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Salesforce for Refineries

We help refinery teams who need better coordination across supply, commercial, and compliance, without chasing documents.

Contracts and compliance artifacts are scattered; customer updates are inconsistent. Leadership lacks a real-time view of commitments, issues, and status across teams. In refining, precision matters, systems should reduce risk, not create it.

Refineries run with high complexity and high consequence. Counter Code implements Salesforce as the coordination layer across teams and systems.

We start by centralizing contract + customer interactions. From there we automate approvals and documentation workflows, then enable analytics for visibility and decision velocity.

WHAT WE BUILD

Solutions We Build

Salesforce capabilities tailored for refining.

SOLUTION 1

Commercial Account + Contract Workspace (Sales Cloud)

Standardized deal tracking; stakeholder maps; commitments log.

SOLUTION 2

Document + Compliance Hub (Salesforce + Doc Integration)

Store and relate contracts, certifications, audit trails; renewal reminders.

SOLUTION 3

Approvals (Flow)

Route pricing/terms exceptions; capture decisions and rationale.

SOLUTION 4

Integration (MuleSoft)

Connect ERP, quality/compliance data sources, document repositories; keep master data aligned.

SOLUTION 5

Dashboards (CRM Analytics/Tableau)

Commitments, exceptions, cycle time, issue trends; executive visibility.

SOLUTION 6

AI (Einstein)

Summarize customer interactions and action items; classify compliance-related cases.

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