CASE STUDY

How Kleenoil achieved 13% increase in sales efficiency with Salesmate

Kleenoil transformed their sales process, improving follow-ups, accountability, and efficiency with Salesmate CRM.

Ankrish Kapur
Customer Story

How Kleenoil achieved 13% increase in sales efficiency with Salesmate

Ankrish KapurDirector of Sales
Ankrish Kapur

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About Kleenoil

Kleenoil, a leader in oil filtration equipment, helps industries like automotive, steel, cement, and power plants minimize oil waste and reduce costs with eco-friendly solutions. With 35+ years of expertise, Kleenoil operates a vast distribution network across India, including Gujarat, Kolkata, Bangalore, Chennai, and Mumbai. Despite generating daily inquiries through B2B platforms and exhibitions, they struggled with lead management and follow-ups.

Key Features Used

Key features used

Activity tracking, deal management, sales pipeline, email integration 

Key Features Used

Industry

Oil filtration & recycling 

Key Features Used

Location

Gurgaon, India

Key Features Used

Results

Improved follow-ups, enhanced sales accountability, and around 13% increase in sales efficiency 

The challenge: Managing bulk inquiries and follow-ups 

The company receives 5-6 new bulk order inquiries daily, leading to a growing backlog of follow-ups. Sales cycles often stalled because: 

  • Inquiries were not being tracked systematically. 
  • Follow-ups were inconsistent, leading to lost opportunities. 
  • The sales team, composed of field agents, was not tech-savvy and struggled with manual data entry. 
  • Existing methods like Excel sheets were inefficient for tracking deals and maintaining accountability. 

"We generate leads daily, but consistent follow-ups weren’t happening. The backlog kept piling up, and we lost potential sales simply because we weren’t reaching back in time." - As Ankrish Kapur noted

The solution: Salesmate – bringing structure to sales follow-ups 

To tackle these inefficiencies, Kleenoil adopted Salesmate CRM, using its activity tracking and deal management features to streamline follow-ups and improve accountability. 

Automated follow-ups and sales tracking 

Salesmate allowed the team to log and monitor all inquiries systematically. Activities and reminders ensured that follow-ups were scheduled and never missed. 

“Now, every sales inquiry gets recorded, and follow-ups are tracked. I can easily filter out pending tasks, review pipeline updates, and ensure deals are progressing.” - Ankrish

Simplifying sales team adoption 

Given the field-oriented nature of the sales team, data entry into CRM was initially a challenge. Instead of forcing the entire team to update records, a dedicated team member was assigned to enter data, ensuring that sales reps could focus on customer interactions. 

“My team is hands-on, not tech-driven. I don’t expect them to sit at a computer entering data. Instead, we have a process where key updates get logged, making it easier for me to review sales performance.” - Ankrish

Better deal visibility and accountability 

With the deals pipeline feature, Ankrish Kapur could review ongoing sales opportunities, ensuring no deal slipped through the cracks. 

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“I constantly check the activities and deals page. It helps me keep track of what’s happening and where we need to push harder.” - Ankrish

The results: Increased sales efficiency and accountability 

After implementing Salesmate, Kleenoil saw tangible improvements: 

  • Around 13% increase in sales efficiency due to structured follow-ups. 
  • Better accountability across the sales team, ensuring no inquiries were ignored. 
  • Higher deal conversions from timely follow-ups. 

“Efficiency has improved significantly. Our reviews are better, and deals that we previously missed are now getting closed because of regular follow-ups.” - Ankrish

What’s next? continued growth with salesmate 

Ankrish Kapur is confident in Salesmate’s ability to scale with their business. 

“The software is simple, effective, and competitively priced. We don’t need anything too complex—Salesmate does exactly what we need.” - Ankrish

With a streamlined sales process, Kleenoil is well-positioned for continued growth, ensuring that no potential deal is lost due to a lack of follow-up.