Menu

Sales Solutions

Modern sales and marketing organizations rely on capable customer relationship management (CRM) applications to help them focus their efforts, drive revenue by streamlining and automating processes, and provide insight to customer activity and competitive trends.

But CRM isn’t a one-size-fits-all proposition. Oil and Gas businesses have unique needs that are just not met with traditional CRM solutions.

The Microsoft Dynamics CRM offering from mcaConnect has been tailored for upstream and midstream focused companies and delivers industry specific capabilites such as sales pipeline analysis, revenue forecasting, visit reporting, proposal automation and goal tracking that can’t be matched by other systems.

Learn more about the features and benefits of this system below or in this detailed brief that drills even further down into how we can help you.

Learn More

Download the full fact sheet below:

Download the full report

Features
  • Next generation account, contact and activity management
  • Account organization charts, hierarchy and sales segments
  • Oilfield industry data integration
  • Well and rig mapping and lead creation
  • Opportunities, integrated projects and risk analysis
  • Quote and proposal generation
  • Packaged integration to ERP systems
  • Multi-period revenue and resource forecasting
  • Market potential and share analysis
  • Goal and budget management and reporting
  • Advanced sales pipeline analytics and KPIs
  • Equipment and rig calendaring, utilization tracking and availability forecasting
  • Customer installation tracking
  • Competitor tracking and analysis
  • SharePoint document management integration
  • Dashboard Reporting and Business Intelligence
  • Simple and familiar user interfaces including accessibility through Outlook and mobile devices
Benefits
  • Enforce your sales methodology and apply consistent sales procedures with visual process flows and versatile business logic.
  • Leverage automated quote generation to enhance sales productivity, improve proposal turnaround time, and increase quote accuracy and consistency.
  • Enhance sales operations management by tracking progress against sales targets and using leading indicators to identify problem areas before it’s too late to do anything about it.
  • Improve and expedite forecast generation and accuracy with advanced forecasting tools that accommodate complex revenue and resource spreads — and are also simple to use.
  • Target and win more business by identifying early stage leads based on marketplace data triggers such as well permits and rig moves.
  • Easily track and manage all types of communications activities including email, tasks, appointments, phone calls, faxes and letters. 
  • Simplify administrative workloads and improve report accuracy by converging revenue forecasting and market share assessment into a single point of entry.
  • Increase win rates by more effectively collaborating on integrated sales projects and surfacing cross selling opportunities.