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Salesforce for Fuels Distribution & Retail

We help fuel distributors and retail operators who need faster service, tighter handoffs, and cleaner account visibility.

Orders and issues arrive via phone/email; delivery status is hard to track. Sales and dispatch aren't aligned, creating customer frustration. When margins are tight, execution and responsiveness are the advantage.

Fuel moves on time, not on best intentions. Counter Code builds Salesforce service + operations coordination layers that match distribution reality.

We start by centralizing accounts, orders, and service issues. From there we integrate dispatch/delivery visibility, then improve multi-site relationship management and reporting.

WHAT WE BUILD

Solutions We Build

Salesforce capabilities tailored for fuels distribution & retail.

SOLUTION 1

Customer Service Console (Service Cloud)

Cases, SLAs, routing, customer history, issue categorization.

SOLUTION 2

Order and Delivery Visibility (Custom Objects + Integration)

Track orders, delivery windows, exceptions; notify customers proactively.

SOLUTION 3

Retail Site Management (Sales Cloud)

Parent/child account hierarchy, site attributes, equipment/service history, promotions tracking.

SOLUTION 4

Integration (MuleSoft)

Connect dispatch/logistics systems, pricing sources, ERP/accounting.

SOLUTION 5

Analytics (CRM Analytics/Tableau)

Service performance, on-time metrics, customer profitability, retention risk.

SOLUTION 6

AI (Einstein)

Classify inbound requests; suggest next best action; summarize account history for reps.

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