Seamlessly Integrate with Your CRM:
- ADD Systems
- Blue Cow/PDI Technologies
- Cargas
- Automated Wireless
- Fuel Data Systems
- & More
Streamline Your Customer Service
By integrating your CRM software with your public-facing website, customers can access real-time information anytime, greatly reducing your customer service load.
- Account overview / general information
- Account balance and payment status
- Budget information and sign-up
- Transaction history
- Delivery information / status / requests
- Delivery history / locations
- Service information / status / requests
- Service history / locations
- Service plan information and status
Secure Payment and Credit Card Entry
With inVue™ for energy marketers, you can get paid faster with online payments. Reduce accounts receivable with digital presentment and payment options, all connected to your CRM software.
- Driven by Customer Service data/ Customer Look-Up module
- Managed by custom logic
- Integrates with Tiger Payments, Authorize.net, Qualpay, Cargas Pay, NMI, Heartland, Avatas, and other payment gateways
- Enable customers to store and edit payment methods with credit card vaulting:
- Automated secure token exchange
- Set up recurring billing
- Writes back as Payment
PriMedia develops custom portals showcasing all key information:
- Manage and link multiple accounts
- Estimate budget payments
- Trigger email and text reminders:
- Tune-ups
- Service plan enrollments
- Price protection enrollments
- Embedded document viewer
- Send account data to other expanded applications including Delivery Requests and Service Orders, as well as Price Protection Plans
inVue™ Integrates with These Essential Value-Added Programs:
- Automatic customer review collection
- New customer enrollment with credit check
- Price protection enrollment
- Service contract enrollment
- Budget plan calculator and enrollment with recurring billing
- 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
Streamline Admin with inVue™’s Integrated Dashboard
The inVue™ dashboard manages the application’s administrative features with a single login. With the inVue™ dashboard, you will be able to access:
- User Permissions
- System Admin for:
- Coupons
- Marketing messages
- Forms
- Discounts
- Pop-up messaging
- Facilitate customer payments
- Delivery and service scheduling parameters
- & More
- Customer account view
- Inquiries database
- Custom reporting and form creation
Enhanced Account-Specific Marketing:
- On-portal targeted marketing
- Automated text and email communications
- Digital marketing system
Expanded Customer Look-up Applications
Delivery Requests and Service Orders
Using your CRM data to drive functionality, PriMedia’s inVue™ for energy marketers simplifies delivery and service ticket applications.
- Requests managed by custom logic:
- By type of customer
- Minimums/Maximums
- Service Request Type (non-emergency)
- Writes back as Delivery/ Phone Order or Service Order
Price Protection Plans
inVue™ for energy marketers also utilizes your CRM data to provide binding online price protection contracts.
- Custom logic:
- Type of customer
- Minimum/Maximum protected gallons
- Lock-outs for new customers
- Offer multiple plan options:
- Pre-paid
- Capped
- Fixed
- Lock-in contract online
- Collect digital signature
- Writes back as Price Plan
Additional Services
Every client’s inVue™ portal is custom developed, allowing PriMedia to expand the customer service experience as well as the back-end administrative features to enhance your company’s operations and procedures. By utilizing the information available through your CRM software, and programming the custom logic required, the applications are virtually limitless. Explore a few of our more popular additional services:
Create Customer Notes/ Log Entries
- Keeps track of all customer transactions
- Writes notes into customer accounts
- Records any action taken or notification sent:
- Customer updated account information
- Customer enrolled in price plan
- System sent payment reminder
Delivery Maintenance / Tank Monitor
- Integrates with Wesroc® or other remote monitoring systems
- Pulls live tank readings
- Displays current reading on customer portal
- Imports data into customer account
Add & Modify Customer Accounts
- Enables current customers to manage their account information:
- Edit account information, delivery and service locations, and other data available through CRM software
- Enables new customers to be set up as an active account