The Sailor Group and GreatAmerica Financial Automate Financing Process

(Windermere, FL) –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, chief executive officer, 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 set up fee, but is free once set up is complete.

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