Leasing and finance companies: the TOP 3 challenges and their solutions

We will help you overcome these challenges and improve your productivity, competitiveness, and economic success.

Which of the challenges resonate in your company?

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IMH
ČSOB
CAT
PB
UniCredit Leasing
Business Lease
Propell
More references

1) How do I quickly find out the real status of lease agreements?

To handle customer requests quickly, it is important to have a clear overview of quotes, contracts, and payments. Without a high-quality system, however, finding and verifying this information is complicated and time-consuming.

Issue

  • Finding information about contracts and bids is a complicated and time-consuming process
  • You lack an overview of their status, profitability, and compliance with terms
  • You may not identify issues in time, which could have negative consequences

 

Book a Free Demo
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To handle customer requests quickly, it is important to have a clear overview of quotes, contracts, and payments. Without a high-quality system, however, finding and verifying this information is complicated and time-consuming.

Issue

  • Finding information about contracts and bids is a complicated and time-consuming process
  • You lack an overview of their status, profitability, and compliance with terms
  • You may not identify issues in time, which could have negative consequences

 

Book a Free Demo

Solution

  • Every contract is always kept up to date in the system
  • From the start, you can view the status of quotes, estimates, and contracts
  • You can track contract performance, including its link to accounting
  • Automated checks alert you to issues and expiring contracts in a timely manner
  • Each user has a workspace tailored to their role

Result

  • You can quickly and easily check the current status of your contracts
  • You can view an overview of contract fulfillment and performance at any time, even when you're away from the office
  • You can identify issues early on and prevent them from having an impact
Get Live Demo
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  • Every contract is always kept up to date in the system
  • From the start, you can view the status of quotes, estimates, and contracts
  • You can track contract performance, including its link to accounting
  • Automated checks alert you to issues and expiring contracts in a timely manner
  • Each user has a workspace tailored to their role

Result

  • You can quickly and easily check the current status of your contracts
  • You can view an overview of contract fulfillment and performance at any time, even when you're away from the office
  • You can identify issues early on and prevent them from having an impact
Get Live Demo

2) How to combine multiple calculations for one financing item?

Companies must be able to respond quickly to changes and customer requests, as customers often want multiple pricing options, but without an efficient system, preparing them takes an unnecessarily long time.

Issue

  • Salespeople manually adjust many parameters, which slows down the process
  • Manual work leads to frequent errors
  • Customers have to wait up to several days for a quote
Book a Free Demo
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Companies must be able to respond quickly to changes and customer requests, as customers often want multiple pricing options, but without an efficient system, preparing them takes an unnecessarily long time.

Issue

  • Salespeople manually adjust many parameters, which slows down the process
  • Manual work leads to frequent errors
  • Customers have to wait up to several days for a quote
Book a Free Demo

Solution

  • You can create combined quotes in OneCore in just a few minutes
  • You can prepare and send quotes to customers much faster
  • Using historical data reduces the risk of errors

Result

  • The calculation process, from entry to submission, is significantly faster
  • The customer receives all options immediately
  • A polished quote design enhances your professionalism
Get Live Demo
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  • You can create combined quotes in OneCore in just a few minutes
  • You can prepare and send quotes to customers much faster
  • Using historical data reduces the risk of errors

Result

  • The calculation process, from entry to submission, is significantly faster
  • The customer receives all options immediately
  • A polished quote design enhances your professionalism
Get Live Demo

3) How do I simplify and speed up the work of my colleagues?

Effective communication and teamwork are essential for the success of any business. If your team has to perform repetitive tasks manually, they cannot focus on more important tasks or attend to your customers.

Issue

  • Approval delays
  • Analyst overload
  • Repetitive reviews
Book a Free Demo
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Effective communication and teamwork are essential for the success of any business. If your team has to perform repetitive tasks manually, they cannot focus on more important tasks or attend to your customers.

Issue

  • Approval delays
  • Analyst overload
  • Repetitive reviews
Book a Free Demo

Solution

  • Automating routine tasks with the OneCore system will significantly reduce the workload on your employees.
  • You can process tasks such as posting payments in your portfolio in bulk, saving you time.
  • Thanks to automation, notifications, and intuitive wizards, you won’t make any mistakes.

Result

  • You can start focusing on tasks you previously didn't have the time or capacity for. You can dedicate more of your time to customers.
  • Faster processing of routine agendas, which you previously had to do manually.
  • Decreased error rate in executing individual operations.
Get Live Demo
image
  • Automating routine tasks with the OneCore system will significantly reduce the workload on your employees.
  • You can process tasks such as posting payments in your portfolio in bulk, saving you time.
  • Thanks to automation, notifications, and intuitive wizards, you won’t make any mistakes.

Result

  • You can start focusing on tasks you previously didn't have the time or capacity for. You can dedicate more of your time to customers.
  • Faster processing of routine agendas, which you previously had to do manually.
  • Decreased error rate in executing individual operations.
Get Live Demo

Want to learn more about solving one of the challenges?
We will recommend to you how to apply the solution in your company.

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Adam Hermann

Account Manager

sales.onecore@seyfor.com
+420 577 113 111

 

Seyfor, a.s.
Division OneCore
Pod Vrškem 5360
760 01 Zlín
Czech Republic

 

IN 01572377
VATIN CZ01572377

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