Technology Promotion: Match small technical entrepreneurs with new oil and gas technology to large companies who can benefit from these technologies. Attract advocates to promote these relationships
Market Penetration: Integration of offshore and onshore rigs services enabling central reporting
Contract approval: Automate the contract approval process for new rig projects
How we customized Salesforce for a client in the oil and gas sector:
RigNet, Inc. (Provides the upstream oil and gas industry with managed communications and other network-based services)
Tasks
- Create a detailed design document with fields, field types, field layout inclusion, validation rules, visibility and workflow to send to overseas development team (5 record types)
- Create mail merge documents for Service Order Agreement
- Deliver training six times for global staff
- Integration with Clarizen Project Management software (easy to migrate fields from Clarizen to Salesforce Project object – using InterAct email to move values from Salesforce to Clarizen)
Wins:
- Tracking market penetration via Integration of offshore and onshore rigs
- Improve visibility and accuracy of sales performance metrics, business pipeline and forecasts
- Provide sales and sales operations a tool to efficiently prioritize and execute timely opportunity
- Merged data from Salesforce into documents for teams external to Salesforce rather than re-typing.
- Create Proposal Request and workflow to allow real-time visibility into the approval process for all (rather than DocuSign), with tasks assigning proposal creation to different staff based on criteria
- 12 Management Dashboards for visibility into business
“Quixo was an amazing partner. They completely understood our needs and were able to create what we envisioned. As we learned more about our needs, they were quick to help problem solve and make adaptations. They were well within our budget and their pricing was fair. Super pleased with Quixo and would highly recommend them.”
– RigNet, Inc.
Previous Clients in Oil Sector
