Automotive · Sales

Fleet & Business Account Renewal

Renew fleet/business account vehicle orders before the account shops a competing dealer for the next cycle.

Apps this needs

CRM Salesforce, HubSpot or your local CRM for leads & contacts. Connect during setup
SIP Trunk Route inbound & outbound calls through your phone system. Connect during setup
Inbound Email Let the agent read and answer email enquiries. Connect during setup

How it works

  1. Agent tracks each fleet account's renewal date and utilization via the CRM fleet module.
  2. Ahead of the typical reorder cycle, prepares a proposal referencing actual usage history and any active fleet incentive.
  3. Books a renewal conversation with the account manager for larger accounts, or handles smaller ones directly.
  4. The outcome — renewed, renegotiated, lost — is written to the CRM fleet account record.

Data sources

CRM fleet account data Manufacturer fleet incentive data

What it targets

  • Fleet accounts approached before their renewal cycle Target 90%
  • Fleet account renewal rate Target 78%