CRM implementation and customisation · Sales
Set the CRM up to match your sales stages, not the vendor's default template.
For example, a tile dealer buys a CRM and finds a pipeline of Prospecting, Qualified and Negotiation. His deals go from a showroom visit to a site measurement to a quote, so the salesman parks everything in one stage and keeps the real status in his head.
Scope, fee, reporting and term are agreed in writing after we have read your brief and spoken to you.
![A realistic Indian practitioner performing the specific task in the first content section: {"heading": "Questions settled before configuration", "intro": "", "items": [], "bullets": ["What has to be true for a deal to move from one stage to the next", "Who owns an enquiry that arrives from a listing portal outside office hours", "Whether a dealer buying monthly belongs in the pipeline or somewhere else", "Which few fields the owner reads, and which are kept from habit"]}](/reused-editorial/system-services__erp-crm-implementation__crm-implementation-and-customisation-d5aa30fb.webp)
In one paragraph
A tile dealer's CRM says Prospecting and Negotiation, while the real steps are Showroom visit, Site measurement and Quote sent. We rebuild the stages, fields and automations of the CRM you have chosen to match how your team sells. GullySales builds the configuration around your process, connects it to WhatsApp, email and telephony where needed, and tests it against your live deals before your team switches over.
Rebuilt, the stages read Showroom visit, Site measurement and Quote sent, with fields for GST number and quote validity, and a WhatsApp reminder the day after a quote goes out. Your CRM may be Zoho, HubSpot or Bitrix24; the vendor's template is written for a different kind of sale in every case. Stage names usually need renaming first, because the salesman has to recognise his own deal in them.
Before the team switches over, we run the configuration against deals that are open today, so gaps show up on a Tuesday afternoon and not in front of a customer.
The problem
Does this sound like your business?
What owners tell us on the first call, in their words.
“The default pipeline stages mean nothing to your team.”
Generic labels like Prospecting and Negotiation do not match the real steps, such as site visit booked, sample sent or quote sent, that a deal goes through in your business.
“Every deal is forced into fields that do not fit.”
The team enters approximate information because the fields were designed for a different kind of sale entirely.
“Reminders and lead assignment still happen by hand.”
The system can send a reminder after a quote or hand a new enquiry to the right salesman, but nobody switched that on, so the owner still chases each one.
What we do
Everything that is included.
Each deliverable, and what it gets you. Nothing here is an extra.
Process-to-system mapping
Your actual sales stages translated directly into the CRM's pipeline, not the vendor's default labels.
Custom fields
Fields built around what your team genuinely needs to record, such as GST number, quote validity date or preferred language, instead of generic options that do not fit.
Automation set-up
Lead assignment, reminders and follow-up triggers configured so the system does routine work automatically.
Channel integration
The CRM connected to WhatsApp, email or your call system where that is how enquiries actually arrive.
Testing with real deals
The configuration checked against actual live deals before the whole team switches over.
How the result is measured
- Deals recorded accurately against the correct stage
- Automations running without manual override
- Quotes with a follow-up date set automatically
- Required fields completed consistently across the team
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 that have chosen a CRM but not yet configured it to fit their actual process
- Teams currently forcing every deal into fields and stages that do not describe what really happens
- Companies whose CRM has automation available but switched off, so the work is still done manually
- Businesses that outgrew a basic set-up and now need stages and fields rebuilt around how they sell today
Not for
It is not the right fit if.
- You have not yet chosen a CRM; that decision comes first, through CRM consulting and selection
- You want a generic set-up with no time spent understanding your actual sales process; that produces the same problem again
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 work runs
- 1
Map the sales process
We record how a deal actually moves from enquiry to close in your business today.
- 2
Configure stages and fields
The CRM's pipeline and fields are built to match that process exactly, not a generic template.
- 3
Set up automations
Reminders, assignment rules and follow-up triggers are configured so routine steps happen without manual effort.
- 4
Test with real deals
We run the configuration against actual current deals to catch gaps before the whole team relies on it.
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 set this up for any CRM?
How long does implementation take?
What does testing with live deals find?
What about migrating our existing data?
How is this priced?
Can you build a custom CRM or sales software?
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 implementation and customisation, written for your industry.
Related services
Often bought with this, or instead of it.
Read before you buy
- How to track lead source in your CRMOne locked field, a short fixed list, filled by the form rather than by a person. The hard part is the walk-in, the phone call and the value called Other.
- Why foundries lose repeat business: a register for rejections, delays and repliesWhy a foundry's regular buyers quietly cut its schedule after a rejection or a late lot, and how a one-page register of every problem and reply becomes a tool for winning the next order.
- Chhath and wedding orders in the same weeks: an order register that does not breakHow a Bihar shop keeps Chhath and lagan orders from going missing in the same fortnight, with a register layout, fixed status words, and a rule for when paper is enough.
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.