Short answer: Tile dealer onboarding works when every enquiry, from a portal, WhatsApp, an exhibition or a reference, becomes a dealer record with an area, a salesperson, a type and a stage on day one. From there, plan a call or visit, send samples against the record, invite the dealer to the factory, and set the price list and payment terms before the first order. Move the stage at each step so the sales head sees who is stuck.
Morbi factories add dealers in Gujarat, Maharashtra and beyond every month. This guide covers the stages, the record, the first 30 days and how SAS holds it. For what happens after the first order, see dealer order and scheme tracking.
Why do new dealer enquiries go cold?
Most enquiries do not go cold because the factory said no. They go cold because nobody owned them.
The enquiry sat in one salesperson's phone.
Samples were sent but nobody asked for feedback.
The dealer visited the plant, and the follow-up waited for the next trip.
The price list and terms were agreed on a call and never written down.
What are the stages of tile dealer onboarding?
Keep the stages few and clear. The SAS dealer article uses three, plus the first order:
New Enquiry. Details captured, area and salesperson set.
Follow-up. Calls, visits and samples are logged against the record.
Factory Visited. The dealer has seen the plant and designs.
First order. Price list and payment terms are set, and the dealer starts ordering.
What should a tile dealer record hold?
A record the whole team can work from, not just the salesperson who met them.
Contact: Name, mobile, designation, group
Place: Area and dealer location
Ownership: Salesperson, sales team, ASM, RSM, GM
Source: Reference, stage
Size: Type of customer (premium, standard, one-time), priority
Market: Competitor brands the dealer already sells
Terms: Payment terms, price list, delivery method
What should happen in the first 30 days?
In the first month, give the new dealer one owner, samples, a plant visit and written terms. A simple plan:
Day 1: create the record and assign an activity (call or visit) with a due date and owner.
Week 1: send samples through a sample request, so dispatch and feedback are tracked.
Week 2-3: invite the dealer to the plant; move the stage to Factory Visited.
Before the first order: set the price list and payment terms on the record.
After the first order: decide on portal access so the dealer can follow orders.
How does Sales Automation Suite handle tile dealer onboarding?
Sales Automation Suite (SAS) from Peanut Square is one ERP and CRM built for how India sells. It is meant for Indian B2B sellers who outgrow a CRM-only stack: India lead portals and WhatsApp are on the pricing page, the price is in rupees, and it runs on Cloud or On-Premise.
The SAS tile industry page lists SAS Dealers, with area, city, stage, salesperson and a dealer dashboard, and lead capture from IndiaMART, TradeIndia, JustDial and Facebook. The SAS knowledge base article on creating a new dealer lists the fields above, the three stages, a Sales & Purchase tab for payment terms, price list and delivery method, and Grant Portal Access and Send SMS actions. Activities carry a type, a due date and an owner, and sample requests carry the dealer, product, quantity, priority and status.
The SAS Morbi page describes the same path for Morbi factories: enquiry to lead, WhatsApp follow-up, and dealer locations on a map. The SAS Morbi page names Renite Vitrified, a vitrified tile maker in Morbi, as a customer using SAS CRM and automation alongside its other tools. For the wider sales flow, read ERP and CRM for Morbi tile factories.
On price: ₹300/user/month on Premium (40% off ₹500, GST extra, billed yearly).
SAS is built by Peanut Square in Ahmedabad, Gujarat. The SAS tile industry page lists ISO 9001:2015 and ISO 27001:2022. To see it with your own designs and dealers: Book a free demo at sas.peanutsquare.com.
How should a Morbi tile factory onboard a new dealer?
Create a dealer record the day the enquiry comes in, with an area, salesperson, type and stage. Plan a call or visit, send samples, invite the dealer to the plant, and set the price list and payment terms before the first order.
What stages should tile dealer onboarding have?
Keep it short: new enquiry, follow-up, factory visited, then first order. The SAS dealer article uses New Enquiry, Follow-up and Factory Visited).
Why record competitor brands on a dealer?
It tells the sales team what the dealer already sells, which designs to show, and where your range fills a gap.
Who should own a new dealer enquiry?
One salesperson, named on the record, with the ASM or RSM above them. Ownership on the record stops enquiries waiting in one phone.
Can dealers see their own orders in SAS?
The SAS dealer article lists a Grant Portal Access action, and the pricing page lists Customer Login. Ask SAS what a dealer login shows for your setup.
