Shell Fleet Program Tap into the Commercial Market

Transcription

Shell Fleet Program
Tap into the Commercial Market
The Shell guide to capturing commercial business
Overview
This pocket drive is your gateway to building your
commercial business. You will find at your disposal all
the tools and marketing materials available from Shell to
help build and sustain a thriving commercial portfolio.
•
Shell Fleet Program Overview
•
Card Product Highlights
•
Shell Fleet Management Brochure
•
Shell Fleet Finder Brochure
•
Account Conversion Tools
•
PowerPoint Presentation
•
Station Marketing
•
Shell Rewards
•
Online tools like Shell Source and STARZ
•
The new FleetLeads Database
TM
Shell Fleet Product Overview
Knowledge of the products is key to promoting the Shell Fleet cards.
That’s why the key features of Shell Fleet Card and Shell Fleet Plus Card
are available in most Shell Fleet marketing materials.
Also, a concise overview of Shell Fleet account features is also available.
Order the Shell Fleet Account Features insert:
www.shellfleetmarketing.com
Shell Fleet Marketing
End User: Customer
Shell Fleet Account features
The Shell Fleet Program helps your customers
control expenses, save money and manage
their fleet more efficiently.
Shell Fleet Card
Offers customers the option to utilize revolving terms, plus ease of use
and simplified monthly billing that summarizes all their transactions.
Shell Fleet Plus Card
Detailed reporting, purchase controls and a Program Rebate are available
to help customers manage day-to-day fueling needs.
Merchant Rebate Program
Allows the wholesaler or dealer to offer station level rebates to specific accounts.
This wholesaler or dealer funded rebate is a credit to the customer’s account at billing
and is funded by a charge back to the wholesaler or dealer location on a monthly basis.
The rebate can be either a percent off or a cent(s) off per gallon rebate.
Tax Exemption Capabilities
The Shell Fleet Plus Card accommodates tax exemption for qualified accounts.
One Station Card
When customers select a location that is most convenient for their fleet requirements,
we will issue a One Station Card that allows drivers to make purchases only at the
selected Shell location. Customers can then manage their entire program from one
location and still get the benefit of rebates and easy-to-read monthly reports.
Online Fuel Transactions Controls
Customers have even greater control over their account when they monitor
fleet account activity, on an ongoing basis, through our online services at
www.shellfleetcard.accountonline.com
FLEET MANAGEMENT THAT WORKS FOR YOU
For more information call 972-653-3127 or email shellfleetcard@citi.com
Shell Fleet Management Brochure
The Fleet Management brochure is a comprehensive introduction to
the Shell Fleet Program designed for your customers. It outlines the
available Shell Fleet products, account reporting and online access
for your Fleet accounts.
•
Fleet Card and Fleet Plus benefits and comparison
•
Fleet Card statement details
•
Fleet Plus detailed reports
•
Online account management tools
•
Rebate structure
•
Credit application
Order the Shell Fleet Management package:
Shell Fleet Marketing
End User: Customer
Benefits for every business
SAVE MONEY BY
LOWERING YOUR
FUEL COSTS.
FLEET MANAGEMENT
THAT WORKS FOR YOU
For many companies, fuel
costs represent a major
expense. Managing a fleet
program is often difficult
and time-consuming.
The Shell Fleet Credit Card and Shell Fleet Plus Credit Card are one of the best solutions for taking
control of your fleet program. Accessing fuel and maintenance anywhere in the nation is easy because
your card is welcome at thousands of Shell stations and Jiffy Lube® locations nationwide.
Saving money while efficiently managing your fleet program has never been simpler. With the Shell
Fleet Plus Card, your company can actually earn from 1.5% to 3% rebate on fuel purchases.
With Shell Fleet Reporting, all transactions are completely summarized and reported to you on
your monthly statement. You can quickly monitor your fleet program and identify trends to help you
maintain a healthy bottom line.
Benefits for every business
When you choose the Shell Fleet Credit Card or
Shell Fleet Plus Credit Card, you get outstanding benefits –
no matter the size of your fleet or number of drivers.
Nationwide Convenience
Your card is accepted at thousands of Shell stations and Jiffy Lube® locations nationwide.
Easily locate Shell stations anywhere in the nation at www.localshell.com
Rebate on Fuel
Earn from 1.5% to 3% rebate on fuel purchases with the Shell Fleet Plus Card. See the Shell Fleet
Plus Rebate Program chart on the next page.
Simple and Efficient Reporting
Extensive and critical information captured on every transaction and reported in a single, concise monthly
report(s) – eliminating the need for employee expense reporting.
Consolidated Fleet Fueling
One company, one source for all your fleet fueling.
Built-in Security and Purchase Controls
Choose purchase controls that best meet and support your business and corporate policies.
Single Service Location Option
Select a location that is most convenient for your fleet requirements and we will issue a One Station Card
that allows drivers to make purchases only at the Shell location you choose. Manage your entire program
from one location and you still get the benefit of rebates and easy-to-read monthly reports.
Monitor Your Fuel Transactions Online
You can have even greater control over your account by monitoring your fleet account activity,
on an ongoing basis, through our online services at www.shellfleetcard.accountonline.com
Control expenses, save money,
and manage your fleet program
more efficiently.
Shell Fleet Plus Fuel Rebate Program
Monthly Purchase Requirement
$1,000 - $3,999
$4,000 - $7,999
$8,000 - $9,999
$10,000 or more
Rebate Amount*
1.5%
2.0%
2.5%
3.0%
The Shell Fleet Plus Fuel Rebate Program is subject to change at any time without notice.
* Maximum Diesel rebates per month - $300. ($10,000 in purchases x 3%)
Here is why top fleet managers nationwide choose
the Shell Fleet or Shell Fleet Plus Credit Card.
Shell Fleet
Card
Save money
No annual fee.
⻬
Shell Fleet
Plus Card
⻬*
⻬
Earn rebates from 1.5% to 3% on your fuel purchases.
Streamline program management
Instant online monitoring for both Fleet and Fleet Plus options.
⻬
⻬
One card assigned to each vehicle or driver – whichever best fits your business.
⻬
⻬
One detailed monthly report summarizes all transactions.
⻬
⻬
Customized detailed reporting, including specific information on each vehicle, driver purchases,
service station activity, exceptions, and expense summaries for each business unit.
Nationwide convenience
Use at thousands of Shell stations and Jiffy Lube® locations nationwide.
⻬
⻬
Built-in security
Individual Driver ID Numbers can be assigned to your employees, preventing card use by unauthorized persons.
⻬
⻬
Cards can be issued to a driver, vehicle, or specific service station, or any combination.
⻬
⻬
Add or delete employees or vehicles to your fleet, or cancel a lost or stolen card, via phone or online.
⻬
⻬
⻬
⻬
⻬
⻬
⻬
Choose from the following purchase restrictions:
- No restrictions
- Fuel, oil and maintenance only
- Fuel and oil only
- Fuel only
* $10 monthly fee will apply only if monthly purchases fall below $1,000, waived for the first year.
⻬
Choose the card
that improves your
fleet’s productivity
Shell Fleet Cards are issued by
Citibank (South Dakota), N.A.
For more information or to apply:
1- 888-98-SHELL
(1-888-987-4355)
Visit us online at:
www.shellcreditcard.com
Shell Fleet Card Statement
TO:
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Fleet Card Statement
Managing your fleet program is more efficient when you
use the Shell Fleet Card. All transactions are captured
and organized into one easy-to-read monthly statement.
When coupled with the purchase restrictions you choose,
like fuel only, the Fleet Card Statement helps you easily
control your fleet program. In addition, the monthly
statement makes the expense reporting process easier for
your drivers, and reduces your company’s cost of
handling employee expense reports.
ACCOUNT NUMBER
123-456-789
CARD
NUMBER
INVOICE NUMBER
PURCHASE LINE
50169999999410
99999
TOTAL TRANSACTIONS
PURCHASE AVAILABILITY
9999
99999
TRANSACTION
DATE
TIME
PROD TRANSACTION
NUMBER
09-07
09-02
TRANSACTION DESCRIPTION / LOCATION
TOTAL
AMOUNT
PAYMENT - THANK YOU
09-07
0010
SEND INQUIRIES TO:
SHELL CARD CENTER
P. O. BOX 689081
DES MOINES, IA 50368-9081
TELEPHONE: 1-800-377-5150
FAX: 1-515-226-4045
302.20 CR
PAY BY PHONE FEE
06:05 UNL
0039350
895 MASSACHUSET ROXBURY
30.0 GAL UNLEADED
8.00
MA
60.00
$60.00
TOTAL CARD 0010
0012
09-02
13:04 UNL
0019491
0014
09-02
07:10 UNP
0970392
0014
09-02
07:36 DSL
0991216
0014
09-02
12:55 SUP
0363846
785 TREMONT STR BOSTON
8.0 GAL UNLEADED
16.17 **
44.34
PAYMENTS/CREDITS
PURCHASES/DEBITS
302.20
143.02
MM-DD-YY
16.17
TOTAL CARD 0012
302.20
ANNUAL PERCENTAGE
RATE 23.24 %
MA
$16.17
6971 SOUTHERN WEST PALM BE
FL
13.6 GAL UNL PLUS
$34.19
NON-FUEL ITEMS
$10.15
6971 SOUTHERN WEST PALM BE
FL
70.6 DIESEL
NON-FUEL ITEMS
$10.15
20000 75TH ST BRISTOL
WI
23.9 GAL SUPER
$57.01
PREVIOUS BALANCE
CLOSING DATE
60.00 **
FINANCE CHARGE
TO AVOID ADDITIONAL FINANCE CHARGE, PAYMENT OF
NEW BALANCE MUST BE RECEIVED BY: MM-DD-YY
190.65
$190.65
57.01
LATE FEE
NEW BALANCE
.00
143.02
OVERLIMIT AMOUNT
MINIMUM PAYMENT DUE
20.00
For illustration purposes only.
At-a-glance efficiency
• Transactions are sorted and subtotaled by card number
• Date and time details on every transaction
• Type of fuel purchased identified by product code
• Fueling location identified
Shell Fleet Plus Card Reports
02-2220
COMPA 06
ACCO NY NUMBE
UNT NU
R:
MBER B9LXXXXX
(CTRL
ACCT
)
FLEET
SERVIC
ALERSH
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: WIDG
9
PAGE 999
ON
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www.shellfleetcardLICENCE/
20,500
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TAG
ACCOUNT NUMBE1BR95JK
TOTAL TRANSNAM
TION 123-4
E
ACTION
DESCRIP
56-789
TRAN
N
LOCATIO
CTION
TIME
TRANSA
DATE
06/20
06/29
07/08
08:12
08:35
14:06
4
40610
57541 06104
4
57541 20215
2
42530
TOTAL
MONTH AL
YTD TOT
ID
X0009
XXXXX
XXXXX XXXXX0009
X
XXXXX XXXXX0009
X
XXXXX
88
04643 0
2
04917 7
6
03368
5
22021
42530
TOTAL
MONTH AL
YTD TOT
X0009
67
TRANSACTION
DATE
TIME
TRANS
ID
0001
0001
0001
0001
0001
0001
0002
0002
0002
0002
0002
0002
06-04
06-08
06-08
06-08
06-08
06-10
06-10
06-11
06-11
06-11
06-11
06-15
0001
0001
0001
0001
0001
0001
06-04
06-11
06-11
06-11
06-11
06-21
Message Codes:
SCHEDULE OF
09:32
17:34
17:34
17:34
17:34
09:32
14:44
08:30
08:30
08:30
08:30
25:00
0016002
0032376
0032376
0032376
0032376
0016002
05:45
24:15
24:15
24:15
24:15
06:35
0046888
0012786
0012786
0012786
0012786
0032689
0023674
0123456
0123456
0123456
0123456
0786890
02
%
%
999999 XXXXXX
FLEET
INVOICE NUMBER
SE SU
MMAR
Y REP
TS DE
PAYMENTS/ADJUSTM
MSG
CD
QUANTITY
35.00
26.00
26.00
26.00
26.00
35.00
96.00
8
8
8
8
8
8
125.00
58.00
58.00
58.00
58.00
65.00
248.00
344.00
98.00
115.00
115.00
115.00
115.00
135.00
348.00
348.00
MONTHLY MINIMUM
$
.00
8
8
8
8
8
8
8
8
8
8
8
8
NEW BALANCE
999.99
PROD
CD
EXEMPT
TAX
TRANSACTION
AMOUNT
2,000.00CR
87.02CR
10.00
UNL
UNL
UNL
UNL
UNL
UNL
UNP
UNP
UNP
UNP
UNP
UNP
DSL
SUP
SUP
SUP
SUP
UNL
5.40
4.80
4.80
4.80
4.80
5.40
15.60
15.20
18.70
18.70
18.70
18.70
16.35
50.25
65.85
53.25
35.00
35.00
35.00
35.00
63.20
151.45
151.45
BALANCE SUBJECT TO
LATE
SEE REVERSE SIDE
412.50
191.40
191.40
191.40
191.40
234.00
837.90**
1,087.50**
Custom reports
0.000
•
•
Trend analysis
•
Full data capture
•
Fuel rebates
0.00
0.00
323.40
412.50
412.50
412.50
412.50
445.50
1,181.40**
1,181.40**
FEE
ORTION FOR YOUR R
ECORDS
ZZZZZZZZZZ
ACCOUNT
NUMB ER :
123-456-789
INVOICE
NUMB ER :
CLOSING
DATE :
02-08-2006
50169999999410
NEW
BALAN CE :
999.99
PLEASE MAKE CHECK
PAYABLE TO SHELL
RETRUN THIS PORTION
WITH YOUR CHECK
INDICATE ACCOUNT NUMBER
ON YOUR CHECK
•
91.00
67.60
67.60
67.60
67.60
91.00
249.60**
8 - Electronic Sale at
Pump
9 - Manual Sale
PLEASE KEEP THIS P
Page 9999 of 9999
1234567
890123
ALERSH
IP
26
ANNUAL
PERCENTAGE RATE
ORT
WIDGE
CYCLE DAYS
NT INFORMATION
CHECK BOX FOR
ADDRESS
CHANGE ON REVER
SE SIDE
SHIP
EXPEN
12345678901234
E SIDE FOR IMPORTA
SHELL FLEET PLU
S
ALER
3200
LAKE
STRE
A, NE
ET
6811
1-000
402-7
0
77-61
88
PAGE
9999
OF 99
99
OMAH
ION
4 - Electronic Sale without
Authorization
5 - Keyed Sale without
Authorization
PROCESSING CEN
TER
PO BOX 183019
COLUMBUS OH
43218-3019
ORT
TS DE
11203 NW FWY HOUS
TON
2589 LAKEWOOD LONG TX
BEACH TX
2589 LAKEWOOD LONG
BEACH TX
2589 LAKEWOOD LONG
BEACH TX
2589 LAKEWOOD LONG
BEACH TX
11203 NW FWY HOUS
TON TX
TOTAL C ARD 0001
640 NORTH SANTAGO
BLVD TX
3652 ROCKFIELD LAKE
FOREST TX
3652 ROCKFIELD LAKE
FOREST TX
3652 ROCKFIELD LAKE
FOREST TX
3652 ROCKFIELD LAKE
FOREST TX
11203 NW FWY HOUS
TON TX
TOTAL CARD 0002
TOTAL SUB ACCT NNN-N
NN-456
261 BALTIMORE DR LA
MESA TX
11203 NW FWY HOUS
TON TX
11203 NW FWY HOUS
TON TX
11203 NW FWY HOUS
TON TX
11203 NW FWY HOUS
TON TX
2589 LAKEWOOD LONG
BEACH TX
TOTAL CARD 0001
TOTAL SUB ACCT
NNN-NNN-789
PERIODIC RATE
(MONTHLY)
Y REP
WIDGE
EXCEPT
PER
COST
MPG
PER
# OF
COST
VEH
NICL
MILE
TRA
E
AMT
ON/DESCRIPTION
LATE FEE
NOTICE: SEE REVERS
R:
SALES
PAYMENT – THANK YO
U
DISCOUNT
FLEET FEE
1 - Electronic Sale with
Authorization
2 - Keyed Sale with Authori
zation
TERMS
CLASSIFICATION
RED FO
TRANSACTION LOCATI
SERVI
CE
CTIVIT
PREPA
ENTS
100.00
N, BILL
LATE FEE
CLINTO
100.00
X
XXXXX
100.00
XXXXX
PAYM
ENT OF NEW BALA
NCE MUST BE RECE
IVED BY 02-08-2006
4567
XXXXX
ION A
X
PER
E
COST L
P
# OF
______ TS/GAL UNIT/GA
1
DRIVE
UNI______
31.96
RS
SALES
______ 2.20 1
PROD 2
32.11
______
ER
2.30 ___
30.49
FUEL
14.53
ODOMET
1
SALES
2.102 _________
13.96
UNL
1
94.56_________
14.52 C
UNL
DES
URREN
NON-F
1,663.29 CRIPTION_________
T MON
DSL
UEL
30.49 SEND
F
25,900
TH
______
43.01 UEL
PREPAR
INQUIRIESSAL
ES
2
32.11
NON
TO:
______
BY: MO
ED FOR
-FU
756C.95
______
NTH/Y
:
URREN EL
SHELL CARD CENTER
UNITS
______
T MON
EAR
/GALLO
1050
0.00
MILES
TH TO
______
NS
TAL
PO.
CURREN
0.00
62.60 DRI
VEN
___BOX
______689081
FUEL T YEAR
4.99
______
DES MOINES
UNI
3200
, IA
TS 50368-9
NON-FU
___
14.52
OR GAL
081
LAKE
___
OMAHA
___LON
STREET
CURRE1 EL
0 TELEPHONE: 1-800-37
0.00
S
___
4.99
1
3
12345
, NE 681
.
9
______
NT YE
6
7-5150
AR TO
1125.99
______ TOT
TAL
WSH CUR
FAX: 1-515-226-4045
AL COS
0
_____
402-77 0000
RENT
T
3
00.00
7-6188
MONTH
FUEL
28.48
COST
PAGE
NON-FU
300.0
PER MIL
9999
0
0
CURRENEL
OF 999
E
600.0
T MONTH
9
0
MILES
TOTAL
0.00
0
PER GAL
CURREN
600.0
600.0
LON
0
0.000
0
FUEL T YEAR
NON-FU
600.0
0.000
0
0
CURRE EL
1200.
45678
NT YE
00
0
.
AR TO
00
165.00
TAL
CURREN
0
1365.
100.0
00
0.000
0.00
0
FUEL T MONTH
NON-FU
100.0
0.000
0
0
CURRENEL
200.0
T MONTH
0
0.00
0.00
TOTAL
0
CURREN
200.0
200.0
0.000
0.00
0
0
FUEL T YEAR
NON-FU
200.0
0.000
0
0
CURRE EL
UNASSIG
400.0
NT YE
NED
0.00
0
AR TO
75.00
TAL
CURREN
0
475.0
100.0
0
0.000
0.00
0
FUEL T MONTH
NON-FU
100.0
0.000
CURRE EL
0
0
200.0
NT MO
0
0.00
NTH T
0.00
OTAL
0
CURREN
200.0
200.0
0.000
0.00
0
FUEL T YEAR
0
NON-FU
200.0
0.000
0
0
CURRE EL
400.0
NT YE
0.00
0
AR TO
90.00
TAL
0
CURRE
490.0
100.00
0
0.000
0.00
FUEL NT MONTH
NON-FU
100.0
0.000
0
0
CURRE EL
200.00
NT MO
0.00
NTH T
0.00
OTAL
0
CURREN
200.0
200.0
0.000
0
0.00
0
FUEL T YEAR
NON-FU
200.0
0.000
0
0
CURRE EL
400.0
NT YE
0
0.00
AR TO
0.00
TAL
0
400.0
28.48
0.000
0
0.00
0.00
28.48
0.000
0
62.60
0.00
0.00
0
62.60
100.9
0.000
0.00
5
0.00
100.9
0.000
5
225.2
9
0.00
0.00
225.2
0.000
9
0.00
PREVIOUS BALANCE
10.00
FEDERAL TAX ID: 23-123
CARD
NUMBER
DUE DATE
02-08-2006
06-01
06-30
06-30
1234568913598642
07/08
14:06
, FRED
SMITH GINGER
,
LEWIS N, BILL
CLINTO
FLEET FEE
100.00
XXXXX
NON
X
XXXXX
XXXXX XXXXX
X
XXXXX XXXXX
X
XXXXX
NEW CHARGES
03368
FUEL
S
VER
ID
02-08-2006
RD
ACCT/CA
DRI
5689
T
CTRL ACC
CLOSING DATE
RAM
ODGE
1998 D
VEHICLE
NUMBER
12345
BEGIN
ER
ODOMET
G - MP
LXXXXX
2006
02-22- Y NUMBER: B9 er Activated Terminal
tom
C - Cus
COMPAN ES:
STAT
Veh
02-22- X - Excess
20
COMP 06
AN
ACCOUN Y NUMBERVIN
#
B9CHXLX
ASEXX
T NUMB :PUR
XXXXX
MILES
XX
XXXXX
XXXX(C
XXER
DRIVEN
TR
1 L AC
CT)
1
1050
nua
M - Ma
VICE
9
OF 999
acit
icle Cap
LOCATI
ON AD
5754
DRESS e
6515 MAIN STR
t Varianc
EE
AIRPO
RT BL T P - Produc
VD
tion
l Transac
T SER
E STREET
3200 LAK 11-0000
, NE 681
7-6188
OMAHA
402-77
ED FOR
LOCATI
4253
0
5754 220215
1406
104
ORT
IP
FLEE
LE REP
VEHIC
PREPAR
E
PAYMENT DUE
UPON RECEIPT
9999999-AA-99-BB
BBBBBBBBB-DDD
YYC-C
CUSTOMER CO INC
CUSTOMER
PO BOX 999999
BOSTON MA 0211
9-00
1234567 10
890
111 999999999
9999999 222
2222 333333
3 4444444 555
5
For illustration pur
poses only.
Effortlessly manage
your fleet program
Supplies expanded program management capabilities with
reliable and detailed reporting documentation. Easy-to-read
monthly reports present transaction details organized in
report categories including expense summaries, service
station activity, invoice, discounts, product purchasing
summary, and more. We provide all the documentation you
need to effortlessly manage your fleet program, while
making the reporting process easier for your employees and
reducing your costs in handling these reports.
Shell Fleet Plus Statement
ACCOUNT NUMBER
TOTAL TRANSACTIONS
123-456-789
12345678901234
DUE DATE
CYCLE DAYS
02-08-2006
26
NEW CHARGES
100.00
FEDERAL TAX ID: 23-1234567
FLEET FEE
PREVIOUS BALANCE
PAYMENTS/ADJUSTMENTS
LATE FEE
NEW BALANCE
10.00
100.00
100.00
100.00
999.99
TRANS
ID
TRANSACTION LOCATION/DESCRIPTION
06-01
06-30
06-30
MSG
CD
PROD
CD
35.00
26.00
26.00
26.00
26.00
35.00
96.00
8
8
8
8
8
8
UNL
UNL
UNL
UNL
UNL
UNL
5.40
4.80
4.80
4.80
4.80
5.40
15.60
91.00
67.60
67.60
67.60
67.60
91.00
249.60**
QUANTITY
EXEMPT
TAX
TRANSACTION
AMOUNT
PAYMENT – THANK YOU
DISCOUNT
FLEET FEE
2,000.00CR
87.02CR
10.00
0001
0001
0001
0001
0001
0001
06-04
06-08
06-08
06-08
06-08
06-10
09:32
17:34
17:34
17:34
17:34
09:32
0016002
0032376
0032376
0032376
0032376
0016002
11203 NW FWY HOUSTON TX
2589 LAKEWOOD LONG BEACH TX
TOTAL C ARD 0001
0002
0002
0002
0002
0002
0002
06-10
06-11
06-11
06-11
06-11
06-15
14:44
08:30
08:30
08:30
08:30
25:00
0046888
0012786
0012786
0012786
0012786
0032689
640 NORTH SANTAGO BLVD TX
3652 ROCKFIELD LAKE FOREST TX
TOTAL CARD 0002
TOTAL SUB ACCT NNN-NNN-456
125.00
58.00
58.00
58.00
58.00
65.00
248.00
344.00
8
8
8
8
8
8
UNP
UNP
UNP
UNP
UNP
UNP
15.20
18.70
18.70
18.70
18.70
16.35
50.25
65.85
412.50
191.40
191.40
191.40
191.40
234.00
837.90**
1,087.50**
0001
0001
0001
0001
0001
0001
06-04
06-11
06-11
06-11
06-11
06-21
05:45
24:15
24:15
24:15
24:15
06:35
0023674
0123456
0123456
0123456
0123456
0786890
261 BALTIMORE DR LA MESA TX
TOTAL CARD 0001
TOTAL SUB ACCT
NNN-NNN-789
98.00
115.00
115.00
115.00
115.00
135.00
348.00
348.00
8
8
8
8
8
8
DSL
SUP
SUP
SUP
SUP
UNL
53.25
35.00
35.00
35.00
35.00
63.20
151.45
151.45
323.40
412.50
412.50
412.50
412.50
445.50
1,181.40**
1,181.40**
Message Codes:
SCHEDULE OF
1 - Electronic Sale with Authorization
2 - Keyed Sale with Authorization
4 - Electronic Sale without Authorization
5 - Keyed Sale without Authorization
8 - Electronic Sale at Pump
9 - Manual Sale
LATE FEE
TERMS
CLASSIFICATION
02
PERIODIC RATE
(MONTHLY)
%
%
ANNUAL
PERCENTAGE RATE
MONTHLY MINIMUM
$
.00
BALANCE SUBJECT TO LATE
SEE REVERSE SIDE
NOTICE: SEE REVERSE SIDE FOR IMPORTANT INFORMATION
1234568913598642
999999 XXXXXX
PROCESSING CENTER
PO BOX 183019
COLUMBUS OH 43218-3019
ZZZZZZZZZZ
ACCOUNT
NUMBER :
123-456-789
CLOSING
DATE :
INVOICE
NUMBER :
50169999999410
NEW
BALANCE :
PLEASE MAKE CHECK PAYABLE TO SHELL
RETRUN THIS PORTION WITH YOUR CHECK
INDICATE ACCOUNT NUMBER ON YOUR CHECK
1234567890123
CHECK BOX FOR ADDRESS
CHANGE ON REVERSE SIDE
9999999-AA-99-BBBBBBBBBBB-DDDYYC-C
CUSTOMER CO INC
CUSTOMER
PO BOX 999999
BOSTON MA 02119-0010
1234567890
111 9999999999999999 2222222 3333333 4444444 5555
FEE
PLEASE KEEP THIS PORTION FOR YOUR RECORDS
Page 9999 of 9999
SHELL FLEET PLUS
The Account Summary provides a complete
overview of your account. The Discount Report
helps you reconcile your monthly payments.
PAYMENT OF NEW BALANCE MUST BE RECEIVED BY 02-08-2006
TRANSACTION
DATE
TIME
CARD
NUMBER
SEND INQUIRIES TO:
SHELL CARD CENTER
PO. BOX 689081
DES MOINES, IA 50368-9081
TELEPHONE: 1-800-377-5150
FAX: 1-515-226-4045
INVOICE NUMBER
5689
CLOSING DATE
02-08-2006
02-08-2006
999.99
PAYMENT DUE
UPON RECEIPT
• More detail minimizes the need for
clerical and accounting intervention
•
Monthly activity totals
•
Fuel rebate designated by program type
Sevice Station Activity Report
FLEET SERVICE STATION ACTIVITY REPORT
PREPARED FOR:
WIDGETS DEALERSHIP
02-22-2006
COMPANY NUMBER: B9LXXXXX
ACCOUNT NUMBER (CTRL ACCT)
3200 LAKE STREET
OMAHA, NE 68111-0000
402-777-6188
PAGE 9999 OF 9999
SERVICE
LOCATION
42530 220215
57541406104
LOCATION ADDRESS
# PURCHASE
5754 MAIN STREET
6515 AIRPORT BLVD
# OF VEHICLE
1
1
1
1
# OF DRIVERS
1
1
FUEL SALES
30.49
32.11
NON-FUEL SALES
UNITS/GALLONS
0.00
0.00
14.52
13.96
________________________________________________________________________________________________________________________________
0.00
28.48
2
2
2
62.60
Easily locate the stations that provide the best value for your fleet. The Service Station Activity
Report combines full data capture of fuel and non-fuel products.
•
Station location
•
Fuel and non-fuel itemized purchases
Product Purchase Summary Report
FLEET PRODUCT PURCHASE SUMMARY REPORT
PREPARED FOR:
02-22-2006
WIDGETS DEALERSHIP
3200 LAKE STREET
OMAHA, NE 68111-0000
402-777-6188
PAGE 9999 OF 9999
DESCRIPTION
MILES DRIVEN
GALLONS
TOTAL COST
COST PER MILE
MILES PER GALLON
SALES
120
UNLEADED
UNLEADED PLUS
TOTAL
0
0
0
14.53
13.96
28.49
31.96
32.11
64.07
0.000
0.000
0.000
0.00
0.00
0.00
SERVICE
124
UNLEADED
TOTAL
0
0
14.52
14.52
30.49
30.49
0.000
0.000
0.00
0.00
Receive a comprehensive monthly summary of all the products purchased by your fleet, sorted by
business unit. Now you can identify how much you are spending on each product.
•
Product purchases categorized by type
•
Product summary by business unit
•
•
Cost per mile
Miles per gallon
Vehicle Report
FLEET VEHICLE REPORT
PREPARED FOR:
WIDGETS DEALERSHIP
02-22-2006
EXCEPTION CODES:
C - Customer Activated Terminal
G - MPG Variance
M - Manual Transaction
P - Product Variance
3200 LAKE STREET
OMAHA, NE 68111-0000
402-777-6188
X - Excess Vehicle Capacity
PAGE 9999 OF 9999
VEHICLE
NUMBER
12345
TRANSACTION
TIME
DATE
06/20
06/29
07/08
08:12
08:35
14:06
VEHICLE DESCRIPTION
1998 DODGE RAM
LOCATION
57541406104
57541406104
42530220215
LICENCE/
TAG
BEGIN
ODOMETER
1B95JK
20,500
TRAN ID
ACCT/CARD ID
CTRL ACCT
0464388
0491720
0336867
XXXXXXXXXXX0009
XXXXXXXXXXX0009
XXXXXXXXXXX0009
XXXXXXXXXXX
XXXXXXXXXXX
XXXXXXXXXXX
MILES
DRIVEN
1050
DRIVER NAME
SMITH, FRED
LEWIS, GINGER
CLINTON, BILL
MONTH TOTAL
YTD TOTAL
NON
FUEL
07/08
14:06
VIN
XXXXXXXXXXXXXXXXX
ODOMETER
PROD
UNITS/GAL
COST PER
UNIT/GAL
25,90 0
UNL
UNL
DSL
14.53
13.96
14.52
2.20
2.30
2.10
1050
42530220215
0336867
XXXXXXXXXXX
XXXXXXXXXXX0009
SALES
43.01
756.95
CLINTON, BILL
WSH
TRAN
AMT
COST PER
MILE
COST PER
MPG
EXCEPTION
31.96
32.11
30.49
X
E
P
94.56
1,663.29
1
4.99
MONTH TOTAL
YTD TOTAL
4.99
25.99
When you need to control costs within departments or business units, the Vehicle Report lets you
easily identify fuel consumption. This report can also be combined with Driver Reports.
•
Beginning odometer
•
• Cost per mile and miles per gallon are
•
Business unit level
•
Month-to-date totals
Purchase exceptions
•
Year-to-date totals
calculated for each purchase
Driver Report
FLEET DRIVER REPORT
PREPARED FOR:
WIDGETS DEALERSHIP
02-22-2006
EXCEPTION CODES:
3200 LAKE STREET
OMAHA, NE 68111-0000
C - Customer act terminal
M - Manual Transaction
402-777-6188
PAGE 9999 OF 9999
DRIVER NUMBER
001113
SMITH, FRED
TRANSACTION
DATE
TIME
06/20
DRIVER NAME
08:12
LOCATION
57541406104
SALES
LOCATION ADDRESS
6515 AIRPORT BLVD
TRAN ID
ACCT/CARD ID
CTRL ACCT
VEHICLE
NUMBER
0464388
XXXXXXXXXXX0009
XXXXXXXXXXX
012345
NON
FUEL
12:22
54684387841
UNITS PER
GAL
14.53
PRODUCT
UNL
COST PER
UNIT/GAL
2.20
14.53
235.95
MONTH TOTAL
YTD TOTAL
07/05
ODOMETER
123 MAIN
2851561
XXXXXXXXXXX0009
XXXXXXXXXXX
054841
TRAN
AMT
EXCEPTION
31.96
C
31.96
519.09
WSH
MONTH TOTAL
YTD TOTAL
4.99
4.99
120.64
This report allows you to track a fleet driver who operates more than one vehicle, or a person
who moves between departments.
•
Reports per driver sorted by individual
driver name and driver number
•
•
Vehicle and driver description
Fueling location identified
•
•
Month-to-date totals
Year-to-date totals
Expense Summary by Month/Year
FLEET EXPENSE SUMMARY REPORT
BY: MONTH/YEAR
PREPARED FOR:
02-22-2006
WIDGETS DEALERSHIP
3200 LAKE STREET
OMAHA, NE 68111-0000
402-777-6188
PAGE 9999 OF 9999
DESCRIPTION
SALES
MILES DRIVEN
CURRENT MONTH
FUEL
NON-FUEL
CURRENT MONTH TOTAL
CURRENT YEAR
FUEL
NON-FUEL
CURRENT YEAR TOTAL
12345
CURRENT MONTH
FUEL
NON-FUEL
CURRENT MONTH TOTAL
CURRENT YEAR
FUEL
NON-FUEL
CURRENT YEAR TOTAL
45678
CURRENT MONTH
FUEL
NON-FUEL
CURRENT MONTH TOTAL
UNITS OR GALLONS
0
300.00
0
300.00
0
600.00
0
600.00
0
100.00
0
100.00
0
200.00
0
200.00
0
100.00
0
100.00
TOTAL COST
COST PER MILE
MILES PER GALLON
600.00
0.00
600.00
0.000
0.000
0.00
0.00
1200.00
165.00
1365.00
0.000
0.00
0.000
0.00
200.00
0.00
200.00
0.000
0.00
0.000
0.00
400.00
75.00
475.00
0.000
0.00
0.000
0.00
200.00
0.00
200.00
0.000
0.00
0.000
0.00
Expense Summary Reports provide your company with decentralized reporting by department,
zone, region, division, or other classification you determine. Costs summarized this way help
your managers clearly define accountability for their units’ purchases.
•
Monthly reports sorted by department
•
Year-to-date totals by department/business unit
Expense Summary by Business Unit
FLEET EXPENSE SUMMARY REPORT
BY: BUSINESS UNIT
PREPARED FOR:
02-22-2006
WIDGETS DEALERSHIP
3200 LAKE STREET
OMAHA, NE 68111-0000
402-777-6188
PAGE 9999 OF 9999
DESCRIPTION
MILES DRIVEN
UNITS OR GALLONS
TOTAL COST
COST PER MILE
MILES PER GALLON
CURRENT MONTH
SALES
SERVICE
0
0
0
300.00
28.48
328.48
600.00
62.60
662.60
0.000
0.000
0.000
0.00
0.00
0.00
SALES
SERVICE
0
0
0
600.00
100.95
700.95
1365.00
225.29
1590.20
0.000
0.000
0.000
0.00
0.00
0.00
CURRENT MONTH TOTAL
CURRENT YEAR
CURRENT YEAR TOTAL
For more information or to apply:
1- 888-98-SHELL
(1-888-987-4355)
Visit us online at:
www.shellcreditcard.com
Online Account Management
• Greater control
• Time & money savings
• Trend analysis
• Tracking efficiencies
• Expense reporting
Monitor all your fuel transactions at
We live in an increasingly complex business environment,
and it’s no secret that the power of online services
offers great advantages. In order to be responsive to
your needs, and to monitor your fleet account activity
on an ongoing basis, we have established
– available any time that fits your schedule.
A quick reference to:
• Update your account profile
• Add or delete drivers & vehicles
• View and download statements,
fleet reports and unbilled transactions
• Make payments online
• Email us your questions and requests
Online Account Management that works for you
Shell Fleet Finder Brochure
The Fleet Finder brochure outlines a Shell program for growing your
business and revenue, one business at a time. If you dedicate a sales
resource with local market knowledge, your dedicated salesperson will
invite local businesses to apply for a Shell Fleet account and take
advantage of the Shell fleet account cost saving features.
Order the Shell Fleet Finder brochure:
Shell Fleet Finder
End User: Wholesaler
Targeting local revenue growth
A method to grow your Commercial Fueling Revenue – one Business at a time.
Local Resources
There is really no secret to realizing the potential of the Shell Fleet Finder program.
It's easy – you provide the resource to focus on local commercial business and we provide
the tools, training and support – your sites gain the benefit.
The Shell Fleet Finder program is a method to grow your business and revenue, one business at a time.
Utilizing the efforts of your dedicated sales person combined with local market knowledge, your fleet salesperson
will invite local businesses to apply for a Shell Fleet account and take advantage of the Shell fleet
account cost saving features.
... commitments to success
Tap into the Commercial Market
Gallons sold annually in the Commercial Market
51.7 billion gallons
Gallons purchased with a credit card
22.3 billion gallons
Shell:
• Training, coaching and support
• Sales tools including guides to prospecting, best practices,
70% of commercial business is local
Fleet Customers purchase 8 times more fuel than other customers
letters of introduction and product features and benefits
• Enhanced Customer Service access
• Access to station level, geo-coded business leads
• Program incentives
Wholesaler:
• Identify a dedicated resource to focus on commercial business
The Shell Fleet team will guide you through the process step by step, providing
comprehensive training and support of your dedicated sales person.
With your strong commitment to the program, you should
see increased fuel and in-store sales.
• Provide the dedicated resource all support necessary to ensure success
• Take advantage of best practices and dedicated
Fleet Finder resources
Titletown Oil – Case Study
Dedicated Sales Resources: One
Local Growth.
National Strength.
New Accounts Acquired Through the First 10 Months: 130
Percentage of New Accounts Activated: 86%
Average Number of Vehicles per New Account: 10
Wholesaler Comments:
Since we started using the Shell Fleet Finder program we’ve seen a steady increase in fleet accounts, fuel sales
and in-store sales. All the new accounts have been small local businesses with less than two dozen vehicles.
These businesses have been right under our noses, and our fleet account sales representative, with the help
of the Shell Fleet Finder team, has brought this business to our stores.
Our sales representative worked at Titletown Oil before we initiated the Fleet Finder program. His knowledge of
our business and this market have paid substantial dividends in building relationships with local businesses and
predictable increases in fuel sales.
The Shell Fleet Finder program has helped Titletown Oil tap into sales we had been missing for a long time.
Dan Pamprin, President
Titletown Oil, Corp.
920-336-8983
Program Contact:
Fleet Finder Manager
The Shell Fleet and Shell Fleet Plus Credit Cards are issued by Citibank (South Dakota), N.A.
972-653-3506
shellfleetcard@citi.com
Account Conversion Tools
Whether you are converting House Accounts or non-Shell accounts to
the Shell Fleet Program, we’ve developed a program that will help
make the conversion seamless.
•
House Account conversion insert
•
Competitive Account conversion insert
•
Fleet Card conversion letter package (Sample)
•
Fleet Plus conversion letter package (Sample)
For more information on Account Conversion:
E-mail: shellfleetcard@citi.com
Phone: 972 653 3506
Account Conversion
Are you tired of tying up working
capital in commercial House Accounts?
Free up your receivable cashflow and reduce risk by
converting your commercial House Account customers to Shell
Fleet card customers. Our Shell Fleet conversion team will
assist you through the entire process. We will follow-up with
each of your commercial House Account customers to make
sure all applications for a Shell Fleet account are correct and
submitted properly. We can offer a special introductory
rebate for the new Shell Fleet card customers. The added
rebate savings will help convince your commercial House
Account customers to apply for a Shell Fleet card account.
3% rebate on fuel purchases for six months*
Here are the steps to convert your commercial House Account customers:
Wholesaler elects to discontinue their commercial House Account program and wants to move
•
the customers to the Shell Fleet card.
•
Wholesaler and the Shell Fleet program conversion team develop a plan for a successful conversion.
•
Wholesaler provides list of existing House Account customers to the conversion team.
•
Wholesaler contacts each House Account customer and lets them know they will be receiving a
special offer to apply for the Shell Fleet card.
Conversion team sends a letter with application to the customer explaining benefits of the
•
Shell Fleet card program, and special rebate offer.
•
Conversion team initiates follow-up calls.
•
Wholesaler then calls each House Account customer that does not respond to the letter or follow-up call.
•
Conversion team coordinates weekly status calls with the wholesaler during the conversion process.
•
Weekly report of customers who have been approved for a Shell Fleet card is provided by the
conversion team for three months.
•
Monthly gallons reports are provided to the wholesaler for three months.
* Maximum Diesel rebate per month - $300. ($10,000 in purchases x 3%)
We can help.
Your commercial customers should
be switching to Shell, too.
You understand the benefits of the Shell brand. Your
commercial customers can, too, when you switch a site to
Shell. We can help you convert your non-Shell fleet
customers to a Shell Fleet card customer. We can follow-up
with each of your fleet customers by phone and through the
mail. We will make sure their application for a Shell Fleet
account is correct and submitted properly. We’ll even keep
you updated with monthly reports on the customers who
have been approved for a Shell Fleet card. And to make it
easier for your current fleet customers to make the decision
to apply, we offer a special introductory rebate for your
customers who are approved for a Shell Fleet card.
3% rebate on fuel purchases for six months*
Here are the steps to convert your customers:
•
Wholesaler provides 60-day notice of brand conversion to the Shell Fleet program conversion team.
•
Wholesaler and the conversion team develop a plan for a successful conversion.
•
Wholesaler site staff identifies customers currently using competitive brand fleet cards.
•
Conversion team contacts the site customers to explain a conversion will occur and highlight
the benefits applying for a Shell Fleet card. The special introductory rebate will be offered as well.
Conversion team will send a follow-up letter with application to any customer wanting to
•
apply for the Shell Fleet card.
•
Conversion team will call 2 weeks after letter is sent if an application is not received.
•
Conversion team coordinates weekly status calls with the wholesaler during the conversion process.
•
Weekly report of customers who have been approved for a Shell Fleet card is provided by the
conversion team for three months.
•
Monthly gallons reports are provided to the wholesaler for three months.
* Maximum Diesel rebate per month - $300. ($10,000 in purchases x 3%)
Help them make the change.
EARN UP TO
E
L
P
M
A
S
REBATE ON FUEL
PURCHASES WITH THE
SHELL FLEET PLUS CARD†
Track expenses and control costs.
• Easy-to-use management reports
• Track purchases by vehicle, driver
and department
• Optional odometer prompt
• Purchase restrictions: fuel only;
fuel & oil only; fuel, oil & maintenance
or no restrictions
• One-station card—a convenient
option for Shell stations you visit
frequently
†
Shell Fleet Plus Fuel Rebate Program
Monthly Purchase Requirement
$1,000 - $3,999
$4,000 - $7,999
$8,000 - $9,999
$10,000 or more
Rebate Amount*
1.5%
2.0%
2.5%
3.0%
* Subject to credit approval. Rebates are automatically credited to your monthly statement. Maximum Diesel rebate per month
– $300 ($10,000 in purchases x 3%). The Shell Fleet Plus Rebate Program is subject to change at any time without notice.
Enjoy added convenience.
• Driver prompts limit access to
authorized users
• Drivers can pay at the pump and get
back on the road quickly
• Accepted at thousands of Shell
locations nationwide
• Accepted at Jiffy Lube® locations
• Manage your account and monitor
unbilled transactions online 24/7
EARN
E
L
P
M
A
S
REBATE ON FUEL
PURCHASES FOR 6
MONTHS WITH THE
SHELL FLEET CARD*
Manage your fleet program
more efficiently
• One easy-to-read monthly statement
• Transactions are sorted and
subtotaled by card number
• Date and time details on
every transaction
• Type of fuel purchased
identified by product code
• Fueling location identified
• Manage your account online 24/7
* Subject to credit approval. New accounts only. 3% rebate on fuel purchases for six months from account open date.
Rebates are automatically credited to your monthly statement.
PowerPoint Presentation
Getting in front of new customers is always at the core of building
your business. So, in addition to printed materials, we’ve developed a
PowerPoint presentation template for you to customize to take with you
on those new business calls. Use it to tell new customers all about the
Shell Fleet Program.
•
The power of the Shell brand
•
Fleet Card and Fleet Plus product features
•
Fleet Plus rebate structure
•
Security options
•
Steps for customers to make application
Use the Shell Fleet Program presentation:
Available on this pocket drive – File Name: SHELLFleet_Presentation.ppt
Presentations
At the station
Take-one applications and Point-of-Purchase materials are critical to
marketing the Shell Fleet Program. That means you need easy access
to ordering replacement materials. And we’ve provided the contact
information and online links to make it easy.
•
Take-one applications
•
Acrylic application holders
•
Current point-of-purchase materials
Order Station Marketing materials:
Pointsmith Customer Service – 1 800 762 5213
Station Marketing
End Users: Customer (Applications)
Wholesaler (Application Holders & POP Materials)
Shell Rewards
Utilize messaging, at the dispenser, to help acquire new
Shell Fleet Card customers, retain existing Shell Fleet Card
customers, and help convert 3rd party fleet card customers to
the Shell Fleet Card Program.
For more information visit Shell Rewards online:
www.shellsource.com
Select Loyalty tab, then Shell Rewards
or call 316 689 8555 ext. 111
Customer Loyalty
Shell Online
This new package is just the first step in communicating all the
benefits and materials available to help you support your fleet business.
We are constantly developing new ideas and programs based on the
input we get from you. As new programs become available or to provide
materials for existing programs, we want you to be just a click away.
www.shellsource.com
Select Cards tab, then Fleet Cards
Online Tools
FleetLeads Database
Most potential new customers come from right around your station(s).
That’s the simple concept of the FleetLeads program. By providing
sophisticated geo-coding, you can target new customers near your
station(s). There are also direct mail templates for you to create your
own campaign to solicit business and get them to your pumps.
It’s easy and effective.
Try FleetLeads for yourself:
Select Shell FleetLeads Program, then select the Register link.
Order the FleetLeads insert:
Database Marketing
FleetLeads Database
The FleetLeads Database ties local businesses to specific zip codes –
this enables whloesalers and Shell retailers to identify local leads
for a specific site. FleetLeads records contain the business name,
address, phone number, contact name and valuable marketing
information including the type of business and distance to your station.
Online FleetLeads tools
After registering for the program, you will logon to the FleetLeads website
and access your leads over the Internet. But FleetLeads is much more than a
database, it contains all the sales tools you need to book new Shell accounts.
• Simply pull up the target station from a drop-down list and print out a
roster of leads around that station.
• Built-in sales letters enable you to send letters and applications to all or a
select list of contacts.
• Professional sales scripts are available that can help the effectiveness of
your sales efforts.
• Sales reps are able to record notes and set follow-up appointments.
FleetLeads even provides driving directions to the prospect’s place of business.
• No cost to wholesaler or Shell retailer for access to the FleetLeads Database.
Wholesalers and Shell retailers can register at
If you have any questions or would like to learn more about
the FleetLeads program, please contact:
Jeff Sims or Amy Neifert
at (800) 542-8455
Capture more of
the commercial fleet
business in your area.
For more information
www.shellsource.com
E-mail: shellfleetcard@citi.com
Phone: 972 653 3506

Shell Fleet Program Tap into the Commercial Market

Transcription

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