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InfoLease Salesforce Integration

Synchronize your equipment leasing data and streamline your processes

InfoLease is powerful software that helps equipment leasing and finance companies manage their assets, set up their leasing and accounting processes for simple and complex arrangements, take care of tax compliance, and more.

For many organizations, Salesforce can be a powerful front-end counterpart to InfoLease that helps firms track customer interactions, manage client service requests, and understand their leasing pipeline.

With an InfoLease Salesforce integration from Silverline, you can synchronize your data between platforms, improve the efficiency of your processes, and augment your insights and analytics to help run your business better. Integrating these two systems helps your team focus on what matters most: serving clients with the financing solutions that meet their needs.

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Benefits of integrating InfoLease and Salesforce

Silverline builds InfoLease integration for Stonebriar

Stonebriar Commercial Finance, a privately held company and the largest independent big-ticket equipment leasing and financing firm, had limited executive insight into pipeline as well as new lead qualification and loan origination opportunities. They also had highly manual processes which required keying new opportunities into multiple systems. Silverline customized Sales Cloud to fit Stonebriar’s needs and integrated Stonebriar’s Salesforce org with SuperTRUMP, InfoLease, and Treasury and Market Rates systems.

Read the full case study.
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Webinar: Leveraging AI for financial services use cases

In this webinar, we sit down with the CTO of Stonebriar Commercial Finance, Steve Siler, to discuss his own AI journey and insights from the CRM Analytics (formerly Einstein) use cases that he and his team built to optimize their operations with AI. Learn how financial services teams across the globe are experimenting with AI and machine learning for a variety of great use cases, including sourcing deals, optimizing middle office processes, and predicting cash flows on leases.

Watch the on-demand webinar.
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Why Choose Silverline?

As a Salesforce consulting partner, Silverline has helped many banks and other financial institutions with their digital transformations over the last decade. Having worked in your shoes, our consultants have first-hand experience in the financial services industry and can provide best practices and tailored industry insights.

Silverline also has experience creating equipment leasing and financing solutions. We’ve built integrations between InfoLease and Salesforce before, and can develop an integration that meets your unique needs. Reach out to us to learn more.

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We’re ready to help

Learn more about how Silverline can help you integrate InfoLease and Salesforce.

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