How We Typically Help

• Build Salesforce around real operational workflows 

  • Structuring Salesforce so commercial, field, service, and coordination workflows happen inside the platform — not across spreadsheets, email, and disconnected systems. 

• Connect systems, data, and field execution 

  • Making sure sales, operations, service, and leadership teams are working from consistent information across the full lifecycle of work. 

• Turn Salesforce into a system of execution 

  • Embedding approvals, service processes, and operational workflows directly into Salesforce so work progresses consistently without manual coordination. 

Common Situations We Step Into

Oil and gas organizations typically come to us in one of three situations: 

1. New Salesforce implementations 

For organizations implementing Salesforce for the first time, the priority is getting the foundation right. 

We work with you to: 

• Define how commercial activity, service delivery, and field coordination should operate inside Salesforce 

• Design data models for customers, sites, assets, work activity, and partner relationships 

• Structure workflows for bids, work requests, approvals, and field execution 

• Integrate Salesforce with ERP, operational, and service systems where needed 

• Deliver reporting that reflects pipeline, operational activity, and service performance 

This is usually a strong fit for teams that want to get it right from the beginning, instead of rebuilding later. 

2. Recovering and stabilizing existing Salesforce environments 

For organizations where Salesforce exists but operational and field work is still happening outside the system, the focus is getting things back under control. 

We work with you to: 

• Understand how sales, service, and field activity are actually being managed today 

• Identify where workflows break down or are worked around 

• Reconnect processes so work runs end to end inside Salesforce 

• Clean up data models so reporting reflects real activity 

• Start making steady, visible improvements 

This tends to work best for organizations that are ready to simplify and fix what’s there — not just keep adding more on top. 

3. Expanding Salesforce as a platform 

For organizations where Salesforce is already in place, the focus shifts to extending it across more of the business. 

We work with you to: 

• Extend Salesforce across operational, service, and field workflows 

• Introduce structured processes across approvals, service coordination, and issue tracking 

• Improve reporting across pipeline, operations, and service performance 

• Replace inconsistent processes with something repeatable across teams and locations 

This is typically where Salesforce starts becoming part of how the business runs, not just something sales owns. 

AI and Automation in Oil & Gas Workflows

A growing part of our work is applying Salesforce AI and automation to real operational processes. 

This includes: 

• Moving requests, approvals, and work coordination through structured workflows 

• Automating service routing and internal handoffs 

• Supporting field and operational issue management 

• Reducing manual work across sales, operations, and service teams 

• Keeping work moving without relying on individuals to carry it forward 

The focus is always practical — applying automation where it improves coordination, visibility, and execution. 

Our Delivery Model

We typically work with organizations in one of two ways, depending on internal structure. 

In many oil and gas organizations, Salesforce is split between commercial teams and operational teams without clear ownership. We work differently — the same people who design the solution are the ones working with you throughout. 

Acting as Your Salesforce Team

For organizations without dedicated Salesforce leadership: 

• • Take ownership of Salesforce across sales, service, and operations 

  • Align it to how work moves across the business 

  • Define and manage what gets built and when 

  • Coordinate across systems and teams 

  • Deliver implementation, enhancements, and ongoing improvement

This creates a single place where responsibility sits. 

Acting as a Strategic Salesforce Partner

For organizations with an existing team: 

• • Work alongside your team on the parts that are slowing execution down 

  • Lead specific initiatives or problem areas 

  • Fix areas that have degraded over time 

  • Deliver work without adding more layers 

This tends to work best when teams want support where it matters, without changing how they’re structured. 

Handling Growth, Complexity, and Change

Oil and gas businesses evolve as operations become more distributed, service requirements increase, and customer expectations change. 

We support: 

• New service lines, offerings, and operational workflows 

• Changes in field activity and service complexity 

• Standardizing processes across teams and regions 

• Integrating new systems and operational tools 

• Improving visibility across commercial and operational performance 

We also support growth and change scenarios, including: 

• Aligning operations across business units or geographies 

• Consolidating data across systems 

• Standardizing how work is coordinated and tracked 

This usually works best for organizations that want to simplify through growth, not carry forward every variation. 

How We Work

Whether implementing, fixing, or expanding Salesforce, the approach is the same: 

• Make it reflect how your business actually needs to operate 

• Keep it aligned as things change 

We’ll also tell you directly when something isn’t working — including when the right answer is to simplify or remove what’s already been built. 

Our Accelerators

Fostering has delivered many successful Salesforce Implementations and Enhancements for banking clients.  This means we've solved many of the challenges that you might face - an overview of some of the technical solutions we've deployed is available here.