Industries · Oil, gas and energy
Lead capture for oil, gas and energy sales teams
Energy is sold on plant visits, in vendor meetings and at a few big shows, and the tender may be a year away. SEL XP turns each of those conversations into a named lead with the right datasheet sent, an owner and a next step, and puts it in your CRM within a minute.
On customer sites
- Who your team visits
- Plant and maintenance engineers, procurement and contracts staff at operators and utilities, and the buyers and package engineers of EPC contractors.
- What a visit is for
- A look at the existing installation, a technical clarification, vendor registration, a budgetary quotation and a return visit with a specialist.
- How the week runs
- Two or three site visits a day, often a long drive apart, and weeks between visits to the same plant.
At exhibitions
- Who comes to the stand
- Procurement and technical staff from national oil companies and utilities, buyers from EPC contractors, and local agents looking for principals.
- What they ask for
- Vendor registration status, datasheets and certificates, a budgetary quote, reference projects and a factory visit.
- How long a deal takes
- 6 to 24 months, tied to tenders and vendor approval.
The problem
What goes wrong between the meeting and the sale
- 01
The tender is a year away and the card is in a drawer
With cycles this long, a contact who is not in the CRM with what they asked for is forgotten by the time the enquiry is issued.
- 02
Three divisions meet the same engineer
Valves, gaskets and services each have a rep on the stand. The visitor talks to all three and gets three unconnected emails, or none.
- 03
A generic brochure answers nothing
They asked about one product line and one certificate. A group catalogue sent a week later does not move a technical buyer.
- 04
The plant visit lives in a diary
An engineer walks the unit, agrees to quote and drives on. What was seen and promised stays in a notebook until the weekly report, if it gets there.
How SEL XP fits
Built for the way energy teams sell
One view across the group
While a rep captures, the app says if a colleague in another company of the group has met this person, and what your CRM already has open with them.
The right datasheet, straight away
Tap the product lines they asked about and the follow-up carries the matching catalogues as a link, in English or Arabic.
The requirement, in their words
Dictate a voice note after the conversation. The app drafts requirement, quantity, timing and next step for you to approve.
Hot leads do not wait
A request for a quotation and a decision maker make a lead hot. If nobody contacts it in two days, the rep's manager is told.
In Odoo with the event as the campaign
Company, contact, lead, history and next task go to Odoo, so the enquiry that arrives next year can be traced to the show it started at.
Site visits after the show
With Field Presence, a plant visit is a check-in and a check-out linked to the lead, with time on site and a short note.
Three divisions, one visitor, one lead
When the gasket rep meets an engineer the valve rep saw last month, she is told so, and sees what your CRM already has open with that company.
See the whole productAt an exhibition, start to finish
What your team does, and when
- Before
Add the show with its dates, stand and targets. Load a catalogue for each product line and approve the follow-up wording in both languages.
- On the stand
Scan, tap the product lines, dictate the requirement, send the datasheet. The lead is in the CRM while the visitor is still in the aisle.
- Each evening
The manager opens the Overview: leads against target, hot leads, and who has not been followed up.
- The week after
Reminders chase what is untouched. Quotations and technical meetings are tasks with dates, visible to the manager.
Case studies
Oil, gas and energy: two teams, worked through
One team that sells on customer sites and one on an exhibition stand.
ScenarioIn the field
An instrumentation supplier's engineers on plant visits
The sale is decided inside the plant, where phones are often left at the gate. What the engineer saw and agreed reached the office as one line in a weekly report.
- Team
- 5 sales engineers, 1 sales manager
- Field
- Plant visits, two or three a day
- CRM
- Odoo
ScenarioAt an exhibition
A valve and fittings group at a four-day energy show
Three companies of one group share a stand. The same engineers visit all three, and until now nobody could say who had met whom.
- Team
- 12 people on the stand, from three companies
- Show
- A four-day energy exhibition in Abu Dhabi
- CRM
- Odoo, one database for the group
The calendar
Upcoming energy exhibitions in the Gulf
Dates checked against the organiser's or the venue's own site. Open a show for its venue, organiser and official link.
Questions
Oil, gas and energy: what teams ask
Can sales engineers use it on plant visits, not only at exhibitions?
Yes. On a plant visit the engineer captures the people in the room, chooses Site visit as how they met, records what was asked and sets the next step. With the Field Presence add-on the visit itself is on the lead, with its time on site. Many plants have no signal, so everything is saved on the phone first.
What is the best way to capture leads at an energy exhibition such as ADIPEC?
Capture each visitor at the stand, not afterwards: scan the card, record which product lines and certificates they asked about, and send the matching datasheet before they leave. SEL XP is built to do this in about 30 seconds, works with no signal, and puts the lead in your CRM with the show as its campaign.
Our group has several companies on one stand. Can each keep its own leads?
Yes. Each lead is tagged with the company it is for, and each company's admin sees that company's leads. A rep who sells for more than one company chooses the company when capturing, and duplicate warnings work across the whole group.
Can it record technical requirements, not just contact details?
Yes. Reps tap product interests, timeline and role, and can dictate a voice note. The app transcribes it and drafts the requirement, quantity, timing and next step, which the rep approves before it is saved.
See it with your team
Leave every meeting with a next step.
Tell us how your team sells: on customer sites, on the road or at exhibitions. We will show you the app with your products, your team structure and your CRM in mind.
- What happens next
- Day 0You send the form. We reply within one working day.
- 30 minA call on your screen: capture, follow-up, CRM and what your managers see.
- Set-upWe build your workspace with you: companies, teams, products, wording.