Manage Your Lease Portfolio

SalesChain’s system is equipped with a comprehensive Lease Portfolio Management utility which is integrated into all aspects of our system. This gives all users the information they need to service their accounts in an organized and timely manner. In capital equipment sales,  90% of deals made between dealers and clients will be financed. Financing gives you a  competitive advantage to control the repeat selling cycle to your customers. You help the short game by giving your customer a financially feasible option. You work towards long-term growth for your business by ensuring repeat business through the cyclic nature of this selling cycle. To use an old cliché: it’s always easier to keep a repeat customer than to go and find new business. It’s prudent to capture this recurring revenue and keep your customers happy by managing your lease portfolio.

e-Automate Integration Lets Users Reference Lease Information In SalesChain

SalesChain is capable of pulling all of your leases from every leasing partner and importing them into our database, matching them to the e-Automate customers and machines so as to provide the most comprehensive view of the account in our Lease Desk. To parse down this wide breadth of information, our Advanced Search feature lets you search for specific parameters within this portfolio. For example, leases that are coming to expire within the next 6 months but haven’t had any action taken on them in the last 80 days.

Workflow Notifications

To help keep a tight schedule, our workflow automation system allows your sales team to create customized workflow notifications that include timed emails to the assigned rep, automatically create Leads that will appear in the forecasting screens, follow-up notifications to reps at 12 and 6 months before a lease expires, and manager notifications if follow-ups are past due. These notifications are fully customizable at the dealer level as well.

Add Multiple Lease Rates and Products

Dealers may publish lease pricing from one or many leasing company partners, for any number of products that may include deferred payments $ Out, FMV, and more. Within the proposal pricing tool, reps can select from the options of finance companies, products, and terms that are configured at the dealer level and made available to them via user permissions.  To make things faster and easier for your sales team, users may utilize the “Scenario Pricing” tool to solve for the target lease payment value.

Credit Application submittal

When you are ready to submit a credit application for your proposal, simply click a button and send your automatically created credit application directly to the finance company (or companies) of your choice.  The workflow system may be used to intelligently route applications to finance companies based on direct new business to the preferred finance company and direct upgrades to the existing finance company.

Funding Expectation Report

A comprehensive reporting tool providing operations and finance with a communication tool to report to ownership what deals are funding and what deals could fund.  The funding expectation utility includes the option of managing Pre-Funding programs for up to 5 financing partners.

Credit Desk

The SalesChain credit desk is designed with the leasing coordinator in mind to help your business to organize credit applications submitted to one or more leasing partners. This tool also allows users to manage buy rates and to process conditional approvals and declines. Automated communication tools and workflow notifications are built in to notify the sales team of important actions like conditional approvals or declines.  Selecting the funding source and tracking funding details is organized and fully integrated with the delivery workflow automation system.

What Is Your Lease Portfolio?

We Answer This Question and Talk About Why You Should Manage It In This SalesChain University Video

Our Financial Partners

From the beginning, SalesChain has helped our customers automatically create lease portfolios and applications.  In our 20 years of business, we have had time to establish relationships with the industry’s foremost financial partners. With direct integrations to most, and real-time credit processing through DLL, SalesChain is proud to have amongst the strongest relationships with the industry’s financing companies.

How Can SalesChain Help 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.