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.
- Two-way real-time integration with your account management software 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 your 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 Contact Us above.
