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CRM

Posted by Scott Nelson in Perspectives on 12/27/2022
One of the oldest and most common business plans in equipment finance is the broker-to-lessor transformation and goes like this: establish one’s brand as a finance broker, build customer and lender relationships, grow the business to the point where one can secure funding for the paper and become a lessor. One could say it’s a straightforward three-step process.
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Posted by Scott Nelson in Perspectives on 9/27/2022
Equipment Finance is a business that feels like running on a treadmill set at twelve. And the roughly 12,500 finance brokers operating in the space are trying to help lenders keep up.
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Posted by Scott Nelson in Perspectives on 11/1/2021
If you look deeper – behind the financials – at the factors that are influencing trends and transforming industry economics, strategic planning is much more than updating last year’s AOP.
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Posted by Scott Nelson in Perspectives on 5/27/2021
The harsh reality of Internet & enterprise software-based business models is that one scales exponentially and the other scales only as fast as the company can develop a relationship with each customer. But knowing your customers needs and meeting those needs is a fundamental of any business. So how does one succeed independent of relationships-by-name? The answer to this paradox can be found in three key principles in the practice of SaaS business models.
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Posted by Tamarack in Tamarack News and Updates on 9/8/2020
Equipment finance technology companies to focus on accelerating adoption of digital solutions.
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