Optimize oilfield services and equipment.
Create trust, transparency, and responsiveness that sets you apart in an increasingly competitive oilfield services and equipment marketplace. Manage through cycles with software that drives efficiencies.
Create new value in the oilfield services and equipment industry.
Improve wellsite operations with integrated tools and technology. Provide a seamless process from rig-up to completion by connecting equipment, crews and vendors on one platform. Track KPIs across basins to optimize costs, streamline workflows and drive continuous improvement back at the yard.
Win high-margin business with personalized contracts and bid estimates.
- Sales Cloud. Centralize quoting data, pivot between pricing models, and streamline and standardize approval processes. Track contacts, leads, and opportunities for incoming jobs to accelerate deals.
- MuleSoft Integrations and APIs. Display data from complex legacy systems in billing, human resources, and marketing to create a 360-degree customer view. Connect back-office systems to a customer-centric platform for an integrated source of on-demand pricing and margin.
- Revenue Cloud Configure, Price, and Quote (CPQ). Get crews to the pad faster. Generate detailed proposals and configure packages with integrated catalogs and pricing tools. Keep field and sales in sync with consistent discounting and promotions. Connect equipment yards, project managers, and account reps to reduce cycle times from bid to delivery.
Operationalize IoT investments with analytics and AI.
- 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. Schedule service based on a set threshold for an asset — ensuring smooth operations and preventing downtime.
- Forecasting and Planning. Use real-time asset health data to quickly assess the impact of global or in-day optimization on asset maintenance and resource utilization. And get an instant view of optimization results and KPI changes when refining your asset management policy.
- Preconfigured Flows for Energy Companies. Asset-specific workflows populated with key equipment details allow supervisors to remotely assign tasks with all relevant specs and procedures. Drive operational consistency, compliance, and cost control through mobile-enabled work processes customized for upstream applications.
- Industry Best Practices Embedded and Automated. Digital job templates tailored for common wellsite operations give on-location techs step-by-step guidance for routine maintenance, equipment changes, and common repair jobs. Now frontline personnel across rigs and regions can do their jobs right the first time, and every time.
Provide customers with value, simplicity, and transparency.
- Revenue Cloud CPQ and Einstein AI. Be the first to win customers with proposals perfectly tailored to their projects. Leverage all your equipment catalogs, P&L data, and client relationship intelligence to auto-generate quotes that optimize the client's bottom line. Make a strong first impression with unique, detail-rich bids.
- Experience Cloud. Develop trusted relationships across your operating basins that sustain and grow business. Customer portals give operators real-time visibility into project status and service quality. Supplier portals facilitate collaboration and community portals promote shared economic and environmental commitments.
- Sales Cloud and Customer Data Platform. Create high-value, long term relationships with customers by having a single source of truth to manage accounts and build on prior knowledge.
Complete your energy solution with other Salesforce products.
Field Service
Streamline field operations. Train a new energy workforce to improve on-site safety and efficiency.
Data Cloud
Get AI insight from diverse data sources and automate workflows across your Salesforce applications.
MuleSoft
Instantly connect a growing list of energy and utility applications and data with speed and scale.
Tableau
Transform energy and customer data into actionable insights and processes.
Revenue Cloud Configure Price Quote (CPQ) and Product Catalogs
Customize catalogs of new, non-commodity products and services on the world's leading CPQ.
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.
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 EngleVP, IT, EQT
Get the most out of oil and gas solutions with industry-savvy partners and experts.
Stay on top of transition with the latest energy trends and insights.
Ready to take the next step with Energy & Utilities Cloud?
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Start building on Energy & Utilities Cloud for free with one of our trial environments, custom configured to suit your needs.
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Oilfield Services and Equipment FAQ
Salesforce, a cloud-based CRM, offers oilfield services and equipment management that supports asset maintenance and repair, field work management, predictive and preventative maintenance, project planning, budgeting, and utilization with data and automation.
Oilfield services and equipment managers want to improve wellsite operations with integrated tools and technology. A CRM helps create new value in the industry and win high-margin business by drafting bid estimates faster and offering more tailored and optimized contracts.
Oilfield services software connects equipment, crews, and vendors on one platform, creating a seamless process from rig-up to completion. AI and analytics track KPIs across basins to optimize costs, workflows, and improvements. These capabilities augment oilfield services and equipment software.
Salesforce has solutions for oilfield services and equipment sales and service, bid quoting, asset maintenance, tracking, forecasting, account management, AI, and analytics. Look for ROI that yields gains for workers and efficiency, and creates a foundation for future AI and data-driven operations.
