Manage Your Oilfield Sales With Oilfield CRM

Sales event is the initial stage for most new jobs in Oilfield Operation. Having the ability to timely and easily manage necessary information as well as flexible quoting mechanisms available when initiating a sales process can give your company the edge over its competitors.

The RigER software has a powerful sales module, which consists of:

The Rental Service Agreement (RSA) is the document that gathers all the information necessary for rental job: client and location, equipment, consumables, services, and the prices of those. A part of the RSA also serves as a quote for the client. In fact, multiple quotes can be generated within a single RSA by just modifying applicable information.

Price management is one of the most important aspects of sales process. Sales personnel must be able to provide a potential client with a precise quote and make pricing (and other) adjustments in that quote as a result of negotiations.

There is a very powerful pricing mechanism in RigER that allows users to make the price management process easy. There are three main levels of pricing that this mechanism consists of:

While the first two documents – Price List (PL) and Price Agreement(PA) are dedicated documents for defining prices (with the PA having a higher priority over the PL), the last one – the Rental Service Agreement (RSA), is the document that represents the actual unique job for a single client/location. The RSA picks up prices either from the PA – if those are in place (hence the higher priority) or the PL – if no Price Agreement is available for the selected client. It also allows manual prices editing/input, thus having the highest priority of pricing by overriding the ones from PAs or PLs

Other useful features include Discounts, Pricing by Client Divisions, Setup of Different Rental Periods, Billing Cycles, Volume Pricing, etc.

Having that in place will allow the sales personnel to generate accurate quotes according to the client requirements and needs.

RigER CRM is a tool that not only simplifies tracking and management of your customer relations, but also allows users to automate a lot of tasks, for instance – to generate RSA/Quote(s) based on initially negotiated information from the lead.

Unlike other CRM systems, RigER CRM is designed specifically for Oilfield Operations. Its main focus is to have the standard CRM functionality enhanced and, at the same time – simplified and fine-tuned for Oilfield Operations. This ensures ease of use and saves a lot of valuable time.

In a nutshell – RigER CRM allows you to build a database of leads, or in other words – sales opportunities, and track their actions and history. It enables generating sales events for the qualified leads with the appropriate information required for the particular job, and eventually generate an RSA and provide the customer with an accurate quote. While the information flows from leads – to sales event – to RSA/quote, this however does not mean that we have to strictly follow this sequence. All three steps (documents) are stand-alone and can be created independently.

From the management perspective, RigER CRM accumulates and stores a history of all sales personnel activity, thus allowing to generate/run reports and see which areas/sales representatives perform better than others and what aspects require additional focus.

Aside from rental operations, RigER also allows users to perform direct sales of equipment/inventory. The process is very simple and there are three documents involved: