Every handoff in the sales process is an opportunity for a deal to fall on the floor. With P2’s Sales Automation features, you get leads to your reps quickly and provide Reps a tool that helps them push deals through the sales process. With P2 you eliminate manual hand offs and the fruitless back-and-forth calls, faxes, and emails from the sales team to your office staff. Sales reps can attach documents directly to the opportunity and select actions from drop down lists that drive status updates. Reps submit deals right from the system to your back office. Charts and dashboards lets you know what’s happening with every deal and gives you snapshots of your pipeline and your team’s activities. Sales Automation allows your team to spend more time selling and gives you the information you need to run your team. View Tutorials |
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Charts and DashboardsKnow What’s Happening with Every Deal. Charts and Dashboards keep you and your team informed of where deals are in the process and what actions the sales team is taking. You can segregate your teams and report on specific sales channels or specific lead sources. You can drill down to specific deals and view all the activities and sales history on a particular deal. We provide a set of out-of-the box sales reports and dashboards, but you can modify them or create your own as needed. |
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Opportunity TrackingGive your sales reps and agents a tool for managing their open deals, including information such as merchant information, average ticket, potential revenue, competitor information. Reps are able work opportunities you assign them or create opportunities for themselves. Easy-to-configure views allow reps to sort their list of opportunities in a way that best fits their work habits. With P2 your reps get status of deals after they are handed off to the back office. |
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Sales ProcessDon’t rely on Sales Reps to know the process. Use P2 Sales Automation to define the sales cycle and force reps to take specific actions to move a deal from one stage to another. P2 can define what actions to take, what information is required to move a deal forward, and what documents are needed for underwriting and boarding. Workflow rules can help keep deals moving by automatically notifying Reps and Managers when a deal remains inactive for too long. |
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Productivity ToolsReps have all the tools they need to close deals at their finger tips: forms for easy data entry, pre-defined activities for moving deals through the system, ability to upload documents, send email using templates, access document templates, and track all activities and appointments. |
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Online Application and Merchant AgreementCapture data once, use it on many applications. P2 includes easy-to-complete online application forms that allow Reps to complete data entry of merchant information, including merchant demographic information, business information, owner/officer info, and pricing and then use it to automatically populate a signature-ready PDF. Reps get used to a single data entry workflow that populates different applications depending on where you are going to write the deal. The PDF is attached directly to the opportunity and follows the deal as it is handed off from sales to the back office. |
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E-SignatureShorten your sales with e-signatures. Have your reps generate a PDF merchant agreement right from P2 and then send it via email to the merchant for an electronic signature. We can leverage industry leading e-signature partners to provide tools to manage electronic signature process, with full audit trails and legally recognized processes. |
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