How to Sell Merchant Services
Learn the 6 steps to merchant sales success. Whether you are brand new to this industry or a long time veteran, these steps will take you to the next level.
Group Training/ISO Solutions
6-Week Jump-Start Program
Jump start your sales career whether you’re new to the industry or an experienced rep.
Instant Quote Tool
Statement analysis can be difficult but it doesn’t have to be. Our tool allows for an instant quote or full side-by-side comparison.
Merchant Sales Podcast
The Merchant Sales Podcast is the podcast for merchant sales professionals, managers and ISO executives who want to build a larger portfolio. Learn about the latest trends and get sales tips and industry knowledge each week.
Merchant Sales Podcast
The Merchant Sales Podcast is the podcast for merchant sales professionals, managers and ISO executives who want to build a larger portfolio. Learn about the latest trends and get sales tips and industry knowledge each week.
Sponsored by CCSalesPro.com and Greensheet.com
Click below to listen to our latest episode.
Join the Pro Club
Learn how you can gain access to the best tools and resources offered by CCSalesPro when you join the Pro Club.
“Join the most comprehensive community in the merchant services industry. Grow and learn with other sales professionals, ranging from those new to the industry to those who have done it a long time. This is your opportunity to learn and grow your business.”
Instant Quote Tool
Statement Analysis Made Easy
Start the sales process with a quick quote, using our algorithm. Edit your proposal to add existing fees and create an accurate side-by-side comparison.
How it Works
Select business type and enter basic merchant activity.
No need to ask for a statement up front. All you need is merchant type and monthly volume to show your rates. Add details later for side-by-side.
Our interchange algorithm works behind the scenes. Using our database with thousands of merchant records, we create an interchange table from scratch to calculate costs and residuals.
Edit, present or email your proposal to the merchant. Use your own pricing templates and schedule A’s to produce a professional proposal. Add existing fees for a side by side. Then email the proposal to the merchant or download a PDF.
6-Week Jump-Start Program
Hire James as your coach for 6 weeks as you jump start your merchant sales career. This program is a fit for experienced agents or those just getting started.
- 30+ Hours of structured video content and instruction.
- Weekly coaching calls with James to design your script and overcome objections.
- Free access to the Pro Club and Instant Quote Tool during your 6 week program.
30-day money back guarantee
Just complete at least two weeks of training and two consulting sessions. Put 20+ hours into your business for two weeks. Then if you still feel that you did not get the value expected, get a 100% refund.
The Latest From Our Blog
Maximizing Your Portfolio Value by Offering Merchant Financing – #60
Josh Rosenwald describes how the firm he founded, Hello Lending, enables ISOs and agents to grow revenues by offering merchants a safe and secure digital process that produces qualified financing offers in minutes instead of days or weeks. Plus James and Patti discuss...
read moreHow to Sell Your Merchant Residual Portfolio
Your merchant portfolio is a valuable asset. Understanding that value and your rights and obligations relative to ISO partners, positions you to get the best deal when selling that asset. This week I’m giving a sneak preview of the information...
read moreAchieving Success by Playing to Your Strengths – #59
Laura Demke-Calixte, Founder & CEO of EPNA, describes how she's building that ISO, a certified woman-owned business enterprise, on a foundation of trust and integrity, with unique flourishes, like operating a retail storefront where merchants can get statements...
read moreUpcoming Events
How to Buy Merchant Leads - Marketing Workshop
Workshop: June 25th – 1pm to 5pm EST
This event has been in the works for over one year. I started writing a lengthy eBook that presents all the lead generation paths that I have seen work in this industry. I am finally ready, with my co-host and internet marketer Ryan McKinney, to share this knowledge with you. I’m also offering a free copy of my new ebook, “Marketing Merchant Services.” Join me June 25th from 1pm to 5pm EST. Or sign up below and watch the replay video course.
CLICK HERE to Register for the Event
If you want to know how to leverage Facebook Ads, LinkedIn Sales Navigator, Google Adwords, YouTube Re-targeting, Facebook Messenger Bots and more, you won’t want to miss this workshop. I honestly believe this will be the best workshop I have ever conducted online or in person for merchant sales professionals. I will share concrete action steps that you can take immediately.
Still Have Questions?
Call: 814-840-7012
Email: support@ccsalespro.com