Dealers know that managing leases efficiently can be the difference between winning and losing a deal. That’s why SalesChain’s integration with Canon Financial Services (CFS) is designed to help simplify the leasing process where it counts: automating key steps like syncing portfolio data, submitting credit applications, receiving credit decisions, requesting lease buyouts, and accessing invoice history.
With less time spent on repetitive admin tasks, your team can focus on what really matters: serving customers and closing deals.
Key Features of the SalesChain x CFS Integration
1. Portfolio Data Sync Automation
Manual data entry is time-consuming and risky. With SalesChain’s integration to Canon Financial Services, your lease portfolio can be set up to sync automatically. Your team can use the numbers and to inform user decisions.
Benefit: Designed to help limit spreadsheet juggling and manual errors.
2. Integrated Credit Application Submission
Sales reps can submit credit applications directly within SalesChain, no separate logins or redundant data entry required. The system pre-fills customer and deal information, helping to make submission faster and easier.
Benefit: Help get deals into motion sooner and streamline your credit process.
3. Quick Credit Decision Notifications
There’s no need to check multiple systems, credit decisions from CFS appear right in your SalesChain dashboard. Sales teams are notified in real time, helping them respond to customers with confidence and speed.
Benefit: Help Reduce downtime associated with waiting for data and improve customer communication.
4. Lease Buyout Requests
Need a payoff quote for a customer looking to upgrade early? With SalesChain’s CFS integration, sales reps can request lease buyouts directly from the customer profile screen, no extra emails, portals, or delays.
Benefit: Designed to help shorten upgrade cycles and limit unnecessary admin steps.
5. Invoice History Access
Need to see the details of a lease invoice? SalesChain makes it simple. Dealers can view invoice PDFs and payment details from Canon Financial Services right within the SalesChain interface, giving them clearer financial visibility.
Benefit: Save time retrieving documents and help keep your back office running smoothly.
What This Means for Your Dealership
This integration is designed to provide:
Time Savings – Less time spent rekeying data means more time to focus on sales efforts.
Improved Accuracy – Fewer manual steps to help limit human error.
Streamlined Workflows – SalesChain centralizes leasing tasks in one platform.
Greater Visibility – Get access to the financial data your team needs, when they need it.
Getting Started
Whether you’re an existing SalesChain user or considering onboarding, enabling the Canon Financial Services integration is fast and simple. Our team is here to walk you through setup so you can get the most from your leasing tools. Please know that some fees apply, contact Sales Chain for details.
Ready to streamline your leasing workflows with SalesChain and Canon Financial Services?
