InfoLease Salesforce Integration
Capitalize on Silverline’s expertise to 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.
Benefits of integrating InfoLease and Salesforce
Create a single source of truth
View your entire portfolio — from prospect to client — in a single location, complete with quoting, leasing, and payment information. Sync customers, contracts, addresses, invoices, assets, vendors, and more.
Take advantage of Salesforce’s robust reporting and dashboard capabilities through CRM Analytics and Tableau to report on and visualize asset and other InfoLease data in combination with Salesforce data.
Streamline originations and pricing
Many firms must follow complex originations requirements, including a plethora of documents, counterparties, guarantors, and financial data.
Leverage the automation power of Salesforce in combination with InfoLease on-prem or InfoLease Cloud to send data between Salesforce and InfoLease, reduce the need for team members to switch applications during workflows, and book leases and renewals faster.
Improve the client experience and gain valuable insights
As your firm books new leases, how can you accelerate the onboarding and servicing process?
With an InfoLease Salesforce integration, easily setup e-Signature workflows, funding schedules, asset details, and payment schedules so that you can fully onboard new clients.
As clients move through their lease lifecycle, use the powerful tools of Salesforce Service Cloud integrated with InfoLease to support call center requests and CTI telephony, collections processes, and more.
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.
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.
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.
We’re ready to help
Learn more about how Silverline can help you integrate InfoLease and Salesforce.