Reviews: What Does it Take to Make a CRM for Oil & Gas Project a Success?

What Does it Take to Make a CRM for Oil & Gas Project a Success?

Are you on the hunt for a CRM product to suit your Oil & Gas business’ needs? Or are you simply exploring what’s possible with CRM for your Oil & Gas business?

Whether you are a part of an Oil & Gas business and this is the first time you’re hearing about CRM, you’re re-exploring it, or have had a solution for a while now but it just isn’t working the way you anticipated, there’s no denying that the Oil & Gas industry requires a unique and customized solution to thrive in today’s marketplace.

Whatever project stage you’re in, as an Oil & Gas business, you should consider the true value of the product you have. Is it delivering in the ways you need or is your return on investment just not cutting it?

The Oil & Gas industry is very different compared to other industries that use CRM.

A great CRM for Oil & Gas product should include capabilities like:

  • Back office accounting software integration
  • Interactive dashboards and reports
  • Goal planning (sales goals vs. actuals tracking)
  • Gap to goal analysis
  • Territory mapping and planning
  • Share of wallet management
  • A mobile app
  • Cross-sell/Suggestive-sell
  • Easy-to-access 360-degree customer views
  • Loaned equipment tracking
  • Fuel price notifications
  • Opportunity management and business processes
  • Retail fuels management
  • KPIs

A simple “vanilla” CRM software won’t make the cut for Oil & Gas. The Oil & Gas industry needs a turn-key product that combines all of the power of “vanilla” CRM software with invaluable features specific to the industry.

Other industries don’t need Retail fuels management or Fuel price notifications, for example, but these are undeniable benefits to Oil & Gas businesses across the country.

We at Ledgeview Partners recognize the unique needs of the industry. That’s why we’ve created a highly customized “out-of-the-box” CRM product for the oil and gas distribution industry. A solution that gets lubricant marketers up and running in as little as 8-12 weeks. Powered by Microsoft Dynamics® CRM, it has become the preferred CRM product for companies that distribute fuel and lubricants for Chevron, Shell, Castrol, Exxon, and many others.

If you would like to request a personal demo of this product, dive into the unique benefits of the solution, or just become more familiar with CRM and how it can benefit your business, learn more here.

🔽 Discover how CRM benefits the Oil & Gas industry when you watch this video! 🔽

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