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case_study

Introduction

What happens when an oil and gas services firm managing millions in mineral rights revenue starts losing nearly 60% of its potential leads due to manual delays? That’s where this transformation story begins. 

In the southern United States, a rapidly expanding energy management company was finding it difficult to meet the rising demand. Nearly 30% of billable hours were not monitored because of antiquated procedures, their sales and operations teams operated in silos, and lead response times were more than 72 hours. 

The Bottlenecks Holding Them Back 

Behind their operational challenges were fragmented tools and processes: 

The manual transfer of leads from several platforms delayed initial contact and decreased win rates. 

Due to the absence of automated lead qualification, valuable prospects were overlooked. 

Revenue was lost as a result of teams spending hours balancing time logs and invoices. 

Reporting and strategic decision-making were hampered by departmentally dispersed data.

Problems & Challenges

The result? Slower deals, inconsistent communication, and lost opportunities. 

How We Engineered the Turnaround 

We stepped in to create a fully integrated Salesforce ecosystem, tailored to the unique demands of oil and gas operations: 

Real-time Lead Integration – Connected multiple external lead platforms with Salesforce, cutting response delays by over 60%. 

Automated Lead Routing & Scoring: Put in place a system that will allocate and qualify leads promptly, increasing the likelihood that they will convert. 

Unified Data Hub: Created a single source of truth by streamlining and migrating marketing, sales, and service data into Salesforce. 

Intelligent Client Portal: A Salesforce-powered portal that automates workflows for approval, billing rates, and time tracking was developed. 

Smart Reminders & Notifications: Slack alerts for inactive leads were integrated, cutting follow-up times by 45%.

Solution

The Results: Measurable Gains, Real Business Impact 

Just three months after deployment, the transformation was undeniable: 

  • Lead response time improved by 60%, turning missed opportunities into closed deals. 
  • Conversion rates rose by 42%, thanks to prioritized outreach and faster decision-making. 
  • Time tracking accuracy improved by 75%, reclaiming lost billable hours. 
  • Teams achieved a 35% boost in operational efficiency, working from one unified platform.

 

What Comes Next? 

Now that Salesforce powers its marketing, sales, and billing, the business is getting ready to expand into new markets using predictive analytics and AI-driven forecasts. 

Want to improve your oil and gas operations and get rid of manual bottlenecks? Let’s build your Salesforce success story today. 

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Frequently Asked Questions

What is a Salesforce Partner Company?

Salesforce has come out with a Partner Program that builds and grows successful businesses for achieving customer success. AppExchange is the leading enterprise cloud marketplace where Independent Software Vendors (ISVs) showcase solutions. Partners must accept the policies that they are subject to as a part of the Salesforce Partner Program Agreement (SPPA). This way they form part of the Partner Community. The types of partnership supported by Partner program are:

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An authorized agent from your organization must accept the SPPA, to enable logging into the partner community.

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Business-critical applications like Salesforce makes it easy for businesses to improve communication and facilitates the sharing of data between teams, customers, and the company. A Salesforce partner company can understand your business’s unique requirements and suggest suitable solutions for your business. So, hire a Salesforce certified partner company today, for a custom development solution that will meet all your future requirements and resolve your complex problems.

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How much does it cost to hire a Salesforce certified expert?

It costs about $ 15 to 30/hour for hiring a Salesforce certified developer. A Salesforce Consultant may charge up to $ 45/hour. A Certified Salesforce Consultant has an average salary of $ 26 /hour. Please refer to the below link for further details:

What services does Salesforce Consulting Company provide?

A Salesforce Consulting company provides the following services as per business requirements. It offers cutting-edge Salesforce solutions that enable you to drive your business more smartly and efficiently for generating the ROI of your business. The services offered by them are:

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