Windermere, FL (April 12, 2022) – The Sailor Group Inc., the developers of AgentDealer, a custom CRM platform for the office technology industry, announced today the availability of a custom integration with Wells Fargo Vendor Finance to automate the lease approval process from within the AgentDealer platform.
Working directly with the Wells Fargo team, The Sailor Group has developed a simple way for applicants to submit and manage lease requests. Reps can not only build their deal using the QuoteBuilder tool but also, with the click of a button, connect directly with Wells Fargo to submit their quote information for lease approval. The request status will automatically update back in AgentDealer, and the salesperson is then notified.
“We have been listening to our customers, and many have been waiting for this integration for some time. We are excited to work with Wells Fargo to bring this integration to AgentDealer, making it more streamlined and simpler to submit and get lease approvals,” said Ed Barfield, CEO of The Sailor Group Inc.
“This integration enables a seamless process for our dealer and OEM partners to submit credit applications and receive decision notifications at the push of a button,” said Bradley Bolick, vice president of sales for Wells Fargo Vendor Financial Services. “This is a continuation of our collective effort to create a more efficient, simplified business process, and is the first of a series of integrations that will help our partners increase sales, maximize profits, and improve customer retention.”
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About Wells Fargo
Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $1.9 trillion in assets, proudly serves one in three U.S. households and more than 10% of small businesses in the U.S., and is the leading middle-market banking provider in the U.S. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: consumer banking and lending, commercial banking, corporate and investment banking, and wealth and investment management. Wells Fargo ranked No. 37 on Fortune’s 2021 rankings of America’s largest corporations. In the communities we serve, the company focuses its social impact on building a sustainable, inclusive future for all by supporting housing affordability, small business growth, financial health, and a low-carbon economy. News, insights, and perspectives from Wells Fargo are also available at Wells Fargo Stories.
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 cloud-based and built on the Salesforce Lightning platform for engaging, managing, and tracking, 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 Lightning platform.
