Energy CRM Solution

Thrive in an Ever-Changing Market

The oil and gas industry constantly changes – and market conditions change along with it.

To stay on top of these changes and the challenges that come with them, modern energy companies are digitally transforming their businesses with smart technology solutions.

Our Energy CRM Solution is specifically designed to improve the effectiveness and efficiency of sales, marketing and service operations for companies involved in oilfield exploration, oilfield services, and midstream operations.

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Increase Sales with a Smart Energy
CRM Solution

Built on the Microsoft Dynamics 365 for Customer Engagement platform, MCA Connect’s Energy CRM 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.

Increase customer engagement with a tailored solution for your industry, while lowering the cost of support. Even if you’re running SAP ERP globally, we help energy companies get the best-in-class for marketing, sales and service through Dynamics 365 for Customer Engagement.

Trusted Solutions Tailored to Oil & Gas

Built on the Microsoft Dynamics 365 platform, MCA Connect has specifically built and tailored industry accelerators and solutions for oil and gas companies, utilizing industry best practices where it fits and fine-tuning other areas to highlight the unique parts of your business.

Solution Highlights:

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

MCA Connect’s Energy CRM Solution Helps Companies:

Boost Sales

Increase win rates by more effectively collaborating on integrated sales projects and surfacing cross-selling opportunities

Bolster Productivity and Monetary Gains

Our Energy CRM Solution can help you reduce days sales outstanding (DSO), reduce operational downtime and see tangible productivity gains

Maintain Healthy Stakeholder Relations

Utilize social media to identify emerging community issues and trends so your team can communicate proactively and anticipate events

Manage Complex Health & Safety Processes

Streamline incident reporting and analysis, proactively monitor trends, ensure compliance and avoid unnecessary fines with our Energy CRM solution

Why MCA Connect?

MCA Connect has worked with some of the world’s largest oil and gas companies for over 20 years and has long been recognized as a leading Oil and Gas partner by Microsoft. We take pride in consistently delivering innovative solutions that save energy companies millions of dollars.

A key differentiator in working with MCA Connect to implement your modern Energy solution is our tight industry focus, but wide set of service offerings. Our deep knowledge of both the product and the oil and gas industry enables us to find hidden opportunities only made possible through things like IoT devices and industry accelerators.

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Client Success

“We feel extremely comfortable working with MCA Connect. We know that we’ll get honest answers that serve our best interest.”

Claude Harless, Director of Accouting

Energy Transfer

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“We were so impressed by MCA Connect’s knowledge of the system – and of our business. Over the past 5 years or so, we’ve worked with multiple people, and they’ve all been amazing.”

Codi Nichols, Project Lead


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“MCA Connect has been instrumental in introducing us to ways we can use technology to enforce structure and discipline to get better business results. We’re excited to see what’s ahead for our company!”

Lonn Bate, Director of Information Systems

CES Energy Solutions

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“Our MCA Connect Engagement Manager reaches out to us on a regular basis, not to sell more products or services, but because she cares about our business and success. She, like all MCA Connect consultants we’ve worked with, are absolute rock stars!”

TGS Oil and Gas

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