Latest Insights
How to STEAL a Restaurant Client from Toast
How do you steal a restaurant client from Toast? This is very different from "competing with Toast" which was the topic of a recent panel discussion. In this video, sponsored by Lavu, I talk about what you need to do in order to take a restaurant client from Toast...
3 Things Every Small ISO Needs in 2023
There are three things small ISOs should be looking for as they attempt to scale their business. This edition of the Merchant Sales Insight is sponsored by Maverick Payments. I believe they do a great job of providing all three of these things to small ISOs. 1. ...
3 Opportunity Costs in Payments
CLICK HERE to Download the PDF James shares the biggest cost in every payments business, opportunity cost. You can't measure it and it doesn't show up on the P&L, but your number one goal should be to minimize this cost. Watch this edition to learn...
Should ISOs Offer Banking?
CLICK HERE to Download the PDF Have you ever thought about becoming a bank? With Netevia, the sponsor of this edition, offering business banking services and building a new residual portfolio from your existing book of business is much easier than you...
5 Payments Trends for 2023
CLICK HERE to Download the PDF In this special, end-of-year edition of the Merchant Sales Podcast and Merchant Sales Insight, James is sharing the most important trends to watch in 2023 and how these 5 trends will impact your growth strategy. Don't miss...
Remote Control Terminals
CLICK HERE to Download the PDF In this edition of the Merchant Sales Insight, I'm discussing Valor Paytech's cloud-based support. Also, I'm discussing the importance of controlling terminal settings and the entire merchant experience from the cloud. I...
Dual Pricing is Growing (New Agent Poll)
CLICK HERE to Download the PDF In a recent poll conducted in the CCSalesPro Community with individual agents, we found that 48% of agents are leading with Dual Pricing and only 33% with Non-Cash Adjustment / Service Fee programs. The remaining agents...
Understanding Merchant Statements and Fees
CLICK HERE to Download the PDF How well do you understand merchant statements? Learn the ins and outs in this edition of the merchant sales insight. We dive into topics like issuing banks that charge interchange, interchange padding and optimization,...
Selling Vertical Software Companies on Payments Integration
CLICK HERE to Download the PDF In this edition of the Merchant Sales Insight, I explain what a vertical specific software company is and what they are looking for from a payment processor. We discuss how to identify a good software company prospect and...