InfoLease Salesforce Integration
Synchronize your equipment leasing data and streamline your processes
InfoLease 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.
Why integrate InfoLease with Salesforce?
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 Mphasis 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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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.
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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.
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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.
Mphasis 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. Mphasis Silverline customized Sales Cloud to fit Stonebriar’s needs and integrated Stonebriar’s Salesforce org with SuperTRUMP, InfoLease, and Treasury and Market Rates systems.
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Why choose Mphasis Silverline?
Mphasis Silverline is a Salesforce consulting partner with over a decade of experience serving financial services organizations, including banking and lending, insurance, wealth management, and capital markets firms. Our consultants specialize in these verticals and often come with first-hand experience in these industries.
We’ve integrated BlueMatrix and Salesforce before and would love to integrate it for you, too. With our combined industry and technical expertise, we can deliver a solution that fits industry best practices and meets your unique needs.
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