Peninsular Offshore Case StudyElvis CRM Malaysia

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 with 20 years of experience providing custom control solutions for both offshore and onshore oil and gas operations. Their expertise lies in safety shutdown, instrumentation, and process control systems.

Our
Challenge

The client sought a versatile software platform to consolidate customer and product information. The system needed to manage leads, track interactions, generate invoices, produce reports, and optimize overall operations. A CRM solution was implemented to fulfill these requirements.

Key Features

The dashboard presents a clear snapshot of daily and monthly lead performance, including team productivity, lead source effectiveness, follow-up progress, and overall lead volume.
The sales module consolidates lead and follow-up activities, automatically capturing leads from various online sources and distributing them evenly among the sales team.
View comprehensive lead details, including contact information and additional data, with a single click. Schedule and manage follow-ups with customizable reminders and preferred communication channels. Receive timely notifications and visual alerts to ensure no follow-up is missed.

Create detailed, customized quotes with itemized products, quantities, and terms. Convert approved quotes into downloadable PDF invoices.
Create detailed customer profiles during the lead generation process. Utilize pre-populated dropdown menus for faster data input. Manage multiple contact points within a single company.
Our system integrates seamlessly with social media platforms, especially WhatsApp, allowing for instant lead engagement and maximizing conversion opportunities by capturing hot leads immediately.

Elvis Modules

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

Solution &
Result

We tailored Elvis CRM to create a comprehensive lead management solution. This platform offers in-depth analytics, sales performance tracking, efficient sales tools, and seamless social integration to optimize lead conversion.