Ledgeview’s Industry Spotlight: CRM for Oil and Gas Distributors
How Lubricant Marketers Use CRM to Drive Growth

Oil & Gas


We invested a lot to create 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.

Using CRM


You have lofty sales goals to meet in 2019. As a sales rep or even a sales manager, you may not be involved in setting your goals, but achieving your desired gross profit or volume goals relies squarely on your shoulders.

Do you have an easy way to track and monitor your progress throughout the year (goals vs actual) to ensure you have enough opportunities in the pipeline to hit (or exceed) your goals? See how CRM for Oil and Gas can help you succeed!

Oil & Gas Distributors

Why do Oil & Gas Distributors love our CRM? Results.

Available in the cloud or on-premise, Ledgeview’s CRM for Oil & Gas turn-key product combines all of the power ‘vanilla’ CRM software offers with invaluable features specific to oil, gas and energy distributors. Click on any of the links below to watch a short video that highlights those features and the benefits they can bring your company.

Checkout Our Oil & Gas Case Studies


eatures & Benefits:

Talk To An Expert

Learn Ways We Can Integrate

Ledgeview’s CRM for Oil and Gas  – 8 Ways CRM Takes You To The Next Level

Ledgeview has invested a lot of time, energy, experience, and strategy to create a highly customized “out-of-the-box” CRM Solution for the Oil and Gas Industry.

This efficient CRM Solution 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.

Find out How it REALLY Works!

See CRM for Oil and Gas in Action with this 12-Minute Demo

Ledgeview Partners has taken the basics of Microsoft Dynamics 365/CRM (Leads, Accounts, Contacts, Opportunities and more) and customized it for the Oil & Gas Industry. Specifically for Lubricant and Fuel Marketers.

In this very short 12 minute demo, we provide a VERY HIGH-LEVEL overview of how Ledgeview’s CRM for Oil and Gas product, powered by Microsoft Dynamics 365/CRM can create efficiencies, drive sales and improve gross profit for the oil and gas industry marketers.

If you want to see more (and there is A LOT more), check out our (nearly) complete on-demand demo or contact us to schedule your own personalized demonstration so we can show you specifically how this product and benefit your company.

Get a Full Product Demo of CRM for Oil & Gas

In this full product demo on-demand webinar, Ledgeview takes you on a deep dive inside this CRM for Oil and Gas industry solution developed specifically for lubricant marketers.

During the hour-long webinar, you will see and learn how Oil and Gas Marketers are Using CRM for:

  • Cross Sell and Suggestive Sell Opportunities
  • Tracking Sales Goals vs. Actuals + Gap to Goal Analysis
  • Territory Planning and Mapping
  • Share-of-Wallet Management
  • Back Office Integration to Gain Access to Customer Data to Drive Sales
  • Tracking Loaned Equipment
  • How Retail Fuel Distributors are Using CRM
  • And Much More!

See how your industry peers and competitors are using the solution. – Register to attend our next full live demo webinar on August 20th

Need a solution to help you manage your stations and retail fuel?

Introducing the “CRM for Retail Fuels” Add-On 
Ledgeview Partners developed a customized CRM solution for Oil and Gas Marketers that is utilized by Lubricant Distributors across North America. Building on the functionality of this turn-key solution, see how retail fuel distributors and station/site owners can take advantage of the NEW “Retail Fuels” module within CRM to:

    • Create Transparency, Visualization and Information with Data Integration
    • Capture Key Information on Stations and Sites including Sales, Equipment, Activities, and More
    • Analyze all Stations and Sites

Lubricant Marketer in the Oil & Gas Industry

As a Lubricant Marketer in the Oil & Gas Industry, it’s likely you’re used to the way things have always been within your company and haven’t gotten around to exploring other options, thinking, “If it’s not broken, why fix it?” Trust us – we understand, but we also know that just because something has been working for you all this time that doesn’t mean something else can’t work better for your business’ future.

CRM systems, like Microsoft Dynamics 365 and Salesforce, can help you solve many ongoing problems that we see frequently trending across the industry.

We explain exactly how Lubricant Marketers are using CRM to thrive in this expert eBook, and how you can, too!

CRM for Oil & Gas Success Stories

Load More Posts

CRM for Oil & Gas On-Demand Webinars

Contact Us Today

To learn more about Ledgeview’s Oil & Gas Industry Expertise

CRM for Oil and Gas Success Stories

More From The Blog