CRM consulting and selection · Sales
Pick the CRM that fits how your team sells, not the one with the flashiest demo.
A CRM decision usually gets made after a demo with a confident salesperson, or because a competitor mentioned they use one. A year later, half the team has stopped logging in, and the subscription renews anyway because switching feels like more trouble than it is worth.
Scope, fee, reporting and term are agreed in writing after we have read your brief and spoken to you.
In one paragraph
CRM consulting and selection means choosing the right customer relationship management system before you buy one, based on how your team actually sells, not a vendor's feature list. GullySales maps your sales process, shortlists two or three systems that genuinely fit it, and helps you compare them honestly before you sign a contract.
We start with your sales process as it actually happens, not as it is described on paper. That tells us what a system genuinely needs to do for your team and your budget. From there we shortlist two or three real options and compare them honestly, including the ones a vendor would rather you did not ask about.
This work ends in a decision, not a system.
The problem
Does this sound like your business?
What owners tell us on the first call, in their words.
“Three team members use three different systems, none of them a real CRM.”
One keeps a spreadsheet, one uses a notebook, one remembers deals in their head, and nothing is shared between them.
“A CRM was bought two years ago and half the team has never logged in.”
The system did not match how the team actually works, so people quietly went back to their old habits.
“Nobody compared options before signing a year's subscription.”
The decision was made after one demo, based on price or a recommendation, with no real comparison against alternatives.
What we do
Everything that is included.
Each deliverable, and what it gets you. Nothing here is an extra.
Sales process mapping
A clear picture of how deals actually move through your business today, from enquiry to close.
Requirements list
What a CRM genuinely needs to do for your team, ranked by what matters versus what is nice to have.
Shortlist of options
Two or three systems that realistically fit your requirements and team size, not a long list of everything on the market.
Vendor demo facilitation
Support sitting through demos with the right questions ready, so a confident sales pitch does not decide the outcome.
Cost comparison
The real cost of each option, including set-up and likely customisation, not just the advertised monthly price.
How the result is measured
- Requirements documented and agreed
- Vendors formally evaluated against those requirements
- Team members consulted before the decision
- Total cost of ownership compared across options
Recorded as a baseline before work starts, so every later report has an honest comparison.
Who it is for
This is written for you if these sound familiar.
- Businesses about to choose a CRM for the first time
- Companies whose current CRM was picked quickly and never actually fits how the team sells
- Owners being pitched several CRM vendors and unsure how to compare them fairly
- Multi-branch or multi-team businesses that need one system everyone will actually use
Not for
It is not the right fit if.
- You already have a CRM that mostly works and just needs better set-up; that is CRM implementation, not a new selection
- You want us to recommend a system without understanding your sales process first; we will not skip that step
How it works
From your first message to the first report.
No open-ended retainer. Every step gives you something in writing.
First
Your brief
You tell us what you need in a few short steps: your business, what you want, where enquiries come from and how they are handled.
After the brief
A conversation and a written scope
We read it, then talk with whoever handles your enquiries. If you want our help, the scope, the fee and the reporting come in writing, and nothing starts before you have read them.
Before work starts
Baseline recorded
The numbers this work is meant to move, such as enquiries, quotations, orders, visits or renewals, written down so every later report has an honest comparison.
After the baseline
The first fix goes live
The fix we agreed to start with is put in place and measured against the baseline, whether that is a reply, a follow-up, a page, a listing or the handover between marketing and sales.
As agreed
Report against the baseline
What moved, what did not, and what changes next, in plain words. How often you get it is set in writing before work starts.
At renewal
Renew on the numbers
The term ends and you decide whether to continue from the results. The length is agreed in writing before anything starts.
How the CRM consulting and selection work runs
- 1
Audit the sales process
We map how deals actually move today, including the workarounds and spreadsheets currently filling the gaps.
- 2
Define requirements
We agree what a CRM needs to do for your team specifically, before looking at any vendor.
- 3
Shortlist vendors
We narrow the market to two or three systems that genuinely fit, based on requirements rather than reputation.
- 4
Facilitate demos
We join vendor demonstrations with you, asking the questions that matter to your process rather than the vendor's script.
Why us
Why owners pick GullySales over an agency.
Marketing and sales, as one job
Most agencies stop at the enquiry. We also fix what happens after it: the reply, the follow-up, the quote and the CRM.
The person on the first call does the work
No account managers in between. You are never handed to someone you have not met.
A baseline before anything starts
Your numbers are written down on day one, so every later report compares against something honest.
The fee in writing, split three ways
Our time, your media spend and production on separate lines. You always see what goes to us.
No guarantees we cannot keep
The term is agreed in writing and never a default twelve months. We never promise a ranking or a lead count, because nobody controls those.
One office, and we say so
Nagarbhavi, Bengaluru. We work across India by call and WhatsApp and travel when a session needs to be in person.
#257, 3rd floor, Sri Nanjundeshwara Complex, Nagarbhavi 8th Block, Outer Ring Road. How we work.
Engagement options
Ways to work with us.
Pick the size of commitment that fits. Every option starts with your brief and a conversation.
Option 1
The conversation on its own
A call after you send your brief. It says honestly whether you need outside help, and many fixes are ones your own team can make.
Option 2
One fix, scoped
Start with the fix that matters most, such as reply time or follow-up. The fee is in writing before anything starts.
Option 3
An ongoing programme
We run the work, report against the baseline, and you renew on the numbers. The term and the reporting are agreed in writing first.
Option 4
Guidance for your own team or agency
We plan, brief and check the work of your in-house team or current agency, instead of replacing them.
Your brief
Tell us what you need, and we will read it before we call.
Eight short steps about your business, what you want and who decides. Most questions are a tap, and you can skip any you would rather answer on the call.
FAQ
Questions owners ask before they call.
Not here? More answers, or ask on WhatsApp.
Do you get a commission from CRM vendors?
How long does the selection process take?
Do you also set up the CRM once we choose one?
How is this priced?
How long is the contract?
Who will actually do the work?
What do you need from us?
What if we are not happy with the work?
By industry
CRM consulting and selection, written for your industry.
Related services
Often bought with this, or instead of it.
Read before you buy
- How to build a follow-up process that prevents missed opportunitiesA follow-up process needs five things: one owner per enquiry, a next-action date, a short list of stages, a regular look at what is overdue, and a rule for closing. Build those before buying software.
- Does a small business really need a CRM, or is Excel enough?Excel is enough until four things happen at once: several people touch a lead, follow-ups slip, quotes go stale and nobody can say where an order came from. Here is how to tell.
- How to pick a CRM once your sales process is written downWrite your stages on one page, then test each CRM against them with a one-page checklist and a trial using your own deals. Process first, tool second.
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.