Independent Sales Office (ISO) Automated System
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ISO & Bankcard Sales Agent Merchant Reporting
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Independent Sales Offices (ISOs) can streamline their sales operations using our revolutionary Sales Force Automation System (SFAS) built specifically for the payment processing industry.
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ISO Agent Sales Force Automation System Highlights
- Detailed Online Transaction Reporting
- Detailed Online Residual Reporting
- Online Merchant View Reporting
- Sales Agent Management Reporting
- Instant Account Updates with SMS Mobile Text Messaging Features
- Knowledge Base and Case Management Modules
- Custom Branded Sales Force Automation System
- Third-Party Sales Lead Capture Interfaces using Simple HTML Forms or Complex Predictive Dialers
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Click to Enlarge
Home Screen - This is a snapshot of your important updates. Messages, Announcements, Appointment Scheduler, and Recent Account Statuses. |
Online Transaction History
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| Empower internal support staff and independent sales agents with an integrated sales force automation system that not only manages accounts, but also provides comprehensive transaction reporting needed to improve customer satisfaction. All parties, including support staff, sales agents, and merchants, have access to view updated transaction histories for all types of transactions such as credit sales, debit sales, summary deposits, adjusted chargebacks, and retrieval requests. |
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Case Management
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| Manage prospects throughout the sales cycle. Capture leads, schedule appointments, and assign them to an individual sales agent or a sales group. Our sales lead management module was designed specifically for the merchant industry. The Web-based application is equipped with interfaces to capture leads from simple html forms to complex telemarketing predictive dialers. |
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Sales Lead Management
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| Independent Sales Offices can deliver unparalleled customer service with an integrated system that not only unifies communication across the organization, but also provides the comprehensive workflow needed to improve customer satisfaction. Members can track inquiries and issues, build a knowledge base, and send instantaneous messages to assigned agents for a better response time. |
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