Heather de Vos

Tips to qualify as an EQSTRA Fleet Management customer


Tips to qualify as an EQSTRA Fleet Management customerWith more than 34 years of experience, EQSTRA Fleet Management shares their qualification tips to qualify as a customer.

Fleet management includes many forms of business, including customer service, financial aspects, cost-saving solutions and operational and logistical factors. It is therefore very important for us, as EQSTRA Fleet Management, to help you understand our areas of business and the criteria we use to qualify our prospects. As

Borderless Tracking, a cargo tracking firm, says:

“If you are a fleet manager looking for ways to maximize fleet efficiency, choosing a fleet management system to manage your vehicles is always a difficult decision. Not only is there an abundance of suppliers, but you also have to wade through a lot of different technology options too.”

When looking for a fleet management company, you’ll have a lot of questions that you’d like to be answered such as: “How can fleet management benefit my business?” or even asking for a quote for an x-amount of fleet vehicles. As with any considered purchase, however, it takes a lot of time and research to finally decide on a fleet service provider.

At EQSTRA Fleet Management, we like to make your research process as seamlessly as possible, but there are some criteria we need to take into account to qualify our potential customers.

 

Here are some tips we can give you to help you make the right decisions when choosing us as your fleet service provider:

We conduct research because we want you to achieve your goals

We care a lot about your goals and business needs, so we always go the extra mile to ensure we offer you the best solutions. However, this takes a bit of time.

Once we’ve contacted our potential customers, we’ll send them our pre-approval forms so we have the right amount of evidence to evaluate the company. Detailed research is conducted on the company and an appointment between the potential client and one of our sales consultants is scheduled.

 

Establish your affordability

The next step in our research process is to find out if you can afford to outsource your fleet. It’s always important to know your budget and be completely honest with our credit manager and credit controller about your fleet requirements as well as your financial position.

Our pre-approval financial forms include information like the evaluation of your financial position and financial statements, your creditworthy status as well as your company registration and legal documents. It’s important to be completely honest with us as we aim to give you the best value for money.

 

You get value from a needs analysis

Once we’ve collected the above information, it’s time to assess what your business needs from us. A qualified consultant will do further research and a needs analysis will be compiled to determine the correct solution for your business. Further analysis can include proposals, meetings, negotiations, presentations as well as pricing agreements.

 

Make the right decisions for your business by searching for the right fleet service provider. If you’d like to join us on this exciting journey, book an appointment with one of our sales consultants.

Book an appointment