A revolutionary sales force automation system for ISOs to spend less time on operations and more time on sales.

Merchant Service Group LLC delivers innovative technologies to assist Independent Sales Offices (ISOs) effectively grow their sales channel. Independent Sales Offices will leverage our web-based sales force automation system to seamlessly process and manage their accounts.

Sales Force Automation System Highlights

• Multi-level Security Access Management & Reporting
• Detailed Online Transaction Reporting
• Online Merchant View Reporting
• Custom Branded Sales Force Automation System Software
• Knowledge Base and Case Management Modules
• Unified Messaging Integration via SMS Mobile, E-mail, Web-enabled Application
• Third-Party Sales Lead Interfaces using HTML Forms and Predictive Dialers

Home Screen - This is a snapshot of your important updates. Messages, Announcements, Appoint- ment Scheduler, and Recent Account Statuses.

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At Merchant Service Group LLC, we believe ISOs and Agents need a suitable back-end infrastructure to compete in today's competitive marketplace. This led us to focus primarily on two areas – recruiting an in-house, experienced support staff and licensing a comprehensive sales force automation system built exclusively for our payment processing platform. With this combination in place, our ISOs and Agents can effectively and efficiently grow their business in the payment industry.

Residual Reporting

Detailed residual reporting on each revenue and expense line item calculated by sub-ISOs or Agents.

Independent Sales Offices can create and manage detailed residual reports for all their sales agents. The residual reports display line itemed revenues and expenses so sales agents can easily derive their bottom line residual profits. Sales agents can also review and run profitability analysis on these reports to determine appropriate merchant-level pricing for maximum profit on their merchant portfolio.

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Transaction History

Comprehensive online reporting for transaction histories such as debits, credits, chargebacks, adjustments, or retrieval requests.

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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Sales Lead Management

Complete sales force automation software to generate and manage prospects. Specifically tailored towards the merchant industry.

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.	Click to Enlarge

Case Management

Integrated case management tools to track and manage issue resolutions for merchant accounts.

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.	Click to Enlarge

Mobile Text Message Alert Notifications

No more waiting for returned phone calls or emails on account updates. Receive instantaneous account update messages in
real-time.

When it comes to receiving account updates, there's no better way to respond quicker than getting instant messages on your mobile phones. Independent Sales Offices (ISOs) and Sales Agents will receive instant messages on mission critical items such as incomplete applications, missing documents, application acknowledgements, application approvals, merchant inquiries, terminal deployments, and many more. This will result in a quicker turn around time for approving accounts.

Below are a few other enhanced features available from our Sales Force Automation System:

• Real-time Account Updates
• Sales Team Management Reporting
• Electronic Application w/ Digital Signature - No Originals
• Faxed Leasing Application - No Originals
• Merchant Account Assessment System ( MAAS )
• Online Merchant Sales Reports (One-time or Recurring)
• Web-based Account Management System (Add, Update, or Modify Account Information)
• Third-Party Sales Lead Capture Interfaces using Simple HTML Forms or Complex Predictive Dialers

Niche Market Accounts

When it comes to non-traditional bank card processing accounts, we can help ISOs and Sales Agents process them much quicker than most competitors so revenues can be generated immediately. Merchant Service Group LLC has a team of experienced specialists that are well trained for implementing these types of accounts. ISOs and Agents only need to fax the merchant applications while we take care of the rest. We will make complex solutions very simple for everyone.

Independent Sales Offices (ISOs) and Sales Agents can feel confident their accounts are in the hands of experienced specialists.

• Petroleum & Gas Stations
• Supermarket & Groceries
• Multi-lane Retail Accounts
• Integrated All-in-One Systems
• E-Commerce Payment Solutions
• QSR Restaurants