CRM partner portal
ePay Management sales partners are provided with our Web-based relationship management software to help them launch, run and grow their sales office.
Our CRM partner portal utilizes the latest technologies to increase efficiency within our agents' offices. It enhances productivity, increases corporate appeal and reduces costs.
- Portal Features Include:
New Merchant Boarding and Status Notifications
Leads Tracking and Appointment Setting
Marketing and After market Sales Campaigns
Recruiting and Hiring Tracking
Tasks, Reminders, Appointments and Event Scheduler
Calendar and Schedule System
Trouble Ticket System
Vendor Address Book and Messaging System
Sales Collateral and Document Download Library
Knowledgebase Support System
Let us help you get organized, show you the in's-and-out's of the business and put you on the path to a successful career. Call us today at 1-877-493-EPAY(3729).
To steer your sales office through these turbulent times, it's more important than ever to be on top of every lead, every opportunity, and every customer interaction.
The ePay CRM Partner Portal is easy to use and instantly effective; covering every touchpoint and every stage of the merchant lifecycle.
For more than 11 years, ePay Management has believed that the importance of sales support is not to be under-estimated. Our sales staff is second to none. We are knowledgeable, assertive and responsive. And work quickly and thoroughly to meet our sales partners' and referral partners' needs.
Each member of our sales staff is backed up by the entire ePay Management organization. This in-depth support provides each sales partner with the resources and flexibility they need to be successful within the industry.
Our effectiveness is enhanced by our unique service structure in which each sales partner receives a high level of inside support from our motivated and knowledgeable customer service staff. For you, this means complete peace of mind.
At ePay Management we have decades of experience servicing the specific needs of clients and partners in all merchant-related markets. We bring to our clients the broad-based experience, in-depth industry knowledge and business savvy that is critical to success.
We offer partnership opportunities to agents of all experience levels. We don't expect every potential partner to have in-depth knowledge of the large selection of programs that we offer. In fact, some of our most successful sales partners started out as referral agents.
Becoming comfortable with a product can take time:
Want us on the phone with you or your prospective merchant while you are closing that dentist's office?
We are here for you.
Have a potential customer asking a lot of questions you don't know the answers to?
We are a phone call away.
Would you like us to follow up on any additional paperwork that might be required?
Whatever your experience and whatever your comfort level, we work with you on a one-on-one basis, for as long as you need us to.
Our success is a direct result of the success of our sales and referral partners. It is in our best interest to provide the highest level of support possible, ensuring that our partners have the knowledge, the tools and confidence necessary to give them a decisive advantage over the competition.