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    Salesforce for Upstream Teams

    We help upstream commercial, operations, and leadership teams who are tired of living in inboxes and spreadsheets.

    Today, deal details are scattered across email threads, Excel models, and shared drives. Pipeline and status updates can't be trusted, so forecasts become "best guesses", and in upstream, the cost of misalignment is real: missed windows, rework, and lost credibility.

    Upstream moves fast and teams are lean, so you need systems that reduce friction rather than add admin. Counter Code designs Salesforce solutions built for energy workflows, connecting CRM, data, and automation so your teams execute with clarity.

    We start by mapping your upstream deal and ops motion across land, commercial, ops, and JV touchpoints. From there we implement Salesforce workflows and integrations for clean handoffs and a single system of record, then operationalize reporting and AI insights, so you get forecasting you can defend.

    WHAT WE BUILD

    Solutions We Build

    Salesforce capabilities tailored for upstream energy.

    SOLUTION 1

    Commercial Deal Room in Salesforce (Sales Cloud)

    Opportunity stages aligned to upstream milestones; stakeholder tracking; approval routing; required data gates.

    SOLUTION 2

    JV / Partner Collaboration (Experience Cloud)

    Secure portals for sharing updates, documents, and milestone status; controlled visibility by partner.

    SOLUTION 3

    Approvals + Governance (Flow + CPQ)

    Automate commercial approvals (terms, pricing, risk); reduce "special handling."

    SOLUTION 4

    Integrated Data (MuleSoft)

    Connect Salesforce with ERP/accounting, document repositories, and operational systems; sync key customer + contract data.

    SOLUTION 5

    Leadership Dashboards (CRM Analytics/Tableau)

    Pipeline by basin/asset/team; cycle time; win/loss reasons; deal slippage analysis.

    SOLUTION 6

    AI Assist (Einstein)

    Meeting + email summarization into opportunity notes; next-step suggestions; classification of inbound requests.

    From the blog

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    Integrating ERP and Field Systems in Oilfield Services

    A practical approach to connecting Salesforce, ERP, and field data without chaos.

    Mar 25, 2026·8 min read
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    AI-Assisted Customer Ops for Retail Power

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    Jul 1, 2026·7 min read
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    Managing Renewables Project Pipelines in Salesforce

    How to track long, milestone-driven renewables projects without forcing them into a sales funnel.

    Jun 17, 2026·7 min read
    Salesforce Implementation & OptimizationFuels Distribution & Retail

    Dispatch and Order Automation for Fuels Distribution

    Streamlining orders, dispatch, and delivery in Salesforce without over-engineering it.

    May 27, 2026·7 min read
    Data & AnalyticsRefining

    Reporting Margin Across Refining Operations

    Why refining margin is hard to report in Salesforce, and how to make it trustworthy.

    May 6, 2026·8 min read

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