CRM for Oil and Gas industry

The oil and gas industry is booming and it can be difficult to keep track of all the data that comes with running a successful business. If you are looking for an effective toolkit to help manage your customer relationships, then you may want to consider a customized CRM system.

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Find the right CRM Software for Oil & Gas Industry for your business. We’ve helped 100+ of businesses choose the right oil & gas CRM software with an out of the box template tailored for oil and gas companies. Get free Demo Now.

Email marketing automation and business processes

Brokerage firms’ success is based on lead conversion and commissions. qYet, the digital transformation is pressuring a clear optimization of time and team management. Within the industry, the key characteristics of CRMs to succeed are the ease of use, the visibility into agents’ activity, the quality of automation and follow-ups, and the ability to monitor performance. Agents and brokers use customer relationship management software in order to gather clear data and contact information, record opportunities in the market, and assess performance metrics according to their goals. Besides, a CRM solution provides marketing campaigns, such as drip campaigns, which can be dispatched via email notifications or text messages by the sales team. Contact management and document management remain at the center of an agent’s day-to-day work. InvestGlass is the best CRM with an integrated sourcing offer and of course, it’s a Swiss cloud-based solution. The solution is built first for the financial services industry.

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CRM for oil and gas companies

InvestGlass is a flexible CRM that can be customized to meet the specific needs of your business. The no-coding characteristic makes it easy to use, even for those with no prior knowledge in coding. You can customize each of the standard tabs and types of records, including adding custom fields and setting page layouts. InvestGlass also provides a wide range of reports and dashboards to help you track your progress and make informed decisions about your business. Whether you’re just getting started or you’re already an experienced user, InvestGlass is the perfect solution for you.

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Pre-built onboarding

InvestGlass’s digital onboarding feature helps you collect information from your new prospects and existing clients quickly and easily. InvestGlass allows you to create digital forms that can be completed by your prospects and clients online. InvestGlass also includes a digital signature feature, so you can collect signatures electronically. This makes it easy to get the information you need from your prospects and clients without having to print out forms or send them by mail. InvestGlass’s digital onboarding feature is a valuable tool for any investor who wants to save time and simplify the onboarding process.

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Pipelines for life cycle management

In order to properly forecast and plan growth, it is essential to have a clear understanding of the life cycle of your product or service. By tracking each sale or deal from beginning to end, you can gain valuable insights into which stages of the process are most successful and where improvements can be made. InvestGlass’s pipeline functionality makes it easy to stay organized and track progress, empowering you to make informed decisions about your business’s future. With this valuable tool at your disposal, you can confidently forecast and plan for growth, knowing that you have the data to back up your decisions.

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Integrate it with your other business apps

API are the protocols that allow different software to talk with each other. We use the open REST API. You don’t need special coding skills, just use your browser to send and receive data.

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Signatys
Connective
Qwil
Scorechain
Microsoft Teams
Trello
Ardis
Investment Navigator

Jira Integrations
Conser
Quo
Zapier
Google

Oil and Gas Industry

Customer Relationship Management (CRM) in the oil and gas industry is different from the more traditional approach as centres on being project-focused and based on key contacts.

The sales team needs accurate, real-time data to collaborate with other members of their team, make decisions about what to do next or how best to adapt in order to operate as efficiently as possible.

CRM helps with this type of project-based pipeline management can be by providing estimates of gross profit, volume and closing dates. The CRM is a tool that helps the sales team to collaborate, decide and adapt easily as well as to increase sales.

Oil and Gas Industry Customer Relationship Management (CRM) in the oil and gas industry is different from the more traditional approach as centres on being project-focused and based on key contacts. The sales team needs accurate, real-time data to collaborate with other members of their team, make decisions about what to do next or how best to adapt in order to operate as efficiently as possible. CRM helps with this type of project-based pipeline management can be by providing estimates of gross profit, volume and closing dates. The CRM is a tool that helps the sales team to collaborate, decide and adapt easily as well as to increase sales.

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CRM for Oil and Gas industry

Simplify Your Workflow
From Start to End