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Case Studies

First American Equipment Finance

"We’re targeting six and seven figure opportunities. We have such an efficient sales model and a strong focus on customer service and satisfaction. This combination of efficiency and customer service has allowed us to be very successful in the marketplace.”

-Sean Miller, Vice President of Information Technology

SMRM_GoldMine_CaseStudyFirstAmericanEquipFinance_NA_EN icon pdf


Customer Profile

First American Equipment Finance, based in Fairport, New York, helps mid-market companies nationwide grow their businesses with equipment and software lease financing. The company employs about 100 people across offices in New York, Chicago and California. In recent years, the company has made news for its breakneck growth – 1,600 percent from 1997 to 2000 – landing it in the #3 spot among fastest growing companies on Inc. Magazine’s Inc. 500 listing and as the #1 fastest growing company in the Rochester, New York area in 2000.

Business Need

A Unified View of All Contacts Companywide; To build the sales pipeline, First American Equipment Finance sales reps must establish relationships with each contact over the phone. However, since sales reps are not physically at customers’ locations, they need a way to maintain connectedness with contacts.

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