About this template

Petroleum Account Executive CRM Template equips reps with account context, contacts, and opportunities in one view. Forecasts update automatically as deals progress.

What’s included

Boards

Accounts Board - This board enables account executives in the petroleum industry to efficiently manage their client accounts. Key columns like Name, Industry, and Headquarters location help in organizing and categorizing accounts. The Domain and Company profile links provide quick access to relevant company information. The Contacts and Deals mirror columns ensure that all related interactions and transactions are easily accessible, making it simpler to track client progress and foster strong relationships.
Leads Board - The Leads board is designed to streamline the lead management process. Account executives can track the status of leads, create new contacts, and gather essential information such as the lead's company, title, email, and phone number. The Last interaction column helps in maintaining timely follow-ups, while the Active sequences column (unsupported) was meant to track ongoing outreach efforts.
Contacts Board - Keeping track of contacts is crucial in the petroleum industry due to the complexity of client relationships. This board includes comprehensive columns such as Name, Email, Phone, Title, and Type to categorize and prioritize contacts. The Accounts and Deals board relations ensure that all connected accounts and transactions are visible, while the Comments column allows for detailed notes on each contact, facilitating personalized communication and engagement.
Deals Board - The Deals board is essential for tracking the progress of sales opportunities. Columns like Name, Stage, Owner, Deal Value, and Expected Close Date help in managing the sales pipeline effectively. The Close Probability and Forecast Value formula columns provide insights into potential revenue, while the Contacts and Accounts mirror columns ensure that all relevant information is connected. The Last interaction column helps in maintaining consistent follow-ups, which is critical for closing deals in the petroleum industry.
Activities Board - This board helps account executives plan and track their activities, ensuring that all tasks are organized and completed on time. Columns such as Name, Activity Type, Owner, Start time, End time, and Status provide a comprehensive overview of daily activities. The Related item board relation connects activities to specific accounts, contacts, or deals, ensuring that all actions are aligned with business objectives.

Dashboards & Reports

Annual Target - Helps petroleum account executives track their yearly sales goals, providing a clear overview of their progress towards annual revenue targets and allowing for strategic planning to meet these goals.
Monthly Target - Breaks down annual targets into more manageable monthly goals, enabling account executives to stay on track and adjust strategies in response to monthly performance metrics.
Average Deal Value - Provides insights into the typical value of deals closed, helping account executives identify high-value opportunities and optimize their efforts towards more profitable deals.
Active deals - Forecasted Revenue - Offers a projection of revenue based on active deals, allowing account executives to prioritize efforts on deals that are likely to close and contribute significantly to their targets.
Deal status distribution - Visualizes the stages of all active deals, helping account executives manage their pipeline more effectively and focus on deals that need immediate attention to move forward.
Actual Revenue by Month (Deals won) - Tracks the actual revenue generated from won deals on a monthly basis, providing a clear picture of performance against targets and highlighting trends or patterns in deal closures.
Pipeline conversion - Shows the conversion rates at different stages of the sales pipeline, helping account executives identify bottlenecks and improve their conversion strategies.
Activity tracker - Monitors sales activities such as calls, meetings, and emails, ensuring account executives maintain high levels of engagement with prospects and clients.
Forecasted Revenue by month - Projects monthly revenue based on current deals, helping account executives forecast their earnings and plan their activities accordingly.
Forecasted Revenue by Stage - Breaks down forecasted revenue by the stage of each deal, providing detailed insights into where the most significant revenue opportunities lie within the sales pipeline.
Deals Stages by Rep - Compares deal progress across different sales representatives, facilitating performance benchmarking and encouraging best practice sharing among the team.
Deal Progress based on Month Added - Tracks the progress of deals based on the month they were added to the pipeline, helping account executives identify how quickly deals are moving through the pipeline and where delays may be occurring.

Automations

When new email arrives → Notify item subscribers with a message - Ensures that account executives are immediately aware of new communications from clients, enabling prompt follow-up and enhanced client engagement.
When an email is opened → Notify item subscribers with a message - Alerts account executives when a client has opened an email, providing a timely cue to follow up and continue the conversation while the client is engaged.
When "Create a contact" is clicked → Move the item to the Contacts board - Streamlines the process of organizing new leads by automatically moving them to the contacts board, ensuring no lead is overlooked and improving lead management efficiency.
When a lead is created → Set its status to "New Lead" - Automates the initial classification of new leads, allowing account executives to quickly identify and prioritize new opportunities for engagement.
When an activity/email is created in Emails & Activities → Update the "Last interaction" date - Keeps the "Last interaction" date current, providing account executives with accurate and up-to-date information on client engagement, which is crucial for timely follow-ups and relationship management.

Frequently asked questions

How can this template help me manage client accounts in the petroleum industry?

This template allows you to organize and track all client interactions, contracts, and sales activities in one place, ensuring you stay on top of each account's needs and status.

How does this CRM assist with tracking oil and gas sales pipelines?

The template includes columns for sales stages, expected close dates, and deal values, helping you monitor and manage your sales pipeline effectively from prospecting to closing.

Can this CRM template help me comply with petroleum industry regulations?

Yes, this template includes features to track compliance documentation and ensure all client interactions and transactions meet industry standards and regulatory requirements.

How does this template facilitate communication with petroleum clients?

The CRM includes integrated communication tools, allowing you to log emails, calls, and meetings, and set reminders for follow-ups, ensuring timely and effective communication with clients.

How can I use this CRM to manage bulk oil and gas orders?

This template allows you to track order quantities, delivery schedules, and invoicing, helping you manage large orders efficiently and ensure timely fulfillment.

Can this CRM help with forecasting sales in the petroleum industry?

Yes, the template includes forecasting tools that leverage your sales data to predict future sales trends, helping you make informed decisions and set realistic targets.

How does this template support managing petroleum industry-specific client needs?

The template is customizable to capture details unique to petroleum clients, such as contract terms, supply chain logistics, and special pricing agreements, ensuring you meet their specific requirements.

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