Ledgeview's CRM for Oil and Gas
от Ledgeview Partners
The only industry specific CRM for Lubricant and Fuel Distributors.
Distributors in the downstream Oil and Gas
Industry, also known as Lubricant Marketers, have unique needs as they engage
with their customers to drive retention, attract new customers, and close
deals. Developed with first-hand insight from Oil and Gas Distributors,
Ledgeview Partners has created the only out-of-the-box CRM industry solution
for the Lubricant Marketers powered by Microsoft Dynamics 365.
Gain a 360-Degree
View of a Customer:
Sales, Marketing, and Customer Service teams benefit from easy access to order
history, 12-month product summaries and opportunities. See what customers are
buying, trends in purchase history and compare against similar customers by
product segment or brand.
Manage Opportunities
and Business Processes: With Open Opportunity dashboards, Sales Managers and
Owners can see their sales pipeline instead of asking sales reps day after day.
All information they need is on one screen they can access anytime. Opportunity
Management ensures all steps in the sales process are followed, preventing a
lack of follow-through and creating accountability.
Cross-Sell using
Suggestive Sell:
Experienced reps know if customers buy ‘x’ then they should buy ‘y’, but your
less-experienced reps may not. Cross-sell and Up-sell in CRM gives the entire
team the tools they need by recommending products based on order history.
Track & Manage
Sales Goals vs Actuals, Analyze the Gap to Goal: Many companies have
difficulty setting, managing, and measuring goals. Within goal dashboards,
compare goals vs actuals according to company, territory, division, sales rep,
brands, or even product categories. Easily identify the gap sales needs to
meet to meet their goal.
Manage Sales
Territories:
Make the most of travel by viewing customers on a map. This is helpful
when sales has extra time between calls or when meetings cancel. Identify who
sales could be meeting within the radius of a lead, identify nearby
opportunities near current customers, gain a graphic representation of how to
grow business within a territory. And much more…
Ledgeview’s CRM for Oil and Gas solution is
a proven industry solution utilized by Oil and Gas Distributors across North
America.