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Integrate Financing into Your Sales Process (in 6 steps)

Funding Success

Let’s Unpack the Six Steps…

  1. Preparation
    Before you talk with a prospective customer, understand what your finance company can offer. Then, have your finance contact on speed dial should a question arise. Any finance company worth its salt will be easy to reach when you need them most!
  2. Approach
    You can present financing to your customers whenever you get a chance. Whether this happens over the phone, email, or face-to-face, you want to provide your customer with solutions as soon as possible.
  3. Presentation
    You can transform your sales presentation from a monologue into a two-way conversation. Talk about the payment solutions available. Let Envision Capital Group do the heavy lifting. You are the expert at “selling”. We are the experts at “financing”.
  4. Talk budget, rates, and terms
    Let customers know you can work with them to customize the rates and terms to meet their business needs/budget.
  5. Handling objections
    Here is where the financing will help you address potential monetary hurdles. Simply by offering to finance, objections can be minimized and often eliminated.
  6. Closing and follow-up
    Finalize the financing solution and let Envision Capital Group take care of the rest!


Sell More Equipment. Create Loyal Customers. Drive Profits.

Our proven vendor program makes it easy for your customers to get the fast funding they need. That means increased sales and greater profits for you. It can also result in repeat business and referrals.