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Oil and Gas Equipment Company Goes Mobile – 17 Amazing Customer Experiences With Dynamics CRM

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When sales and service personnel working in remote locations don’t have information like inventory availability and current pricing, customers have to wait for quotes.

The challenge

The sales team for an oil and gas equipment company was responsible for visiting sites to gather the information to create quotes. Taking their notes back to the office, the sales people entered information into pre-populated Microsoft Excel templates to calculate service costs such as time, travel, labor, parts, and per diems.

The solution

Automating the entire process with Microsoft Dynamics CRM Online, the company now delivers the information to the sales team’s mobile devices. Integration with ERP, provides access to inventory in stock and current pricing. Service quotes that once took days are now completed in less than three minutes.

In addition, with access to installation service schedules managed in Microsoft Dynamics CRM, sales reps can tell the client when a technician can be on site.

How customers are amazed

When equipment fails, customers find out exactly how much it will cost and when it can be fixed so they can make decisions quickly and get back to work with minimal downtime.

Download the full eBook www.crmsoftwareblog.com/amazing to find out 16 more amazing customer experiences businesses are delivering today with Microsoft Dynamics CRM Online.

by CRM Software Blog Editors, Find a Microsoft Dynamics CRM Partner by Industry/Location

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