Case Study: Select Energy achieves increased visibility with Cloud Sherpas and Salesforce Sales Cloud

Select Energy Services Achieves Increased Visibility With Salesforce.Com

Select Energy Services, a major oil and gas field services company, was challenged by its rapid growth and over 30 acquisitions, which created a strain on its business systems. Their sales teams lacked a centralized CRM, forcing them to rely on manual reporting and providing no visibility into field activities. To solve this, they engaged vendor Cloud Sherpas to implement a Salesforce Sales Cloud solution within a tight 60-day timeframe.

Cloud Sherpas implemented a scalable Salesforce solution for the national sales team in just two weeks, configuring Accounts, Contacts, and Opportunities. The results included automated reporting that saved managers time and provided strategic insight into customer and competitor activity. To ensure high adoption, the entire sales team was equipped with iPads for mobile and offline access, and a third-party database integration was added for sector-specific intelligence. Cloud Sherpas delivered the project on time and on budget, giving Select Energy Services the increased visibility it needed.

Select Energy

Nate Banda

SES GIS Administrator