Customer Success Story: Alexis Oil Finds Instrumental Partnership with LedgeviewAlexis Oil Company, rooted in Carona, California, with an additional facility in Phoenix, Arizona began operations back in 1985.

That same year, they grew their highly technical sister company, Global Industrial Solutions.

Alexis Oil works heavily with Chevron Lubricants as its primary source in the petroleum marketing industry.

The company officially began offering GIS services to their lubricant customers back in 1991.

Today, their business has grown with industry changes, and now they offer technological developments, increased product offerings, and coverage, among many other benefits.

Before Alexis Oil & GIS started working with Ledgeview’s Inside Sales Program they had attempted it themselves, but failed to find the solutions they were aiming for: to grow their customer base, become more effective as a Lubricant Marketer, and develop a more efficient sales process.

“On the lubricant side, we really were not able to manage it,” says Diana Jackson, CEO of Alexis Oil.

Jackson was not immediately sold on the idea of an inside sales program, however. She questioned working with a rep outside of the company’s territory and handing over account control to them. These “normal” apprehensions were overcome to form a dynamic business partnership.

Though Jackson couldn’t immediately tell how the program would work for Alexis Oil and GIS, once she started with Ledgeview, she saw the results.

“It has worked remarkably well,” Jackson says. 

Alexis Oil started by having Ledgeview take over inside sales on the lubricant side, then, once they saw success, they took on a Ledgeview Inside Sales Rep to manage GIS.

“We’ve been nothing but pleased,” Jackson says.

Looking at the future of their company, Jackson says they would, ideally, like to have an inside sales rep from Ledgeview for every segment of their business.

“These reps also reach out for new business,” Jackson says. “They manage to do that very successfully. It works for us on both sides with Alexis Oil and GIS.”

“The Ledgeview team made the difference,” says Mark Leara, Alexis Oil GM Field Principle. “Today we have a thriving and growing inside sales team. Thanks to Ledgeview, our CRM is fully implemented and operating, giving our sales team instant access to important customer and prospective customer information.”

Jackson says Ledgeview’s GIS inside sales rep is “vital” to their business process now, and, as a whole, the program is “instrumental” to their procedure.

The quality of Ledgeview’s reps has really made a difference for them.

“We weren’t qualified to do the inside sales piece,” Jackson says. “Ledgeview obviously was. It’s been extremely successful for us.”

Learn more about Ledgeview’s Partnership with Alexis Oil and GIS. Get the full case study here.

Customer Success Story: Alexis Oil Finds Instrumental Partnership with Ledgeview

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