Prepare the opportunity
Invitations to bid
Identify customers who meet the conditions to consider a bid. Organize outreach to explain the opportunity and help them prepare their offer.
The next stepContact and inform
Auto savings plan portfolio management
Priuser
Plan
Administration
Your portfolio information,
ready to work with.
Turn the monthly information you receive from the automaker into an organized workspace to identify who to contact and support each stage of their plan.
The starting pointMonthly automaker information
Information organized by status
- Invitations to bidPrepare your outreach
- Bids and drawsSupport the next step
- Overdue payment managementHelp get payments back on track
A prioritized portfolioYour team, focused
on every follow-up.
on every follow-up.
From information to action
Every month,
a clear starting point.
Priuser organizes plan and account holder data so your dealership's administration team can focus on the customers who need attention.
Import the information
Upload the monthly file you receive from the automaker with your portfolio account status.
Organize your plan portfolio
Priuser processes and standardizes the data to provide a consistent way of working.
Identify where to act
Filter the portfolio by plan status and situations that need attention.
Activate sales follow-up
Organize outreach, follow-ups and next steps for prioritized customer groups.
Track the results
Focus your work on allocation and vehicle delivery opportunities, and on reducing overdue payments.
Key portfolio stages
For every plan status,
a next step.
One information base to organize work on bids, allocations and late installments.
Support the allocation process
Bids and draws
Organize pending bids and plans allocated through bidding or draws. Contact the customer to understand their decision and support the steps needed to move toward vehicle delivery.
The next stepUnderstand the customer's decision
Maintain the relationship
Overdue payment management
Identify customers with overdue installments and follow up on each situation. Organize communications and present the payment regularization options your dealership offers.
The next stepSupport payment regularization
Filter to take action
The information is ready.
Your team takes action.
Priuser helps prepare the data and identify customers who need attention. Your team can spend its time reviewing each situation, contacting participants and supporting their next step.
Communication for every stageStaying in touch is part of the job.
Select customer groups and send WhatsApp messages based on their situation: a bidding invitation, an offer follow-up, an allocation or overdue installments.
Your dealership stays in control.
Your team decides who to contact and what action to take in each case.
Priuser Plan Administration can also be used as a standalone solution.
Priuser Plan Administration
Management focused on increasing
deliveries and reducing overdue payments.
Let's talk about your auto savings plan portfolio and how to organize the team that manages it.
Request a demo