Orient Electric

India

Orient Electric

Orient Electric Builds a Pan-India Sales Pipeline on Frappe CRM

About

Orient Electric

Orient Electric is a major Indian manufacturer of electrical products, spanning fans, switchgear, appliances, lighting, and smart accessories.

Apps implemented

ERPNext

CRM

Insights

Industry

Electronics Manufacturing

modules implemented

CRM

Help people to use our tools

We believe our tools like ERPNext can help organizations reduce waste and complexity. Frappe + ERPNext has the potential to be a “full stack” replacement for not only ERP (SAP/Oracle) but also the entire enterprise stack (Java/.NET). With this scope, we should help organizations by providing products and services to help them manage their technology platforms.

Why ERPNext over SAP B1 / Oracle

100% FOSS

Customizable

Future-ready

Challenges

Fragmented leads: 15 channels, reps re-keying data across tools, inconsistent qualification
Territory governance: Needed India → State → District hierarchy across ~790 districts, filterable everywhere
Messy catalogue: 150 products needed a two-level structure to stop entry errors skewing reports
Role-based visibility: Managers to see only their zone's deals, with sales-person attribution following ownership automatically
Forecast vs billing: Leadership wanted live order book vs billing numbers, plus M, M+1 and M+2 projections
Upgrade-safe build: No custom apps on managed Frappe Cloud, so all rules had to live in scripting layers

Benefits

Lead-to-deal pipeline: Lead stages (New → Contacted → Nurture → Qualified → Converted) feed a 7-stage deal pipeline with probability-weighted forecasts → one qualification workflow across 15 lead sources
Territory hierarchy: 790 districts in three levels with auto-filled parent territories → state and district rollups and dashboards without re-keying
Product catalogue: Two-level, 150-SKU hierarchy with dynamic sub-category filtering → cleaner entry, fewer reporting errors
Auto sales-person mapping: Server scripts fill sales-person, employee and territory fields on save and manage access → no manual mapping or reporting drift
Manager dashboard: 14 components (KPIs, funnel, trends, territory and category analysis) with flexible filters → one dashboard for national, zonal and district users
Forecast and billing tracking: M, M+1 and M+2 fields per deal, visualised in Frappe Insights with a stale-forecast table → order book vs billing clarity and rep accountability before reviews
No custom app: Built entirely with configuration, custom fields and scripts in Frappe CRM v2 → stays upgrade-compatible on managed cloud

Impact

Successful on-time ERPNext go-live

Increased sales order to cash

Increased inventory turnover

790 territories: Every district in India covered
150 products: Across Fans, Switchgear, Appliances, Smart Accessories and Lighting
7-stage pipeline: With probability-weighted forecasts
19 lost reasons: Structured, replacing free-text notes
15 lead channels: Unified into one qualification workflow

View full story

Implemented by

Sanskar Technolab Private Limited

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Inspire people by sharing how Frappe has positively impacted your business.

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Share your story with the world

Inspire people by sharing how Frappe has positively impacted your business.

Submit a story

Share your story with the world

Inspire people by sharing how Frappe has positively impacted your business.

Submit a story