Latest Insights

Dual Pricing is Growing (New Agent Poll)

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...

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Understanding Merchant Statements and Fees

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,...

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Recruiting Agents (With Training)

Recruiting Agents (With Training)

CLICK HERE to Download the PDF     Let's face it, the merchant services industry spends way too much money on recruiting and far too little on training.  The secret to both recruiting and activating reps is training.  Learn the 3 step process that I used in...

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Cashing in on ATMs

Cashing in on ATMs

CLICK HERE to Download the PDF     Most Americans still want to carry some cash and they get this cash from ATM machines.  Yonas Marcus, the CEO at Star Financial tells us that he is seeing a surge in ATM placements at businesses like Restaurants that are...

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The Race to the Top with Large Companies

The Race to the Top with Large Companies

CLICK HERE to Download the PDF     There are many large companies with a national foot print that are paying much more than they should for payment processing.  Why are they willing to pay such high fees?  Because they value a smooth integration with their...

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Selling Point of Sale to Restaurants

Selling Point of Sale to Restaurants

CLICK HERE to Download the PDF In this edition of the Merchant Sales Insight, I follow up on my recent live event, and new training program with Lavu to break down the core competitive advantages enjoyed by Toast for the last few years and how agents / ISOs should...

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Omni-Channel Retail (In-Store Pickup)

Omni-Channel Retail (In-Store Pickup)

CLICK HERE to Download the PDF In this edition of the Merchant Sales Insight, I partnered with retailcloud to discuss the importance of in-store pick up and how this tactic can be used by smaller retailers to compete with their larger competition such as Amazon. Don't...

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