Seamlessly Integrate with Your CRM:
- ADD System SmartConnect
- Blue Cow
- 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)
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 systems
- Virtual service calls
- Social media, email, and text messaging programs
- Remote Services
