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Announcing OilFlo: The ultimate Sage CRM Platform for Petroleum Marketers
Announcing OilFlo:  The ultimate Sage CRM Platform for Petroleum Marketers

CRM Systems is very happy to announce the official launch of OilFlo!   OilFlo is an industry vertical version of CRM integrated to ERP,  and it delivers a multitude of capabilities that Petroleum Marketers want, and need for modern sales and service management.  OilFlo is exclusive to CRM Systems, so contact us today for more information!

In addition to all of the standard capabilities of CRM for desktop and mobile, OilFlo also includes:

  • "Around Me" - our advanced GPS locating and mapping solution that allows sales reps to know what customers and opportunities are around them at any time. This allows them to optimize their site visits and plan out routes that minimize travel time and maximize the number of accounts that can visit - even last second!
  • "Opportunity Multi-Stream Opportunities" - this exciting capability allows you to have completely independent workflows, fields and user interface by sales team. Have a different process for Lubes vs Fuels?  No problem with OilFlo.  Plus, it is all configurable and does not require any development or scripting!
  • ERP Integrated Dashboards - Pull data in near real time from your ERP system that includes details such as product sales by item, category, sales rep, and more - and present in CRM in interactive style.  Make this same data available to reports in CRM,  and attach events and triggers to it if you want to as well!
  • Speech Dictation for CRM Mobile Notes:  Don't want to type or tap your notes into CRM?  With CRM Mobile,  you don't have to. Using your Android or IOS mobile functionality, dictate your notes on phone calls or meetings directly into CRM without typing a thing.
  • Full CRM Mobile Workflow:  Our latest and greatest achievement is enabling CRM mobile with the full slate of Sage CRM workflow capabilities. Whether you want to create or progress Oppportunities, or Cases, or something else - we have you covered. Use CRM mobile just like CRM desktop for structured business process execution.

These capabilities, and more are exclusive to CRM Systems OilFlo.   Contact us today for more information!

Call 888-344-2652 option 1,  or email us at sales@crmsystems.com


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CRM Systems is a full-service professional service provider of end-to-end ERP and CRM solutions for the SMB business market.

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CRM Systems serves all of the United States and Canada with particular emphasis on the south-western USA, Ontario and western Canada.

       
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  • United States (General): +1 619-956-9189
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