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GreatAmerica Announces Integration With ConnectWise CPQ

GreatAmerica Announces Integration With ConnectWise CPQ

GreatAmerica Financial Services Corp. has announced a successful integration with ConnectWise, making it easier for equipment buyers to submit a credit application from within ConnectWise CPQ (formerly ConnectWise Sell).

ConnectWise CPQ removes the chaos of building complex quotes and proposals through templates, automated sourcing and seamless PSA integration. By enabling equipment buyers to quickly submit applications within ConnectWise CPQ, TSPs can ensure that their end customers are approved for financing before the quote is approved, eliminating potential delays or loss of business. Previously, TSPs had to submit applications much later in the process through the GreatAmerica Portal or through ConnectWise PSA.

"ConnectWise is excited to offer this streamlined solution through GreatAmerica and ConnectWise CPQ, making it easier and faster for buyers to submit applications without delays," said Parker Trojanowski, director of product management, ConnectWise. "This small, incremental change can make a big difference when customers are ready to make a purchase."

TSPs can begin using the integration by confirming their identity with a GreatAmerica account manager to obtain a secure key and setup instructions.

"ConnectWise CPQ is just one of the many instances where our relationship enhances the smooth flow of commerce among TSPs," said Lori Berry, director of strategic technology, GreatAmerica. "Businesses continue to march toward what's most convenient for the buyer, and this improvement makes transactions even more touchless and streamlined."

In addition to ConnectWise CPQ,  ConnectWise automated quote and proposal software enables equipment sellers to close high-value deals by offering financing. Real-time queries allow viewers to see terms, advance payments, points and purchase options.

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