Peninsular Offshore Case StudyElvis CRM

Peninsular Offshore Case Study

Client

Peninsular Offshore

Industry

Oil and Energy

Duration

12 Months

Website

www.peninsularoffshoresystems.com

About The Client

Peninsular Offshore Systems is a Kuala Lumpur-based company offering custom control solutions for the oil and gas industry. With a 20-year history, they specialize in safety shutdown, instrument, and process control systems for both offshore and onshore operations.

Our
Challenge

The client sought a flexible software solution to unify customer and product management. The system needed to track leads, follow-ups, generate invoices, produce reports, and streamline overall operations. A Customer Relationship Management (CRM) software was implemented to meet these requirements.

Key Features

Our comprehensive dashboard offers a quick overview of daily and monthly lead performance, including team metrics, lead source breakdowns, follow-up status, and total leads.
Our sales module centralizes lead and follow-up management. It automatically captures leads from websites, email campaigns, and social media, then distributes them evenly among the sales team.
Access detailed lead information including email, phone number, and additional details with a single click. Schedule and manage follow-ups with reminders and preferred contact methods. System notifications and visual cues ensure timely follow-ups.

Generate customized quotations with itemized details, quantities, and terms. Convert approved quotations into downloadable PDF invoices.
Build comprehensive customer profiles during lead creation. Leverage master dropdown menus for efficient data entry. Manage multiple contacts within a single organization.
Our system includes robust social media integration, particularly WhatsApp. This enables immediate lead contact, maximizing conversion potential by seizing hot leads promptly.

Elvis Modules

Sales Automation
Lead Management
Order Management
Reports
Purchase Management
Customer Management
User Management

Solution &
Result

We customized Elvis CRM to provide a comprehensive lead management solution, offering in-depth analytics, performance tracking, efficient sales tools, and seamless social integration to optimize our client's lead conversion process.