Windermere, FL (May 5, 2020) — The Sailor Group Inc., developers of AgentDealer, a customer relationship management (CRM) tool built on the Salesforce platform for the office technology industry, announced today the release of a custom integration with GreatAmerica Financial Services Corporation. This integration improves efficiency by automating the financing process for dealers within the AgentDealer platform.
A click of a button connects AgentDealer users to GreatAmerica for pricing and credit submission. Upon lease approval, the user generates documents to print or send directly to their customers for digital signature. This touchless approach is especially helpful in a socially distanced world.
Additional features:
- Portfolio updates (updated daily)
- Upgrade dollar amounts (updated daily)
- Updated lease rate tables within the AgentDealer QuoteBuilder
- Credit application status alerts
- And more (buyout options, remaining payments)
“When I was a sales rep I never had it this easy! This collaboration is the final key to building a complete sales process from end to end in our AgentDealer system,” stated Ed Barfield, CEO, The Sailor Group. “The addition of lease approval with digital signatures is huge. We are so happy to execute this with an industry leader like GreatAmerica. We know our customers are going to love it.”
Tawnya Stone, vice president of strategic technology at GreatAmerica agrees: “In today’s environment, our office imaging dealers are looking for ways to increase operational and administrative efficiencies while decreasing sales cycle time. Our integrations with The Sailor Group allow technology to handle the administrative burden for our dealers while making the financing process easier and more efficient.”
Dealers interested in this functionality should contact their GreatAmerica or The Sailor Group representative to get started. The integration has a one-time setup fee, but is free once set up is complete.
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About GreatAmerica
GreatAmerica is the largest independent, family-owned national commercial equipment finance company in the U.S. and is dedicated to helping manufacturers, vendors, and dealers become more successful and keep their customers for a lifetime. GreatAmerica was established in Cedar Rapids, Iowa in 1992 and today is organized into seven business units. It has a staff of over 600 employees with offices in Georgia, Minnesota, and Missouri. Our commitment to understanding the office equipment industry has positioned us as the unparalleled leader in single invoice solutions (MPS, Managed IT, and other specialized billing options). We also offer innovative non-financial services to help our dealers evolve their businesses.
About AgentDealer
Launched in 2010, AgentDealer is a modern CRM (Customer Relationship Management) solution that has been fine-tuned specifically for the Office Technology Industry. AgentDealer is a cloud-based solution built on the Salesforce.com Lightning platform for managing customers, prospects, activities, opportunities, and equipment.
About The Sailor Group Inc.
For the last decade, The Sailor Group Inc. has directly supported the office technology industry with cutting edge creation, integration, and customization of Software as a Service (SaaS) applications, on the Salesforce.com Lightning platform.
The Sailor Group is a Salesforce.com reseller partner and provider of professional services, training, and consulting, on the Salesforce.com Lighting platform.
