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CRM for Oil & Gas

Overview

CRM for Oil & Gas is specifically designed to improve the effectiveness and efficiency of sales, marketing, and customer service operations for upstream Oil and Gas product/service oriented businesses. Built on the Microsoft Dynamics CRM platform, the Oil & Gas solution is engineered to accommodate industry specific information such as wells, rigs, and lease information and provide business analytics that enable drilldown reporting all the way to the wellhead.

Highlights include:

  • Automate Lead Routing
  • Dynamic Mapping to View Sales and Job Info
  • Share Customer Information and Correspondence to Improve Collaboration
  • Manage Assets, Sales Tenders and RFPs
  • Document, Quote and Order Management
  • Competitor Tracking
  • Schedule and Dispatch Service Resources
  • Manage Field Work Orders and Capture Electronic Signatures

To learn more visit our Oil & Gas industry page or download one of our fact sheets below:

Sales Solutions

Download the full fact sheet by clicking the image below:

Oil and Gas CRM Fact Sheet

Service Operations

Download the full fact sheet by clicking the image below:

Oil and Gas CRM Fact Sheet

Stakeholder Relations

Download the full fact sheet by clicking the image below:

Oil and Gas CRM Fact Sheet

Health and Safety Solutions

Download the full fact sheet by clicking the image below:

Oil and Gas CRM Fact Sheet

Owner Relations Solutions

Download the full fact sheet by clicking the image below:

Oil and Gas CRM Fact Sheet