You’ve done all the hard work. You’ve educated your prospective customer on the benefits of new technology, provided examples of your service levels, and flawlessly explained how financing helps protect their cash flow. They like the idea of financing their technology and are excited to move forward. At this point, it’s crucial your financing partner can move quickly through the credit and funding process so your customer receives their new solutions without delay, ensuring your relationship with them starts out on a positive note.

Getting through the credit process is the last major step before sealing the deal, so it’s important that it goes smoothly. You can increase your odds for success by choosing a financing source that can fully integrate with your Customer Relationship Management (CRM) platform so the necessary information can be processed quickly and efficiently—and equally as important—accurately.

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SOURCE GreatAmerica