Using The Cloud For Custom Salesforce Solutions

Host of Energy 2 Business, Daniel Litwin, spoke with Ross Benton, director at Opportune, and Chris Baker, production manager at Ensign Natural Resources, about their experiences with Salesforce and how the platform has allowed them to address evolving operational needs. The two passionately relate their experiences with Salesforce and the need for a comprehensive, cost-effective solution to streamline business operations.

As an expert in operations, not IT, Baker focuses on finding value in the digitization of the oil field. When it comes to Salesforce, he notes that he thinks of the product offerings in two distinct ways.

Explaining the most well-known part of Salesforce first, he said: “They’ve got their sales cloud, which is the CRM piece. Think of that as the customer relationship management piece focused on managing your customer data sales pipeline and processes.” Secondly, Salesforce has additional products and integrations with preset functionalities that can be modified to meet individual business needs in a cost-effective manner. This provides companies the opportunity to do everything from replacing disparate legacy systems to creating implementation plans for new businesses.

Benton, relating to these points, gave an example of an acquisition he worked on with a goal of establishing operations quickly. The focus was asset and maintenance management, but they wanted software that could address multiple needs, including coordinating field efforts, collecting data, and integrating with multiple applications while growing with the business. The final requirement was the need to be accomplished within a very small budget.

Similarly, Baker explained: “I was looking for a little bit more intuitive solution. In a previous life, we spent lots of time, lots of money, on an ultra-customized application. It took an army of people to keep up with, and it wasn’t fit for [our] purpose… We didn’t have a lot of money, we didn’t have a lot of time, and had a hard time constraint associated with selection and the implementation of the solution.”

The solution that solved both Benton and Baker’s problem was simple, integrative, and streamlined, and clearly both guests highly recommend other businesses to take the leap and adopt Salesforce.

Follow us on social media for the latest updates in B2B!

Image

Latest

business
How Thoughtful Experience Design Leads to Better Business Outcomes
February 1, 2026

Salesforce gives organizations the ability to automate marketing, personalize outreach, and manage leads at scale—but those benefits only materialize when complex capabilities are implemented cohesively. Through its Salesforce Practice, CG Infinity brings together Marketing Cloud capabilities—including Email Studio, Automation Studio, and Journey Builder—alongside dynamic content, Cloud Pages, and third-party lead integrations. By designing these…

Read More
client
One Team, Shared Goals: Inside CG Infinity’s Client Philosophy
January 31, 2026

Successful Salesforce initiatives rely on alignment as much as technology. When partners stay focused on delivery rather than shared priorities, projects risk meeting technical requirements without achieving real business success. The strongest outcomes come from teams that treat client priorities as the foundation for every decision. That mindset defines how Meagan Diegelman, Principal at…

Read More
Salesforce
Salesforce Works Best When Informed Judgment Comes First
January 31, 2026

Salesforce can be a powerful growth platform, but its complexity can put inexperienced organizations at a disadvantage. Without strong in-house expertise, leaders may struggle to assess recommendations, push back on unnecessary scope, or determine whether proposed solutions truly support business outcomes. Over time, this can lead to overbuilt systems, excess cost, and decisions driven…

Read More
customer advocacy
How CG Infinity’s Focus on Customer Advocacy Drives Better Delivery Outcomes
January 31, 2026

Strong delivery starts with advocacy—making sure customer priorities are clearly represented, consistently elevated, and never lost as work moves forward. At CG Infinity, that advocacy shows up through proactive thinking, idea-sharing, and a commitment to pushing for better outcomes at every stage of an engagement. Customer voices remain front and center, shaping decisions and guiding…

Read More