Credit automation with agility and control for a large fleet refueling company

We combined Salesforce expertise, data integration and agility to help automate analysis and credit monitoring, resulting in great growth in sales and great control over financial approvals.

About the company

We work with a company that has one of the largest 100% digital fuel management and payment solutions in Brazil, which uses an app for fueling and a portal for managing and controlling these fuelings, facilitating day-to-day work and providing greater control and efficiency in fleet management. The experience for drivers is digital, more fluid and for the manager, much safer.

The company also stands out for its work in sustainable practices, offering solutions that allow the neutralization or compensation of greenhouse gas emissions from fleets, contributing to the reduction of the carbon footprint.

With an innovative approach focused on efficiency, this company has established itself as a reference in the Brazilian fleet supply management market, offering solutions that meet the needs of companies in different segments.

Understanding the company's needs

This company needed to improve its financial operations, focusing on automating the credit analysis process and monitoring the use of credit by postpaid customers. Since the company handles a large volume of transactions, mainly related to fleet fueling, manual analysis and traditional financial processes were becoming inefficient and risky, increasing sales time and vulnerability to human error. The need for greater control over credit flows and greater security in financial operations drove the search for a more technological and integrated solution.

The company also faced challenges in tracking post-paid transactions, which made it difficult to manage the credit available to customers. It was essential that the system provided real-time insight into credit usage, alerting to potential defaults and ensuring that limits were respected. In addition, the lack of automation slowed down operational processes, harming the experience of both drivers and fleet managers.

With the accelerated growth and expansion of their services, they identified that they needed a robust and agile solution to maintain their high level of service. Integrating a system that optimized credit analysis and financial approval was crucial to sustain the scalability of the business and continue to offer a fluid and secure experience for the platform's users.

Reaping results

The results of the project implemented by CSP Tech were significant in terms of efficiency and automation. With the integration of the company's credit analysis system, the sales process became significantly more agile, eliminating manual steps that previously slowed down the flow of operations. Automation allowed credit analysis to be performed in real time, speeding up customer service and optimizing the use of financial resources.

In addition to greater agility, processes were fully automated and integrated, drastically reducing the reliance on manual activities. This not only brought greater efficiency, but also minimized the risk of human error, ensuring that the system operated more accurately and reliably. Credit usage monitoring was improved, giving managers a clear, real-time view of operations, which facilitated strategic decision-making.

Another significant impact was the increased control over financial flows and approvals. The implementation of better-defined approval processes and credit limits provided safer and more efficient management of postpaid customers' financial resources. The project resulted in safer processes, with greater predictability and control, ensuring a solid financial operation aligned with the demands of business growth.