We take merchant sales agents from “Hello” to “Yes”, nothing more, nothing less. Here are the features we have designed that accomplish this goal.
Basic CRM Capabilities
In order to organize prospects and proposals, we provide a basic CRM functionality including business info, stage, tasks, notes and file management. We also provide a Zapier Integration and API that allows you to integrate our system with whatever full feature CRM your team may use.
Our technology has come a long way from our beginnings as a prospecting tool that could quickly estimate savings, but this feature still provides a great resource for merchant sales agents looking to grab a prospects attention.
Once you have a statement, you can enter every line item, or just update the merchant activity from the card type summary report. The more data you enter, the more accurate the proposal. Whether you need a quick estimate of margin and savings or a side by side, to the penny analysis, we’ve got you covered.
Should you allow agents to edit pricing or not? We believe this is the wrong question. We allow you to set margin controls up front that allow agents to change pricing, but only within per-determined constraints to control your margins. You can set these pricing limits based on volume, average ticket, etc.
We built the technology, PayTrace provided the optimization mapping and you get to include it on your proposal! Data enter the interchange table into our tool, then our matching algorithm will help you map each item to the real interchange category. Then, optimize the entire table with a click of a button. Apply these savings to your proposal as a new line item.
Leverage our quick estimate technology to embed an instant savings calculator on your website or enable a marketing funnel to offer an instant proposal. Our system seamlessly gathers contact information from the merchant and provides a beautiful proposal template that is customized to your needs. We also offer a marketing API in order to integrate this feature into your existing marketing process. This is also the perfect tool for referral partners.
A statement analysis is only as effective as the presentation the merchant receives. Selling payment processing is no long simple enough for a spreadsheet. Our custom proposals highlight your technology integrations and other value ads, as well as specifics about your brand. Establish yourself as a cutting edge provider with our custom proposals.
Much, much more…
We could add many more pages of features, but we believe a live demo is the best way to learn about ISO Amp and to see how the various features work together. In addition to the features above, we will show you our full suite of admin tools, user management, pricing templates, schedule A management and much more. Click below to schedule a free demo.