Office technology dealers rely on efficiency to stay competitive. That’s why SalesChain’s full-featured integration with GreatAmerica Financial Services (GreatAmerica) is designed to automate leasing workflows from end to end.
With this integration, SalesChain users can handle credit applications, view invoice history, request lease buyouts, get real-time credit decisions, and sync portfolio data, all without leaving the SalesChain platform. It’s leasing made smarter, faster, and more accurate.
Key Features of the SalesChain and GreatAmerica Integration
1. Portfolio Data Sync
SalesChain keeps your leasing data up to date by automatically syncing with GreatAmerica. That means your team always has access to the most accurate portfolio data, without manual entry or spreadsheets.
Benefit: Sales and admin teams work from a single source of truth.
2. Integrated Credit Application Submission
Submit credit applications to GreatAmerica directly from the SalesChain platform. No need to toggle between systems or re-enter customer information.
Benefit: Fast, accurate applications with less administrative overhead.
3. Instant Credit Decision Notifications
Credit decisions appear in SalesChain in real time. Whether approved or conditional, your team is notified instantly and can act without delay.
Benefit: Keep deals moving and maintain sales momentum.
4. Lease Buyout Requests
Need to upgrade or close out a lease early? Sales reps can submit buyout quote requests right from the customer account page in SalesChain.
Benefit: Eliminate back-and-forth emails and get faster responses.
5. Invoice History Viewing
No more digging through email or external systems. View GreatAmerica invoice PDFs and payment histories directly from the account view.
Benefit: Clear, instant financial visibility for smoother operations.
- Access Executed Agreements
Retrieve fully executed lease packages with ease. All signed documents are stored and linked directly to each order in SalesChain.
Benefit: Ensure fast, accurate funding by having everything in one place.
- Upload additional documents needed for funding
Admins can attach important documentation like lease agreements or delivery schedules directly to order records, keeping everything organized in one place.
Benefit: Simplify the funding process and avoid delays.
What This Means for Your Dealership
Increased Efficiency – Eliminate duplicate entries and save hours on administrative work.
Improved Accuracy – Pre-filled forms and synced data reduce costly errors.
Faster Sales Cycles – Real-time updates help your team move quickly.
More Insight – Get lease and invoice visibility when and where you need it.
Ready to modernize your leasing workflow with GreatAmerica?
The SalesChain and GreatAmerica integration is available for all customers. Reach out to our team to enable these features and start saving time immediately.
