Account Management With a 360-Degree View
With our CRM for Oil + Gas Solution, you can grab that 360-degree view of all your customers to know if they are ordering and what they are ordering, see if the profit levels are matching expectations, and much more.
Goal Management & Gap-to-Goal Analysis
The CRM for Oil + Gas Solution comes with an interactive dashboard you can drill down into with the click of a mouse. Use it to see overall company goals, break down goals even further, see deeper product segmentations, and then see the salesperson who generated that sale. It’s well organized and easy.
Territory Planning & Mapping
Plot your customers, prospects, and leads on a map based on specific criteria. To guide your on-the-road traveling salespeople, you can do a quick search on geographic locations to see what other customers, prospects, or leads are nearby and schedule your appointments.
Back Office Accounting Software Integration
This may be the bonus integration your oil and gas business has been waiting for! There is only "One Version of the Truth" with this integration because what you see in CRM matches what you see in your accounting system. It helps increase efficiency by providing the same data. No one has to question which numbers are right because everyone is seeing the same thing. The integration can be a cross-departmental benefit, helping lead to increased financial success for your business.