Sales Force Automation Software (SFAS)

A comprehensive sales force automation system (SFAS) for credit card sales agents to easily place and manage accounts.

Sales Force Automation System Highlights

  • Online Residual Reporting
  • Online Transaction Reporting
  • Online Merchant View Reporting
  • Instant Mobile Text Messaging Capabilities
  • Customer Relationship Management Capabilities
  • Unified Messaging Integration via SMS Mobile, E-mail, Web-enabled Application
  • Third-Party Sales Lead Capture Interfaces
Home Screen - This is a snapshot of your important updates. Messages, Announcements, Appoint-
ment Scheduler, and Recent Account Statuses.

 

Sales Lead Generation

A sales lead generation component that is built flexible to capture leads from third-party resources.

Outside sales representatives can easily manage their prospects with this single-point access lead generation module that is included with the sales force automation system.The lead generation component has an interface that can capture leads from third-party sources such as Web-based forms, predictive dialers, or a comma-delimited file format.

 

 

 

Mobile Text Message Status Notifications

A real-time text messaging feature that allows credit cards sales representatives to instantaneously receive account status updates.

Credit cards sales representatives can receive instant account updates using our sales force automation system's text messaging service. Sales reps will receive instant text messages on their mobile phones with critical updates on client applications such as missing information, account approvals, shipment tracking numbers, and scheduled deployments. This will help outside sales agents to quickly respond to any open items which may arise during the merchant account approval lifecycle..

 

LIVE DEMO!

1. With your mobile phone, sample our service by sending text message “MSG” to phone number "839863".

2. Wait for a few seconds to receive a text message confirmation.

3. Type your mobile phone number on the textbox below and click "SUBMIT". The format should be 3105551212.

4. A sample account approval message will be sent to your phone.

Enter Mobile Phone Number: (Format 3105551212)

 

 

Flash player is needed to view this site. If you do not have it installed, click the image to download Adobe's free Flash Player. If you do not have a PDF-compatible viewer installed, click the image to download Acrobat's free PDF viewer.
©2010 Merchant Service Group, LLC is a registered ISO/MSP of Wells Fargo Bank, N.A. Walnut Creek. Privacy Policy