Resources

The pressures in the MSP world continue to grow. Watch this webinar recording to learn what to focus on in the second half of the year with these best practices from Peter Kujawa.

Every customer is different, and providing them a streamlined billing experience requires a flexible billing infrastructure. Rich Simons explains how 1nVOICE^® has helped him achieve this.

Rich Simons of Edge Business Systems explains how adopting a bundled approach has helped his organization drive efficiencies while enhancing the customer experience.

Now you can automate inclusion of miscellaneous charges, as outlined on your agreement, on your customer invoices. In addition to your current bundled payment, automate the billing of things like supply freight fees, IT services, or service charges onto a single invoice. Watch the video to see how it works!

Using a Master Agreement approach is key for solution providers diversifying their offerings. Chelsey Bode of Pearson-Kelly explains how using the GreatAmerica Master Agreement has made it easy to layer in new technologies while keeping billing simple for them and their customers.

Chelsey Bode of Pearson-Kelly Technology talks about the large impact technology integrations have played when it comes to growing and scaling their business effectively.

Discover how easy it is to include finance options on your D-Tools quotes and proposals during this webinar recording including a demo of the tool.

Are you looking for a dependable refresh schedule for your customers consuming technology? We take a look at two of our customers who have created a technology refresh that works for them and their customers. 

Operational efficiency is important to office technology providers like you, and technology integrations can give you time back in your day while contributing to increased accuracy. If you're using AgentDealer, there are a number of processes we can help you streamline through integrations. Check out this video overview of capabilities.

Brantly Fowler, Co-President at Zeno Office Solutions, talks about the importance of trust when working with vendors and how the GreatAmerica Experience positively impacts their customers.

Brantly Fowler, Co-President at Zeno Office Solutions, offers his perspective on the important role innovation plays when working with vendors. 

Chelsey Bode of Pearson-Kelly Technology talks about how 1nVOICE and HaaR have helped streamline the customer experience, improve workflows, and drive efficiencies in their business. 

Robin Fonck, Strategic Technology Analyst at GreatAmerica hosts Matthew Szczygiel, Client Success Manager at SalesChain, for a complete overview of their joint integration. Matthew will share a demo of the Digital Credit Application Entry process through the SalesChain CRM. Robin and Matthew will also share how GreatAmerica and SalesChain technologies and processes intersect to drive efficiencies and streamline workflows for their mutual solution provider customers.

Check out this overview of the digital credit application process through our integration with the Sherpa CRM by White Cup.

Casey Lowery of Applied Innovation discusses the crucial role bundling has played to increasing their valuation and protecting their customer base.

Casey Lowery of Applied Innovation explains how they've been able to utilize GreatAmerica integrations with the systems they use in order to automate and streamline their processes and drive efficiencies.

Casey Lowery of Applied Innovation talks about the role GreatAmerica has been able to play in supporting their change and innovation.

Casey Lowery of Applied Innovation discusses the importance of creating a streamlined customer experience.

Wes Spencer of FifthWall Solutions shared what MSPs should consider when evaluating what to do about cyber insurance in this webinar recording.

Check out this video overview of our integration with ECi's e-automate. This integration uses e-automate to streamline processes involved in billing, invoicing, and reconciliation, with the capability to fully automate the billing processes.

Integrate with GreatAmerica using the tools you already use. Starting from the quote to the approval and simplify the process to help your customers make financing decisions faster.

How does financing help with refresh schedules? Hear from some GreatAmerica technology financing customers about the ways managed services give you the opportunity to offer your customers a consistent budget and give you time to discover new needs with your customers.

Three customers share what it's like working with GreatAmerica from sales to billing for technology equipment financing.

Three customers share their journey to selecting a financing provider and highlighted their experience with GreatAmerica.

We asked 296 IT buyers how they view technology in their business and how they are paying for it.

When Tony Golobic set out to build GreatAmerica, he wanted to create a company that valued service to its customers and embraced the entrepreneurial spirit. He wanted an innovative company that aspired to the highest standards of excellence in everything it did to become a business without competition. Learn a little bit about how GreatAmerica began, and why we hold the values we do, by watching this video. 

Josh Peterson, CEO of IT consulting firm Bering McKinley (BMK) shares industry benchmarks and best practices for office solution providers wanting to scale managed IT services profitably. He’s joined by VP & Managing Director, Sales, Mitch Leahy, GreatAmerica Financial, for an engaging discussion to help you win at IT in 2023. Head on over to 'The Imaging Channel' website to sign up and access the webinar recording.  

Robin Fonck, Director of Strategic Technology at GreatAmerica hosts Kristen Thom, Director of Product Management at White Cup as they provide an overview of an exclusive new integration enhancement coming to the Sherpa CRM Lease Tracker. In this webinar, Kristen demos how the integration now supports daily lease data updates, automatically sending information, like equipment payment, remaining payments, or buyout and upgrade totals for end-customer contract information, from The GreatAmerica system directly to your Sherpa CRM instance. This completely eliminates the timely, manual upload this step previously required. Kristen and Robin also explain how this update provides an enhanced layer of security in the ever growing environment of increased cyber threats. Watch the recording to learn about this new enhancement, and find out how you can enable this feature in your Sherpa CRM.

In Pt. II of this webinar series Anthony Sci, President and CEO of Keypoint Intelligence, joins Dan Cooper, CEO of NovaTech, to discuss what he has learned as he’s implemented an ecommerce solution. Dan also shares a demo of the NovaTech version of the UVERCE^® solution.

In Pt. I of this webinar series, Anthony Sci, President and CEO of Keypoint Intelligence, and Tim Renegar, Co-owner and President of Kelly Office Solutions, address your questions, as well as some of the top dealer concerns related to implementing an ecommerce solution.

Chelsey Bode, CEO of Pearson Kelly Technology talks about the various GreatAmerica programs they used to make evolving and scaling their IT business easier.

The pressures in the MSP world continue to grow. Watch this webinar recording to learn how to best manage recruiting and retention with these best practices from Peter Kujawa.

Rich Simons of Edge Business Systems shares the benefits he and his team have realized after they started using the GreatAmerica 1nVOICE systematic process to simplify billing for them and their customers.

Acquisition of an MSP is a common strategy office technology providers take when evolving or growing their managed IT services. However, without making careful considerations, solution providers can encounter friction along the way.

Peter Kujawa of Service Leadership and Mitch Leahy of GreatAmerica discuss the current state of M&A activity within the office technology channel, as well as some considerations to make in order to maximize success. Peter also explains how your sales processes and methodology may need to shift in terms of training, compensation, and your target customer profile.

The pressures in the MSP world continue to grow. Watch this webinar recording to learn how to best manage new and current clients with these best practices from Peter Kujawa.

Robin Fonck of GreatAmerica Financial Services joined SalesChain University host Matt Szczygiel for a walkthrough of the credit application submission process. Check it out!

John Lowery of Applied Imaging talks about how his partnership with GreatAmerica represents a complete value.

Scott Dewar, Executive Vice President of All Copy Products (ACP) describes how their partnership with GreatAmerica has helped them grow and become more operationally efficient.

Dale Fowler, President and CEO of Zeno Office Solutions in Midland, Texas speaks on the value our relationship brings to his business.

Troy Wright, President and CEO of Oasys, Inc., an office technology provider just North of Seattle, Washington, tells us how his company went from using five different lenders to just one, switching their mindset to focus less on rate and more on relationship. Find out why their whole portfolio is now with GreatAmerica. 

Mike Williams, Co-Founder and Chief Strategy Officer of Logically, values the extended offerings and services that come from a partnership with GreatAmerica.

Operational efficiency is important to office technology providers like you, and technology integrations can give you time back in your day while contributing to increased accuracy. Are you using all the integrations ECI e-automate^® and GreatAmerica have to offer to streamline the tasks involved in your billing, invoicing, and reconciliation processes? Robin Fonck, Director of Strategic Technology at GreatAmerica, and Shannon Edler, Training Specialist at ECI e-automate^®  hold a discussion around tips and best practices to make sure you're getting the most out of these integrations.

The importance of evolving into new technology offerings to meet the demands of your customers and bring in new revenue streams continues. Likewise, subscription models continue to dominate customers' buying behaviors causing sales organizations to reevaluate their strategies. Sales experts, Lee Rozeboom in our Connected Technology business unit and Nick Von Ahsen with our office technology group at GreatAmerica answer your burning questions in this Q&A formatted webinar on financing progressive technology to create a sustainable future for your business.

Gary Harouff, President and Founder of AIS, recalls how the right strategy helped them transform into a full-fledged technology advisor. 

Innovative solution providers need an innovative sales strategy. Make marketing and selling cutting-edge technology on a monthly payment simple with these exclusive resources. Visit our Tech Sales Hub for all the tools you need.

The programs your financing sources build should create trust through clear, fair terms. Conduct an audit of the programs they create and the information they present on the lease using this handy checklist. 

Trust is a foundational component of long-term success and requires intention. Download this guide and let us know how we can help you keep your customers for a lifetime.

Are your customers stalling due to financial restraints? Let's help them move forward. This flyer serves as a tool to remind prospects and customers of just how simple it can be to budget for their next IT project by highlighting the many flexible options available to them.

As you change the conversation from price or print to business continuity and network security, it's important to read up on the print-from-home issue. What are the trends? What are the risks? And what are the solutions? Jump start your team's learning and read our white paper, 'Calling Out the Blind Spots in a Work-From-Home World'.

This white paper explores how billing and invoicing can help technology providers like you rise above the noise and differentiate from the competition. A flexible billing model can help maintain your bottom line, build revenue, improve the customer experience, and accommodate new service offerings. We will outline how you can tailor your invoices to the needs of your customers by using tools and technology to implement a winning billing model.

The way you invoice for the products and services you sell can be a differentiator, but not without leveraging the right tools and resources. Download our 'Billing and Invoicing Checklist' for a quick way to "audit" your current invoicing go-to-market.

Start a conversation with your customers and prospects around print security using this toolkit. Inside you get access to a flyer, whitepaper, video, a social media post and  email copy.

Simplify your customers invoice and your administrative process by bundling your invoices.

Alan Fredricks, Vice President/Treasurer of All Makes Office Equipment Co. has seen a positive impact on his operations after incorporating bundling and integrations into his strategy.

We put together a packaged marketing toolkit with all the things you need to begin selling your customized Hardware as a Rental® program.

New to Financing with GreatAmerica? We've streamlined our process to make financing simple for you!

If you are like most business professionals, you are short on time. We get it, so we have built in time savers into our financing process to give you back more of what you value most!

Ask these 12 Questions to Differentiate Your Sale and Position Financing. Most technology buyers say they want to pay cash to Solution Providers, but they don't know alternative avenues.

By asking the following impactful, needs-based questions you will differentiate yourself, eliminate competitors and put yourself in a position to sell more long-term contracts.

Offering your customers a leasing or monthly payment option (over cash) helps your sales representatives sell office equipment, software and services.

What Is Hardware as a Rental (HaaR)? Hardware as a Rental, or HaaR(R), combines the best attributes of Hardware as a Service (HaaS) and equipment financing.

Download this FREE checklist for collecting the right information from your customer so you can set up their invoice perfectly from day one of the contract!

Download Our FREE Portfolio Management Checklist to find out if you're utilizing all of the tools at your disposal in order to better manage your portfolio!

In February 2016, the Financial Accounting Standards Board (the “FASB”) issued a new lease accounting standard (Topic 842). Find answers to common questions at our blog.

Wouldn't you like to spend less time on paperwork and more time face to face with your customers? SnappShot is your mobile app for quick and easy generation of sales quotes & credit apps!

Joe Terfler, GreatAmerica CFO explains how bundling can be used to grow the value of your business.

Have you heard the big buzzword surrounding everything from industry publications to conferences…. Audio Visual as a Service?  It sounds cool and you’re thinking about jumping on the bandwagon, but you have a lot of questions.  How do you get started?  What does it involve?  How do you sell it? 

Learn more from the most comment Technology Financing FAQs.

Lease vs Loan vs Cash: Find the best option for your customers

Help your customers make the most out of their equipment purchases by using Section 179 and Bonus Depreciation Financing.

Virginia Business Systems Reaps Positive Results through the Entrepreneurial Operating System®

What’s the tangible value of an ECi and GreatAmerica technology integration for your office technology business? Xcel Office Solutions knows first hand how automating their meter collection and cash posting processes brings savings in both hard and soft dollars! Learn more!

Help Desk Cavalry Accelerates Growth Through Hardware as a Service Alternative.

Learn about how Bryan Currier, President and Founder of Advantage Technologies, attributes a lot of his company’s recent growth to mastering the art of standardization and offering HaaR® through GreatAmerica.