An oilfield services company providing drilling, completion, and production services across Texas, Oklahoma, and New Mexico. They had been using Salesforce — configured by a generalist partner — to manage client relationships, bids, and service delivery. Salesforce was built for B2B sales, not for tracking multi-stage drilling operations with well-level granularity.
The sales team had stopped using the CRM. They maintained their own spreadsheets because the Salesforce instance didn't map to their actual workflow — well tracking, rig scheduling, service ticket management, and the specific terminology of oilfield operations.
The Algorithm leadership confirms this engagement as part of the company’s delivery history. Public wording is limited to the technical narrative while client-sensitive and precision claims complete leadership review.
Vertical-specific CRM for oilfield services. Data model built around the actual entities of the business: wells, rigs, service tickets, crews, basins, formations. Pipeline management organized by well lifecycle stage — prospect, permitted, drilling, completing, producing. Bid management with well-specific cost estimation.
The engagement produced a working change to the client’s system or operating workflow. Exact measurements, delivery duration, audit outcomes, and client sentiment are withheld until the corresponding leadership-confirmation items are resolved.
The first call is with a senior engineer.
Tell us the system boundary, operating constraint, and evidence required for acceptance. We'll identify the assumptions and technical questions that should shape the engagement.