Case studies

Fleet management

Case studies

Our customer from the automotive industry uses our partner and conditions management system to administer fleet contracts for major customers.

To simplify a cross-department application and approval process for incentive programmes with fleet customers
To present on a centralised basis the applications and contracts for all departments within the group that are involved
To administer agreements on terms and conditions and manage group structures at fleet customers
To administer corporate customer contracts
To communicate the terms and conditions approved by the client and the known group structures to the fleet customers
To provide the most up-to-date information about the individual terms and conditions to the retail organisation as quickly as possible
To handle the processes in a way that is audit-compliant

Develops and hosts of an audit-compliant web platform as an application and approval tool that connects all parties with each other
Maps an approval procedure on the basis of defined parameters (financial data, approval level, authorised groups of people)
Presents defined assessment parameters of fleet customers
Provides a competent point of contact for the client, the retailers and the fleet customers in the approval process for the order processing
Displays the approved terms and conditions for dealers on a central web platform
Sends fleet contracts and agreements on terms and conditions following successful approval
Archives and stores the contract documents/data in a way that is audit-compliant
Manages the customer data and presents the group structure for the client and the retailers

2,500 fleet customers are managed annually as part of the contract execution
Approximately 10,000 fleet applications are processed annually
Approximately 8,000 corporate customer contracts or agreements on terms and conditions are sent annually to fleet customers, and these documents are also archived
Marketing programmes are managed accurately while company structures and terms and conditions are taken into account
Detailed insights are provided into important key figures, such as customer history, sales, choice of model and volumes.

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