Sales & Referral Automation

Sales & Referral Automation

The Importance of Directing Your Merchants to Specific Resources
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:
- American Express
- Loyalty Programs
- Mastercard
- Self/Mobile Checkout
- Gift Cards
- More!

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.
- 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).
- 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:
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: