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ROLE-SPECIFIC HOME PAGES
Provide users with home pages suited to their roles. For example, sales reps can get new lead assignments, view appointments, and monitor lead status. Sales managers can monitor their team's activity and manage lead assignments.
LEAD MANAGEMENT
Capture leads using an online referral form or batch upload feature and then automatically route them to the appropriate sales rep.
PROSPECT MANAGEMENT
Build a comprehensive prospect profile, including demographics, activities, appointments, notes, and current payment services.
APPLICATION GENERATION
Generate merchant applications (PDF) pre-populated with data from the prospect profile and send to the prospect via integrated email or fax.
ACTIVITY MANAGEMENT
Schedule follow-up appointments with prospects directly from the prospect profile and download appointments to Outlook.
DOCUMENT MANAGEMENT
Store document templates in a global repository and attach documents to the prospect profile.
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| POS Portal's Sales Automation module provides your sales force with industry-leading tools that automate the merchant acquiring process. With POS Portal Sales Automation, your sales force spends less time on administrative tasks and more time closing deals. |
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Shorten the sales cycle |
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Reduce selling costs |
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Eliminate re-keying data |
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Automatically route leads |
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Focus on top priorities |
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Increase pipeline visibility |
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Monitor productivity |
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