Trio Brings Flexible Payment Solutions

Partner

Nationwide dealer for forklifts, supporting small businesses across multiple industries.

The Business Situation

The Dealer had no exposure to working with a lending partner to provide financing options to customers. Because of this, the Dealer did not realize the benefits of having a lending partner, but after learning more they were open to Trio’s services to gain an edge in their market and to make forklift ownership more attainable for their customer base.

Solutions

Trio provided tailored equipment finance solutions that allowed the Dealer to quickly build momentum and gain market share. Trio was able to quickly close transactions and significantly increase the dealer’s closing rate. Since establishing the relationship, the Dealer now offers financing to all customers, demonstrating the growing adoption of financing as a core part of their growth strategy. The Dealer’s sales team is now educated on offering financing as a sales tool.

The Dealer also integrated Trio’s digital application tool into their website to make it easy for customers to apply for financing, improving the customer experience. Additionally, the Dealer participates in Trio’s various promotions, further incentivizing customers to move forward with a financing option.

Results

By partnering with Trio, the Dealer expanded their reach and significantly increased their sales. The Dealer was able to add an additional forklift brand to their equipment offerings, and they now have an established territory where customers are referred directly, driving the company’s growth.

This collaboration has allowed the Dealer to broaden their customer base and encourages repeat business while servicing small businesses across industries such as construction, roofing, coffee shops, warehousing, and automotive.

Trio’s flexible solutions and digital tools have created a seamless process for both the Dealer and their customers. The results highlight how financing can transform Dealer relationships, drive new revenue, and help small business gain access to the equipment they need to grow.

Working with Trio Capital was a fantastic experience from start to finish. Our rep was professional, polite, and extremely knowledgeable. What really stood out was her patience and dedication. She took the time to fully understand our needs as a company and went above and beyond to help us secure what we needed. Thanks to her efforts, the financing process for our equipment was smooth and successful. On behalf of everyone on our team, thank you, and thank you to the entire Trio Capital team. We truly appreciate your support and hard work.

Foodservice Industry Customer

For the past decade we have been dealing with equipment finance companies either for our customers or for our capital improvements. Recently we were introduced to Trio Capital by someone we trust and respect who knows us and understands our financial needs and those of our customers. Our experience has been excellent as well as our customers feedback is consistently favorable. We appreciate the professionalism, fast and easy application process, great communication throughout, high approval rate, and funding is usually within 48 hours from start to finish. We highly recommend Trio Capital.

Warehouse Lift Industry Equipment Provider

The entire process was professional and quick. I received an email response same day regarding my inquiry. There was no hesitation regarding any of my questions. My application was filed and processed within 30 minutes. Customer service from our Trio rep was absolutely a business owner’s dream. Clear communication and straightforward answers. I would highly recommend this company to anyone and everyone.

Events Industry Customer

Our experience with Trio Capital has been top-notch from start to finish. Our representative has been incredible – always going above and beyond to ensure our needs are met. The level of professionalism and efficiency in handling our customers has truly impressed us. Having used several leasing services in the past, I can confidently say that Trio Capital has exceeded all my expectations. They have set a new standard for customer care and support. I highly recommend their services to anyone looking for reliable and professional leasing solutions!

Packaging Industry Equipment Provider
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