Transforming the Energy Industry With Salesforce

John Freeman discusses the many uses for salesforce in the energy industry.

August 2020

Key Points:

  • Salesforce is gaining momentum in upstream and midstream applications.
  • Bottom-up Salesforce implementation tends to be organic.
  • Integrating Salesforce into the work process enhances data analytics.

“The uses for Salesforce in the oil and gas industry are growing all the time", says John Freeman, Director in Process & Technology for Opportune, who recently stopped by E2B to talk about why companies are partnering with the firm to leverage core Salesforce capabilities to reduce costs, increase innovation and support the rapidly changing energy industry.

Supplier relationships, mineral rights, and stakeholder management are three examples of Salesforce's use in the oil and gas industry—specifically Salesforce Field Service Lightning.

"Essentially, anywhere you need to get your hands around a complex business process or where you need to use lots of spreadsheets, access databases and things like that," Freeman says, "[is] where you'd see it used in the upstream oil and gas sector."

Additionally, many midstream processes can benefit from Salesforce, too.

Businesses can take either a top-down or bottom-up approach toward implementing Salesforce. Freeman doesn't believe one way is better than another, though he does have a preference.

"My favorite way is starting small, identifying something valuable or requiring a lot of process steps, and then building a targeted app that quickly makes a big difference," he says.

The bottom-up approach, Freeman continues, tends to be more organic in that it's rooted and given life by legacy systems within companies. This approach can oftentimes spur an innovative environment where it inspires other groups within an organization to adopt the same approach.

"It's an educational process," Freeman says.

"My favorite way is starting small, identifying something valuable or requiring a lot of process steps, and then building a targeted app that quickly makes a big difference.”

But, Freeman considers himself an evangelist who likes to dream up new ways to utilize Salesforce, so a little education is something he doesn't mind.

By leveraging Salesforce, energy companies can improve their ability to digest vast amounts of data to obtain actionable insights that matter most to their business.

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A headshot of John Freeman.
John Freeman

Director