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Dynamics 365 CRM for Oil and Gas Industry - Evovlous

Reasons to Use Dynamics 365 CRM for Oil and Gas Industry

Having a robust Customer Relationship Management (CRM) system is critical for the modern oil and gas industry. As competition increases in different niches, managing customer relations effectively has become more important than ever. Microsoft Dynamics 365 CRM is a platform that ensures better client management in a simple way. The different modules can work individually or in combination with each other to solve specific client management challenges. 

By utilizing our years of experience in the oil and gas industry, the team at Evolvous can customize Dynamics 365 CRM to meet your exact requirements. In this article, we will look at some of the reasons why you should use Dynamics 365 CRM for your oil and gas business. 

Dynamics CRM vs Dynamics 365 – Which is Right for the Oil and Gas Industry 

Many managers often tend to get confused between Dynamics CRM and Dynamics 365. Earlier, Microsoft did have a tool called Dynamics CRM. But they later merged it with AX and NAV, to form Dynamics 365. Dynamics 365 combines CRM and ERP functionalities and is made up of not one but several individual products, which can work independently or in combination with each other. 

In this article, when we mention Dynamics 365 CRM, we are referring to the current system and its individual modules, which help you to manage and execute CRM tasks. 

Want to Learn More About Dynamics 365? 

To discover more about Dynamics 365 and how customized solutions for Evolvous can help your business grow, visit our Dynamics 365 page today. 

Reasons to Choose Microsoft Dynamics 365 CRM for Oil and Gas Industry 

Here are some of the biggest reasons you should use Microsoft Dynamics 365 CRM for Oil and Gas industry. 

  • Centralize and Streamline Customer Interactions with Dynamics 365 Customer Engagement

In the oil and gas industry, customer data is collected from various data points through different interactions and touchpoints. This includes data from marketing campaigns, sales interactions, customer support interactions and incident reports. Managing such diverse sources of data can often be a challenge and inefficient management can lead to lost opportunities. 

Dynamics 365 Customer Engagement, a CRM module, gives you a 360-degree view of each customer, consolidating information from different touchpoints. This gives you a comprehensive understanding of their preferences, history, and interactions. 

The platform also integrates different communication channels. This makes it easier for you to reach the customer in the right way, and at the right time. 

Dynamics 365 Customer Engagement also comes with advanced AI capabilities that provides insights into customer behavior, allowing you tailor interactions based on individual needs. 

  • Understand Your Customer Better with Dynamics 365 Customer Insights 

Customer Insights is another important module of Dynamics 365 CRM. It gives you real-time insights into customer interactions, allowing your oil and gas business to monitor customer engagement dynamically. The platform also uses predictive analytics to forecast customer behavior and trends and anticipate customer needs more accurately. 

Let us assume that you are looking to enhance customer satisfaction and optimize engagement with clients who purchase drilling equipment and services from you. With Customer Insights, you can instantly get access to the purchase history of the customer. The system will analyze the available data and predict future needs and preferences of the customer. This will help you identify upselling and cross-selling opportunities. 

  • Respond to Your Customer Queries More Efficiently with Dynamics 365 Field Service 

Responding to customer queries promptly and efficiently is important for customer retention. With the help of Dynamics 365 CRM modules like Field Service, you can facilitate effective resolution of issues and cut down response times significantly. 

As an oil and gas company, you might receive numerous customer queries related to equipment maintenance, service requests, and operational issues. Dynamics 365 Field service can integrate with your customer service portal, logging the service request and creating tickets automatically.  

Based on the service requested, the platform can also automate the dispatching and assignment of field service technicians based on their skills, location, and workload.  

The system will also send automatic updates to customers, notifying them about the status of the service requests. Based on the data that you provide; it can also provide estimated arrival times for field service technicians.  

By offering your valued customers a prompt response, you instill a sense of confidence in them about your service. This also helps you to increase loyalty and build a trustworthy brand for your business. 

These are some of the ways in which Dynamics 365 can improve the operations of your oil and gas business. At Evolvous, we help oil and gas companies to conceptualize and develop tailored solutions on Dynamics 365 CRM and ERP.  

How Do We Help with Microsoft Dynamics 365 CRM? 

Evolvous is a certified Microsoft Gold partner, and we have a dedicated team of Dynamics 365 CRM experts, possessing the right skill and experience. Here are some of the reasons why you should choose us to develop Microsoft Dynamics 365 CRM solutions for your oil and gas company. 

Customized Solutions 

We would customize the required Dynamics 365 customer service and other CRM products to align with the unique workflows and business processes of your oil and gas business. Our team will also configure the Dynamics 365 environment to accommodate specific data structures, terminology, and industry-specific requirements. 

Integration with Existing Systems 

Get help integrating Dynamics 365 CRM seamlessly with existing enterprise systems, like ERP and other specialized industry software. This ensures that data flows smoothly between systems to maintain a unified, accurate and consistent data set. 

User Training and Adoption 

Our support is not limited to system development. We also offer support for developing and conducting training programs for employees to ensure they understand how to use the new system effectively. 

To facilitate adoption, we address concerns, providing ongoing support and encouraging the integration of CRM into the daily workflows. 

These are some of the reasons why you should implement Dynamics 365 CRM for your oil and gas operation and unlock better growth opportunities in an ever-competitive market. 

What to Do Next? 

Contact our team of experts and discuss your project to discover how Dynamics 365 and other solutions based on SharePoint, Power BI and Power Automate can have a transformative impact on your oil and gas business. 

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