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You Can Now Incorporate Financing Into Your Digital Sales Process!

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

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