This is a recorded webinar from April 3rd, 2014. In it we discuss how you can realize a quick time to value by leveraging a cloud-based, industry-specific CRM solution.

Our P2 CRM solution is currently used by over 140 ISOs and merchant acquirers, and this video highlights best practices, some observations, and also walks through the core value in the form of a brief demonstration.

2:07 - Who We Are (Background on POS Portal)
3:13 - Possible Challenges
9:58 - Why Not Just Build It?
12:50 - The CRM Marketplace
17:27 - How to Accelerate Time to Value
21:46 - Speeding CRM Time to Value
25:25 - Recent Client Feedback
26:57 - The Core Value of P2
28:25 - P2 Software Demonstration (Overview)
30:05 - Referral Partner Portal
31:51 - Lead Management & Distribution
34:44 - Sales Automation (Deal Record)
36:42 - Application Processing (Online Application & DocuSign)
45:25 - Customer Service (Ticket Management)
49:11 - Reporting & Dashboards

Presenter: John-Paul Sansone
Company: POS Portal

Website: [ Ссылка ]
Contact Us About P2: [ Ссылка ]
Facebook: [ Ссылка ]

свернуть