A portal for Kenton Petroleum mobile application.

Ensure midstream pipeline productivity and safety.

Streamline field operations and train a new energy workforce as you improve on-site safety, sustainability, and efficiency with midstream oil and gas software. Manage customer relationships to achieve outcomes that meet today's definition of commercial excellence.

A portal that shows Sales Cloud Einstein activity.

Execute commercial processes and provide better service.

Sales Cloud

  • Revenue Intelligence. Get a comprehensive view of your revenue performance as it relates to your pipeline, teams, and sales and pinpoint the areas to focus on to hit your goals. Forecast historical trend and visualize trends over time.
  • Partner Relationship Management. Get partners up to speed fast with tailored learning paths. Track real-time channel ROI and partner performance to optimize your business. Quickly launch personalized digital experiences for partners that are easily configured with components, prebuilt templates, and your CRM data.
  • Sales Cloud Einstein. Trusted AI uses your own data to quickly gain deeper insights. Score opportunities and leads and understand the key factors contributing to propensity scores. And display relevant customer data and sync it automatically to make sure you have the most up-to-date and complete insight into your customers.
An Einstein portal to confirms accessibility and upload image.

Empower field teams with AI and digital tools that improve safety.

Field Service for Energy & Utilities

  • Prework Brief. Accelerate service delivery and enhance customer satisfaction by giving mobile workers vital data, asset history, and service records before each job. With insights into equipment maintenance and customer interactions, prework briefs help workers prioritize onsite tasks and understand contract terms.
  • Onsite Knowledge Search. Field challenges can be daunting, that's why our Field Service mobile app helps contractors and employees search both internal and external knowledge bases instantly. Powered by AI, it gives users the precise info to improve first-time fix rates — boosting confidence and credibility in real-time.
  • Post-Work Summary. Say goodbye to time-consuming and error-prone service reports. Our smart summary generation feature offers accurate and comprehensive reports while reducing visit duration. Boost customer satisfaction with real-time customer and asset data, updates from mobile workers, and job images.
A timesheet meter replacement guide with Kenton Petroleum mobile app.

Streamline field operations and asset digitization.

Field Service

  • Field Service Mobile App. Our field service mobile app — available on Android and iOS — is an all-in-one tool for today's mobile workforce. Built as an offline-first application, it lets your front line work and seamlessly save changes even without WIFI. Extensive customization options support your unique business requirements.
  • Asset Service Management. Shift from reactive to proactive service with real-time asset tracking. Monitor service outcomes and create preventive maintenance plans based on asset use, condition, and specific criteria. For example, schedule service if an asset's temperature exceeds a set threshold, to prevent downtime.
  • Work Order Management. Simplify the entire work order management process to seamlessly create, assign, execute, and debrief work orders. Empower your team to stay agile, improve customer satisfaction, and drive growth by eliminating manual paperwork and digitizing the entire work order lifecycle.
Build the perfect oil and gas solution with our help.

Build the perfect oil and gas solution with our help.

Get in touch today and our experts will guide you through the process — step by step:

  • Choose the right Salesforce products and editions.
  • Add products/features needed, if not already included.
  • Customize the final result with apps, services, and support.
EQT

Salesforce is the ‘glue’ that connects our employees and applications. We were able to build an empowered workforce and a collaborative culture that enables us to move quickly. None of this would have been possible with a traditional IT approach.

Joe Engle
VP, IT, EQT

Get the most out of oil and gas solutions with industry-savvy partners and experts.

Oil and Gas Midstream FAQ

Salesforce, a cloud-based CRM, offers midstream oil and gas production management software that supports project planning, budgeting, and utilization with data and automation.

Midstream field operations use Field Service’s mobile apps and automated workforce management to improve on-site safety, sustainability, and efficiency. Midstream oil and gas software manages customer relationships to ensure production matches their expectations and needs.

Midstream oil and gas software can help shift operations from reactive to proactive with real-time asset tracking. It can improve efficiency with automation to eliminate manual paperwork and manage work orders, track channel ROI and partner performance in real time.

First, determine what you want your technology to solve. Salesforce has solutions for midstream asset management, mobile field service operations, channel management, AI and analytics. Look for a return on investment that yields productivity gains for workers, improves operational efficiency, and creates a foundation for future AI and data-driven operations.