Seamlessly Integrate with Your CRM:
- ADD Systems
- Blue Cow/PDI Technologies
- Cargas
- Automated Wireless
- Fuel Data Systems
- & More
Budget Plans Are Good Business
The average energy retailer has only 24% of active customers enrolled in a budget plan. The truth is, every customer NOT enrolled in a budget plan is costing you money. Budget plans strengthen your business, delivering:
- Consistent cash flow
- Reduced receivables
- More efficient routing and scheduling
- Better forecasting and hedging data
- Stronger customer retention
- Effective cross-selling opportunities
Fuel Prices are Unpredictable: Help Your Customers Manage Payments with Automated Budget Enrollments
With BudgetExpress™, enrolling your customers on a payment plan is easier than ever. BudgetExpress™ integrates with your back-end software to automatically forecast each customer’s annual gallons, calculate monthly budget payments, set up automatic monthly payments, as well as complete and store executed budget agreements.
- Adjust base budget prices at will
- Protect against price volatility with offer expiration dates
- Set customer-specific pricing and terms
- Automatically write back budget plans and payments (subject to CRM capabilities)
FAQs
Q: Can I keep my existing website to use BudgetExpress™?
A: Yes, BudgetExpress™ integrates directly with your existing website, offering a seamless user experience. If you don’t have a website or are looking to improve your existing site, PriMedia can help.
Q: Can new contract fields be added that are more closely associated with my business?
A: Of course. BudgetExpress™ is fully customizable. We’ll replicate and digitize your existing contracts, terms, and conditions.
Q: Will BudgetExpress™ work with my enterprise software?
A: Simple data export is all that’s needed to integrate your enterprise software with BudgetExpress™.
Q: How will I transmit my data to BudgetExpress™?
A: Data is sent by secure FTP, offering a high level of security.
Q: Who controls access to my BudgetExpress™ data?
A: We will set up a “Key Administrator” at your offices with full access to all information on BudgetExpress™. The Key Administrator will grant and limit access to your employees as needed, based on their responsibilities. The process is completely automated.
Q: Why is BudgetExpress™ better than my old way?
A: BudgetExpress™ eliminates the headache of a costly print-and-mail budget enrollment process while providing your customers with additional value that drives loyalty and retention.
What’s more, BudgetExpress™ offers a fully customizable interface that replicates your existing budget plan terms and conditions, includes automatic payment enrollment at the time of contract signing, and provides the opportunity to integrate with your additional value-added programs, including price protection, account management, and more.
BudgetExpress™ Integrates with These Essential Value-Added Programs:
- Automatic customer review collection
- Customer account management
- New customer enrollment with credit check
- Price protection enrollment
- Service contract enrollment
- Automatic payment enrollment
- Risk management
- Loyalty rewards programs
- GHG emissions calculators
- Duty to Warn acknowledgment and recording
- Bill presentment and payment solutions
- Diversified services cross-marketing
- Lead tracking and project management systems
- Virtual service calls
- Social media, email, and text messaging programs
- Remote Services
