S A L E S M A R K E T I N G C U S T O M E R S E R V I C E A N D C R M C O N S U L T I N G

WAYS LUBRICANT MARKETERSUse CRM to Drive Success

H o w L u b r i c a n t M a r k e t e r s C a n B e n e f i t f r o m C R M …

Are you currently struggling with ways to see everything you want to know about your customer, or is their contact

information in your salesperson’s cell phone, while their order history is in an old binder on that same salesperson’s

desk, and the account contact information is in that person’s wallet that they left at their house earlier that morning?

We’ve heard this many times. It happens, right? Though you may have been a part of the Oil & Gas industry for years

and years, and are used to your system, focusing on muscle memory and organized “chaos” as your current solution,

the benefits of CRM may surprise and enlighten you.

CRM (Customer Relationship Management), at its core, is a strategy and technology for managing and organizing

customer information (and potential customer information) in one place. With CRM, you can see everything you could

want to know about a customer in one place, track activities (like calls, tasks, meetings, etc.), learn how to cross-sell and

upsell more effectively through suggestive selling, track goals versus actuals to meet end-of-year quotas, manage

territories to make the most of Field Sales Reps’ travels, avoid asking accounting for information by integrating back

office software in your CRM, and much, much more.

L U B R I C A N T M A R K E T E R S

THR IVE WITH

EFF IC IENT &

ORGANIZED

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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.

If you are unfamiliar with these terms, don’t worry. We’ll

walk you through all the basics (and more) in this eBook,

and how other Lubricant Marketers like you are using

CRM to drive new business today. CRM can seem like an

overwhelming concept to those who have not yet tried or

explored it, but, believe us, the long-term pay off is

extremely rewarding when implemented properly and

with the right partner. In this eBook, we will explain

exactly how these functions in CRM can help you, as a

Lubricant Marketer, to leverage business, create new

opportunities, see a quick ROI, and be a more efficient

team.

1. Gain 360-Degree Views of Your Customers

2. Manage Opportunities and your Business Process

3. Capture Share of Wallet Business

4. Cross-Sell and Upsell with Suggestive Selling

5. Track and Manage Sales Goals vs. Actuals

6. Analyze Gap to Goal

7. Manage Territories: Map and Plan

8. Track and Manage Loaned Equipment

9. Easily Integrate Data

10. Send Fuel Price Notifications

11. Manage Retail Fuels and C-Stores

12. Become More Effective with the Mobile App

In CRM, You Can …

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1 Gain 360-Degree Views of your Customers

Is all of your customer

information in one place, or

are you struggling to compile

it into one organized system?

As we mentioned in the beginning of this

eBook, right now we predict you may be

using multiple ways to keep track of

customer information or you are simply

relying on memory. While this isn’t the

worst thing you could be doing, it’s also

not the most effective way for keeping

track of everything you need to know

about your customers. Though you may

be in close touch with your customers,

consider the benefits of having all of

their information in one place and what

impact that could have on new

employees, for example.

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CRM allows for easy transition of accounts if/when the time comes.

By having a 360-degree view of your customer in CRM, you will be able to see their basic and detailed information. It

might be hard to believe if you’ve never worked in CRM before, but, with CRM, you can also see related information

about them, such as their order history or notes from conversations your reps had with them. Eliminate all of the systems

you may currently be opening to find information on a customer and hours of searching. Everything you need is in CRM

with a few simple clicks! While you may have several binders, documents, or spreadsheets that house this information

now, in CRM, the customer data you need is always accessible and easy to update.

With a 360-degree view in CRM, you can also see detailed information like invoice data and open activity tracking,

and a12-month product summary. This is especially helpful for customer service reps to have access to, on top of your

sales team.

If you are struggling to keep all of your customer information in one place, track customer

updates, record detailed information, transition customers to different sales reps, etc., this 360-

degree view will do wonders for the future of your team and business. You will notice increased

efficiencies in little time when your CRM is properly implemented.

As a Lubricant Marketer, 360-degree views help you do your job better, and who doesn’t want that?!

“ T h e r e w e r e l o s t s a l e s w e d i d n ’ t e v e n k n o w a b o u t

b e f o r e C R M .”

G A U B E R T O I L

Do you and your team struggle to see all Open Opportunities in your sales pipeline?

With your current way of doing things, it’s likely you’re missing out on open opportunities that could be huge wins for

you and your team. In CRM, you are able to track Open Opportunities, and can see which brands are being pushed to

prospects, customers, and leads. Opportunity Management helps you prioritize with the right deals, often the big ones.

You can also more easily identify deals that are stuck by using Opportunity Management in CRM.

In Open Opportunity dashboards, Sales managers and Owners can see their sales pipeline instead of asking sales

reps what’s in it day in and day out. All the information they need is on one screen. From a process perspective,

Opportunity Management will also ensure all of the steps in your sales process go through and none are missed,

preventing lack of follow-through.

The Open Opportunities in CRM help Lubricant Marketers identify where big opportunities are so they can prioritize.

Once you take care of the initial data integration and migration during your CRM implementation, Open Opportunity

dashboards and reports are easily updated thereafter.

2Manage Opportunities &

Your Business Process

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In CRM, you can also see Opportunity history, such as Won and Lost

Opportunities. Won Opportunities will help you see what you’re doing

right, whereas Lost Opportunities will help you see where you need to

improve.

With CRM, you create more time and opportunities for New

Opportunities.

Lubricant Marketers that are using CRM love the reports and

dashboards that come with Opportunities. As most Lubricant Marketers

know, having the right data in front of you with just a few clicks is like a

breath of fresh air every time you work in CRM. CRM gives you a way

to easily open charts and show correlating or segmented data.

CRM can be configured to meet every Lubricant Marketer’s individual needs. In CRM for Oil & Gas, powered by

Microsoft Dynamics 365, it’s easy to keep customer data top-of-mind with Opportunities.

If you find yourself struggling to see where your Opportunities are, how to prioritize them, how to estimate close dates

more efficiently, and more clearly visualize your sales cycle, Opportunities will help you move forward smoother and

quicker than before. Without CRM, you may otherwise spend ample time customizing Opportunity reports and

dashboards, but a properly-implemented CRM system makes it easy.

Are you struggling to find out which of your

customers are buying other products from

your competitors, and how to get them to

switch to you?

Share of Wallet will help you look at many things as a Lubricant

Marketer. When you think of Share of Wallet (SOW), think

about not just wanting to sell a “piece of your pie” to your

customer or prospect, but wanting to sell them “the whole pie,”

or selling your products and services to all of their business. For

example, let’s say you’re selling them fuel right now, but also

want to sell them antifreeze that you know they need.

3 Capture Share of Wallet Business

Share of Wallet will help you see these open opportunities, which we will explore in greater length in the next chapter

of this eBook.

Share of Wallet also helps Lubricant Marketers more closely identify Competitor Share of Wallet. This means being

able to see what products your customers are buying from your competition, so you can make a goal to get them to

switch to you, then act on it.

You can add competitors, track opportunities to gain business, and more with Share of Wallet. Share of Wallet is a

great way Lubricant Marketers can create New Opportunities and is how they’re using CRM to grow.

You want all of your customers to be buying all of the products they need that you

have from you, right? Share of Wallet will help you do exactly this.

Whether you’re talking to an active prospect or current customer, a good salesperson wants to know which of their

competitors have their business today, and Share of Wallet offers this specific advantage cross-departmentally to let

CRM Users keep track of these future opportunities.

“ W e c a n a t t r i b u t e a t l e a s t 1 0 % g r o w t h i n

t h e p i p e l i n e t o C R M .”

E N G L E F I E L D O I L

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Are you struggling with your cross-selling and upselling sales techniques, or do

you even have a process to cross-sell and upsell effectively now?

As discussed in the previous chapter, you may sometimes struggle to cross-sell and upsell with suggestive selling

because you may be unaware of what products your clients need or what they’re buying from your competitors, but

should be buying from you … More experienced reps know if you buy ‘x’, then you should by ‘y’, but you less-

experienced reps may not. Consider: does everyone have access to the knowledge they need to succeed?

Cross-selling means selling a different product or service to an existing customer, so, with suggestive selling in CRM,

you can more easily identify which products they are interested in. Whereas, with upselling, you can more easily

identify sales opportunities to get customers to purchase more expensive items, upgrades, or other add-ons from you

to get a bigger sale.

By using Suggestive Selling in CRM, Lubricant Marketers are able to get

notifications on what products or services they should be selling to customers.

Without CRM, opportunities will easily be missed.

Lubricant Marketers are able to track beyond 9, to 12 months back with Suggestive Selling, though this is usually the

sweet spot for them to visualize. Share of Wallet also allows Lubricant Marketers to set up notifications and alerts for

when customers say they want to talk about taking on more products. So, for example, if a customer says they don’t

want to talk about buying antifreeze from you now, but will want to re-engage in 2 years, you can set up alerts for

specific dates.

Lubricant Marketers use Suggestive Selling to stay on track with opportunity management, specifically with cross-

selling and upselling. It’s also a great tool for new employees to be trained on, and is easy for sales reps to use to

generate reports on what customers are and aren’t buying from your company to use as a guiding point during

meetings with sales managers.

4 Cross-sell and Upsell with Suggestive Selling

“We found we were lacking in pipeline management,

actually tracking overall. It was difficult to track customer

touches and opportunities, which made it difficult to

determine our share of wallet with our customers. With

Ledgeview, we’ve really grown together. Ledgeview

updates the product to include what we need to

consistently coach our team to achieve our goals.”

K E L L E R S T R A S S O I L

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“ Ledgeview’s CRM for Oil & Gas Product gives my sales team a level of

ownership they never had before. I’m seeing more robust pipeline

development than we had prior to implementing this. ”

G A U B E R T O I L

Are you tracking your goals vs. actuals, or do

you even have a way (or known reason) to?

When you integrate your accounting system with CRM (with the

right partner to help) and set goals within the solution, you can

join the group of Lubricant Marketers that are using CRM to

track Goals vs. Actuals to create growth.

It’s important to track goals vs. actuals to see how far away you

are from reaching your goals. Though you may have an idea in

your head, your CRM system will provide you the clear

information you need to know where you actually are with

meeting end-of-year quotas. This is crucial for a sales manager

and salesperson to have access to, and gives them more

motivation to chase the right opportunities.

By comparing goals to actuals, Lubricant Marketers can manage

their pipelines better and see how close they are to actually

achieving their goals, which we will cover more in-depth in the

next chapter of this eBook. Lubricant Marketers may opt to

analyze Goals vs. Actuals based on Gross Profit or Volume.

Though the function works the same, it uses different numbers

dependent upon your selection. Remember, CRM is configurable.

5 Track Goals vs. Actuals?

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Within a Goal Dashboard, Lubricant Marketers can compare Goals vs. Actuals according to brand or product category,

whichever is their preference. Lubricant Marketers can also track how they’re doing on growing current business (a la

“Share of Wallet”), or goals with new customers.

Sales Managers in the Oil & Gas Industry especially love this feature for helping to keep their team on task to reaching

their goals and meeting organizational goals overall.

Tracking Goals vs. Actuals helps to create accountability between sales managers and reps, which leads to more

efficient meetings and collaboration.

Win, win, win!

“The Closing Ratio in our industry is, on average, a little under 20%. Since

implementing Ledgeview’s CRM for Oil & Gas Solution, we’re tracking

double that. In fact, we’re close to 50%.”

K E L L E R S T R A S S O I L

Are you having trouble

identifying the gaps you need

to fill to meet your sales

goals?

Lubricant Marketers that succeed in the Oil

& Gas Industry use Gap to Goal Analysis

to determine the gaps they need to close to

fill their sales pipeline. Typically, when a

salesperson or manager looks at a full

opportunity pipeline, they’re unable to see

the average win rate, number of days

remaining in their fiscal year, and average

deal size they would otherwise use to

determine the likeliness their sales team will

meet or exceed end-year goals.

6 Analyze Gap to Goal

These common problems Lubricant Marketers face day-to-day are solved with the right CRM

solution!

Gap to Goal Analysis solves this problem and exceeds industry demands to help sales teams analyze and summarize

data to effectively and efficiently calculate their Gap to Goal. Gap to Goal allows Lubricant Marketers to review data

whenever they want. It’s always accessible and updated. What could be better? Having that information in front of you is

crucial to your success as a salesperson, sales manager, or business owner.

Numbers will always be relevant this way, as the system encourages you to focus on Volume, Volume Goals, Estimated

Volumes or other Gap to Goal types. Whatever you have in mind, the information is always there for you in CRM. You

can even think of it as your second brain for safekeeping.

This is an incredible feature for the Oil & Gas Industry that Lubricant Marketers use to stay ahead of the curve, beat

out competition, and be industry leaders. Lubricant Marketers can consider tracking Gap to Goal as like their daily

how-to guide for achievement.

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Do you have a way to manage your sales territories, and map and plan your

salespeople’s travel routes to optimize customer interactions and create new

opportunities?

Things aren’t as simple as they used to be. We get it. Word of mouth isn’t the first or only solution anymore, nor is

happenstance or simply dropping by a customer or potential customer. CRM helps salespeople map out their travel

routes, and even drivers, to optimize customer relationships and create new opportunities. In CRM, you can identify

plot points along your way to a destination to stop at, check in on current customers, recruit new customers, schedule

appointments, and more.

This is a wonderful tool for Lubricant Marketers to have in 2018. Once you pin point locations on your travel route,

you will know exactly where to stop and how to maximize your sales travels. Lubricant Marketers use territory

management to map and plan their sales travels to see who they could be working with 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, much more …

The potential is vast, and, when utilized in its full capacity, expands business

tremendously for Lubricant Marketers within the Oil & Gas industry.

7 Manage Territories: Map and Plan

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QUICK BENEFITS OF

TERRITORY MANAGEMENT INCLUDE:

- Addressing Appointment Cancellation: With CRM for

Oil & Gas, finding out who’s closest to make a visit

to when someone cancels on you is easy!

- Making the Most of your Travel Time: When you

have extra time between sales calls, you can make

the most of your sales travels to see who is closest

to visit next.

- See More Customers in Less Trips: You won’t be

making any more trips to see just one customer, but

can really make the most of your travels by setting

up several meetings with more opportunities.

Do you really know where your

equipment is, such as expensive

tanks, or do you rely on good

word alone to see your loaned

equipment through?

Face it – Lubricant Marketers can’t ever be

100% sure that the right product is going in

their tanks and when they’re going to get them

back without a system to keep things

organized. Though you may have previously

relied on phone calls with your customers or

their vocal promises alone, CRM lets you take

things to the next level so there is no wondering

or guessing. What a relief, right?

8 Track and Manage Loaned Equipment

Equipment tracking in CRM lets Lubricant Marketers see who still has their equipment, where it is, and when the

contract is due. By tying a specific account to the equipment, Lubricant Marketers can record and track which customer

has which equipment and the product that is supposed to be in it! Consider: How much money do you have out there,

and do you know where it really is?

For example, in CRM, if an end date is blank in a record, it may indicate a customer still has the equipment you’ve

leant them. This enables Lubricant Marketers to easily track who is and isn’t meeting their commitments against product

order history. With Equipment Tracking in CRM, you can get rid of all of those pesky spreadsheets and documents you

have for tracking equipment now, and see everything you need to about your equipment: who has it, which tanks are

where, which products are going into what tanks or not, and more.

Dashboards provide easy visualization for Lubricant Marketers to track equipment, and, the best

part is, Lubricant Marketers can fulfill their ROI on Equipment Tracking alone!

The value of tracking and managing loaned equipment in CRM is undeniable. If you aren’t using it as a Lubricant

Marketer, you are missing out on a huge favor of properly-implemented CRM technology.

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Do you have a way to make your data come alive?

You have so much of it, but what are you really doing with your data

and how are you using it to drive growth and create new opportunities

as a Lubricant Marketer? Does sales have access to the data they need

to succeed? Seamless and clean data integration is a universal concern

for Lubricant Marketers, and, arguably, for those across industries

looking to implement a CRM Solution.

With a one-time data migration into CRM, things become a lot easier for

Lubricant Marketers to manage. This approach takes you through the

process of loading all of your data into your CRM solution at once. After

that, you run a process to get updated information into your CRM system

nightly. Everything is automated so that once you complete this initial

step, information is continuously rolled from your accounting system to an

FTP site to your CRM solution.

This systematic approach takes the worry away from Lubricant

Marketers who may otherwise struggle organizing data. You eliminate

the guess work of your excel sheets, Word Documents, or even manual

media like binders and post-it notes by having all of your data put in

one place that is accessible to you and updated every day.

If you struggle with data organization, cleanliness

and going through too many steps, a simple and

systematic one-time function such as this helps

Lubricant Marketers get their fields locked in so

there is only “one version of the truth,” ensuring

clean and reliable data.

Lubricant Marketers use Data Integration to keep their data consistent

and at their finger tips at any given moment.

9DO YOU HAVE A WAY TO …

Integrate Data?

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Do you have a way to easily and

automatically get fuel price

notifications to your customers or

prospects?

Fuel Price Notifications are a nice and simple way to

get your fuel prices in front of your customers and

prospects. Since fuel prices can change everyday,

Lubricant Marketers use Fuel Price Notifications in

CRM to blast out fuel price notifications to mass

audiences.

If you’re use to manual methods of reaching out to

your customers one-by-one, or even making calls,

which can consume hours of your time, it’s time to look

into the time-saving of Fuel Price Notifications in CRM

that help you put everything together simply.

Fuel Price Notifications can be territory-specific since

different regions have different taxes and pricing.

Fuel Price Notifications include your company name, a

fuel price quote, the date, and specific product

markups. Fuel Price Notifications will take care of

filling in the rest of an email blast automatically. You

will also need to fill in any disclosures and whether or

not you want to include a sale’s rep name and contact

information.

10 Send Fuel Price Notifications

Lubricant Marketers send fuel price notifications to stay ahead of the curve, set up different product and pricing

margins for different customers, get information about all of their products out to the right people at the right time,

generate closed activity records and activities, and more.

Fuel Price Notifications are a huge benefit to Lubricant Marketers. By automating

this process, they save more time on other tasks that need in-person attention, for

example. This is another great example of how CRM truly helps Lubricant

Marketers create new business and expand on current business, not to mention,

staying ahead of competitors.

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“We knew if we went to Ledgeview, they’d be able to help us more efficiently

because of their industry knowledge and their customized CRM product. The

dashboards were a big thing to us, and their industry experience put us at ease

and made us feel comfortable.”

H A M P E L O I L

Do you have a way to effectively and

efficiently manage your Retail Fuel

Sites and C-Stores in one place?

For Retail Fuels and C-Stores, CRM can be used to

create transparency, provide a more thorough

visualization and capture information with data

integration, capture key information on stations and

sites including sales, equipment, activities, and more,

and analyze all stations and sites a business has.

Lubricant Marketers capture information about sales

volume, equipment management, activity tracking, and

much more in CRM for Retail Fuels and C-Stores. In

CRM, you can set up all sites and stations, record site

numbers and addresses, break down sites by territory

or ownership type, and more. Lubricant Marketers can

categorize by brand and add improvement plans.

They may also opt to include contract expiration dates

so sales reps can keep up with contract renewals.

11 Manage Retail Fuels and C-Stores

CRM offers Lubricant Marketers a great way to keep track of to-do lists and utilize Activities for their Retail Fuel Sites

and C-Stores. Plus, they can keep track of specific equipment that’s at each site – even things like a popcorn machine,

soda fountain, gas pump, etc. Whatever Lubricant Marketers want to track, they can. Being able to track activities is

one of the top things Lubricant Marketers love about using CRM. (You can see why.)

All of your data can be seen in one dashboard with your Retail Fuel Sites and C-Stores in CRM, so Lubricant Marketers

can monitor how their sites and stations are doing without having to click through many screens, software, between

spreadsheets or documents, or flip through several binders. They can record information by territory, show dashboards

by territory, and more. They may categorize by brand or region, among other options. It’s easy to group and filter in

CRM.

Lubricant Marketers gain transparent data visualization and analytic reporting with their Retail Fuel Sites and C-Stores

in CRM. It has proven to be successful for Lubricant Marketers across the industry time and time again to not only

increase efficiencies, but deliver quick ROI.

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Do you have an effective way to manage your CRM while you’re traveling on the

road?

By taking advantage of the CRM for Oil and Gas Mobile App, your day-to-day will become more

effective, accessible, and expedient. Imagine the convenience of being able to pull up your

system when you’re away from the office.

Much of the functionality you’ve discovered in this eBook is also accessible via the CRM for Oil and Gas Mobile App.

For example, you may be a salesperson visiting a client’s local office and see that they’ve recently updated their

building’s appearance. You want to take a picture so other salespeople can refer to it when they’re traveling on

location to this site. You can add that picture, and tie it to notes in your CRM for Oil and Gas Mobile App. You may take

pictures of new equipment, storage concerns, etc. – whatever you deem fitting for the account.

In addition, Dashboards have been brought over to the CRM for Oil and Gas Mobile App as well as Opportunities.

There, you can discover the health of your pipeline whenever you like. You can see where you’re winning and losing,

and who’s managing which accounts just as easily as you can using your desktop computer.

Activities are also easy to see on the CRM for Oil and Gas Mobile App, functioning as updated notifications to help you

be more efficient in your job function. You can see what’s due today or earlier, this week, this month, this year, etc.

Using the CRM for Oil and Gas Mobile App is a practical way to let your team do their jobs easier and hit more home

runs. It’s another tool in your toolbox to help you become much more efficient! It helps you step into the world of modern

technology with ease and confidence.

12 Become More Effective with the Mobile App

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If you’re interested in a CRM solution that has proven time and time again to be number

one for the Oil & Gas Industry, let Ledgeview help! We work with Lubricant Marketers to

deliver beyond expectations. You will be pleasantly surprised about what is possible with

CRM and Ledgeview Partners …

Built on Microsoft Dynamics 365, Ledgeview’s dynamic solution for the Oil & Gas industry

was built with the expertise Lubricant Marketers need to thrive. This industry-specific CRM

solution was configured specifically to create Oil & Gas industry leaders and help Lubricant

Marketers create growth and success.

Our celebrated CRM for Oil & Gas Solution is available in Cloud or On-premise and

combines all of the power of ‘vanilla’ CRM software with invaluable features specific to the

Oil & Gas Industry, and Energy Distributors. It’s a turn-key, plug-and-play product that

combines the power of ‘vanilla’ CRM software with invaluable features specific to these

industries.

The results don’t lie! This solution works to boost your Oil & Gas business

on so many levels.

T H E

N A T I O N W I D E

P R E F E R R E D

S O L U T I O N

F O R T H E

O i l & G a s

I N D U S T R Y

“If there are three things I can say CRM

for Oil & Gas does, it’s this: it enables us

to create value for the customer, it enables

the management team to actually manage

the business instead of pulling data

together, and enables the viewer to be

able to take managerial claim, then take

action.”

M I K E A D K I N S , E N G L E F I E L D O I L V P A N D

H E A D O F T H E L U B R I C A N T S D I V I S I O N

Lubricant Marketers Look to

Ledgeview for CRM Success

“There’s no reason NOT to use

Ledgeview’s CRM for Oil & Gas

Product. It’s not a sales tool. It’s an

organizational success tool.”

C O R E Y M C C O R T , C A R S O N O I L

V P O F S A L E S & M A R K E T I N G

C O N TAC T U S T O G E T S TA R T E D :ContactUs@LedgeviewPartners.com | 920.560.5571 | LedgeviewPartners.com | @LedgeviewCRM

Contact Ledgev iew fo r CRM Suppor t

Ledgeview Partners is a business and technology

consulting company who partners with organizations to

transform sales, marketing and customer service

operations & processes that are supported by core

technologies including Customer Relationship Management

(CRM) and Marketing Automation.

Ledgeview Partners’ consultants combine savvy business

intellect with strong technological aptitude to provide

solutions that extend well beyond software

implementations. It’s about building relationships,

transforming business, and delivering phenomenal

customer experiences.

Ledgeview Partners is a Microsoft Dynamics Gold Partner

and a Salesforce Silver Consulting Partner.

All features shown in this eBook are a part of

Ledgeview’s Nationwide-Preferred CRM Solution for

the Oil & Gas Industry.

CONTACT US:

920.560.5571

ContactUs@LedgeviewPartners.com

@LedgeviewCRM

98% Customer Retention RateL e d g e v i e w i s w i t h y o u

E v e r y s t e p o f t h e w a y

Preferred Oil & Gas

Solution Nationwide

Out-of-the-Box

Configuration – No

Customizations

Needed!

Streamlined

Implementation

Timeline Accelerates

ROI

CRM Admin & End-User

Support Included

HOME TO THE

NATIONWIDE-

PREFERRED

CRM SOLUTION

FOR OIL & GAS