An oilfield services company providing drilling, completion, and production services across Texas, Oklahoma, and New Mexico. They had been using Salesforce — configured by a generalist partner — to manage client relationships, bids, and service delivery. Salesforce was built for B2B sales, not for tracking multi-stage drilling operations with well-level granularity.
The sales team had stopped using the CRM. They maintained their own spreadsheets because the Salesforce instance didn't map to their actual workflow — well tracking, rig scheduling, service ticket management, and the specific terminology of oilfield operations. The company was paying $180K/year for a CRM that nobody used.
They needed a CRM built for their industry, not adapted from a generic template.
Vertical-specific CRM for oilfield services. Data model built around the actual entities of the business: wells, rigs, service tickets, crews, basins, formations. Pipeline management organized by well lifecycle stage — prospect, permitted, drilling, completing, producing. Bid management with well-specific cost estimation. Service delivery tracking with rig scheduling, crew assignment, and equipment allocation. Client portal for operators to submit service requests and track progress. Integration with accounting for invoicing and revenue recognition.
100% sales team adoption within 30 days — because the system matched their actual workflow. Bid response time reduced from 5 days to same-day. Revenue visibility improved — the CEO could see pipeline by basin, by service type, by client for the first time. They cancelled their Salesforce subscription.
The first call is with a senior engineer.
Tell us the industry, the regulatory environment, and what needs to be built. We'll tell you if we've done it before, what it should cost, and how long it takes.