Latest Insights
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...
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...
Selling Large Volume Merchants (With Competitive Pricing)
CLICK HERE to Download the PDF In this edition, we focus on the challenge of selling larger volume merchant accounts. I get very specific with tips on how to find data on these local merchants and how to connect with the right decision makers. I asked...
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...