Seamlessly Integrate with Your CRM:
- ADD Systems
- Blue Cow/PDI Technologies
- Cargas
- Automated Wireless
- Fuel Data Systems
- & More
Imagine…
Imagine a prospect comes across your website, is pleased by what they see, and through your integrated Customer My Account Portal they’re confirmed within your service area, pass your company-set credit approval, enroll themselves in your value-added programs such as your Budget Payment Plan or Price Protection and Service Agreements, identify their tank location, successfully place their first fuel delivery order, and have their new account set up automatically in your enterprise software — all without ever involving one of your sales reps.
With Integrated New Customer Enrollment (NCE), you can achieve just that.
Fuel Your New Customer Enrollment
Integrated New Customer Enrollment (NCE) was developed with the energy marketer in mind.
- NCE collects all required account information:
- Contact information
- Service and delivery location
- Tank and fill pipe locations
- Employer and credit information
- Billing information (landlord/tenant)
- Confirms service area
- Checks credit rating and approves or disallows (based on company-set parameters)
- Enables one-time orders or full enrollment
- Can include customer enrollment in Price Contracts, Budget, Service, and Loyalty programs
Project Manager Integrates with These Essential Value-Added Programs:
- Automatic customer review collection
- Customer account management
- 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
