The sales CRM for energy, resources and industrials
Energy, manufacturing & engineering — complex, configured deals.
Project- and asset-led selling for energy, utilities, manufacturing and industrial firms. Adds configured project quoting, field service & asset maintenance, aftermarket contract renewals, and a long engineered-deal pipeline.
- Pipelines
- 3
- Custom fields
- 16
- Industry KPIs
- 12
- Segments covered
- 7
Built for every part of energy, resources & industrials
Each segment sells differently, so the pack knows who is on the buying committee in each.
Oil & Gas
Upstream, midstream and downstream operators buying on uptime, safety and turnaround windows.
Typical buyers: Operations Manager, Turnaround Manager, Category Manager
Power & Utilities
Generation, transmission and distribution with regulated capital plans and long approval cycles.
Typical buyers: Head of Asset Management, Director of Grid Operations, Regulatory Affairs Lead
Renewables & Clean Energy
Wind, solar and storage developers buying against project finance milestones and LCOE.
Typical buyers: Development Director, Head of O&M, Project Finance Lead
Mining & Metals
Extraction and processing operations where throughput and equipment availability dominate.
Typical buyers: Mine Manager, Head of Maintenance, Procurement Superintendent
Industrial Manufacturing
Discrete and process manufacturers buying capital equipment, automation and aftermarket service.
Typical buyers: Plant Manager, VP Manufacturing, Continuous Improvement Lead
Chemicals & Process
Continuous-process plants with strict HSE requirements and scheduled shutdown windows.
Typical buyers: Process Engineering Manager, HSE Director, Site Director
Construction & Engineering
EPC contractors and infrastructure builders bidding fixed-price scope with schedule risk.
Typical buyers: Project Director, Head of Estimating, Commercial Manager
Pipelines with real stage gates
Each stage says what the rep is trying to achieve and what must be true before the deal moves on, so forecasts reflect evidence rather than optimism.
Engineered Sales
Complex, configured project pipeline with bid/tender
1Opportunity Identification
Get in before the specification is written — after that you are bidding someone else’s spec.
- Project confirmed to exist with an owner and a budget cycle
2Qualification
Qualify on funding status, schedule and whether you can meet the HSE and prequalification bar.
- Funding status and schedule confirmed
- HSE / vendor prequalification passed
3Scoping & Engineering
Work the technical scope with engineering so the specification reflects what you do best.
- Technical scope and interfaces agreed with engineering
- Configuration and lead times validated
4Bid / Tender Submission
Submit a compliant bid with priced options and the assumptions stated explicitly.
- Compliant bid submitted before the deadline
- Commercial assumptions, exclusions and validity documented
5Negotiation & Contracting
Negotiate scope, liquidated damages and payment milestones together — they price each other.
- Scope, LDs and payment milestones agreed
- Contract terms cleared by legal
6Awarded
Aftermarket & Service Contracts
Installed-base service, spares and maintenance agreement renewals
1Installed Base Review
- Asset list, age and service history confirmed
2Service Proposal
- Coverage level, response times and pricing proposed
3Contract Negotiation
- SLA and term agreed with the maintenance owner
4Contract Signed
Framework Agreements
Master agreement / framework qualification for repeat capital projects
1Prequalification
- HSE, quality and financial prequalification submitted
2Framework Negotiation
- Rate card and standard terms agreed
3Panel Approval
- Approved onto the supplier panel
4Framework Awarded
The fields your team actually needs
Added to your records when you apply the pack, alongside everything SalesOS already tracks. Custom fields are on the Professional plan and above.
Accounts
Site Type
Plant · Refinery · Utility · Mine · Factory · Distribution
Installed Assets
Units of your equipment on site — the aftermarket opportunity base
HSE Prequalified
Health, safety and environment vendor prequalification is current
Shutdown / Turnaround Window
The only window in which major work can happen — misses cost a year
Contacts
Plant Role
Operations · Maintenance · Engineering · Procurement · HSE · Finance
Deals
Project Value
Commissioning Date
Engineering Complexity
Standard · Configured · Engineered-to-Order
Tender Reference
EPC / Integrator Partner
The engineering contractor between you and the asset owner, if any
Capex or Opex
Determines which budget and which approval path applies
Capex · Opex · Mixed
Products
Lead Time (weeks)
Certifications
ATEX · IECEx · CE · UL · ISO 9001 · API · None
Quotes
Incoterms
EXW · FCA · FOB · CIF · DAP · DDP
Warranty Term (months)
Bid Validity Until
After this date the priced assumptions no longer hold
The metrics energy, resources & industrials leaders run on
Bid Win Rate
Share of submitted bids and tenders that are awarded.
Order Backlog
Awarded but not yet delivered contract value.
Aftermarket Attach Rate
Share of equipment sales that also close a service or spares contract.
Quote Turnaround
Days from RFQ receipt to a priced, compliant bid.
Project Gross Margin
Margin realised at project close versus margin bid.
Asset Uptime / Availability
Availability of the installed base — the outcome the customer actually buys.
HSE Incidents
Safety incidents on delivered work; a single incident can end a vendor relationship.
Win Rate
Closed-won opportunities as a share of all closed opportunities.
Average Deal Size
Mean value of closed-won opportunities in the period.
Sales Cycle Length
Median days from opportunity creation to close.
Pipeline Coverage
Open pipeline value divided by the quota it has to cover.
Forecast Accuracy
How closely committed forecast tracked actual closed revenue.
AI that knows the rules of your industry
Coaching, objection handling and email help are tuned to this industry, and every prompt carries rules the assistant may not break:
- Never suggest deviating from safety procedures, permits, HSE requirements or equipment certification.
- Do not state a performance figure, certification (ATEX, IECEx, API, UL) or lead time that the product record does not support.
- Do not advise bidding non-compliant scope or omitting exclusions to look cheaper — it creates claims, not wins.
- Do not make environmental or emissions claims that are not independently verified.
Practice against the buyers you meet
Plant Manager
Cares about: Uptime and availability; Safety record; Anything installable inside the shutdown window
Category Manager, Industrial Procurement
Cares about: Compliant, comparable bids; Total cost of ownership; Contractual protection on schedule and performance
Chief Engineer
Cares about: Technical compliance to specification; Documentation and interface clarity; Proven references on similar duty
Director of Health, Safety & Environment
Cares about: Contractor safety record and prequalification; Regulatory compliance evidence; Environmental performance
Features and plans
Project & Configured Quoting
Professional plan and up · Energy, Resources & Industrials workspaces only
Field Service & Asset Maintenance
Enterprise plan · Energy, Resources & Industrials workspaces only
Installed Base & Asset Lifecycle
Enterprise plan · Energy, Resources & Industrials workspaces only
CPQ & Quoting
Professional plan and up
Approval Workflows
Enterprise plan
Compare plans for everything else included.
Speaks your language
- EPC (Engineering, Procurement & Construction)
- The contractor that designs and builds the asset — often your actual buyer rather than the owner.
- ETO / CTO (Engineered- / Configure-to-Order)
- Products designed or configured per order rather than picked from stock.
- FEED (Front-End Engineering Design)
- The pre-investment design phase where specifications — and vendor preferences — get fixed.
- MRO (Maintenance, Repair & Operations)
- The aftermarket spend that sustains an asset; usually higher-margin than the original equipment.
- OEE (Overall Equipment Effectiveness)
- Availability × performance × quality — the standard plant productivity metric.
- Turnaround / TAR
- A planned full or partial plant shutdown; the only window for major intrusive work.
- HSE (Health, Safety & Environment)
- The prequalification bar a vendor must clear before it can even bid.
- LD (Liquidated Damages)
- Contractual penalties for late delivery or missed performance — price them before you bid.
- Incoterms
- Standard trade terms defining who bears cost and risk at each point of shipment.
- Capex / Opex
- Capital versus operating budget. Which one funds the deal changes the approver and the timeline.
- LCOE (Levelised Cost of Energy)
- Lifetime cost per unit of energy produced — the deciding metric in renewables.
Questions
What does the Energy, Resources & Industrials pack add to SalesOS?
3 ready-made pipelines (Engineered Sales, Aftermarket & Service Contracts and Framework Agreements) with stage exit criteria, 16 custom fields across accounts, contacts, deals, products and quotes, 12 industry KPIs, a glossary and buyer personas for AI coaching. The interface also speaks your language: deals become “Project”, products become “Equipment / Service” and pipelines become “Project Pipeline”.
Which Energy, Resources & Industrials features need which plan?
The pack's pipelines and terminology work on every plan, including the free trial. Its custom fields need Professional or above. Industry features: Project & Configured Quoting (Professional); Field Service & Asset Maintenance (Enterprise); Installed Base & Asset Lifecycle (Enterprise); CPQ & Quoting (Professional); Approval Workflows (Enterprise).
How does SalesOS keep its AI compliant in energy, resources & industrials?
Every AI prompt for a Energy, Resources & Industrials workspace carries hard rules the assistant may not break, for example: Never suggest deviating from safety procedures, permits, HSE requirements or equipment certification. Do not state a performance figure, certification (ATEX, IECEx, API, UL) or lead time that the product record does not support.
Can we change the pipelines and fields?
Yes. Applying the pack creates ordinary pipelines and custom fields in your workspace, so you can rename, reorder or remove them like any other. Re-applying it only adds what is missing.
How do we turn it on?
Pick your industry when you set up your workspace, or later under Settings → Industry Pack. Applying it sets up the pipelines, fields and buyer personas in one step.
See it with your own pipeline
Start a free trial, pick Energy, Resources & Industrials, and its pipelines and terminology are ready in one step.
Start free trial