Sales Agents need lead automation!

There is no greater activity that impacts your merchant payment business than finding and managing merchant sales leads. Competition requires sales agents to quickly respond to merchant leads, track each lead through the sales cycle, capture revenue and volume data that can speed the close process.

Lead Management Feature Highlights

• Searchable lead database
• Lead Status Tracking
• Campaign Tracking
• Referral Partner Access
• Import Lead Source Data
• Sales Organization Reporting Structure
• Graphical Dashboard with Conversion and Status Statistics
• Ability to Attach Electronic Attachments to Lead
• Open Architecture to transfer data to enrollment system

Benefits

• Ability to track and sort leads in a data management system
• Ability to set sales management and sales team transaction and residual reporting
• Ability to allow referral partner access to add and track their leads
• Ability to document notes/follow-up to improve responsiveness
• Standardize lead qualification best practices
• Increase lead conversion rates
• Integrate data with marketing activities
• Sales Management Reporting