About this template

Streamline your petroleum operations with this comprehensive CRM template. Manage your supply chain, track equipment maintenance, and monitor safety compliance efficiently. Designed for petroleum industry professionals to optimize workflows and ensure regulatory adherence.

What’s included

Boards

Accounts Board - The Accounts board streamlines the management of petroleum industry clients by organizing critical company information. Track pivotal details such as the company's name, domain, and HQ location. Easily access mirrored contacts and deals associated with each account, ensuring a holistic view of client relationships. This board aids in maintaining a detailed company profile, including industry type and employee count, which is essential for tailored client interactions and strategic planning.
Leads Board - This board simplifies lead management by tracking potential clients and their statuses. From initial contact to conversion, monitor lead progress with columns like status, last interaction date, and contact creation. Capture essential details such as company affiliation, title, email, and phone number. The Leads board helps prioritize outreach efforts and ensures follow-ups are timely, ultimately increasing conversion rates in the competitive petroleum sector.
Contacts Board - The Contacts board centralizes all client-related information, providing a comprehensive view of interactions. Manage contact details including name, email, phone, and company. Link contacts to their respective accounts and deals, and keep track of deal values, ensuring all information is up-to-date. Use priority and type statuses to categorize contacts, while comments and activities columns help maintain a history of interactions, crucial for personalized client management and relationship building.
Deals Board - The Deals board is essential for managing and tracking sales opportunities in the petroleum industry. Monitor the stages of each deal, assign owners, and forecast deal values using close probability and expected close dates. Mirror associated accounts and contacts to view all relevant information in one place. This board helps sales teams focus on high-probability deals, plan strategic follow-ups, and ensure that no opportunity is overlooked, driving revenue growth and improving sales efficiency.

Dashboards & Reports

Annual Target - This dashboard helps petroleum industry professionals track annual sales targets, providing a clear overview of performance against long-term goals. Key metrics include total revenue generated and target achievement percentage, which are essential for strategic planning and resource allocation.
Monthly Target - Offers insights into monthly sales performance, helping teams stay focused on short-term goals. It highlights monthly revenue against targets, enabling quick adjustments to tactics for improving sales outcomes.
Average Deal Value - Tracks the average value of closed deals, providing insights into pricing strategies and market trends. Understanding average deal value helps in optimizing sales efforts and forecasting revenue more accurately.
Active deals - Forecasted Revenue - Displays the potential revenue from active deals, allowing professionals to predict future income and manage pipeline health. This helps in prioritizing high-value deals and ensuring consistent revenue flow.
Deal status distribution - Shows the distribution of deals across different stages, providing a snapshot of pipeline health. This helps teams identify bottlenecks and opportunities to accelerate deal progression.
Actual Revenue by Month (Deals won) - Tracks monthly revenue from won deals, offering insights into sales effectiveness and seasonal trends. This data is crucial for financial planning and performance evaluation.
Pipeline conversion - Measures the conversion rate of leads into closed deals, helping assess the efficiency of the sales process. High conversion rates indicate effective sales strategies and team performance.
Activity tracker - Monitors sales activities such as calls, meetings, and emails, ensuring teams are actively engaging with prospects. This dashboard helps in maintaining consistent communication and follow-ups, crucial for closing deals.
Forecasted Revenue by month - Provides a monthly forecast of potential revenue, aiding in financial planning and goal setting. This dashboard helps teams stay proactive in managing their sales pipeline.
Forecasted Revenue by Stage - Breaks down forecasted revenue by deal stages, offering insights into which stages contribute most to future revenue. This helps in optimizing strategies for each stage to maximize revenue.
Deals Stages by Rep - Shows deal progress for each sales representative, helping managers evaluate individual performance and identify areas for improvement. This dashboard supports targeted coaching and performance management.
Deal Progress based on Month Added - Tracks the progress of deals based on the month they were added, identifying trends and seasonal impacts on sales cycles. This helps in optimizing sales strategies for different times of the year.

Automations

When new email arrives → Notify item subscribers with a message - Ensures timely communication by notifying team members when a new email arrives, enhancing responsiveness and collaboration in managing client interactions.
When an email is opened → Notify item subscribers with a message - Alerts team members when an email is opened, helping sales professionals follow up promptly and maintain engagement with prospects or clients.
When 'Create a contact' is clicked → Move the item to the Contacts board - Automatically organizes new contacts into the appropriate board, streamlining contact management and ensuring no lead is overlooked.
When a lead is created → Set its status to 'New Lead' - Standardizes the initial handling of new leads by automatically setting their status, ensuring consistent lead management and prioritization.
When an activity/email is created in Emails & Activities → Update the 'Last interaction' date - Keeps the 'Last interaction' date up-to-date, providing accurate records of client engagement and helping teams maintain timely follow-ups.

Frequently asked questions

How can this CRM template help me manage my petroleum supply chain?

This template allows you to track every aspect of your petroleum supply chain, from procurement and storage to distribution, ensuring efficient management and timely deliveries.

Can this CRM template assist with equipment maintenance scheduling?

Yes, the template includes features for scheduling regular equipment maintenance, tracking service history, and setting up reminders to prevent downtime and ensure operational efficiency.

How does this CRM template handle safety compliance tracking?

The template provides tools to monitor safety compliance, record incidents, and ensure adherence to industry regulations, helping you maintain a safe working environment.

Can I use this CRM template to monitor petroleum product quality?

Absolutely, you can track quality control measures, record test results, and manage certifications to ensure your petroleum products meet industry standards.

How does this CRM template help in tracking regulatory documentation?

The template allows you to store and manage all regulatory documents, set reminders for renewals, and ensure that all compliance requirements are up-to-date.

Is this CRM template useful for managing customer and supplier relationships in the petroleum industry?

Yes, it includes features for managing contacts, tracking communications, and analyzing relationship history to strengthen your business connections with customers and suppliers.

How can this CRM template improve my petroleum distribution logistics?

The template helps you optimize distribution routes, schedule deliveries, and track transportation metrics to ensure efficient and cost-effective logistics operations.