As technology providers look for ways to improve margins and reduce complexity, automating manual processes has become essential. Sales reps often juggle multiple platforms: CRMs, financing portals, digital document tools, and more. Constantly switching from one platform to another slows down the sales cycle and adds unnecessary friction. GreatAmerica helps solve this by investing in integrations with the software and systems our customers use to run their businesses. By embedding financing tools into the platforms dealers rely on every day, we make doing business easier, faster, and more aligned with how sales teams actually work. One of those integrations is with AgentDealer, a CRM built specifically for office technology providers. Together, we’ve created a seamless experience that brings financing directly into the sales workflow, no switching systems or extra steps. With the latest enhancements released in September 2025, dealers now have even more functionality at their fingertips to streamline operations and close deals faster. Let’s dig in.
Updated 2/18/2025. Originally published 6/3/2021. We've learned a few things in our work in the finance industry. Third party experiences, both of our own and those of our customers, have given us exposure to the various ways organizations structure their teams, and the impact it can have on the service level technology providers receive.
Updated 12/18/24. Originally published 11/23/20. For any company to be valuable, even sellable one day, there is a lot more to consider than just the bottom line. You need to be asking yourself questions like: Can we continue to grow in the future while maintaining margins? Am I too dependent on a key employee or key customer? Will our competition change? Are my future revenues secure? Whether you intend to continue growing your business, sell it, or pass it on to others, it is important to continually strive to increase your enterprise value. Of course, when determining the value of a company there are several considerations, such as the diversity of your products and services, margins of each, and pricing from your suppliers. But beyond those important considerations, another effective way you can grow your enterprise value is by adopting a bundled strategy.
Welcome to our recap of the final webinar from the 2024 Three-Part MSP Webcast Series! We featured industry leaders Peter Kujawa, VP & GM of Service Leadership, Inc., Mitch Leahy, VP & GM of the Office Equipment Group at GreatAmerica Financial Services, and Lee Rozeboom, VP & Managing Director of Sales at GreatAmerica Financial Services throughout the series.
Boost sales by offering financing—customers get essential assets without budget strain, leading to faster deals and greater satisfaction. If you need a quick refresher on equipment financing, check out What is Lease Financing? Otherwise, keep reading to learn how financing can benefit both your sales team and your customers.
Updated 11/26/2024. Originally published 2/17/2023. Time is a valuable commodity, so if you’re spending it in the wrong places, things can quickly become misaligned. Now more than ever, we are challenged to adjust our processes and use our time and other resources even more wisely. Businesses are learning to rely on tools and technologies that help streamline and automate their processes for greater efficiencies and better outcomes.
In our second Service Leadership Webinar of 2024, industry experts, Mitch Leahy, VP and General Manager at GreatAmerica Financial Services, Peter Kujawa, VP and General Manager of Service Leadership, Inc, and Dave Clark, VP of Strategic Sales at AIS, covered the critical strategies that Managed Service Providers (MSPs) need to elevate their game. Whether you joined us live or are catching up now, we’re excited to share the highlights with you in this blog.
As leaders, you’re constantly looking for ways to optimize your operations and drive innovation. Financing is a powerful tool that can help you achieve these goals by providing access to things like higher profits, greater flexibility, and a unique edge in the industry. In this blog, we’ll explore the significant advantages that financing can bring to your business.
You’ve chosen your equipment and selected the monthly payment that works for you, so you’re ready to start your agreement! But wait, the digital document sent is requesting your personal information. But why?
Updated 11/20/23. Originally published 2/18/2018. When you’ve put in countless hours of navigating your customer’s complex needs and finding the technology solution that will suit them best, the last thing you have time for is a credit approval process with any surprises. The credit approval process is one of the first steps in the financing process and in this post, we share seven things to consider before submitting your customer for credit approval. Reflecting on these seven items will help your approval process go as smoothly as possible.
Updated 3/16/23. Originally published 10/23/20. You probably know that companies, both large and small, finance and lease their equipment. This article can serve as a refresher for your team members, or as part of training your new hires. Business equipment leasing is a valuable tool that can be leveraged to gain more business, but it also serves as a flexible means for your customers to acquire the equipment and solutions their businesses depend on. Financing can get your customers the equipment they need while making for a smoother sales process. But first, let’s discuss how it works exactly. (Watch this short Lease Financing Benefits video below!)
Inflation rates are rising at the fastest pace since May 1981. But what does that mean for your business?
