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Table of Contents

Lead Story

Payment fraud, rising to the challenge

Patti Murphy
The Takoma Group

News

Industry Update

Did hackers gain insight into RSA's methodology?

Comodo compromise draws swift response

PCI SSC dials up call center compliance

Fifth Third seeks innovation through open platform

Trade Association News

Features

Do Tell

Innovations in check scanners

David Peterson
RemoteDepositCapture.com

ISOMetrics:
B2B payment fraud

Integrating your marketing efforts

Selling Prepaid

Prepaid in brief

Momentum builds for maritime cards

Providing prepaid self-serve for global markets

Views

PII and merchant portfolio acquisition

Daniel Federgreen
Analyst

Social redemption at the POS

Paul Rasori
VeriFone Inc.

Education

Street SmartsSM:
Straight talk on professional certification

Bill Pirtle
MPCT Publishing Co.

Leads, leads, leads - Part 3: Lead nurturing

Peggy Bekavac Olson
Strategic Marketing

Coach your way to a stronger organization

Vicki M. Daughdrill
Small Business Resources LLC

Projecting confidence, inspiring trust

Jeff Fortney
Clearant LLC

How to reboot a stalled PCI program

Tim Cranny
Panoptic Security Inc.

A brief on prospecting

Jeffrey Shavitz
Charge Card Systems Inc.

Company Profile

Merchant Implementation Services

New Products

A CRM solution for MLSs

Powerhouse Sales Agent CRM
Powerhouse Payments LLC

Inspiration

Stick with the truth

Departments

10 Years ago in
The Green Sheet

Forum

Resource Guide

Datebook

Miscellaneous

2011 Calendar of events

A Bigger Thing

The Green Sheet Online Edition

April 11, 2011  •  Issue 11:04:01

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New Products

A CRM solution for MLSs

Product: Powerhouse Sales Agent CRM

Today's merchant level salespeople (MLSs) face a difficult challenge: how to manage all facets of their businesses cohesively. Powerhouse Payments LLC has devised a remedy: Powerhouse Sales Agent CRM, a web-based customer relationship management portal designed to increase office efficiency by tracking agent, customer and prospect activities all in one location.

"What we wanted was something that our agents could use, not only with Powerhouse but with everyone that they're doing business with," said Allan Lacoste, Chief Executive Officer at Powerhouse.

"Something we've noticed is that agents will typically tip their deals to various ISOs, so they don't have one centralized software program that will allow them to manage all of those relationships.

"With ours, like the residual reporting feature, for example, they can upload their residual reports from multiple ISOs into our software, merge them all into one and pay out all of their subagents from one general report versus trying to break down a Global [Payments] platform or First Data," Lacoste said.

Finely tuned tracking

Powerhouse CRM can be set up to pay residuals up to eight levels deep. "For example, if I'm an agent and I go out and recruit you, and then you go out and recruit someone else, we can set it up so that you get an override and that your recruit gets an override," Lacoste said.

"Your recruit would also have the ability to log into the CRM and see only their business. Every time your recruit logs in, you will get a report that says, 'Your subagent logged in, and here's what they did today.'"

According to Powerhouse, all essential sales office functions can be tracked, including merchant boarding, equipment inventory, staff recruitment, merchant promotions and sales activities. Detailed reporting provides statistical information on residuals, leases, buybacks, and profit and cost analysis of merchant statements as well as projected residual income.

Power in your hands

With Powerhouse, recruitment searches can be conducted directly through the CRM software, the company reported. "If you wanted to recruit agents out of Rohnert Park, [Calif.,] and you wanted to advertise on craigslist, from the CRM you can build a campaign and push out that campaign directly to craigslist right from your CRM," Lacoste said. Recruiting leads and resumes are automatically uploaded to the portal for staff review.

Lacoste recommends the Action Pages for targeting local merchants. "On the fly, you can build a full-blown campaign that's linked to a domain name that you choose," he said. "Two minutes from now you can have that website up with a streaming video, all the information about you and your company that you represent, along with an online application where they can either apply or set an appointment."

Powerhouse indicated it provides free sales leads that contain detailed data on targeted merchants. "We've created a system that allows us to pull DBAs in real time," Lacoste said. "If someone were to go down to the county clerk in San Diego today and register for a business license, 48 hours from now I know about it, and it's available on our system."

Lacoste pointed out that to become registered CRM users, MLSs simply need to call and register as Powerhouse agents. "They don't have to be exclusive," he said. "They just have to pass a background check, and within minutes of getting their agent ID, they'll receive a welcome email with a user name and password to get into the CRM."

Powerhouse Payments LLC
800-644-0296
www.powerhousepayments.com

Notice to readers: These are archived articles. Contact names or information may be out of date. We regret any inconvenience.

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Spotlight Innovators:

North American Bancard | USAePay | Impact Paysystems | Electronic Merchant Systems | Board Studios