Beyond Customer Account Management
Fully secure, inVue allows your customers 24/7 access to their account information. inVue integrates with Cargas Energy software, working in real-time with two-way transfers to write back to the account database. Your customers can retrieve their information easily, giving your employees more time to build your business. inVue includes:
- Customer Look-Up
- Detailed account management
- Automated customer reminders and notifications
- Dynamic, customized content fields
- Email capture
- View balance and previous transactions
- Easy online payment
- Support for secure credit card information storage and automatic recurring billing
- Service contract status and enrollment
- Budget plan calculator and enrollment
- Automatic consolidation for multiple account holders
- Marketing integration and seasonal reminders
- Service and tune-up scheduler
- Request delivery
- Show delivery history
- Customizable for other account data as requested
inVue Integrates with All Your Customer Programs
- Price protection enrollment
- Risk management
- Loyalty rewards programs
- Bill presentment and payment solutions
- Social media, email and text messaging programs
- Diversified services cross-marketing
Integrated New Customer Enrollment
With inVue, enrolling new customers just got incredibly easy. inVue can integrate with your account management software to create a new customer. The system will walk the new customer through a simple step by step process, collecting all of the information that you need to do business.
- Automatic write-back to Cargas pulls current information and updates with new accounts
- Replicates your printed credit application and contracts
- Automatically takes new customers through the enrollment process in minutes
- Collects all required account information:
- Contact information
- Delivery location
- Tank and fill pipe locations
- Billing information
- Employer and credit information
- Confirms applicant is not already customer
- Confirms service area
- Checks credit rating and approves or disallows (based on company-set parameters)
- Allows for custom messaging at all steps
- Auto-saves continuously for follow-up on incomplete applications
- Enables one-time orders or full enrollment
- Can include customer enrollment in Price Protection, Budget, Service and Loyalty programs
- Integrates with online payment gateway for immediate completion contracts
- All accounts are subject to company approval
- Automatic write-back to Cargas or other customer account management software
Learn More!
Find out how to bring your customer account services online and inVue! Call PriMedia at 800-796-3342 for your FREE inVue Customer Account Management consultation, or click Schedule a Demo above.