AI Data & Analytics

Navitas Credit Corp. accelerates growth and adoption with IFS Leaseworks and Salesforce integration

Financial institution type

Equipment finance company (bank owned)

Product

IFS Leaseworks

Results

Speed and strengthened collaboration

Navitas Credit Corp., an equipment finance company serving small and mid-sized businesses, needed to modernize its technology and improve alignment between sales, marketing, and operations. The organization faced challenges with user adoption, legacy systems, and disconnected workflows that slowed execution. Using IFS Leaseworks integrated with Salesforce, Navitas created a unified, flexible ecosystem that supports both originations and relationship management. The result was faster execution, stronger adoption, improved visibility, and measurable business momentum within months.

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The challenge: Driving adoption and overcoming legacy limitations

Navitas operates in a unique segment of financial services where speed, responsiveness, and relationship management are critical to winning and retaining business. At the same time, as part of a bank-owned organization, Navitas has to maintain strong controls and data integrity, which adds complexity to its technology requirements.

Equipment leasing sales teams are highly performance-driven and expect immediate value from the tools they use. However, many legacy loan origination systems in the industry are outdated, difficult to customize, and poorly integrated with CRM platforms.

“Itʼs been stable for a long time without major issues...[and] you can make targeted changes without breaking anything else. Itʼs built like a jigsaw puzzle. That design mindset really shows.ˮ

Cristian Diaz SVP, Salesforce Architect Navitas Credit Corp.

Solution: Flexible technology aligned to workflows

Navitas had implemented IFS Leaseworks and integrated it with Salesforce to create a seamless, bidirectional data environment. The approach focused on designing around sales teams' needs by aligning tools with real-world workflows rather than imposing standardized processes. This helped reduce friction and improve adoption.

The integration between IFS Leaseworks and Salesforce enables teams to manage both originations and customer relationships in a connected environment, with real-time data visibility across systems. Automation, improved reporting, and a modern system architecture further enhanced efficiency and reduced turnaround times for requests and updates. The system can:

Support both originations and ongoing customer relationships
Deliver fast turnaround times to remain competitive
Ensure data consistency across systems
Provide tools that sales teams would actually adopt and trust

The outcome: Less friction, stronger collaboration

“In six months, weʼve accomplished more than I did in three or four years with other systems,ˮ Diaz said. Sales teams gained real-time visibility into deals, documents, and customer data within Salesforce, improving both efficiency and decision-making. By aligning technology with user workflows, the organization improved adoption and strengthened collaboration between sales, marketing, and operations—contributing to portfolio growth and overall momentum.

Navitas found that the value of IFS Leaseworks extended beyond the technology itself to the expertise and responsiveness of the team behind it. Consistent support, clear communication, and deep knowledge of both Leaseworks and Salesforce enabled faster problem-solving and stronger user confidence.

“The people running the system are the most valuable part,ˮ Diaz said. “You can have a system that does everything, but if you donʼt have people who can clearly explain it—especially to someone new—it doesnʼt matter. With Leaseworks, I feel like Iʼm their only customer. They respond within minutes with clear explanations, definitions, and solutions. They also understand Salesforce, so they can translate things in a way I understand.ˮ