Streamlining Oil and Gas Operations
About Client
Our client is a Fort Worth-based specialty asset management and professional services firm specializing in mineral rights management and oil and gas back-office outsourcing. Leveraging proprietary tools like Mineral Tech, our client provides comprehensive services, including land and mineral rights management, oil and gas accounting, and regulatory compliance, tailored to meet the unique needs of each client.
Industry
Oil and Gas
Products
Salesforce Sales Cloud
Ring Central
Account Engagement
Customer AI
Challenges
- Migration of all marketing metadata and configurations from HubSpot to Pardot
- Manual lead transfers from Customer.ai to Salesforce were slowing down sales response times.
- Manual lead qualification and assignment led to slow follow-ups and lost sales opportunities.
- Manually handling lead intake for two distinct business modules led to delays and inconsistent data collection.
- Consistent client communication by sales representatives over time.
- Manual time logging led to inefficiencies, missed billings, and time tracking errors.
Solutions
- Custom migration plan, transferring all relevant metadata and configurations into Pardot from scratch.
- Implemented real-time integration between Customer.ai and Salesforce for automatic lead syncing.
- Developed a structured Salesforce sales process with automated lead scoring and routing based on predefined criteria.
- Deployed dynamic, public-facing forms tailored to each module, automating lead updates and owner notifications.
- Automated reminders and Slack alerts based on client inactivity timelines.
- Implemented a Salesforce Customer Portal with automated time tracking, rate calculation, and billing.
Results
- Fully customized Pardot setup, optimizing their marketing processes and ensuring seamless operations.
- Streamlined time entry process, improved accuracy, and reduced administrative workload.
- Improved lead response time by 60% and increased conversion rates through efficient, targeted follow-ups.
- Engage new leads instantly, accelerating outreach and boosting conversion efficiency.
