Energy Stakeholder CRM & Mobile App
2 mo
Duration
Rapid deployment
Mobile
Enabled
Field team access
Custom
Objects
Energy-specific data model
What We Were Asked to Solve
A Chinese energy company had outdated stakeholder tracking with poor reporting and usability. Field teams had no mobile access to CRM data, making it impossible to update stakeholder information or log engagement activities while in the field.
How We Delivered It
We built a modern stakeholder management system on Creatio with custom objects for energy-specific data models. Engagement tracking was built with activity logging and relationship mapping. Reporting dashboards were designed for both field teams and executive leadership. A mobile-enabled Creatio app was delivered with improved UI/UX for field use.
Modules & Capabilities Delivered
Results & Impact
Improved stakeholder visibility with full engagement history
Field productivity increased through mobile CRM access
Modern reporting dashboards replaced manual data extraction
Improved UI/UX drove higher adoption among field teams
Delivery Team
1 CRM Consultant, 1 Developer
Duration
2 months
Platform
Creatio
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About this project and our reference process.
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Our smallest engagements have been 2-3 months with a team of 2 people — such as the China energy stakeholder CRM and the Jordan pharma field force project. We scale our team to match your scope.
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