The Key to Scheduling Appointments Over the Phone (The Pivot)
Schedule more appointments on the phone by using The Pivot. Use this simple key for scheduling appointments on the phone. Let me teach you how to use The Pivot. You’ll love the results.

Schedule more appointments on the phone by using The Pivot. Use this simple key for scheduling appointments on the phone. Let me teach you how to use The Pivot. You’ll love the results.
Learn how to Fight for Small Businesses and what is happening with Cash Discounting Technology. Jonathan Brooks at Business Warrior tells us how they are enabling ISOs to fight for small business with a unique technology offer. Then James talks about the state of Cash Discounting and Surcharge Technology and why the future might be processor agnostic with these programs.
Industry Fight - Cash Discounting vs Surcharging. Does Visa really want to antagonize hundreds of thousands of small business owners right now with a program born out of the high cost of processing in the U.S.? Here are some thoughts and Q&A about this hot topic.
Listen to James interview with Blake Wilson of Beyond as they discuss the challenges and advantages of the W2 sales model. Then find out how James approaches prospecting and goal setting for merchant sales in questions from the field.
What to do when the merchant seems interested but won’t sign the paperwork. Ever wonder what to do with a merchant who’s interested but won’t move forward? Here’s the answer to that question AND the way to avoid needing that answer!
Learn about large merchant pricing and a creative new approach to giving. You are going love this interview with Matt Golis from Give Game. This is a creative new approach to charitable giving that could be the perfect door opener or value add for any merchant. In questions from the field, James answers a question about pricing large merchant accounts. How low is too low? Also, learn how to leverage one large account to build a huge portfolio of large local companies.
Always Say 3 Things When You Walk Into a Business ALWAYS say these three things. Make prospects comfortable and grab their interest. ALWAYS say these three things when you walk into a business.
How do we shift our sales focus from price to value when merchants seem to care only about price? This is the topic of my interview today with long time industry veteran Paul Hadfield. Also learn what makes a great sales manager in questions from the field, with James.
Snap out of the negative mindset! Get the right mindset for selling merchant services during this COVID-19 crisis! Overcome the barrier of negativity. Walk into businesses with big self-confidence.
Big savings by leveraging transaction level data on declines, refunds and chargebacks. Learn from Troy Zentner of Gold Star Payments how your merchants may be losing up to 10% of their transaction revenue from declines, refunds, chargebacks and other transaction errors. During questions from the field, James talks about B2B and Interchange Optimization and shares a free eBook on this topic! Visit https://www.getisoamp.com/optimize to download your free interchange optimization eBook today!
What would you do with $50,000 to grow your portfolio? If YOU had $50,000, how would you use it to get more merchant accounts? How to allocate capital is a big question; let me help you with some ideas. Click HERE to learn more:https://www.ccsalespro.com/how-to-use-50000-to-get-more-merchant-accounts/
In this episode, Ryan Malloy from North American Bancard shares tips on competing with Square. We dive into technology and cash discounting. Patti discusses how large merchants continue to fight against interchange fees. In questions from the field, James talks about what he believes will affect merchant sales residuals the most over the next 24 months.
Learn first-hand how Rev19 has been building sales partnerships with outside agents that drive growth. It's all about trust, explains John Buchanan, VP of Sales. Plus, Calvin Francis, an agent and regular listener, shares his successful approach to selling cash discounting to larger merchants. And Patti reports on promising sales growth data from the U.S. Commerce Department.
How to communicate with large companies. Use different verbiage for bigger merchants than smaller ones. Here are some tips from a communication point of view. These will get you to the decision maker at the right time.
Discover why Dustin Magaziner, Managing Partner at PayBright, believes truly free terminal placements are the future of merchant sales. Plus James has advice for keeping cash discounting clients happy long term, and Patti explains why ISOs and agents should be diligent about keeping bad actors off the payment networks.
Understand how debit transactions work. Use these tips to help clear the confusion about debit transactions and the Durbin Amendment.
Learn how Josh Carper, Business Development Chief at Gorilla Technologies, made the transition from just selling credit card accounts to selling cloud-based POS technologies. Then Patti reports on changes to consumer payment habits brought on by COVID-19, and James has advice for getting statements from reluctant merchants.
How To Choose the Right Point of Sale System for Your Merchants How to choose the right POS for clients - a big question. Use these two models to help your clients choose the right point of sales system. Put in the work. Know the options.
Gain insights on what to do and not do when taking business to the next level. "It's important not to cannibalize what you're currently doing," explains Kyle Morgan, CEO and Head of Product at Mercantile Processing. Plus Patti reports on changes in the way people choose to pay, and James fields a question from the field on branding strategies.
There’s no excuse for ignorance in our industry! Here are some tips to help you sound more confident; feel more confident; and sound more professional. Stop making a bad reputation for the rest of us!
Learn how Swipe4Free has overcome the challenges of recruiting and training new agents, and built a successful team of cash discounting sales reps. "It's really simplified the industry," says Chris Benabu, Swipe4Free Co-Founder and COO. Plus Patti reports on welcome changes to the Paycheck Protection Program, and James offers strategies for approaching resellers and ISVs as partners rather than as competitors.
ISV integration is within your reach. How do you accomplish integration with an ISV? Merchants are going in the direction of integration; don’t get left behind.
The key to success in this industry is being able to touch as many merchants as possible, which requires a phone sales team, explains George Csahiouni, President and COO of Swoop Payment Solutions. Learn how he's put this philosophy to work successfully at Swoop. Plus Patti reports on consumer shifts to contactless payments and James answers questions about EMV compliance.
Leverage expertise to sell large accounts with this model. How can you get your foot in the door of large merchant accounts? Try this unique model to convert your knowledge into value. Click HERE to learn More: https://www.ccsalespro.com/how-to-sell-subscriptions-to-large-merchant-accounts/
The COVID-19 pandemic will have lasting impacts, says Chris Kronenthal, President & CTO of FreedomPay, who explains how "touchless commerce" solutions can improve the merchant value prop going forward. Also, Patti describes the up- and downsides of rising ecommerce traffic, and James provides a tutorial on understanding agent agreements.
Are you missing this big opportunity? BIG TIP for ISOs selling cash discounting: Discover how to increase your average volume of merchant accounts AND help long term with attrition.
This week Austin Mac Nab, Managing Partner at VizyPay, explains that company's unique approach to cash discounting and how it resonates with merchants. Plus, he discusses the Look Local First program, created by VizyPay to encourage consumers to spend locally. Then Patti reports on the card brands extending the EMV compliance deadline for pay-at-the-pump devices, and James offers proven strategies for overcoming merchant objections.
Big opportunities await in merchant services as retail re-opens. One big opportunity in the payments space is worth a lot of money right now. Help local businesses re-open while building a rock-solid portfolio.
Two Tips for Overcoming Any Objection Use these two tips and learn to overcome any objection. Making the rebuttal is the most fun part of sales, other than making the sale. If you go negative, you might win the conversation. But you won’t get the sale. People want to buy because of excitement, not fear!
It's time to start thinking strategically about our shifting marketplace and how to adjust business models for future growth. James and Patti offer some insights to help jump-start the process.