Framing Your Approach
SalesChain Platinum is a comprehensive suite of software tools crafted to help copier dealers streamline workflows, enhance efficiency, and drive revenue. Since SalesChain is a feature-rich platform it can take some time to grasp all the capabilities and benefits that it offers. To help, we’ve outlined the top five features that copier companies value the most, based on their popularity and impact on ROI.
1. Industry-Leading Quoting Tool
Why It Matters: In a competitive market, providing accurate and efficient quotes is non-negotiable. SalesChain’s quoting tool is recognized as the best in the industry.
New Features Include: With SalesChain Platinum, users can combine different products and services right in the same deal. Bundled solution selling for print/imaging, IT, AV/Security, Block of Time Services, Project Work, Water, Used Equipment, and more can aid in cross-selling and upselling the various products dealers offer. Users can also adjust pricing to make sure any given deal meets margins.
The Benefits: By reducing errors and enabling accurate quotes to be delivered more quickly, this tool ensures your team delivers professional quotes that inspire trust and help win business faster.
2. Integrated Leasing and Financing Tools
Why It Matters: Efficient lease management is critical for copier businesses. SalesChain’s Lease Portfolio Tools integrate with the industry’s leading FCOs and provide instant access to Leasing Portfolios, Invoice History, and more.
New Features Include: Portfolio access, credit application submittal, automated credit decisions, lease buyouts, and invoice history (lease funding soon to come).
The Benefits: These tools empower you to proactively manage your lease portfolio, reduce customer churn, and create upsell opportunities. With SalesChain, your business can gain a competitive edge in customer retention.
3. Copier-Focused CRM
Why It Matters: Not all CRMs are built for the copier industry. SalesChain’s CRM provides insights and tools tailored specifically to your business model.
New Features Include: Industry-specific customer segmentation, automated task assignments and follow-up workflows, and comprehensive charting and BI reporting for managers to gain an accurate and timely picture of the health of the business.
The Benefits: With features that strengthen customer relationships and improve sales forecasting, your team can always access the data they need to succeed. In addition, SalesChain Platinum’s CRM features allow your team to stay on top of their clientele and build the sales pipeline faster than ever before.
4. Delivery Workflow Tools
Why It Matters: The sales process doesn’t end with a signed contract. Managing installations and deliveries efficiently is vital for maintaining customer satisfaction and getting revenue through the door.
New Features Include: Job mapping to plan and track active deliveries, integrated notifications to keep customers and your team up to date with delivery updates, and customizable workflows to tailor the delivery process to your dealership’s workflow.
The Benefits: These tools ensure timely, error-free deliveries while keeping both your team and customers informed throughout the process. Our case studies show that SalesChain can help reduce your Days to Fund by 50%!
5. Integrated Commissions Module
Why It Matters: Calculating commissions manually can be complex and error-prone. SalesChain’s Integrated Commissions Module automates this process, saving your team time and effort.
New Features Include: Support for tiered commission structures, real-time reporting, and payout tracking.
The Benefits: By improving accuracy and transparency, this tool boosts team morale and motivation while eliminating the hassle of manual calculations. Furthermore, SalesChain’s commissions module can replace other software products like Sales Scorekeeper to reduce overhead!
Discover How SalesChain Platinum Can Transform Your Business
Curious about how these features can elevate your copier business? Book a free demo today and let our team show you how SalesChain Platinum can maximize your ROI and simplify your workflows.
For additional details and release notes on specific features, visit our news page.
Elevate your copier business with the most comprehensive solutions on the market—SalesChain Platinum.
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If you’re an office technology dealer, you know that managing leads, quoting, lease portfolios, and credit applications can feel like a constant battle. Many dealers face the same frustrating inefficiencies—often because their CRM or quoting software isn’t built with office technology in mind.
At SalesChain, we provide a purpose-built, all-in-one solution designed specifically for office technology dealers, ensuring that your tools are integrated, efficient, and easy to use. If any of the following issues sound familiar, it’s time to rethink your workflow.
Issue #1: My CRM/Quoting Tool Is Not Office Technology Focused
The Problem:
Many CRMs on the market are designed as general-purpose solutions, requiring extensive customization to work for office technology dealers. They lack industry-specific quoting tools, making it difficult to build accurate proposals that factor in leasing, service contracts, and multi-brand product catalogs.
How SalesChain Solves It:
SalesChain is purpose-built exclusively for the office technology industry. Our quoting platform includes:
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- Pricing Catalogs, order adjustments, and document generation purpose-built for the needs of dealers.
- Leasing API Integrations for accurate financing options.
- Blended service pricing with tiered rate capabilities and multiple contract levels with manager overrides.
If your CRM is forcing you to manually adjust for these industry-specific factors, you’re wasting time—and losing deals.
Issue #2: My CRM/Quoting Software Does Not Communicate with eAutomate Well
The Problem:
If your CRM doesn’t integrate seamlessly with eAutomate, you’re likely dealing with duplicate data entry, equipment mismatches, and order processing delays. These inefficiencies slow down sales reps and create bottlenecks in operations.
How SalesChain Solves It:
SalesChain offers the best eAutomate integration on the market, allowing for:
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- Bi-directional syncing of customer & product data
- Real-time pricing and availability updates
- Automated order submission to eliminate manual entry
- Used Equipment inventory selling tools
With SalesChain’s bi-directional integration with eAutomate, you can eliminate Duplicate Entry, easily reference critical information, and push sales orders smoothly every time.
Issue #3: I Am Struggling with My Lease Portfolio Management
The Problem:
Tracking lease expirations, managing renewals, and calculating buyouts manually can lead to missed opportunities and revenue leakage. Many dealers rely on spreadsheets or outdated systems, increasing the risk of errors and lost business. Moreover, each leasing provider may require a differing process to manage your lease portfolio.
How SalesChain Solves It:
SalesChain’s Leasing Integrations with the industry’s leading providers include comprehensive Lease Portfolio Management so you can keep all your data in one place and never miss a renewal opportunity.
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- Automated lease expiration alerts
- Instant lease buyout calculations
- Seamless lender integration for simplified financing
With SalesChain, you get a clear picture of your lease portfolio at all times—eliminating surprises and lost revenue.
Issue #4: Applying for Credit Through Multiple Providers Is Difficult
The Problem:
Applying for leasing and credit approvals from multiple financing providers is time-consuming. Manually entering data for every application increases the risk of errors and delays deal closings.
How SalesChain Solves It:
SalesChain streamlines the credit approval process by offering:
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- One-click credit applications to multiple financing providers
- Centralized tracking of approval statuses
- Automated lease terms and payment calculations
- Credit pre-approvals in a single click
This means faster approvals, fewer errors, and smoother transactions, so your sales team can focus on closing deals.
The bottom line:
If you’re struggling with any of these issues, SalesChain is designed to eliminate inefficiencies and give your business a competitive edge. Stay tuned for Part 2, where we’ll tackle four more common CRM and quoting challenges and show you how SalesChain can help you work smarter, not harder.
Ready to learn more?