SalesChain Releases Version 9.2.2, Featuring New Zoom Phone Integration, Enhanced AV & Security Forecasting, and More.

Significant Enhancements >> Zoom Phone Integration

A comprehensive integration with Zoom Phone now allows users to auto-dial telephone numbers with a single click. This integration captures call duration and automatically opens a note for users to enter details.

eAutomate – Dynamic Views

We’ve added a feature that allows the definition and execution of custom queries, which can be viewed with a click of a button. This feature is similar to the “Quick Search” function but is placed on specific forms for more tailored data access.

Significant Enhancements >> AV & Security Forecast Profile and Pricing Tool

To support dealers expanding into AV and Security products, we’ve created dedicated profiling and pricing utilities. Features include:

  • Opportunity profiling with a dedicated profile pane on the bundled lead form.
    • Dedicated contact list and stages.
    • Note entry and tracking for each opportunity.
    • Full integration to ConnectWise Ticket Requests for IT support workflows.
  • Pricing tools for selecting and building product bundles from existing IT Product catalogs through Etilize and distributor integrations.
  • Revenue and GP tracking in AV and Security buckets.

Other Enhancements in this Update

eAutomate – Sales Order Integration

  • Automated Sales Order Status: Sales order status and detail status are now evaluated and set based on product availability.
  • Customer Level Presets: When pushing orders, settings for Tax Code, Territory Code, On Hold Code, Term Code, Shipping Method, and Branch Code are preset based on the eAutomate Customer Profile.

Re-Leasing Equipment

We’ve added a new function allowing users to easily select existing machines within a customer and add them to orders “re-leasing.”

ConnectWise Integration – Managing Duplicate Data

To address duplicate contact creation in ConnectWise, secured users can now clear and reestablish associations of records.

Credit Pre-Approval – Workflow Enhancements

We’ve enhanced functionality to better integrate the pre-approval process with overall dealer processes. New properties include a preapproval indicator on the open lead count and displaying the preapproval lead on the open leads when creating a new OBD.

Significant Enhancements >> Credit Decisions – Workflow Enhancements

As we expand our integrations with financial service companies, there is an ever-growing need to improve communication throughout the system. With this release, we have added several properties to the Credit Desk and Credit Decision pages:

  • Label “PreApproval” for credit requests.
  • Display of the requested amount of funding.
  • Method of credit application submission (API or email).
  • Reference to the API Transaction Log for transactions processed via API integration.

Delivery Workflow – Customer Training Requirements

Added the property “Is Training Required?” to the delivery job form to highlight the need for customer training. This can be merged onto documents to communicate customer needs effectively.

Proposal & Order Notes Entry

A new note entry feature has been added to the proposal and order form, allowing users to enter free-form notes that can be viewed in chronological order on the General pane.

HubSpot Integration

To prevent excessive activity from being pushed into SalesChain from HubSpot, we’ve added a “Sanity Limit.” If the number of leads exceeds a specified limit (e.g., 100 in a day), the integration will stop and notify the Marketing Manager for verification.

Fixes and Tweaks

  • Fixed an issue where service line assignment to groups was not cleared properly when the group was removed.
  • Fixed an issue with workflow emails for used equipment notifications not sending correctly.
  • Expanded the Clone feature on the user profile to include more fields to be cleared out.
  • Fixed an issue with the Commission Exclusion logic where certain spiff exclusions were being duplicated.
  • Fixed an issue where activity records were not reassigned when customer records are merged.

SalesChain Releases Version 9.2.1, Featuring Enhanced Etilize Integration, Commissions Summary Reports, New Credit Application Workflow, and More.

New >> View Great America & Canon Financial Services Invoicing

Reps and leasing coordinators can now view invoices from GreatAmerica Financial Services and Canon Financial Services directly within the system. This process, previously manual, is now streamlined and accessible by clicking the “FCO Invoices” icon on the Customer Profile page. Authorized users can now see a listing of customer leases, with finance company invoices accessible by clicking the blue lease contract numbers.

Note: This feature requires authorization from the relevant finance company and configuration by the SC Support team.

New >> Commissions Summary Report

A new commissions summary report provides a comprehensive “owners perspective” listing of commissions paid to sales representatives, grouped by sales manager. This report, created with our new reporting utility, is accessible to secured users on the Commission Reconciliation form.

Significant Updates >> Credit Application Workflow

For special cases, such as municipal tax exemptions or complex taxing jurisdictions, credit analysts can now override API automation and submit lease credit applications via email to a special group within the finance company. This ensures that special request applications are still managed through the SalesChain Credit Desk utility, maintaining workflow efficiency and tracking.

Significant Updates >> IT Products & Etilize Searching

We worked with our users to configure a set of tools to make the Etilize database easier, faster, and more useful.

Enhancements to the IT Products & Etilize catalog search tools include:

  • A new search feature at the top of the column, with the removal of filtering criteria on the left, providing more room for search results and better search control.
  • An optional display for the images column to speed up and simplify the user experience.
  • A “Save View” feature allowing dealers to save and share common search criteria across the sales team.
  • Improved IT Products maintenance form to prevent duplicate entries with the same MFG/MFGItemNbr combination.


Other Enhancements in this Update

Software as a Service (SaaS)

 To better measure sales, a breakout measurement of SaaS has been added to the Bundled Forecast form. Identifying products as SaaS is now simpler with the addition of an “Is SaaS” indicator to the MS Services Product record.

Bundled Forecasting 

Enhancements to the Bundled Forecasting tool allow users to selectively view relevant columns, improving usability for sales reps focusing on specific product combinations. This tool supports individual product and service sales and helps managers measure cross-selling success.

For example, in many dealers, specific reps sell AV and Security products, while others sell Copiers or IT Solutions. For this reason, we enhanced the Bundled Forecasting tool to allow users to selectively view columns that are displayed and exclude columns not relevant to them.

New >> Service Pricing Geographical Zones

Many of you have asked us to add a feature that will allow for the adjustment of service rates for a machine based on the geographical distance from the office. We added a new feature which allows users to adjust base service pricing based on geographical zones. Administrators can configure specific zone values and adjustment factors to meet dealership needs.

Naming Opportunities

Users can now name their opportunities. The name is promptly displayed on the Customer Profile page and in the Proposal and Order Pricing system. 

EAutomate Sales Order Create

SalesChain now uses the eAutomate catalog model and description details when pushing products into eAutomate. Traditionally, SalesChain used the model and descriptions from the SalesChain Master Catalog. This feature allows dealers to configure their own naming conventions.


Fixes and Tweaks

  • Import Quotes from Ingram Micro- Fixed an issue with the import process that caused some quotes to be imported improperly.

SalesChain Releases Version 9.2 Featuring Updated ConnectWise and Hubspot Integrations, Enhanced Commissions Module, and More.

Significant Upgrades >> ConnectWise Integration

We have completely recreated our integration to ConnectWise Manage to improve the user experience and provide bi-directional data sharing for customer, contact, catalog items, and order integration. These enhancements provide users the ability to better “cross pollinate” data across systems with real-time accuracy, flexibility and efficiency.

  • Updated interface flow to provide more consistent flow and messaging for users.
  • Enhanced 2-way data synchronization by allowing users to search CW content directly and easily to ensure accuracy of data integration.
  • Expanded ability to push customers as sites.

Significant Upgrades >> HubSpot Integration

  • We updated the user interface to make the integration more intuitive and user-friendly.
  • Real time data synchronization is now possible through our new integration with HubSpot’s Webhook API.
  • This upgraded integration brings improved flexibility, speed, and error handling.
  • We added the flexibility to customize customer and contact views for sales reps to better facilitate data-usage.
  • We GREATLY enhanced the workflow to ensure events triggering the “SalesChain Qualified Lead” are processed efficiently. We also added a “Safety Check” to limit the number of leads that are created erroneously.  We are finding that dealers’ marketing teams are using other systems such as Zoom Info to trigger events and in some cases, these triggers may create unexpected results (ie: an excessive number of notifications).
  • This improved integration more effectively integrates marketing and sales together.

NEW>> Stack Ranking Charts

Our new stack ranking charts provide immediate visual insights into sales performance, fostering a competitive, results-driven environment. By presenting sales rep revenue and gross profit rankings graphically or in table form, teams can quickly assess their performance relative to peers, setting the stage for healthy competition and goal-oriented focus.

Significant Upgrades >> Commissions Module

We’ve expanded the Commissions Module to further support the selling goals of our dealers which unanimously include “growing net new customers”.   Here are the specifics of these changes:

  • Expanded the sales rep quota profiling to include targets for Net New Business Revenue, Net New Business Gross Profit, Monthly Recurring Revenue and Monthly Recurring Gross Profit to allow dealers to track sales achievement more precisely.
  • Pay roll up commissions on all businesses. Now, a manager can be paid on all businesses owned if you own multiple businesses.
  • Added the ability to finitely exclude earnings components from commission escalations. This includes individual spiffs, placement bonus, service commissions and secondary roles.

Significant Upgrades >> SalesChain Mobile

We modified the SC Mobile tool to include additional functionality that empowers your sales team to secure opportunities on the go.  These changes include:

  • We added the ability to submit credit preapproval requests.
  • We are now excluding contacts marked “No Longer With Company” from the contact listings.
  • We fixed an issue where a blank note was being saved when a customer was edited by a user.

Other Enhancements in this Update

Contact Icons

  • Improved the communicative presentation of HubSpot, ConnectWise and Evolved Office indications on the company and contact lists. Contacts active in HubSpot, ConnectWise, or Evolved Office are now displayed with a corresponding icon next to the contact.

Sales Activity Tracking

  • We added logic to our eAutomate integration to identify customer profile and sales rep activity more clearly.

Lease Administration Log Utility

  • Greatly enhanced the lease integration administration log utility to view data cross referencing errors more clearly. This helps administrators to present lease portfolios in a more accurate way.
  • We also added a feature to allow admin users to create a lease within SC for a mismatched record.

Task Actions

  • Added the ability to attach files to task actions. Now when a user performs a task that includes other forms of documentation, these documents can be easily attached and stored within the SC document library.  Attachments can be viewed within the Customer history listing.

Used Equipment

  • Making this utility flexible is key to your success. We added profile criteria representing EAutomate Equipment Conditions to the system parameters to allow dealers to customize the selection of used equipment.
  • We also added a feature that allows dealers to cost used equipment based on category to simplify the management of rep costing.


  • We added the ability to attach multiple files at one time to the messaging system. This will simplify and speed up data entry.

Credit Preapprovals

  • We added the ability for users to create more than one preapproval for an account at a single time. This feature will greatly enhance sales reps supporting larger accounts where multiple opportunities exist at a single time.

eAutomate Sales Order Push

  • We improved the messaging process when communicating with users.


  • Added additional date selection ranges to the Forecast, Forecast by Status, and Forecast Bundled IT forms.

Fixes and Tweaks

  • We added a “data type” validation method to the quick search utility to avoid errors caused by searching number fields with alpha characters.
  • Expanded the CW integration to include more detailed customer profiling.
  • Fixed an issue with the CW Order integration causing the wrong contact to be associated with the order.
  • Improved the speed of the Delivery Desk search utility.
  • Repaired Messaging system email to address uncertain target user.
  • Fixed an issue that allowed customers to be at-will associated more than one time to another customer.
  • Fixed a formatting issue with the user profile edit form.
  • We added the ability for users to remove a saved picture from their profile, reverting to a blank image if desired.
  • Fixed an issue on the Task Viewer form that was caused by searching with a single quote character.
  • Fixed an issue with the Forecast 30-60-90 and Pipeline Tracking when downloading files that are sorted by Customer Class, Probability of Close, or Date Closed.
  • Fixed an issue with the Order Desk where search with a single quote caused an error.
  • Fixed an issue where multiple sales rep assignments for a single sales rep assignment category existed causing the Account list form advance search to fail.
  • Fixed an issue where certain lease customer associations would not change when eAutomate synchronization determined a change was needed.
  • Fixed an issue with the eAutomate Sales Order push that caused the order push to fail if a sales rep was not assigned a territory within SC.

Budget Document Technology “Lives and Breathes” by SalesChain

We’re so happy to be featured in February’s BTA Magazine cover story!

Check out a selection from the story below, and use the button at the bottom to read the full piece.

By now, you are likely using CRM (client relationship management) software in your dealership. Or are you? Perhaps you are utilizing a homegrown collection of tools that get the job done. Or do they? Following are profiles of three BTA member dealerships, providing a brief look at their CRMs. Perhaps the comments and insight they share will provide you some guidance as you seek to add a CRM to provide for analytics of sales data and time-saving automation of your processes.

Budget Document Technology, a Konica Minolta, Lexmark and Xerox dealership, is based in Lewiston, Maine, with additional offices in Hamden, Maine, Manchester, New Hampshire, and Amesbury, Massachusetts. Tom Ouellette is president of Budget. His brother, Steve Ouellette, serves as CFO. It was in 2013 that Budget began using SalesChain as its CRM, says Kevin Kelliher, vice president of sales, noting that for a period of time, it remained a hybrid environment, with both the CRM and legacy paper-based processes in place. “Tom and Steve started using SalesChain for its integration with e-automate, for managing accounts, rep notes and client contacts,” he says. “But our sales process remained manual and paper-based, outside of the CRM.”

When he joined the dealership nine years ago, the hybrid environment was still in place, Kelliher says. However, in 2019, Budget “implemented SalesChain’s Proposal module, which allows sales reps to create quotes and submit orders right in the CRM,” he says. The dealership also added SalesChain’s Delivery Desk workflow automation system, a set of tools designed to help a dealership organize, automate and measure the efficiency of its fulfillment processes. “That meant that our sales team’s order forms, equipment setup sheets and paperwork would go straight to our schedulers and, ultimately, to our service team for implementation — all from within the CRM.”

When Budget “went all in” with SalesChain, “the time savings were huge for both our sales and admin staff,” Kelliher says. “We now had published lease rates and product pricing right in the CRM, eliminating the need for manual calculations and removing the possibility of human error.” Going “all in” has “opened new trackable channels of communication and added redundancies as we hand off from sales to admin to service. Overall, that has been a huge win.”

The use of SalesChain by Budget’s sales reps is “100% mandatory,” Kelliher says, noting that when he took on the vice president of sales position he “knew the software’s capabilities and our current processes well, and helped to enable some of the latest features offered by SalesChain. They include a more advanced Service Module and integrations with CEO Juice that allow reps to request copies of recent contract invoices and generate comprehensive quarterly business review (QBR) documents to review with clients.”

Kelliher shares a glimpse into the daily routine of Budget’s sales reps and their use of SalesChain. “Reps start the day by checking their SalesChain calendars, which have all their meetings, account reviews and blocked time for planned sales activities,” he says. “They use the MIF [machines in field] feature to identify devices that are approaching end of life and the Lease Desk feature to track upcoming lease expirations. This allows them to start informed conversations with clients and create custom solutions with long-term focus. We live and breathe by that calendar.”

Each time a rep engages with clients, he (or she) is going to make a note in SalesChain of what is found, Kelliher says. “So, if ‘John Smith’ is no longer the purchaser at the client location or is retiring and a new person is being onboarded, put that in the CRM,” he says. “We want to know that.”

Kelliher has nothing but praise for SalesChain in terms of its level of support and training. “They’re awesome; in a word, ‘excellent,’” he says. “Email requests to support at SalesChain are going to result in a response within an hour or two with a resolution. Plus, they’ll schedule sales training as needed. In fact, they added a hundred or so topical training videos under the support tab. So, the reps can use those as reference tools for activities they may not be doing every day.”


Use the button below to view the full article

Ready to Streamline Your Business?

Use the link below to schedule a discovery call for a demonstration of the SalesChain system. One of our representatives would be happy to assist you, answer your questions and see if SalesChain is the right partner to help you grow your business.

SalesChain 2024: What’s New?

What’s New with SalesChain in 2024?

Watch this brief video to learn a bit about where our offering is heading this year!

Ready to learn more?

Use the button below to schedule a call with our team today.

US Bank Partners with Saleschain

US Bank Partners with SalesChain to Deliver Unprecedented Efficiencies for Dealers

In collaboration with US Bank, SalesChain is revolutionizing the credit application and portfolio management landscape. This partnership introduces a new API integration that will enhance data accuracy, streamline credit applications, and expedite buyouts and invoicing processes for finance companies and dealers. 


This integration allows equipment dealers to efficiently facilitate the financing of a transaction within the system they already use with their customers. We’re excited to help dealers reduce administrative steps, increase accuracy, speed up funding and give end customers a better overall experience.

U.S. Bank Equipment Finance

Key Features


  1. Portfolio Management

  2. Credit Application Preapprovals

  3. Credit Decisions

  4. Buyouts

  5. Invoicing

Key Benefits

Data Accuracy and Efficiency:

  • Automated over Manual: Transforms manual spreadsheet processes into automated, real-time digital workflows.
  • Error Reduction: Significantly decreases margin for error.
  • API Integration: Real-time, accurate, and complete data allows for more efficient operations.

Credit Applications Process:

  • Streamlined Operations: Simplifies and accelerates the process for finance companies.
  • Enhanced FCO Experience: Allows for faster and more efficient credit app processing.
  • Enhanced Dealer Experience: Facilitates easier and much quicker business interactions between dealers and finance companies.

Real–Time Decision Notifications:

  • Speedy Turnarounds: Automates decision-making for faster responses.
  • Webhook Utilization: Employed by major partners like US Bank for efficient communication

Buyouts and Invoicing:

  • Data at your Fingertips: Provides in-app buyout numbers, allowing for quicker responses to customers.
  • Unrivaled Flexibility: Accommodate any kind of buyout for US Bank dealers.
  • Buyout Requests: Replaces the need for manual buyout request emails with automated, immediate notifications.

Purpose-Built Speed and Efficiency:

  • Dedicated to the Dealer: This industry-specific API is built top-to-bottom to be tailored to office technology dealers.
  • Reduced Overhead: Save time and money by reducing the need for costly and tedious document generation processes.

Ready to Learn More?

SalesChain Releases Version 8.8, featuring a new messaging system, credit pre-approval, and more.

New >> Messaging


We are excited to introduce the first feature in our Version 8.8 Update: a fully integrated messaging system. This addition is designed to streamline communication within your company by allowing seamless correspondence tied to specific transactional components like Delivery Jobs and Credit Requests. Enhance your workflow efficiency with the convenience of email notifications for new messages and the practicality of attaching important documents directly within the messaging interface. This feature is a leap towards comprehensive workflow automation, and we believe it will significantly contribute to optimizing your business communication processes.


  • Enhanced Communication: Our integrated messaging system ensures that team members can easily coordinate and discuss transaction-specific details without leaving the platform.
  • Document Management: Attached documents are not just linked but are fully integrated within our robust document management system, making tracking and organizing easier than ever.
  • Company-Wide Advantages: Every member within the organization will benefit from the improved exchange and accessibility of documents, leading to more streamlined business communication and operations.


New >> Order Financial Breakdown


Our new OBD Financial Breakdown offering is a sophisticated digital solution for representing financial aspects of orders. This feature provides a multidimensional view of an order’s financials, including perspectives such as “Book,” “Finance Company,” and “Sales.” It replaces several manual processes by automating the booking transactions into the eAutomate system, showcasing SalesChain’s commitment to enhancing user experience with efficiency.


  • Streamlined Financial Processing: Automates various manual booking tasks, saving time and reducing errors.
  • Multi-Perspective Financial Representation: Offers a comprehensive view of the financials from different business perspectives, ensuring a holistic understanding of transactions.
  • Efficient Invoice and Documentation Creation: The module facilitates ‘one click’ creation of Interim Rent Invoices and quick generation of Finance Company Funding Request documentation, thereby expediting financial operations.

New >> Credit Pre-approval


SalesChain is proud to announce an innovative utility for Sales reps to request credit prequalification. Directly on the company profile screen, sales reps can press a button and request the credit worthiness of a prospect before investing time. Simply click a button and enter the desired dollar amount to initiate the process of the request. This new tool eliminates the need for creating provisional proposals. Sales reps can now request credit pre-approvals with a simple click of an icon, enter the desired dollar amount and product category, and initiate the process swiftly and efficiently.


  • Save Time: Saves Reps time by providing them a utility to vet the credit worthiness of a potential customer without having to proceed through the entire sales process.
  • Direct Access: Situated in the Company Profile screen for immediate use, this feature ensures that sales reps can act quickly without navigating away from their current tasks.
  • Elimination of Placeholder Proposals: No longer a need to create “dummy” proposals, which streamlines the workflow and reduces the margin for error.
  • Rapid Initiation: With just a few clicks, the request is sent, expediting the sales cycle, and improving response times for customer inquiries.

New >>> Customer Association  


With our latest update, SalesChain empowers sales representatives with a brand-new method to associate companies directly within our platform. This feature is designed to give reps the autonomy to manage complex customer relationships effectively. Through an intuitive interface, sales reps can now view and manage lists of associated companies with ease, all at their discretion.


  • Enhanced Flexibility: Sales reps gain the ability to tailor company associations to their specific needs, providing a personalized approach to customer management.
  • Control Over Customer Management: This “at will” feature grants sales reps the independence to manage complex customer hierarchies without constraints.
  • Unaffected Lineage and Associations: The new method preserves the integrity of the existing “Bill-To” lineage from eAutomate and does not impact Master Account and Master Agreement associations, ensuring continuity and stability.

New >> Real-time Lease Buyouts Integrated with CPQ 


We’re happy to release a cutting-edge automated process within our CPQ pricing tool that allows users to directly request and receive buyout/upgrade quotes from US Bank. This feature is a technological advancement that streamlines the quote acquisition process, integrating it seamlessly into the user’s workflow within SalesChain’s platform.


  • Unprecedented Efficiency: Eliminates the need for lease coordinators, significantly reducing the time taken to communicate with finance companies.
  • Direct Quotes: Users can obtain buyout values without intermediary steps, directly from the source.
  • Automated Integration: Quotes are automatically incorporated into orders and proposals, negating the need for manual data entry.
  • Timesaving: Reduces the time spent on obtaining quotes, allowing sales representatives to focus on more productive activities.

Other Enhancements in this Update


  • We added a gross profit threshold feature to limit commissions to be paid only on deals that reach or exceed a value. Making things even more flexible, we integrated our tiered adjustment utility to allow for one or many levels of commission based on a defined tier schedule. In practical terms, this allows a dealer to pay a rep 30% of gross profit on deals that exceed 20% overall gross profit.

Credit Desk with Messaging

  • We’ve enhanced the credit desk viewer to include our new Messaging system, making it easy for sales reps and lease support resources to communicate transactional details for transactions. We’ve also added filtering options for simplified viewing of New, Pending, and Response messaging. This form has also been securitized to finance program details.

Delivery Calendar

  • We enhanced the delivery calendar to support more efficient drag and drop functionality that allows for specific hour time setting.

Google Mapping

  • We modified the “mapping” link on the Customer Profile and Contact View page to open Google maps with prospect and customer pegging similar to the mobile tool. This replaces the single account location peg view.

Microsoft Outlook Integration

  • Everyone will be happy to hear that we have added the “Company Name” value to the appointment subject.

FM Audit Integration

  • We enhanced the service takeover and TCO & MPS tools to allow users to import the enhanced FM Audit Meters report.

TCO & MPS Proposal

  • Added a new simplified “Override” feature that will allow users to enter a simple CPI rate for BW and Color instead of using the more complex costing tools. Many of our dealers have asked for a simplified method of pricing MPS solutions and we listened.


  • We’ve added the ability for securitized users to manually override ZoomInfo ID, Site ID, and URL’s. This feature allows for more realistic administrative management of large lists of accounts sourced from and merged from multiple sources.

Fixes and Tweaks

  • Billing Codes – Fixed an issue with the delivery job unit billing dropdown that was causing the list to not populate.
  • Bundle Name – We fixed an issue that was causing the bundle name property for manual bundles to not save properly.
  • Bundle Name – We fixed an issue where a single quote within the bundle name was causing the name to be cut off within mouse over text message.
  • Customer – Fixed an issue that was causing large ZoomInfo and ZoomInfo site numbers to error.
  • Data Merge – Added new merge fields to support additional email campaigns and delivery addresses. Also fixed an empty MFG name with certain manual bundles.
  • EAuto Sales Order Create – We fixed an issue that was causing the stocking code property to not be set properly when pushing orders with greater than 1 eAutomate sales order.
  • Esign – We fixed an issue with the Esign process where an excessively large name was causing an error.
  • Forecast by Status and 30-60-90 – Fixed an issue with these forecasts that was causing the value of proposed revenue to show proposed payment.
  • Sales Rep Activity – Added the points total value to the summary columns.
  • US Bank Integration – Fixed a minor issue that was causing certain leases to be duplicated within the portfolio synchronization utility.

SalesChain Releases Version 8.7, Featuring a Robust US Bank Integration, Full Evolved Office Integration, and more.

New >> US Bank Integration

  • We have implemented a major integration with US Bank, featuring:
    • All new portfolio display and nightly synchronization
    • Credit application submittal
    • Automated credit decision retrieval and notifications
    • Integrated buyout requests
    • Invoicing history and details display

New>> Evolved Office Integration

  • This capable and easy-to-use integration, developed with the design guidance of Evolved Office CEO Marc Spring, allows dealers to maximize the power and potential of effective marketing, communication, and lead generation.
  • This integration allows end users to:
    • Create campaigns
    • View activity
    • Seamlessly open and view Evolved Office from within SalesChain
    • Search to target interested prospects.


New >> Used Equipment Pricing Tools

  • We added more flexibility and controls to the used equipment pricing tool.
  • We added workflow notifications for inventory management, catalog administration, and sales rep exclusivity expiry notifications.
  • We added the ability to order line items for the accessories that are attached to a used machine. Previously, the accessories were not separated out. Instead, there was one main line item with the accessories in the description.
  • Additional fees will apply to utilize the Used Equipment Pricing Utility. This enables us to provide you with advanced functionalities and maintain optimum service quality.

New >> Report Generation & Printing Utility

  • We are proud to release a new reporting and report printing utility that will initially be integrated with the Used Equipment and Lease Desk tools.
  • This new report and printing tool allows for reports to be printed more easily, with proper pagination and formatting for small as well as very large
  • This new utility will enable us to create the next generation of reports within the SalesChain platform.


Other Enhancements in this Update

Order Breakdown Tools

  • We added mouse-over text to the OBD tools to display the “Bundle Name” for configured machines.
  • We added mouse-over text that will show the full name of the bundle entered by the sales rep to aid in the configuration and management of complex order and delivery jobs.

FINALLY! >> Delivery Job Appointments

  • We modified the delivery job appointments for sales reps to no longer be all day events.
  • This modification has been on the wish list for some time, and we know that every sales rep and delivery desk manager is going to appreciate this change.

Order Breakdown Products Grid

    • We moved the “Exclude from Lease” check box column from the far right to the left side of the grid to simplify the access for sales reps using smaller devices and to highlight the feature.

IT Service Product Lookup

  • We added the Vendor column to the grid and search option for the column to further simplify the search and selection of products for IT Services.

Delivery Job Machines

  • We added the MFG Item Number column to the Machines display grid.

Significant Upgrades >> Delivery Desk

  • We have made significant modifications to show additional information.
  • We have added additional search criteria on the truck assignments.

Proposal and Order Pricing System

  • Added the standard pricing column to the product lookup and display forms of the proposal and order pricing system. Previously, we showed the MSRP, now we have added the dealer’s “Default” pricing level to the display to provide sales reps with more information.

FCO Integrations

  • We added safeguards and error logging to the finance company portfolio integrations to trap unintended close outs and updates.
  • In some cases, leases were closed out because they were not present in a daily update, only because the data provided by the FCO application was not all inclusive.

IT Products

  • We added the MFG Item Number column to the IT Products display grid.


  • We added a feature to exclude “Non-Equipment” gross profit from commission dollars from manager escalation calculations.
  • For example, this feature allows manager roll ups to receive an extra 10 percent of GP, excluding non-equipment profit such as MFG Spiffs, or Service Commission dollars.

Workflow Emails

  • We expanded the data merge utilities for workflow emails to include used equipment and new OBD properties.

TCO Tools

  • We have created a seamless transition of MPS Proposals into the SalesChain OBD Proposal and Order system.

Order Desk 

  • We have added the criteria “Exceeds MSRP” to provide lease administration a quick view of possible blending rate requirements

Water Pricing Tool

  • We have created the ability to define and mix catalog items that are MRR and Revenue on a single order.

Data Export Utility

  • We have expanded the properties that can be downloaded by secured users for social media and integration partner keys. These properties include:
    • ZoomInfo
    • ConnectWise
    • Facebook
    • Twitter
    • LinkedIn
    • HubSpot
    • Yelp

eAutomate Integration

  • Enhanced Filtering – We have enhanced our integration utility to provide advanced filtering to selectively synchronize data that is stored in eAutomate.
  • This tool is designed for large enterprises that operate multiple businesses within a single EA database instance.
  • They can selectively import specific businesses into SalesChain, rather than importing all of them.

Catalog and Configurations

  • We have enhanced our ability to import product catalogs from eAutomate along with configurations.

Fixes and Tweaks

  • Fixed an issue with the Evolved Office “Campaign Edit Form” where the Home button was misdirecting users.
  • Added a “Clear All” feature to the MIF Desk form.
  • Modified the Group assignment rules, increasing the maximum size from 75k to 150k.
  • Fixed a few minor issues with fonts and cursor focus on the Contact View form.
  • Fixed an issue with the apostrophe in the customer number causing issues when saving an OBD.
  • Fixed an issue with the eAutomate Sales Order push Customer form that was causing non-critical display error.
  • Modified the HubSpot integration to include additional properties to support CEO Juice integration properties.
  • Fixed an issue with the Named Views feature that was causing the new items to be incorrectly displayed.
  • Fixed an issue on the dashboard and charts where the font size was too small.
  • We further refined the ability to use the Pontrelli Marketing program’s industry group names within the Customer Target listing form.
  • Fixed an issue where order status change emails were showing as text and not HTML.
  • Fixed an issue on the OBD Price form, when Credit Levels were selected, the credit column amount was not loading properly.
  • Added the ability to manage up to 10 order line adjustments within the Catalog Item maintenance utility.

Ready to Streamline Your Business?

Use the link below to schedule a discovery call for a demonstration of the SalesChain system. One of our representatives would be happy to assist you, answer your questions and see if SalesChain is the right partner to help you grow your business.

SalesChain Releases Version 8.6, Featuring an upgraded Financial Breakdown Tool, Recurring Revenue Tracking, and a Full Leaf Commercial Capital Integration

Significant Upgrades >> Financial Services Screen  

  • We have a new financial breakdown to upgrade interaction with finance companies. 
  • We significantly enhanced lease upgrade and buyout capabilities to allow users to individually select assets from one or more finance companies to segregate and detail buyout processes.  
  • Linked to new service takeover tool, analysis tool, and TCO tool.  

Significant Update >> Recurring Revenue Tracking 

  • We have added the ability to define “Recurring Revenue” catalog items. 
  • We added a breakout column on the pricing grid to allow for the mixing of revenue and recurring revenue-based products. 
  • Dedicated pricing/proposal generation tool for water and other advanced product


New>> Leaf Commercial Capital Integration 

  • SalesChain has implemented a major integration with Leaf Commercial Capital, featuring: 
    • Portfolio synchronization 
    • Credit application submittal 
    • Automated credit decision retrieval and notification 

Evolved Office Integration  

  • This is a major integration that includes campaign creation, workflow notifications, and more. 


Other Enhancements in this Update

New>> Canon Configurator Shortcut 

  • We added a shortcut under the “Sales” menu to Canon’s Configurator Portal


BETA>> Canon Financial Services  

  • We have developed an automated API to manage the lease portfolio. 


Great America Leasing Integration 

  • We added a variable setting to enforce the finance company requirements of specific data before allowing the users to submit credit applications via the SalesChain API leasing portal.  
  • In this case, GAL requested that a phone number and internal contact be provided to speed up processing times. 


Service Takeover (FM Audit Import) 

  •  We have added the ability for sales reps to import FMAudit sourced DCA (Data Collection Agent) reports within the service takeover utility saving the time and effort of manual entry. 

Make Public Views  

  • We added the ability to create “Public” views so that with our popular views feature, manager and admin users can create useful views and share them with others in the company. 

Expanded Order Fulfillment Workflow  

  • This notifications feature will include dynamic HTML based email templates with expanded data merge capabilities.  
  • Communicate order status changes to sales and operations more clearly and with more detailed information. 
  • Added flexibility for better operational workflow by allowing tailored messaging to the right people involved in fulfilling orders. 
  • More informed employees make more informed customers, which makes happier customers. 

Order Status Change History  

  • We added a table to the OBD general table that shows the history of the order status changes. We also added a new popup note entry field so that when a user changes the status of an order, they can enter an optional note to describe what/why the change is being made. [@workflow, @communication] 

Tiered/Scaled Commission Rates  

  • We enhanced our tiered commission scaling to allow for “Cap” and “Floor” settings which provide limits and consequences based on performance and commission level. Dealers can offer a “Skinny Deal” commission schedule with a floor of X that below pays zero or high level that pays zero to force the sales rep to switch to the next level plan. 

Scaled Commissions  

  • We added a scaling mechanism to the percentage-based commission role to allow for dollar-based tiers for computing commissions. For example, if you wish to pay a referral fee based on deal size, you may create tiered ranges of 0 – 10k, 10k – 20k, etc…. and pay more for larger deals. [@commissions] 

Link Price Level with Commission Level 

  • We added a feature to optionally set the commission level on an order based on the selected price level. This allows the dealer to publish special pricing levels with specific commission plans. It also eliminates the need for the sales rep to select the right plan for a special deal.  

Service Chargeback  

  • This will be limited to a certain number of months based on the contract term. 

Lease Desk  

  • We expanded the filtering to include the Sales Rep Category so that dealers that are selling multiple products (like IT and Water and Mail) can view the lease portfolio from their perspective. Water sales reps want to see water leases. [@bundled, @water, @forecasting] 
  • Sales reps can access data specific to their needs and not have to sort through other data, thus saving time. 

Credit Desk  

  • We add the save preferences “Cog” feature to further allow users to customize their use of SalesChain by saving preferences. 

Pickup & Movement Dispositions  

  • We added an admin user maintenance option so that Dealers can customize the disposition types. Prior to this, the values were hard coded by SalesChain. 

Block Of Time & E-Automate Sales Order Create  

  • We added the block of time schedule to the sales order within e-Automate, further integrating the two systems. We also expanded the data merge properties available for seamless document creation. [@blockoftime, @eautomate, @documentation, @integrations] 

Order Desk  

  • We added Credit Status filtering criteria to the Order Desk providing more flexibility in searching orders by their credit status. A credit status indicator was added for each order to clearly present information as to the credit status of orders. [@creditprocessing, @workflow, @informationsharing] 


  • We removed the CC and BCC properties from the email template when sending a request for signature. These fields were previously locked, making it unnecessary to view them. 

User Activity Reporting  

  • We added the ability to create User Activity Groups, which sum the combined value of actions. This allows managers to add columns to the activity summary report that shows “Touches” as the sum of Phone Calls, In Person Prospecting, and Customer Care Calls.  

Prospect Classification  

  • We added logic to the proposal and order pricing tool to allow users to manipulate the prospect classification properties from within the General tab of the OBD. This way reps can update properties to better manage their forecasting and sales metrics without having to go into other forms. 

E-Automate Configurations  

  • We added a feature to allow dealers to utilize the e-Automate Configurations within the IT Products catalog lookup utility to accommodate dealers that have configured technology catalogs such as Point of Sales Production within the DQM project module.  

Recurring Revenue  

  • We have added the ability to define “Recurring Revenue” catalog items and have added a breakout column on the pricing grid to allow for the mixing of revenue and recurring revenue-based products. 

Fixes and Tweaks

  • Company Activity History – We fixed an issue where appointments that were synchronized from Microsoft Exchange were showing as unrecognizable “plain text HTML” instead of a properly translated message.  
  • Customer & Customer Target Viewer – We added the “Does Not Contain” criteria to the grid filters. 
  • Service Pricing Bundles – We fixed an issue where when only color meters were bundled the documents did not show the black/white meters correctly. 
  • OBD IT Products Grid – we fixed an issue that was not allowing users to enter decimal values. 
  • Ingram Micro Quote Import – we fixed an issue where duplicate IT catalog items were being created. 

Ready to Streamline Your Business?

Use the link below to schedule a discovery call for a demonstration of the SalesChain system. One of our representatives would be happy to assist you, answer your questions and see if SalesChain is the right partner to help you grow your business.

Stephen Cook and Ryan Skinner of Function4 Talk SalesChain

SalesChain, founded in 2002, provides cloud-based technology solutions to office technology resellers and manufacturers.

Originally focused on improving sales teams’ information, organization, and automation capabilities, with a particular emphasis on managing lease portfolio turnovers, SalesChain has evolved into the office technology industry’s premiere business workflow automation platform.

SalesChain users Ryan Skinner and Stephen Cook from Function4 recently sat down with Andy Slawetsky of Industry Analysts to discuss how SalesChain was able to revolutionize Function4’s sales process.

SOURCE: Industry Analysts Inc.

View the Video

Ryan Skinner and Stephen Cook talk with Andy Slawetsky about how SalesChain revolutionized their sales process.

Ready to Streamline Your Business?

Use the link below to schedule a discovery call for a demonstration of the SalesChain system. One of our representatives would be happy to assist you, answer your questions and see if SalesChain is the right partner to help you grow your business.