Merchant sales
Find the opportunities worth your team’s time.
Review statement analysis, lead scores, campaign sources and merchant history before deciding who to call next. Open the supporting records when a score or figure needs checking.
What it handles
Use statement analysis, lead scoring, attribution and merchant history to decide which opportunities to pursue.
Sales capability
What Sales intelligence covers
Use statement analysis, lead scoring, attribution and merchant history to decide which opportunities to pursue.
01
Rates, fees and volumes extracted from statements
02
Lead and opportunity scoring
03
Source and campaign attribution
04
Merchant and portfolio history available during the sale
Workflow notes
Sales intelligence in practice
A sales manager is choosing between a busy lead with little commercial information and a quieter lead with a recent statement and a clear next step.
What to prepare
Prepare lead-source information, rep activity, statement details and the questions you want the score or report to answer.
Review the workflow
- Compare the underlying evidence for two opportunities.
- Compare lead sources, recent activity and merchant details before deciding who to call.
- Agree which decisions require a person to examine the original record.
Should a lead score be treated as a decision?
Use the score to prioritise leads. Check current merchant details, recent conversations and the rep’s next action before making a sales decision.
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
Use the score to choose where to look. Check the statement, recent conversations and next action before deciding how to work the deal.
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.