Merchant sales
Follow up without losing the conversation.
Run email, SMS and WhatsApp follow-up from the sales record. See replies, pause sequences and pick up the conversation with the merchant’s previous messages in view.
What it handles
Coordinate email, SMS and WhatsApp activity, sequences, templates, reminders and reply handling.
Sales capability
What Sales engagement covers
Coordinate email, SMS and WhatsApp activity, sequences, templates, reminders and reply handling.
01
Email, SMS and WhatsApp activity
02
Reusable sequences, templates and snippets
03
Reply detection and automatic sequence pauses
04
Engagement history attached to each prospect
Workflow notes
Sales engagement in practice
A prospect replies by SMS after an email follow-up. The rep needs both messages in view before replying, along with any calls or promises already recorded.
What to prepare
Prepare approved messages, channel choices, follow-up intervals and the rules your team uses for contact preferences.
Review the workflow
- Trace a lead through the first contact and follow-up sequence.
- Review what happens when a reply arrives, including automatic pauses and responsibility for responding.
- Agree how a rep records an outcome and prevents further unnecessary contact.
Should every lead receive the same follow-up?
Segment by the reason for the enquiry, the stage of the relationship and permitted channels. Review communication rules and provider setup with the people responsible for your outreach before enabling a sequence.
Related tools for your team
- Merchant onboarding — Coordinate applications, documents, checks, acquirer requirements and progress without losing ownership.
- Statement auditing — Extract rates, fees, volumes and anomalies from processing statements for commercial and risk review.
- Implementation guide — plan your data move, setup and testing.
- Payments glossary — understand the terms used in merchant services.
Before you set it up
Keep manual calls and messages on the record alongside automated follow-up, so the next rep can see what has already been said.
Continue through Sales
Related capabilities
Show us how your team sells.
Bring your sales stages and a typical merchant enquiry. We will show how to handle the lead, follow up, prepare a proposal and pass the agreed deal to onboarding.