Frequently Asked Questions

Will someone help us set up SalesChain and train our team?

Yes. Changing systems can be intimidating, so SalesChain pairs you with a dedicated onboarding manager and a US‑based help desk. Their team has onboarded more than 150 dealerships and will guide you through setup, data migration and training. After you go live, SalesChain’s “Admin on Demand” service means you always have experts available to answer questions or help you configure the system.

How does my equipment pricing get into SalesChain?

SalesChain provides a service called Catalogs Made Easy to our dealers. Essentially, when you get new pricing from your manufacturers, you simply forward that pricing email to us, and we get your pricing updated for you. Since we’re providing this service to dealers across the nation, you also benefit from access to our master catalog, including 20+ years of historical equipment data like high quality images, bulleted feature lists, brochures, and paragraph descriptions. Your markups, your pricing levels, AND your service pricing are all part of this program.

IT Pricing can come directly from our integrations with TD Synnex, Ingram Micro, Distribution management and others.

Does this work for both small teams and large organizations?

Yes. SalesChain serves five‑person shops and multi‑state dealerships alike. Larger organizations benefit from a robust, unified system that eliminates disparate tools and supports complex operations. Smaller teams can start with the affordable Gold package, which includes CRM, forecasting and lease‑desk tools. Because the platform automates tasks that would otherwise require dedicated admin staff, even small teams see time savings.

Can I permission certain functions to or from different users or user groups?

Yes. Most dealers work with our onboarding team to determine which users and which user groups have access to what functions within the system. Credit applications are a great example: Some dealers elect to allow reps to submit applications for pre-approval directly to the finance companies, and others choose to have this process go through an internal leasing coordinator. Another example: Some dealers choose to allow sales reps to generate eSign documents and proposals, while others choose to have sales admins put quotes and doc packages together. Bottom line: You decide!

How is SalesChain different from the CRMs and quoting tools I already use?

Many businesses start with generic CRM or quoting tools and then spend time and money customizing them to fit the copier and technology space. Those systems rarely include leasing or industry‑specific quoting features out of the box, and they often require workarounds. SalesChain was built for office‑technology dealers from day one: it includes customer segmentation, automated tasks and reporting designed for dealers. Its CPQ tool lets you bundle print, IT, AV/security and other services in a single proposal while controlling margins. Because everything lives in one platform, you don’t have to reconcile data between multiple tools, and your sales, finance and service teams are always on the same page.

Is it worth switching now, or should I wait until later?

There’s rarely a perfect time to overhaul your systems, but delays often mean more time and money lost to inefficiencies. Scheduling a short discovery call is a low‑risk way to see whether automation could save you effort and expense. Even if you decide not to move forward immediately, you’ll walk away with a clearer picture of your current workflow and where improvements could be made.

We already have a process. How would SalesChain make life easier?

It’s common to piece together CRMs, spreadsheets, quoting software and leasing portals. But that patchwork creates extra work and introduces errors. SalesChain unifies those functions: it tracks your lease portfolio, automates credit approvals, generates quotes and pushes orders to fulfilment in one place. That means your reps aren’t rekeying data across systems, admin teams aren’t juggling spreadsheets and everyone can see where deals stand at a glance. By automating repetitive tasks, your team spends more time selling and supporting customers.

How does the cost compare to what I’m paying now?

SalesChain replaces multiple tools—CRM, CPQ, leasing portals and spreadsheets—so you’re paying for one platform instead of many. Customers report saving over $80K in administrative and productivity costs, and SalesChain notes that its system can do the work of five or more competitive products. Pricing starts at $75 per user per month for the Gold plan and $110 for Platinum, which many dealers find delivers better value than maintaining several separate subscriptions. See a full breakdown of pricing here.

Is SalesChain cloud-based?

SalesChain focuses on depth and functionality, so early versions looked utilitarian. However, the team has modernized the interface and continues to refine the user experience. The platform is cloud‑based, and there’s a mobile website accessible on phones, so your team can work from anywhere without a VPN.

Can SalesChain handle how my business is different?

Despite being specialized, SalesChain serves more than 6,000 users across North America and counts large dealers like Gordon Flesch and Metro Sales among its customers. Because they focus exclusively on copiers and office‑technology dealers, their team has deep industry knowledge and can respond quickly to requests. So whether you’re a regional dealer or an enterprise organization, you’ll get hands‑on support from people who understand your business.

Can SalesChain connect to multiple instances of e-Automate?

Yes. SalesChain can connect to more than one instance of e-Automate. Some of our enterprise clients have been connected to as many as 5 instances at once!

How does SalesChain make managing leases easier?

Dealerships live and die by lease renewals and upgrades. SalesChain tracks your portfolio in real time so you know who’s up for renewal or ready for an upgrade. You can submit credit applications and get automated decisions within the platform, handle buyouts and upgrades without jumping through portals, and access invoice history instantly to answer customer questions. New features like lease funding worksheets are on the way to reduce funding delays.

What if we need a feature or integration that isn’t available yet?

SalesChain owns its entire technology stack, which means they’re not locked into a third‑party roadmap. Much of their development comes directly from dealer feedback. If a capability matters to your business, they’ll scope it with you and work to build it.

Will SalesChain connect with my existing systems like eAutomate or ConnectWise?

Yes. SalesChain integrates with the industry’s leading leasing providers and back‑office systems. It offers two‑way integrations with ECI’s e‑Automate and ConnectWise, so data flows seamlessly between your ERP and SalesChain. On the leasing side, the platform connects with Canon Financial Services, DLL, First Citizens’ Bank, GreatAmerica Financial Services, LEAF, US Bank, PEAC and Wells Fargo. These integrations mean credit applications, lease data, invoices and funding updates are visible instantly in your dashboard. Learn more about integrations here.

Do I still need separate CRM and quoting tools?

No. SalesChain includes a purpose‑built CRM with customer segmentation, automated task assignments and BI reporting tailored to copier dealers. Its CPQ system lets you configure, price and quote imaging, IT, AV/Security and other products, and you can bundle multiple services into one proposal. That means you don’t have to juggle separate quoting and CRM software, and your team can deliver accurate quotes quickly.

If you prefer to use SalesChain for only some of our modules, we’re happy to integrate where possible. Learn about our integrations here.

Will using one system really make it easier for my sales, finance and service teams to work together?

When you’re jumping between spreadsheets, CRMs and leasing portals, data gets out of sync. SalesChain stores everything—customer information, quotes, lease data—in one place, so everyone is looking at the same information. Shared dashboards, real‑time communication tools and centralized project management features encourage collaboration between sales, finance and service teams. That cross‑departmental visibility helps prevent miscommunications and ensures everyone knows the status of each deal.

How long does it take to get onboarded?

We generally estimate that it takes 60-90 days to get onboarded to SalesChain assuming a straightforward configuration (Without development customization), and assuming your team gets our team data and answers in a timely manner, and that your team is willing to commit to about one meeting per week. If you’d like to work at a different pace, or if getting information runs into roadblocks, that window might grow or shrink.

Is SalesChain only for copier dealers?

SalesChain was created for office‑technology dealers, but it isn’t limited to print. The system also supports adjacent lines like IT services, AV/security, water, used equipment and managed services. It’s designed to grow with your business as you expand into new sectors, giving you a unified workflow across diverse product lines.

How long does it take to get onboarded?

We generally estimate that it takes 60-90 days to get onboarded to SalesChain assuming a straightforward configuration (Without development customization), and assuming your team gets our team data and answers in a timely manner, and that your team is willing to commit to about one meeting per week. If you’d like to work at a different pace, or if getting information runs into roadblocks, that window might grow or shrink.

Is onboarding hard?

We know that making a big software change takes time and effort, and we’re here to make it easier. Our onboarding team helps dozens of dealers every year and will be with you every step of the way. We’ll walk through a simple, coordinated setup process tailored to your team, with guidance and support. You’ve got this, and we’ve got you.