Company: POS Portal Inc.
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 Salesforce.com 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."
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).
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.
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