Feature Update: The GreatAmerica and SalesChain Integration Just Got Even More Powerful

At GreatAmerica, we continue to invest in technology and seamless systems integrations that help our customers work more efficiently and deliver a better experience. The SalesChain CRM integration with GreatAmerica reflects that commitment. These new features simplify the leasing process, improve visibility, and support growing office technology companies by increasing operational efficiency. 

By embedding key financing capabilities directly into the SalesChain platform, this integration helps sales and administrative teams save time, reduce errors, and stay aligned from finance quote to funding. Let’s take a closer look at each capability now available in SalesChain from end to end and explore how it benefits your team. 

What’s New with the SalesChain Integration?

GreatAmerica and SalesChain plans and builds each enhancement with one goal in mind: to make everyday leasing tasks easier, faster, and more accurate for our mutual customers. These latest updates do just that, allowing users to complete more steps within SalesChain, reducing the need to switch platforms or rely on manual processes. 

Upload Funding Documents in SalesChain

Administrative users can now attach lease agreements or fother funding documents directly to order records in SalesChain. Keeping all documentation in one system helps avoid delays and ensures a smoother funding process. This centralized approach also improves internal communication and reduces the risk of missing or misplaced documents. 

Generate End-of-Term Lease Quotes

SalesChain makes it easy to generate lease buyout quotes for agreements nearing completion. This feature supports proactive customer outreach and helps your team prepare for renewals or upgrades. By identifying opportunities early, your team can maintain strong customer relationships and drive repeat business. 

Why These Updates Matter 

These enhancements solve common challenges that dealers face every day. They are designed to improve how your team works and how your customers experience the leasing process.  

These enhancements mean:  

• Faster leasing workflows: Automation reduces time spent on manual tasks and helps deals move through the pipeline more quickly. 
• Improved accuracy: Pre-filled forms and synced data help prevent errors that can delay approvals or funding. 
• Greater visibility: Real-time updates give your team the information they need to make informed decisions. 
• Stronger collaboration: Sales and admin teams stay aligned with shared tools and centralized data. 
• Scalability: As your business grows, these tools help you manage more deals without adding complexity or overhead. 

What Else Can the GreatAmerica Integration with SalesChain Do?  

We’d be remiss if we didn’t mention the longstanding functionality our mutual customers have been using for years streamline their leasing processes.  

Submit Credit Applications in SalesChain

Sales reps can easily submit credit applications directly from SalesChain using customer and order data already entered into the system. This eliminates the need to re-enter information and helps ensure accuracy. Once submitted, the application status updates instantly, giving your team immediate visibility into the review process. This feature allows reps to act quickly and keep deals moving forward. 

Sync Portfolio Data Automatically 

SalesChain pulls leasing data from GreatAmerica more frequently and with greater detail. This automatic sync keeps your records accurate and up to date. It also reduces the need for spreadsheets or manual tracking, which can lead to errors or delays. With this feature, your team works from a single source of truth, improving confidence and consistency across departments. 

Request Lease Buyouts with Fewer Steps 

Sales reps can request lease buyout quotes directly from the customer account page in SalesChain. This streamlined process reduces the need for emails or phone calls and helps your team respond to customer inquiries faster. By simplifying this task, reps can focus more on customer relationships and less on administrative follow-up. 

Built to Support Your Growth 

We understand that as your dealership grows, your systems and processes must grow with you. This integration helps you scale operations while maintaining efficiency and accuracy. 

You can handle more transactions with fewer manual steps. New team members can get up to speed faster with centralized tools and consistent workflows. You can adapt to changing business needs without disrupting your operations or customer experience. 

Whether you are expanding into new markets or simply looking to improve internal efficiency, this integration gives you the flexibility to grow with confidence. 

Get Started Today 

These enhanced features are available now. If you already use the SalesChain and GreatAmerica integration, you will see these improvements automatically. If not, now is a great time to explore how this integration can improve your leasing process.

To learn more or get started, contact GreatAmerica by emailing integrations@greatamerica.com.

You can also reach out to SalesChain at (203) 262-1611 or support@saleschain.com.