Podcasts about plus patti

Learn how MetisPro has built Quantic, a multi-channel and customizable POS solution that empowers ISOs and agents to compete with Toast for restaurant accounts. "We're reseller driven and processor agnostic," explains Vigyan Kaushik, Co-Founder & CEO. Plus Patti discusses the latest news on the buy now pay later (BNPL) front, and James offers some insightful marketing tips.

Did you know that 8 in 10 SMBs outsource payroll processing? This week, Robert Heinrich, VP of Sales at Simpay, explains why and how MSPs should pitch payroll processing to their merchants. "It's a lifetime residual opportunity," he says. Plus Patti reports on the latest state to greenlight surcharging, and James has some pointers for accessing capital to grow your portfolio.

Tune in to learn how Dynamic Merchant Processing has succeeded in selling cash discounting to large merchants. These monster merchants are seeing minimal customer pushback, and their valuations are rising because of cash discounting, says Dustin Wilkins, President at Dynamic. Plus Patti reports on a new Square-Plaid collaboration and James answers questions from the field.

Learn how integrating payment processing with ISVs and VARs leads to a pipeline flush with solid leads that become sticky customers. "ISOs and agents should really be thinking about these strategic opportunities," says Gary Liu, President of Priority IS. Plus Patti reports on the latest developments in QR code payments, and James talks about making the transition from payment processing to software sales.

Tune in to learn how Level 2 and Level 3 optimization works, and why ISOs and MLSs should care. "B2B is a $20 trillion opportunity," says Roger McNamara, President of Guide2Interchange. Plus Patti reports on the latest legal salvos targeting interchange, and James discusses the top 3 criteria for selecting a processing partner.

Tune in to learn about NMI's recent acquisition of USA ePay and how the combination will help ISOs and agents deliver omnichannel solutions and expand into new markets. "We're a bring your own MID gateway provider," explains Vijay Sondhi, NMI's CEO. Plus Patti reports on one powerful U.S. Senator's reaction to Visa and Mastercard plans to raise interchange, and James explains how and when to make a one-call close.

Learn how NRS Petro works with ISOs and agents to move the EMV compliance needle at gas stations with pay at the pump. Payment processing at these locations may seem complicated, but Eric Goldberg, Vice President at NRS explains how they have simplified it for sales partners and merchants alike. Plus Patti provides an update on Venmo's merchant-acceptance play, and James offers sound advice on closing sales without seeming pushy.

Making things easy makes for sticky merchants," says Eric Berstein, COO at ValorPaytech. Learn how ValorPayTech makes things easy for merchants with an omni-channel processor-agnostic payment acceptance solution that supports cash discounting. Plus Patti reports on year-end consumer spending, and James offers his take on interchange padding.

There's a lot of value to be gained from partnering with independent software vendors (ISVs), "but it needs to be a two-way street," says Cal Grant. Grant, a 15-year veteran of merchant services, has spent much of his career forging relationships with ISVs and is now Chief Revenue Officer at Caseroads, an ISV specializing in automating law offices. Learn first hand what ISVs are looking for from payment processing partners, and about opportunities for selling to law firms. Plus Patti updates listeners on the latest round of PPP loan funding, and James offers a how-to on predicting revenue streams from cash discounting merchants.

Consumers' personal information (PI) is under attack, rendering merchants vulnerable, but PCI compliance is only one part of the answer. Learn from Dr. Ross Federgreen, CEO at CSR Privacy Solutions, how ISOs and MLSs can update service offerings to help protect merchants handling PI, and create robust new revenue opportunities in the process. Plus Patti reports on the growing trend toward POS lending, and James explains why highly successful sales professionals new to merchant services should focus on cash discounting and terminal leasing.

Gain insights on what to do and not do when taking business to the next level. "It's important not to cannibalize what you're currently doing," explains Kyle Morgan, CEO and Head of Product at Mercantile Processing. Plus Patti reports on changes in the way people choose to pay, and James fields a question from the field on branding strategies.

Learn how Swipe4Free has overcome the challenges of recruiting and training new agents, and built a successful team of cash discounting sales reps. "It's really simplified the industry," says Chris Benabu, Swipe4Free Co-Founder and COO. Plus Patti reports on welcome changes to the Paycheck Protection Program, and James offers strategies for approaching resellers and ISVs as partners rather than as competitors.

The key to success in this industry is being able to touch as many merchants as possible, which requires a phone sales team, explains George Csahiouni, President and COO of Swoop Payment Solutions. Learn how he's put this philosophy to work successfully at Swoop. Plus Patti reports on consumer shifts to contactless payments and James answers questions about EMV compliance.

In times like these "out of the box thinking is more important than ever," says Bob Lovinger, President of Flexxbuy. Learn how Flexxbuy works with ISOs and agents to help their merchants drive more sales with consumer financing options. Plus Patti provides updates on card transactions and state telemarketing rules, and James discusses the pros and cons of being a registered ISO.

Gas stations offering pay-at-the-pump must make those pumps EMV compliant by October 1, or risk fraud liability. Eric Goldberg, Vice President of Sales at Sound Payments, explains how ISOs and agents can resell a cost- and time-effective solution that retrofits card-accepting gas pumps for EMV compliance. Plus Patti discusses an email template for merchant outreach, and James describes the 2-phase approach needed to successfully sell by phone or social media.

Feet on the Street or Callers in the Seat. Discover elements of successful strategies for direct sales in the payments space. Plus Patti reports on surcharging trends in e-commerce. And James answers an agent's question about selling to owner-operators, like barbers, auto repair shops and dentist offices.

Transform your ISO with the right technology partnerships. Find out how the ISV Gas Pos is building out channel partnerships. "We're all about putting cash into [ISO and agent] pockets immediately," says CEO Josh Smith. Plus Patti discusses revenue opportunities from POS installment lending, and James offers tips for closing a merchant who says "maybe."

Learn about the value of simplified statement analysis, cash discounting and exit plans. This week James describes how agents can provide prospective merchants with price quotes, instantly, without ever having to request statements. Plus Patti explains the importance of exit strategies and James reviews the case for cash discounting.

In this week's episode, David Palmer & Robert Heinrich describe how Simpay helps agents grow their portfolios by speaking to merchant pain points with payroll and POS solutions. Plus Patti discusses the relevance of contactless payments, and James explains how agents can use Apple Pay to prospect.

Embrace these 5 keys to building as successful merchant sales team, and learn how tokenization protects eCommerce merchants and their customers. This week James offers 5 keys to building a successful merchant services sales team. Plus Patti discusses the movement toward card data tokenization, and how ISOs, agents and their partners can get merchants and consumers on board with this proven method to protecting against card fraud.

Dave and Patti have both worked at camp for people with disabilities, so they spend some time sharing some (very) basic tips and advice for those thinking about working with people with disabilities for the first time, and camps looking to become more inclusive.  They cover, what someone should consider before applying to camp/ accepting a job, what camp directors can do to improve their offering, some things staff should consider when helping campers with disabilities during programming, and why someone should work at a camp for folks with disabilities. Plus Patti rants for a moment about something you should never say and Professor Dave makes a big announcement! 

John Beitner from the ACA joins Patti to give some insider tips on attending conferences, whether it’s your first or fifty-first one he has some advice for you. John also shares the secret to ensuring great evaluations as a presenter AND gives some major hints about who the top-secret keynote speakers are for Tri-State (to be announced in Mid-Oct) and fills us in on the exciting keynote at National this year. PLUS Patti finally spills the beans on the big project she's been teasing for a while.