🧩 The Problem
A Growing Pharma Distributor in Nagpur Faced These Challenges:
❌ Clients weren’t placing repeat orders after the first supply
📞 Sales team missed follow-ups regularly
📊 No clarity on active vs inactive clients
🧍♂️ Sales managers stuck maintaining Excel trackers
📦 Product returns and delayed payments strained chemist relationships
🤯 Communication was scattered across WhatsApp, calls, and handwritten notes
The owner had just one question:
“We’re working hard every day… but why isn’t repeat business happening?”
💡 The Solution
The Crudoimage ERP & CRM combo turned things around — quickly and practically.
Here’s what we did, step by step 👇
1️⃣ Step 1: CRM Setup with Deal Lifecycle —
- Every distributor and chemist was entered as a lead or client.
- Sales team started logging every conversation under the “Deal Notes” section.
2️⃣ Step 2: WhatsApp Automation Linked with CRM —
- Auto-reminders were sent on WhatsApp for:
- Re-order alerts
- Payment reminders
- Promotional offers
- Sales team also got WhatsApp alerts for follow-ups due today
3️⃣ Step 3: Sales Dashboard Created —
- Top clients by revenue were highlighted
- Clients with no orders in 15+ days were auto-flagged as “Cold”
4️⃣ Step 4: Attendance + Payroll for Field Executives —
- Sales team was geo-tagged with real-time site visit logs
- Overtime and field visits were tracked → Salary sheet became clean & fair
5️⃣ Step 5: Monthly Retention Report Activated —
- Report showed how many clients were repeat buyers
- Incentives were given to executives with highest client retention
📊 The Result
📈 40% increase in repeat orders within 60 days
💬 Clients started replying faster on WhatsApp than phone
🧍♂️ Executives could focus on visits, not paperwork
🧾 No more missed follow-ups — CRM showed exactly what’s pending
💰 Payment dues went down by ₹6.5 Lakhs in 2 months
📲 Management could see real-time sales activity — anytime, anywhere
🔍 Why It Worked
- CRM gave a clear process — every lead had a next step
- WhatsApp automation ensured no client was ignored
- Dashboards made the sales pipeline visually trackable
- Team accountability increased because everything was recorded and visible
📣 Final CTA
“Want repeat clients without chasing them daily?”
Build your own sales engine with CRM + WhatsApp + Smart Reports
Let’s turn your follow-ups into follow-throughs.
