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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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?
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!
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.