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Total sales management is just a few key strokes away

Product: eISO
Company: Nubrek Inc.

The countless daily activities of ISOs around the country can seem overwhelmingly complicated. However, the successful sales offices manage to weave all of their tasks, from generating leads, to analyzing merchant statements and creating proposals, to boarding merchants and calculating residual payments, into a seamless stream.

The delicate balancing act of managing an ISO is not easy, even though some make it seem so. And all organizations (from those with offices nationwide, to a single, one-man show) could use additional sales management tools.

One ISO management solution is the Web-based eISO, which has been on the market for several years. It was created by Nubrek Inc., a provider of Web-based solutions for the merchant services industry. Now, eISO version 3.0 is being rolled out with many great enhancements.Merchants don't need to purchase any hardware or update office structures; eISO is a subscription service. All that's needed is a computer and an Internet connection.

The previous version, eISO 2.8, included the ability to track leads, organize appointments and calculate outstanding leasing dollars, commission and residual payments. It could upload monthly reports from merchants using a variety of different processors.

Version 3.0 retains all of the old features and, to help manage the entire sales process, provides merchants with even more. For example, customized lead reports, advanced tracking and importing/exporting of leads, inclusion of a customer relationship management tool, and mail merge document creation.

Also new is a help-desk feature. With version 3.0, eISO users can track customer requests and assign them as help tickets for the appropriate sales agent to handle.

The dashboard page, which provides an overview of all sales information, also has enhanced functionality including a pipeline that gives a bird's-eye view of pending and recently closed sales.

The ability to synchronize contacts with Microsoft Outlook and to integrate with Microsoft Office will be added to version 3.1, which will be released shortly after the 3.0 rollout.

The eISO solution is also fully compatible with PDA devices so that sales agents in the field can input information on the spot and then input it directly from PDA to computer when they return to the office. Included free of charge is eISO Lite, which is designed for mobile devices and is compatible with eISO.

Nubrek Inc.
612-235-4505
www.nubrek.com

Article published in issue number 060301

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