Sales & Referral Automation

With POPcodes sales and referral automation technology, you can bring merchants into a powerful marketing back end that starts at your smart terminal.

Sales & Referral Automation

With POPcodes sales and referral automation technology, you can bring merchants into a powerful marketing back end that starts at your smart terminal.

The Importance of Directing Your Merchants to Specific Resources

It’s no secret, other players in the payment industry are competing for your merchants’ attention. If you’re a solutions-focused acquirer or ISO, you know the value of connecting your merchants to the right resources.

Data shows that over 50 percent of SMBs prefer to purchase products and services online and a majority prefer remote, digital, and self-serve solutions. In situations where buyers are ready to engage a sales rep, about 65 percent of them are more than halfway through their purchase decision.

Knowing these facts is an opportunity for you. By proactively helping your merchants find specific information and connecting them with self-serve options through our app, you’re guiding them to the solutions that benefit them and giving them more reason to do business with you.

Upsell and Cross-Sell for Merchants

We know that it can be difficult to connect with your merchants – like you, they’re busy and some messages may get lost in a cluttered email inbox.

Our PBS app is an owned digital media channel that makes it easier for you to market to your merchants through a medium where they can’t help but pay attention.

Your messaging and alerts are the only ones that show up through the PBS app. We help you reach your merchants through a device they use every day. Unlike email or online platforms, you’re not competing against other messages in their inbox, making the terminal a distraction-free place to communicate with your merchants. When you connect with them on an exclusive platform like ours, they’re not seeing messages from your competitors either.

Some examples of upselling and cross-selling include:

POPcodes Solutions for Your Advantage

Get visibility with POPcodes solutions. When it comes to research, consumers go online for information and purchasing. By extending self-service functionality to payment products, we help direct consumers where you want them to go.

This feature gives them access to material that keeps you top of mind. Through POPcodes solutions, you can send relevant product information to merchant segments, and help your merchants free up time that was previously spent searching the internet for information.

POPcodes Solutions for Supply Orders

Every business needs supplies. Our app enables your merchants to initiate orders for supplies directly from the terminal, while offering revenue share opportunities for you. POPcodes solutions make restocking simple and allows your merchants to order more paper rolls, signage, and even hardware from your preferred supplier.

Setting up your device for supply orders makes it convenient for merchants to initiate orders without needing to go through a website or call their supplier. If they’re on the floor and notice supplies running low, they can press a few buttons on their terminal and quickly request a restock from their supplier.

Referral Automation for Leads

The POPcodes app enables you to generate leads and referrals directly from the smart terminal. Our solutions help you gather leads on the merchants’ terms.

As an industry, the referral process has been a value-added service for providers bringing merchants TO the acquirer. Merchants may switch acquirers to get the value-added solution they seek. Referral automation, or a reverse referral, is the acquirer helping the third-party value-added service provider market to the acquirer’s current customers. The highly competitive payment environment creates a catch-22 since acquirers want to bring on value-added services but they are resistant to providing partners with their merchant data.

Referral automation is customizable to the service provider. It’s flexible in that it can offer standing services or run campaigns. Merchants can select “add service” in the app menu and browse and add services when they are ready. You can also use messaging to promote particular services and drive a call to action.

The Leads Keep Coming with Minimal Effort

Working smarter, not harder is something we should all strive for. We make it easier to work smarter with referral automation.

This system works in two ways:

The provider displays marketing material for an upsell or cross-sell on the terminal.
The merchant interacts with the message and can be transmitted to the provider in multiple ways (depending on their infrastructure).

With Option 2 the merchant can:

Follow a QR to an online request form, sales calendar booking, or broader website product landing page.
Enter their phone number on the terminal for a follow-up call from a sales agent.
Receive a confirmation email to their email on file, with details to notify them that they’ve completed this workflow.

The provider or third-party value-added service provider receives information on merchants that have shown interest in services by completing this workflow by email with merchant details directly from the database. They can also integrate their API to their CRM or ERP so they know when to follow up.

Ready to Follow Up on Your Leads?

Traditionally, lead generation takes time but we have designed a solution to minimize the effort required by you and still stockpile leads. POPcodes solutions allow options for you to gather leads that can be used for future follow-up. Here’s how you can use these leads:

Request a sales call at a convenient time (when they’re ready to buy).

Gather merchant details from those who have accessed particular screens or have reached the end of a cross-sell workflow. You can follow up with an automated email targeting a particular use case such as, “We see you may be interested in Cash Advance.”

Ready to Follow Up on Your Leads?

Request a sales call at a convenient time (when they’re ready to buy).

Ask Us About Sales & Referral Automation

Curious about how POPcodes can help you work smarter and generate more sales? Connect with us today and we’ll talk more about how our app can help you increase your sales and referrals.