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NewProducts

POS Portal noted that merchants can use P2 to securely
complete applications at their convenience, filling in
Company: POS Portal Inc. missing information and adding their signatures within

Product: P2 the online application interface or by e-signature. P2
is fully integrated with all major e-signature schemes,
Website: www.p2office.com including DocuSign and Adobe Sign.
Contact: p2sales@posportal.com P2 can support branded, generic and customized
applications from ISOs, acquirers and independent
software vendors (ISVs).
Enterprise capacity, personal support
Enterprise-level CRM Acquirers, ISOs and MLSs can use P2 customizable

fields, email templates and configurable workflows to
for payments industry address underwriting and risk management, merchant
account development, back-office operations and business
optimization, Sansone said. Additional P2 features he
described include:
OS Portal Inc. released an updated version
of P2, its customer relationship management • Merchant lifecycle management: P2 has built-in
(CRM) product. P2 now provides enhanced tools designed to manage the merchant lifecycle
P onboarding tools designed to automate the from lead capture and pipeline to online applications
merchant application process. The company expects the and relationship management.
brandable solution to complement its suite of POS deploy- • Sales automation: Managers can forward leads to
ment services and cloud-based solutions, while giving reps and track real-time progress of each sales cycle
ISOs, acquirers and their down-line partners more control on P2 dashboards.
of new account acquisition.
• Agent, sales and partner portals: Sales and partner
John-Paul Sansone, Manager of Software Sales at POS portals enable agents and referral partners to send
Portal, said P2 is a full-featured CRM solution exclusively and receive deals, view deal status, and get residual
designed for the payments industry and built on the payouts.
Salesforce.com platform. Clients can use the stand-alone • Referral partner portal: Referral partners from
solution without needing Salesforce licensing or support; financial institutions, trade associations and ISVs
ISOs and their downline partners can fill out a merchant can use P2 to send and receive leads, get status
application and have it signed within P2, to create a updates and access residual reporting.
consistent online boarding experience, he stated. • Enhanced reporting: P2 provides customizable
dashboards and reporting features designed to
"Before P2, incomplete applications would be sent back to provide real-time status updates on business-critical
account representatives, who would have to go through issues.
the whole process again," Sansone said. "Salespeople love
online apps because they don't have to manually enter all • Residual calculations: P2 can simplify residual
the data, and the application remains gray until all the payouts to various channels and create trend,
data fields are populated. It's a standardized process, no summary and forecast reporting.
matter who's working on it." • Portfolio analytics: P2 users can aggregate monthly
profitability information from multiple sources to
Joseph Saka, Director of Operations at Merchant One derive micro- and macro-level views of merchant
Inc., endorsed the product. "P2 raised the ceiling and our portfolios.
potential to expand our existing data infrastructure," he
said. "The Salesforce platform allows me to customize • Deployment: Equipment orders can be processed
even further on top of a stable backbone." within the P2 application, where users can direct
orders to POS Portal's fulfillment team, and track
E-signature, back-office integration in-transit and delivered orders.
P2's online application interface uses dynamic data fields • Optional, professional services: Additional P2
and field level validation to ensure that merchant level options include access to a P2 app portal and library,
salespeople (MLSs) enter all required data before a PDF and customized support services.
is generated. MLSs can click a button to email incomplete
applications to merchants to obtain missing details; they Sansone said P2 combines a Salesforce experience with
can use a doc-in-progress link to track the status of a personal support. "As a Gold Status Salesforce partner,
pending application. we provide faster, personalized service by connecting our
customers and partners directly to the program managers
who designed and built the app," he noted.
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