Prepared for Stephanie Wilkinson · Chief Customer Officer · PrePass
Connecting PrePass customer intelligence, Dynamics 365 and AI could turn operational signals into measurable growth and retention actions.
Presented by Jason Wickman · Agilidy · Prompted by PrePass's open D365 Sales Business Analyst role — context, not the thesis.
The Platform
As product breadth increases, the value of connecting customer intelligence increases with it.
100K+
fleet customers
800K+
commercial vehicles
1B+
safe bypasses since 1993
~$9B
estimated customer savings
One Integrated Fleet Platform
Bypass · tolling · safety insight · compliance — inside one commercial relationship
Based on publicly available information, including the FleetDrive 360 acquisition announced December 2025.
The Opportunity
Our hypothesis: the strongest expansion and retention signals may already exist outside CRM.
Dynamics 365 Knows the Relationship
Accounts
Contacts
Opportunities
Quotes & orders
Seller activities
Pipeline
Forecast
Interaction history
PrePass Knows the Customer
Vehicles enrolled
Bypass frequency
Routes & toll activity
Toll discrepancies
Compliance activity
Safety trends
Product utilization
Value created
Customer Intelligence Operating System
One view answering: who to contact, why now, what to recommend, and what it is worth.
Illustrative. The first 30 days would validate which of these signals exist today and are commercially usable.
The Scale Opportunity
At PrePass scale, small movements in product attachment become thousands of expansion conversations.
Illustrative Attach-Rate Scenario
1,000 fleet customers
2,000 fleet customers
5,000 fleet customers
10,000 fleet customers
Each point of product attachment represents roughly 1,000 additional fleet relationships — before any pricing assumption is applied.
Potential Next Best PrePass Solution
The system answers: who to contact · why now · what to recommend · estimated value · next action
Proven Value
Most subscription companies estimate value delivered. PrePass publishes it.
~7 min
driver time saved per bypass
~0.5 gal
fuel saved per bypass
~$10.65
operating-cost savings per bypass
18,442 bypasses
illustrative fleet, one year
× $10.65 ≈ $196,000
estimated operating savings created
× 7 min ≈ 2,151 hours
driver time returned
"You generated roughly $196K of measurable operating value from PrePass this year. Based on your toll footprint, we believe there is another opportunity to reduce cost here."
Customer-value data should not live only in analytics. Illustrative math using PrePass's published Mile Marker averages.
The CCO View
A Chief Customer Officer mandate spans the entire lifecycle — so should the measurement system.
SELL
Pipeline coverage
Forecast accuracy
ONBOARD
Time-to-first-value
Activation rate
ADOPT
Vehicles enrolled
Product utilization
PROVE VALUE
Bypasses & savings
Toll recovery
EXPAND
Product attach
Cross-sell rate
RETAIN
Customer health
Save rate
One Operating Model for the Complete Customer Lifecycle
The goal is not another dashboard — it is one view connecting customer outcomes with commercial outcomes.
Illustrative metric set. We would align to the measures PrePass already trusts and can source today.
The AI Model
The pattern already exists inside PrePass. It has not yet been pointed at growth and retention.
Today · Customer-Facing — AI Toll Insights, Launched February 2026
Next · Commercial — The Same Model, Applied to Growth and Retention
Potential AI-Generated Commercial Signals
The advantage is not another dashboard. It is shortening the distance between signal and action.
Why Speed Matters
Traditional Engagement Path
Sales process
Discovery
Solution architecture
Proposal
Contracting
Resource staffing
Kickoff
Work begins
Agilidy · Jason Wickman
Start learning from the business before committing to a large transformation.
The Program
PrePass Customer Intelligence Accelerator — 90 days to connect customer data, Dynamics 365 and commercial action.
DAYS 1–30
Find the Growth
Top 3 quantified commercial opportunities
DAYS 31–60
Connect the Signals
Working signal-to-action workflows
DAYS 61–90
Prove the Outcome
Measured results, not a status update
The Offer
PrePass Continues
Jason Starts Now
3-month initial engagement
Starting as low as $10K/month
One accountable senior leader
Specialists only when required
30-Minute Executive Working Session
"Is there enough potential value here to spend 30 minutes testing the hypothesis together?"
© 2026 Agilidy · Prepared exclusively for PrePass · Confidential