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\ CRM by Industries \ CRM software Oil & Gas \ Project example
Terrasoft CRM accumulates information received from the gas stations all over the country. The information at first transferred to the company branch in the appropriate region and then to the central office using Terrasoft Web version.
The system contains the single customer database and customer interactions history (contacts, tasks, shipments, deliveries, credits).
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Customer information
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For each corporate client a separated sale is created, to which all calls, meetings, email correspondence is linked. Thanks to the special reports, the company management is provided a clear picture about the current projects status, payments and credits.
Thank to the regular data exchange between the central office and branches and integration with the accounting system, it’s possible to track gas consumption by every corporate client or gas station.

Document flow automation
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To attract new customers specially developed business processes are used. These processes automatically create tasks for employees , increasing their effectiveness.
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