HubSpot for Oil & Energy

Bayard Bradford works with Oil & Energy product and service companies on CRM-ERP integration, 360 customer reporting, and technical implementation & support in order to streamline operations, increase productivity, and drive revenue growth using the HubSpot Customer Platform.

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How we solve for Oil & Energy

 

Customer 360 - Connectivity with ERP:

Track complex sales cycles and manage vendor relationships. Visibility into ERP data to aid decision – making across sales and service teams.

Connectivity with ERP systems such as Netsuite, Procore and Sage to pull in Order, Project, and Inventory Data.

Customer 360 Connectivity with ERP
 

Field Sales & Route Planning:

Visualize routes for field sales to visit site locations, regional offices, and events.

Enable the field sales & service teams to easily enter notes via the mobile app, review previous conversations and check past orders.

Provide a tailored training experience to field sales & service with a mobile-first approach.

Field Sales Route Planning
 

Configure, Price, Quote:

Build custom quotes based on the unique needs of the business directly in CRM.

Apply dynamic quoting rules, approval limits and line item validation.

Use HubSpot for document generation of dynamic quotes.

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Explore Success Stories

 
"Bayard Bradford's support enabled us to increase our pipeline, while better tracking current and potential customers and building out forecasts modeled how many units we needed to build to meet our forecasted demand."
 

Steven Schwin - VP of Sales and Marketing

  • Tripled customer base in five years after HubSpot CRM rollout
  • 100% user adoption by the Sales team
  • Merged with FlowCo and Flogistix to successfully enter next phase of PE-backed growth

Read Case Study →

How we work with oil and gas companies
 

How We Work

Every engagement begins with discovery. Once we've scoped the business and technical needs, we present a consultative proposal. We use the following process:

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Our consulting team will create a statement of work based on the project needs of each organization including timeline, cost, deliverables, expected time from the client, roles and expectations.

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