.

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.

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