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Table of Contents

Lead Story

The payments journey: From point of sale to points of commerce - Part 2

Dale S. Laszig


Industry Update

Wells Fargo probe exposes high merchant fees

NAC challenges FICO on ATM fraud

Harbortouch teams with Bar Rescue host on smart POS

Supreme Court likens surcharging to free speech


IoT changes retail dynamics


ISOs take note: The value of operational expertise is skyrocketing

Adam T. Hark
Preston Todd Advisors

The sobering state of cybercrime today

Brandes Elitch
CrossCheck Inc.


Street SmartsSM:
Should you register as an ISO?

Aaron Nasseh
Finical Inc.

The CFPB's active past, uncertain future

Brett Husak
National Bank Services

Semi-integrated solutions accelerate your EMV transition

Naga Jagadeesh

Navigating regulatory, financial MSB hurdles

Theodore F. Monroe
Attorney at Law

Company Profile

Super G Capital LLC

New Products

Enterprise-level CRM for payments industry

POS Portal Inc.

Secure, all-in-one developer's toolkit for mobile apps

DIGIPASS for Apps solution
VASCO Data Security International Inc.


Simple questions set the stage for results


Letter From the Editors

Readers Speak

Resource Guide


A Bigger Thing

The Green Sheet Online Edition

April 24, 2017  •  Issue 17:04:02

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New Products

Enterprise-level CRM for payments industry

Product: P2

POS Portal Inc. released an updated version of P2, its customer relationship management (CRM) product. P2 now provides enhanced onboarding tools designed to automate the merchant application process. The company expects the brandable solution to complement its suite of POS deployment services and cloud-based solutions, while giving ISOs, acquirers and their down-line partners more control of new account acquisition.


John-Paul Sansone, Manager of Software Sales at POS Portal, said P2 is a full-featured CRM solution exclusively designed for the payments industry and built on the platform. Clients can use the stand-alone solution without needing Salesforce licensing or support; ISOs and their downline partners can fill out a merchant application and have it signed within P2, to create a consistent online boarding experience, he stated. "Before P2, incomplete applications would be sent back to account representatives, who would have to go through the whole process again," Sansone said. "Salespeople love online apps because they don't have to manually enter all the data, and the application remains gray until all the data fields are populated. It's a standardized process, no matter who's working on it."

Joseph Saka, Director of Operations at Merchant One Inc., endorsed the product. "P2 raised the ceiling and our potential to expand our existing data infrastructure," he said. "The Salesforce platform allows me to customize even further on top of a stable backbone."

E-signature, back-office integration

P2's online application interface uses dynamic data fields and field level validation to ensure that merchant level salespeople (MLSs) enter all required data before a PDF is generated. MLSs can click a button to email incomplete applications to merchants to obtain missing details; they can use a doc-in-progress link to track the status of a pending application.

POS Portal noted that merchants can use P2 to securely complete applications at their convenience, filling in missing information and adding their signatures within the online application interface or by e-signature. P2 is fully integrated with all major e-signature schemes, including DocuSign and Adobe Sign.

P2 can support branded, generic and customized applications from ISOs, acquirers and independent software vendors (ISVs).

Enterprise capacity, personal support

Acquirers, ISOs and MLSs can use P2 customizable fields, email templates and configurable workflows to address underwriting and risk management, merchant account development, back-office operations and business optimization, Sansone said. Additional P2 features he described include:

Sansone said P2 combines a Salesforce experience with personal support. "As a Gold Status Salesforce partner, we provide faster, personalized service by connecting our customers and partners directly to the program managers who designed and built the app," he noted.

Website: Contact:

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