Balboa Capital announced the release of Navigator, a comprehensive online sales management system that enables equipment dealers to manage every aspect of their financing transactions in real-time. Navigator replaces Balboa Capital’s previous web-based sales management system that set the standard of excellence when it was introduced in 2007.
 
“In today’s fast-paced and technology-driven business world, equipment vendors need an all-encompassing sales management solution to streamline their sales processes, track sales performance, increase operational efficiency, and deliver a better experience for their customers” said Patrick Ontal, Vice President of Balboa Capital’s Vendor Services Group. “Navigator does all of this and more by giving our vendor partners access to an array of sales-related information, tools and reports that can be managed from any computer, laptop, mobile device or tablet.”
 
When developing Navigator, Balboa Capital kept the core features and functions of its previous sales management system and added a variety of new integrations, along with a completely new design, easy-to-use interface and more robust reporting options. “No other sales management system for equipment dealers offers this many reporting features,” said Mr. Ontal. With Navigator, equipment vendors can access month-to-date and year-to-date summaries of their submitted applications, pending applications, approved deals and funded transactions. These summaries are shown in color-coded graphs and can be compared to previous months and/or years instantly. Navigator also enables equipment vendors to run sales, maturity and delinquency reports.
 
“Navigator is Balboa Capital’s next generation online sales management system that truly empowers equipment vendors,” said Mr. Ontal, adding, “Managing customers and prospects, estimating monthly lease payments, submitting finance applications, and generating transaction-related reports has never been easier.” Balboa Capital produced an equipment vendor video that provides more information about Navigator.