About this template

Petroleum IT Support CRM Template manages service tickets, routes requests, and enforces SLAs. Dashboards and automations ensure faster resolutions for teams.

What’s included

Boards

Accounts Board - The Accounts board is designed to provide IT Support Specialists in the petroleum industry with a comprehensive view of each client account. By organizing key account information such as company name, domain, industry, number of employees, headquarters location, and company profile links, IT support can quickly access necessary details. This board also integrates contacts and deals related to each account, making it easier to manage client interactions and track ongoing projects or issues, thereby enhancing client relationship management and service efficiency.
Leads Board - The Leads board streamlines the process of managing potential clients. IT Support Specialists can track the status of each lead, including critical contact information like name, title, email, and phone number. The board also records the last interaction date, ensuring that follow-ups are timely. The 'Create a contact' button helps in converting leads into contacts easily, and by monitoring active sequences, IT support can maintain a structured approach to lead nurturing, ultimately boosting conversion rates and ensuring a steady pipeline of new business opportunities.
Contacts Board - The Contacts board centralizes all contact information in one place. This includes names, emails, phone numbers, titles, and company affiliations. IT Support Specialists can link contacts to accounts and deals, reflecting the value of ongoing negotiations. The board also allows for prioritization of contacts based on type and priority status, and the comments section ensures that all interactions and specific notes are documented. This comprehensive view helps in managing relationships effectively and ensures that no important client detail is overlooked.
Deals Board - The Deals board is essential for tracking the progress of each deal from initial contact to closure. IT Support Specialists can monitor deal stages, assign deal owners, and assess deal values. The board also includes expected close dates and close probabilities, allowing for accurate forecasting. By linking contacts and accounts to deals, all relevant information is easily accessible, facilitating better communication and coordination. This board also tracks the last interaction date, ensuring that IT support can provide timely updates and maintain momentum on critical deals, ultimately contributing to higher success rates in deal closures.

Dashboards & Reports

Annual Target - This dashboard helps IT Support Specialists in the petroleum industry to monitor the yearly progress towards the organization's sales targets. It provides a high-level view of performance and helps in identifying any IT support needs that might arise from underperformance.
Monthly Target - Focuses on short-term goals, allowing IT Support Specialists to see if the current month's targets are being met and to anticipate any IT issues that may need immediate attention to ensure targets are achieved.
Average Deal Value - Provides insights into the average value of deals, helping IT Support to prioritize support for high-value deals and ensuring robust IT infrastructure for critical transactions.
Active deals - Forecasted Revenue - Shows the potential revenue from active deals, enabling IT Support Specialists to allocate resources efficiently and prepare for any IT demands that these deals might generate.
Deal status distribution - Displays the status of all deals, helping IT Support to understand where deals might be stalling due to IT issues and to prioritize support for deals in critical stages.
Actual Revenue by Month (Deals won) - Tracks the actual revenue generated each month, allowing IT Support to correlate IT performance with revenue generation and to identify periods when IT issues may have affected revenue.
Pipeline conversion - Shows the conversion rates at different stages of the sales pipeline, helping IT Support to identify bottlenecks where IT support could improve conversion rates.
Activity tracker - Monitors all activities related to deals, providing IT Support with a comprehensive view of where their support is needed most and ensuring all activities are up to date and running smoothly.
Forecasted Revenue by month - Projects the revenue for upcoming months, helping IT Support to plan for future IT resource allocation and anticipate any system upgrades or support requirements.
Forecasted Revenue by Stage - Breaks down forecasted revenue by deal stage, enabling IT Support to focus on stages with the highest potential revenue and ensure IT systems are optimized for these critical points.
Deals Stages by Rep - Shows how individual sales reps are progressing through deal stages, allowing IT Support to provide targeted assistance to reps who might be facing IT-related challenges.
Deal Progress based on Month Added - Tracks the progress of deals based on when they were added, helping IT Support to identify trends and provide timely support to deals that are lagging behind.

Automations

When new email arrives → Notify item subscribers with a message - Ensures that IT Support is immediately aware of new communications, allowing for prompt support and quick resolution of any IT issues impacting deal progression.
When an email is opened → Notify item subscribers with a message - Keeps IT Support informed about client engagement, helping them to provide timely support and address any IT-related questions or issues that arise from client interactions.
When "Create a contact" is clicked → Move the item to the Contacts board - Streamlines the process of managing new contacts, ensuring IT Support can quickly access and support new leads.
When a lead is created → Set its status to "New Lead" - Automates lead status updates, reducing manual input and allowing IT Support to focus on providing necessary support for new leads.
When an activity/email is created in Emails & Activities → Update the "Last interaction" date - Keeps interaction dates up to date, helping IT Support to track the latest communications and ensure timely support for ongoing engagements.

Frequently asked questions

How can this CRM template help manage IT asset tracking in a petroleum company?

This CRM template allows you to track all IT assets including hardware and software across different sites, ensuring accurate inventory and maintenance schedules.

What features does the CRM offer for incident resolution in the petroleum industry?

The CRM provides a detailed incident management board where you can log, track, and resolve IT incidents efficiently, ensuring minimal downtime in your operations.

Can this CRM help with compliance reporting specific to the petroleum sector?

Yes, this CRM includes customizable compliance reporting tools that help you adhere to industry regulations and standards, making audits and inspections smoother.

How does the CRM support IT project management for petroleum companies?

The CRM includes project management boards to plan, execute, and monitor IT projects, ensuring they are completed on time and within budget.

What tools are available for monitoring and maintaining network infrastructure in a petroleum business?

The CRM features network monitoring tools that help track the performance and health of your IT infrastructure, providing alerts and maintenance schedules to prevent issues.

How can this CRM template assist in managing software licenses and renewals in the petroleum industry?

This CRM has dedicated boards for managing software licenses, tracking renewal dates, and ensuring compliance with licensing agreements to avoid penalties.

What support does the CRM offer for handling IT support tickets in a petroleum company?

The CRM offers a robust ticketing system that allows you to log, prioritize, and resolve IT support tickets efficiently, ensuring quick resolution of issues and minimal impact on operations.

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