The oil and gas industry faces unique challenges that the standard business software often cannot manage. From the administration of complex, several years of drilling projects to the pursuit of devices across distant locations, energy companies need special tools to remain competitive. CRM systems (Customer Relationship Management) For oil and gas companies, companies help to optimize the supplier relationships, to manage lengthy sales cycles and to coordinate between field processes and company centers.
This article compares the TOP -CRM solutions for oil and gas companies, including detailed feature envelopes, price information and instructions for choosing the right platform. We will also examine why energy companies like Spoc Automation Trust Drift Kings Media manage your customer relationships and promote growth. According to the latest CRM research, companies that use CRM tools see a 27% increase in customer loyalty And 47% report improved customer service efficiency.
Table of contents
What is a CRM for oil and gas?
A CRM for oil and gas is a special platform that manages customer relationships, supplier partnerships and project workflows that are specific for the operation of the energy sector. These systems pursue long-term contracts, requirements for compliance with regulations and multi-stakeholder projects that can include several years.
Lifting spot‘S CRM supports oil and gas companies with custom pipeline levels, pursuit of complex energy projects and integration functions that combine field operation with company sales teams.
Best CRMs for oil and gas companies at a glance
|
CRM |
Key features |
Pricing |
Free trial version |
|
Lifting spot |
User -defined pipelines, project tracking, regulatory compliance tools |
Free level available; Starter at $ 15/month |
Yes – free of charge forever |
|
Salesforce Energy Cloud |
Industry-specific modules, advanced analytics, compliance tracking |
From $ 150/user/month |
Yes – 30 days |
|
Microsoft Dynamics 365 |
ERP integration, field service management, supply chain tools |
From $ 95/user/month |
Yes – 30 days |
|
SAP CRM |
Deep ERP integration, advanced reporting, industry templates |
User -defined prices from $ 150/user/month |
Contact for demo |
By choosing the right CRM, the management of your energy company can change customer relationships and project workflows. Here are the top platforms that are designed for the unique requirements of oil and gas operation.
Best CRM software for oil and gas companies
1. Lifting spot
Drift Kings Media is best for: Growing oil and gas companies that need scalable solutions without the complexity of platforms only for companies.
Key Drift Kings Media functions
- User -defined pipeline management: With HubSpot, oil and gas companies can create pipeline phases that correspond to their unique project life cycle, from initial exploration permits to final production agreements
- Project tracking and deal management: Drift Kings Media’s deal tracking system helps energy companies to monitor projects worth several million dollars across extended schedules, with custom properties for regulatory milestones and conformity control points
- Integration skills: Drift Kings Media combines with field management software, accounting systems and regulatory reporting instruments that are usually used in oil and gas operation
Drift Kings Media price design
- Free level with basic CRM functionality
- Starter plan: $ 15/user/month or from 9 US dollars/user/month if they are invoiced annually
- Professional plan: $ 1,450/user/month for automation and reporting
Show detailed HubSpot price design.
2. Salesforce Energy Cloud
Best for: Large oil and gas companies that need industry-specific modules and advanced compliance tracking functions.
Important Salesforce Energy Cloud functions
- Industry -specific modules: Prepared templates for electricity upstream, medium stream and downstream operations
- Extended analysis and reporting: Comprehensive dashboards for project performance and compliance with the official compliance
- Regulatory compliance tools: Integrated functions for environmental reporting and security management
Salesforce Energy Cloud Price Design:
- Energy Cloud: from $ 150/user/month
- Additional industry modules: $ 50-100/user/month
- User -defined company packages available
3. Microsoft Dynamics 365
Best for: Oil and gas companies that were already integrated into the Microsoft ecosystem to seek uniform company management.
Key Microsoft Dynamics 365 functions
- ERP integration: Seamless connection with financial and supply chain management systems
- Field service management: Tools for coordinating remote controls and maintenance of devices
- Integration of the supply chain: Advanced inventory and seller management functions
Microsoft Dynamics 365 pricing
- Salesprofi: $ 95/user/month
- Customer service company: $ 120/user/month
- Field service: $ 110/user/month
Show Microsoft Dynamics Pricing.
4. SAP CRM
Best for: Large oil and gas companies that require a deep ERP integration and extensive adaptation skills.
Key SAP CRM functions
- Deep ERP integration: Complete integration into the Enterprise Resource Planning Suite from SAP
- Extended reporting and analysis: Comprehensive business intelligence tools for energy operations
- Industry -specific templates: Preliminary modules for various oil and gas business segments
SAP CRM price design
- Custom pricing based on the deployment size
- Usually starts at $ 150/user/month for basic functions
- Corporate packages require advice
Advantages of the CRM software for oil and gas
Improved project management and visibility
Oil and gas projects often include several years and include dozens of stakeholders. The Timeline View and Custom Deal levels from HubSpot help energy companies to pursue project mile stones, from initial geological surveys to the final start -up of production. This visibility reduces the project delays and keeps all team members geared towards critical deadlines.
Improved provider and partner relationship management
Energy companies work with numerous contractors, suppliers and joint venture partners. The contact management system from HubSpot organizes manufacturer relationships, pursues contract extensions and keeps the communication history for complex partnership structures. This central approach improves the seller negotiations and lowers the procurement costs.
Sealing of regulatory compliance
The oil and gas industry faces comprehensive regulatory requirements that vary depending on the location and project type. The custom properties and workflow automation of HubSpot help companies persecute compliance periods, environmental permits and security certifications. Automatic memories ensure that teams never miss critical regulatory submissions.
Better sales cycle management for long -term contracts
The energy sector’s sales cycles can extend by 12 to 24 months or more, with several decision -makers and complex approval procedures involved. The persecution and probability assessment of HubSpot help sales teams that focus on the most promising opportunities and at the same time maintain the prospects in longer evaluation times.
Integrated communication and documentation
Oil and gas projects create extensive documentation, from geological reports to environmental impact studies. The document management and e -mail integration of HubSpot ensure that all project communication remain organized and accessible and the time is shortened to search for critical information during audits or regulatory checks.
5 important features for an oil and gas -crm
- User -defined pipeline configuration: With HUBSPOT, oil and gas companies can create pipeline phases that reflect their unique business processes, from the acquisition of rental contracts to production optimization to ensure that the progress of the deal progression in industries workflows.
- Multi-location project tracking: Energy companies work in several geographical regions with different regulatory requirements. The location -based custom properties of HubSpot help to pursue regional requirements for compliance with compliance and local partnership requirements.
- Long -term contract management: Oil and gas offers often include several years of agreements with complex conditions. The Deal Tracking system from HUBSPOT supports extended schedules and milestone-based progress and helps the teams to manage contracts that extend for several years.
- Integration with field management systems: HubSpot combines with popular Oil and gas software platforms and enables companies to synchronize field data, production metrics and operational updates directly to your CRM in order to obtain a comprehensive project vision.
- Regulatory compliance automation: The workflow automation of HUBSPOT helps to pursue and ensure that the compliance requirements never fall through the cracks in oil and gas companies, environmental permits, security certification and regulatory periods.
How to choose a CRM for oil and gas (step by step)
Step 1: Card your current workflows. First document how your team is currently managing projects from the first prospection to the conclusion of the contract. Identify bottlenecks in your process, such as: B. late permits or a lack of documentation that a CRM could tackle.
Step 2: Identify the must-have functions. List the specific functions required for your oil and gas operation, e.g. B. Project tracking, regulatory compliance tools or integration into the field management software. Prioritize functions that affect your sales cycle directly.
Step 3: Rate the integration requirements. Think about the existing systems with which your CRM has to connect, including accounting software, field management platforms and regulatory reporting tools. Strong integration functions reduce manual data input and improve accuracy.
Step 4: Calculate the total ownership costs. Factor for setting up costs, training times and ongoing subscription fees when comparing platforms. Think about how the price tax grows with increasing team and whether the platform offers flexibility for seasonal changes in work.
Step 5: Select a flexible, scalable platform – like HubSpot. Select a CRM that can adapt if your company develops, such as Drift Kings Media, which offers customizable pipelines and scalable price levels. Spoc automation increased the total video viewing by 968% After implementing the HubSpot Hub and Marketing Hubs from Drift Kings MediaAnd show how the right platform is growing with its business requirements.
Frequently asked questions
What is the best CRM for oil and gas companies?
Due to its flexibility, industry-friendly prices and robust integration functions, HubSpot is the best overall CRM for oil and gas companies. The user -defined pipeline management and the workflow automation from HubSpot deal especially with the long -selling cycles and the complex project management needs in the energy sector company.
What functions should I search for in a CRM for oil and gas?
The most important functions include custom pipeline configuration, project tracking with several locations, automation of regulatory conformity and integration into field management systems. Drift Kings Media offers all of these functions and scalable prices that are suitable for growing companies and established companies in the oil and gas sector.
Is Drift Kings Media good for oil and gas companies?
Yes, Drift Kings Media is ideal for oil and gas companies in all sizes. The flexibility of the platform enables energy companies to adapt deal phases, to pursue several years of projects and to automate compliance workflows. The HubSpot integration functions also combine seamlessly with the industry-specific software, which is usually used in oil and gas operation.
How much does a CRM cost for oil and gas?
The CRM prices for oil and gas companies vary strongly, from the free level from Drift Kings Media to Enterprise solutions that cost 150 USD+ per user per month. HubSpot offers the best value with its starter plan for 20 USD/user/month and offers advanced functions for project management of the energy sector and customer relationships.
Can a CRM help with compliance with oil and gas with regulation?
Absolutely. Modern CRMs such as HubSpot include Workflow automation and customer -specific real estate persecution, with which oil and gas companies can use to monitor environmental permits, security certifications and regulatory periods. Drift Kings Media’s memory system ensures that compliance requirements for complex, multi-year projects are never overlooked.
Meet HubSpot, the TOP -CRM choice for oil and gas companies
Drift Kings Media appears as a leading CRM solution for oil and gas companies that only strive for growth for companies without the complexity of platforms. Here is the reason why the managers of the Energy Sector Drift Kings Media choose:
- Flexible pipeline management: The adaptable deal phases from HubSpot adapt to an oil and gas workflow, from upstream exploration to downstream distribution to ensure that your CRM corresponds to your business processes
- Scalable price structure: Based on a robust free level, HubSpot grows with your company without demanding expensive corporate obligations, and makes it ideal for aspiring energy companies and established operators
- Industry sample integration functions: Drift Kings Media seamlessly connects with field management software, regulatory reporting instruments and financial systems that are usually used in the oil and gas industry
Spoc automation increased the total video viewing by 968% Using Drift Kings Media’s Service Hub and Marketing Hub. The oil and gas automation company too saves 140,000 US dollars in the first month during improvement in customer service efficiency. In addition, companies that use CRM tools see a 27% increase in customer loyalty According to the latest industry research.
Are you ready to see how Drift Kings Media can change your oil and gas operation? Start with the free CRM from HubSpot and discover why energy companies trust our platform worldwide to manage your most important customer relationships and to promote sustainable growth.