Featured Customers:
“Work Flow! P2 has enabled us to generate automated emails to the agents about status updates as deals are moving through the sales process. This has automated our reporting back to agents on their deals. Reporting has been one of the greatest features of the P2 system.”
Ray Felts — Community Merchant Solutions
P2 FEATURES & BENEFITS
Sales Automation
P2 allows you to forward leads to your reps instantly, armed with the data to help them push the deal through. If that’s not enough, it also gives instant access to dashboards that track every last detail of deals and their progress in the sales cycle. Learn more >>
Referral Partner Portal
P2’s Partner Portal makes it easy to drive referral growth from your trade association and bank partner channels. Receiving leads, getting status updates, and viewing their residuals are only a few of the benefits of this partnership building and lead generation tool. Learn more >>
Sales Agent Portal
Control every facet of your agent’s sales process – manage their opportunities, view profitability, and see their monthly residual payouts. As well, you can get at-a-glance views of their deals and merchants, manage their indirect pipeline and track agent profitability. Yes, all in one portal. Learn more >>
Residual Payouts
P2 allows you to simplify the payout of residuals from multiple sources to various agents, downlines and referral partners. Plus, really take control with trend reporting, residual projections, summary reporting and much more – all a click away! Learn more >>
Risk Management
With P2’s Risk Management system, you define the business rules that generate risk alerts and manage the risk analyst workflow right in P2. This means you can take on liability without having to take on the burden of IT and compliance requirements. Learn more >>
Application Processing
With P2 Application Processing, you stay on top of the workload and keep applications moving, without the hassle of slow manual labor. Email notifications keep you informed, pends help track exceptions, and you can even approve merchants automatically. Learn more >>
Deployment
Right from the P2 application, you can order terminals, pin pads, downloads, and injections. An order is submitted to POS Portal’s Fulfillment team, and your hard ware is shipped, tracked, and delivered. Learn more >>
Portfolio Analytics
With P2 you can upload monthly profitability information from multiple processors and get a portfolio-level view of all income and expenses for bankcard products. This gives you incredible control on a micro and macro-level of your entire sales portfolio. Learn more >>
Merchant Portal
Within P2, we’ve developed a Merchant Portal which can be branded to meet your needs and allow merchants to gain instant access to secure, searchable, real-time account information. Learn more >>
Transaction Data Storage
With P2, you can access credit card transaction data without the cost or risk of storing it on site. We maintain connections with your processors to receive payment transaction data and then store the data in P2’s Secure Vault. Learn more >>
Pro Services
Get the most out of P2 with our Professional Services. A powerful lineup of additional services designed to help maximize your P2 experience. Learn more >>
P2 Questions?
You’re one click or call away from getting any questions you might have answered in detail.
e: yourfriends@posportal.com
p: (800) 940-4POS
o: P2 Live Chat