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  • Merchant Sales Podcast

    Podcasts for November 2023

    Merchant Sales Podcast

    Merchant Sales Podcast

    November 20th, 2023

    Selling Compliant Surcharging to QuickBooks Merchants

    Compliant Surcharging is more popular than ever with card not present merchants, but reconciliation with Quickbooks can be a challenge. In this webinar, I am joined by Biller Genie President, Garima Shah to discuss how to make Surcharging work for these merchants and the process they went through to design and implement a seamless, processor agnostic surcharging integration with Quickbooks. There is a huge market segment of merchants who are invoicing their clients and uses Quickbooks. This market is largely untapped by the ISO / Agent community and surcharging is your best chance at generating interest. Join me to talk about this opportunity and how you can build a solid book of business while helping these merchants cut costs.

    Listen on:

    Merchant Sales Podcast

    Merchant Sales Podcast

    November 10th, 2023

    Processor-Agnostic POS Solutions for Restaurants

    HotSauce POS is a processor-agnostic restaurant POS solution built for ISOs and agents to sell, Kai Hsu tells James & Patti in this week's featured interview. "We don't compete with the people feeding us," the HotSauce CEO said. Then James talks about how confidence and expertise add up to sales success, and Patti reports on a new pay-by-bank solution from Chase and Mastercard.

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    Merchant Sales Podcast

    Merchant Sales Podcast

    November 6th, 2023

    The Segmented Sales Process (Merchant Sales in 2024 and Beyond)

    In this week's episode, James shares his thoughts on building a sales process that is relevant for 2024 and beyond. Our industry is more complex and competitive than ever, but many ISOs and ISVs are depending on outdated sales processes and trying to fit a square peg in a round hole. James will walk you through the 5 stages of a segmented sales process for payments and integrated technology and discuss how each stage should be handled to create an overall sales experience that works for the merchant.

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