Streamline Sales with B2BToolbox's Digital Financing Solution

We’re Here to Help You Work
Smarter and Get Paid Faster

Introducing: The Digital Finance Portal

B2BToolbox and GreatAmerica Financial Services have teamed up to create a digital finance portal (DFP) that integrates seamlessly into your e-commerce experience.

The Digital Finance Portal enables you to:

Quickly create customized quotes for each customer with
minimal clicks.
Easily add service options, per-page fees, and additional
hardware or software within the quoting process.
Incorporate residual balances from previous contracts
directly into new quotes.

If you want to lower sales costs, improve close rates, and
drastically reduce the time it takes to go from a quote to a closed
sale, this solution is for you!

Schedule a Demo Today

Why Office Technology Providers
Need to Adopt This Solution:

Adopting digital finance isn’t just an opportunity—it’s essential as
margins tighten and customers expect faster response times. The
traditional face-to-face sales approach will naturally shift to a more
streamlined, digital model.

The Digital Finance Portal (DFP) is a powerful tool to:

Lower transaction costs.
Reach new customers, especially those who prioritize digital
processes. Office technology providers commonly use financing to
close sales. This integration allows them to keep their existing
processes while incorporating a digital delivery method.
Accelerate the conversion of opportunities into sales.
It also enables solution providers to bundle service and upgrade/
buyout amounts into a single transaction.

Watch our latest webinar with GreatAmerica to see how this integration works. You'll find out how the DFP will enable end-users to effortlessly filter and select bundles, choose financing options, and finalize deals using DocuSign.

Watch the Recording Here

Why This Integration Matters:

This integration simplifies the entire process within a single platform,
from quoting to agreement signature. It can be embedded into your
sales process and allows end-users to effortlessly filter and select
bundles, choose financing options, and finalize deals using Docusign—
all without needing assistance from your sales team.

With this integration, you can:

Automate your financing process and let your website
become a 24/7 sales rep.
Embed a finance option into the sales process.
Submit an application to GreatAmerica right from your
e-commerce site.
Maintain full control of your site, including branding,
permissions, and inventory.
Create quotes and customized bundles, leading to
higher profit margins.

Proof Of Concept:
Impact Networking

Impact Networking, a technology provider based in Chicago, is a
success story we’ll be raving about for years.

“The digital finance portal is an important part of
our sales strategy going forward.”

_{— Frank Cucco, Chief Executive Officer, Impact Networking}

Frequently Asked Questions

How do I get started?

Contact Caleb Huard at chuard@theb2btoolbox.com.

About how long does it take to get a digital finance portal up and running?

We suggest planning for 60 days. Connecting your GreatAmerica details with B2BToolbox is straightforward. However, it also depends on the time it takes the office technology provider to define bundles and pricing, as well as how elaborate they wish the front-end customer experience to be. These factors will impact the ultimate implementation timeline from start to finish. We’re ready to get started when you are!

How much control do I have in selecting devices, manufacturers, prices and page allocations?

100% control. If you can dream up a SKU or bundle, we can put it online.

Can pricing be different for current customers versus a new customer?

Yes. The B2BToolbox digital finance portal allows for customer-specific pricing based on the quoting functionality. Since anyone can access the website, the pricing they see would be standard.

For existing customers, other variables enter the equation. Do they have an existing contract that has a residual value that must be bought out? Are there additional monthly minimum pages that can be included? Is there a software license or additional hardware the customer needs? Are you in a competitive situation and, therefore, need to lower your prices?

These variables are where the quote functionality excels. Reps can use the approved product bundles as a jumping-off point. The bundles are easily customized as needed on a customer-by-customer basis.

How does the digital finance portal fit into sales strategies that include service pricing for unlimited printing when that unlimited printing is based on current average volume?

We are a proponent of unlimited printing in the digital workflow because the program mirrors technology agreements we work with every day, like mobile phone contracts or software subscriptions. There is website functionality that asks a customer a few questions to help identify the right unlimited bundle for them.

Typically, customers that offer unlimited programs have “abuse clauses” in their contract that mitigate issues where customers would take advantage of these programs. We have seen the few that abuse page volumes are far outnumbered by the customers who pay for the convenience of a consistent monthly price and tend to print less than the calculated averages.

How can office technology dealers limit sales to be within their service territories?

Some OEMs will give you the ability to sell printer and service contracts outside of your territory. Failing that, we have the technology to define service territories to a range of ZIP codes.

Ultimately, when the customer signs the agreement, both the customer and GreatAmerica must countersign for it to be binding. If you receive a contract you don’t want to fulfill, that is under your control.

What CRMs does B2BToolbox integrate with?

We integrate with many CRMs like HubSpot, for instance. We have the ability to integrate with any others that can interface with our API. Please contact us to discuss the current systems and how we can accommodate.

Does B2BToolbox envision financing other IT products in the future, such as laptops and monitors?

Yes. Though this functionality does not exist today, we are actively working on this enhancement.

Most contract print providers today see a future in financing other technologies. When you think about it, office print is more complex than many other technology offerings because of the variations in pages or add-on hardware and software. If the product has a SKU and GreatAmerica will finance it, we can support it.

How does the B2BToolbox e-commerce site integrate with GreatAmerica? Will my customer’s data be protected?

We utilize the GreatAmerica InteGREAT APIs, which require a two-step authentication process via OAuth. This includes keys that are specific to you and us, which means they cannot be manipulated. In addition, GreatAmerica’s credit analysts have a series of procedures in place to confirm the lessee's authenticity to help protect you and your customers' data.

How will I receive notification of the financing application?

Once the lessee hits submit, you will be notified of a new application within the B2BToolbox portal. GreatAmerica will immediately receive the application, and their credit analysts will begin evaluation to deliver a credit decision.

Don’t risk falling behind competitors who are already boosting profitability
and offering flexible monthly pricing options with this new solution.

Learn more about the B2BToolbox and GreatAmerica digital finance portal here.
Or contact us to book a demo and learn how this works from start to finish.

Your sales cycle just went from 5 weeks to 5 minutes.

The reality is customizing every deal isn’t always feasible. With the Digital Finance
Portal, your sales team can concentrate on complex orders, while customers who
prefer a digital workflow can seamlessly order and pay right away.

It’s time to drive faster sales and open new doors for your business!

Watch Our Video to Learn More

You Can Now Incorporate Financing Into Your Digital Sales Process!

We’re Here to Help You Work Smarter and Get Paid Faster