How to Sell Merchant Services Over the Phone

Shaw Merchant Group
11 min readNov 7, 2023
APPLY HERE: ISO Agent Application

In today’s fast-paced business world, the ability to sell merchant processing services over the phone is a valuable skill that can drive tremendous growth and success. Whether you are an experienced sales professional looking to enhance your skills or a beginner eager to learn the ropes, this comprehensive guide is your go-to resource. We have curated a wealth of knowledge, tips, and strategies that will empower you to confidently connect with potential clients, overcome objections, and close deals like a pro. Get ready to unlock the secrets of successful phone sales and transform your merchant processing services game!

Introduction to Merchant Processing Services

Merchant processing services are an essential tool for businesses, offering a secure and reliable solution to effectively handle credit card, debit card, and ACH payments. With the ever-increasing popularity of digital transactions, it has become crucial for companies to find ways to streamline their payment processes and ensure the safety of their customers’ financial information. These services not only provide a convenient way for customers to make purchases, but they also offer businesses the opportunity to boost their revenue streams. By accepting credit card payments, companies can tap into a wider customer base and increase sales. Furthermore, embracing merchant processing services allows businesses to capitalize on the growing trend of online shopping, as well as offer customers multiple payment options. Making money through selling credit card processing services may seem daunting at first, but with the right knowledge and approach, it can be a lucrative venture. By partnering with a reputable payment service provider and having a thorough understanding of customer needs and expectations, entrepreneurs can confidently market these services to businesses in need. Ultimately, merchant processing services present a win-win situation for both businesses and customers alike, providing a secure and convenient solution while also presenting an opportunity for revenue growth.

APPLY HERE: ISO Agent Application

Merchant services play a crucial role in enabling businesses to streamline their payment processes and enhance overall efficiency. With the advent of advanced technology, businesses now have the opportunity to accept payments from customers seamlessly, eliminating the need for manual payment processing. This transformative capability has been made possible through merchant services agent programs, which empower businesses to outsource their payment processing responsibilities. By leveraging these programs, businesses can significantly reduce their operational costs and allocate resources towards more strategic initiatives. Moreover, the adoption of such programs instills confidence in merchants, knowing that they can focus on core aspects of their business while relying on reliable and secure payment processing solutions. Ultimately, merchant services agent programs facilitate smoother transactions, benefiting both businesses and customers alike.

Moreover, our commitment to excellence extends beyond just providing cutting-edge payment processing technology. We understand the importance of supporting and empowering individuals who wish to embark on a career in the merchant services industry. That’s why we offer comprehensive training programs and resources on how to become a credit card processing agent. By joining our team, aspiring agents will gain access to a wealth of knowledge and expertise, enabling them to confidently navigate the rapidly evolving landscape of merchant services. With our secure solutions and unwavering commitment to customer satisfaction, we are confident that together, we can shape the future of payment processing and revolutionize the way businesses handle transactions.

Benefits of Phone-based Sales for Merchant Services

Phone-based sales are an integral part of selling merchant services, providing a valuable solution for both merchants and customers alike. With this convenient approach, customers no longer need to physically visit the store to make purchases, as they can now effortlessly do so over the phone. This not only saves customers valuable time and effort but also enhances their overall satisfaction with the merchant. The ease of purchasing through phone-based sales encourages customers to make more frequent purchases, leading to increased revenue for the merchants. In fact, credit card machines play a crucial role in this process, allowing merchants to accept payments efficiently and securely. So, to answer the question “Can you make money from credit card machines?” — absolutely! By embracing phone-based sales and leveraging the power of selling credit card machines, merchants can confidently enhance customer experience and generate more revenue for their businesses.

Also, by incorporating a credit card processing ISO program into their phone-based sales strategy, merchants can gain further advantages in their merchant services. This program enables merchants to accept credit card payments securely and efficiently, providing them with a seamless and reliable payment solution. With this capability in place, merchants can offer their customers the convenience of multiple payment options, boosting customer satisfaction and loyalty. Moreover, the credit card processing ISO program also allows merchants to easily track and analyze transaction data, helping them identify trends and patterns in customer behavior. Armed with this valuable information, merchants can make data-driven decisions to optimize their sales strategies and tailor their offerings to meet customer needs more effectively. Ultimately, by combining phone-based sales with the credit card processing ISO program, merchants can enjoy increased revenue growth, improved customer experience, and enhanced customer loyalty.

APPLY HERE: ISO Agent Application

Crafting an Effective Sales Pitch for Merchant Processing Services via Phone

When crafting an effective sales pitch for merchant processing services via phone, it is crucial to clearly convey the purpose of the call and showcase your expertise in the field of merchant services. By confidently explaining why you are reaching out and how you can be of assistance, you can help potential clients understand the value you bring to their businesses. Highlighting the array of services you offer, provide a concise yet comprehensive summary that addresses their needs and concerns. This includes emphasizing the potential profitability of selling merchant services with the keywords “how much money can I make selling merchant services.” By displaying confidence and knowledge throughout the conversation, you will instill trust and increase the likelihood of securing new clients for your merchant services.

As a merchant services agent, it is crucial to leverage your understanding of the merchant’s needs to effectively showcase how your services can significantly streamline their payment processing operations. By confidently highlighting case studies and success stories, you can demonstrate the tangible impact of adopting your system or service. With our merchant services agent program, you have the opportunity to provide merchants with a solution that not only meets their requirements but also exceeds their expectations. By showcasing real-life examples of how our system has revolutionized payment processing for businesses similar to theirs, you can instill confidence in potential clients. These success stories serve to illustrate the seamless and efficient nature of our services, giving merchants the reassurance they need to consider partnering with us. With our expertise and track record, we are confident that our merchant services agent program can provide an unparalleled solution for businesses seeking to optimize their payment processing operations.

Thus, it is evident that in order to make money selling credit card processing services, it is crucial to prioritize superior customer service. By emphasizing the importance of fast response times and providing support when needed, merchants can build trust with potential customers. This trust is a key factor in encouraging customers to choose their services over those of competitors. Superior customer service becomes a valuable tool in establishing a strong reputation in the merchant services industry. Ultimately, by offering reliable and efficient customer support, merchants can confidently promote their services and attract a loyal customer base, leading to increased sales and financial success.

APPLY HERE: ISO Agent Application

Tips for Overcoming Objections Regarding Merchant Processing Services via Phone

When customers are on the phone with you for merchant services, it’s important to remember that they may have a lot of questions or objections. As a confident salesperson in the field of selling merchant services, you have the power to address these concerns effectively. The best way to do so is by first actively listening to their concerns and taking them seriously. By showing genuine interest in their questions, you establish trust and credibility. This enables you to address their queries head-on, providing them with clear and concise explanations on how to sell merchant services. Through confident communication and a deep understanding of the merchant services industry, you can instill confidence in your customers and reassure them that their business needs will be met. So, remember, listening attentively and confidently responding to their questions are key elements in successfully selling merchant services.

When it comes to how to sell merchant services, building trust with potential customers is paramount. Transparency about the process and fees associated with our services is key in establishing this trust. We want our customers to feel confident in their decision, so it’s important to acknowledge the challenges they may face in making such a decision. We understand their concerns and strive to address them head-on. By providing examples of how other customers have benefited from working with us in the past, we can showcase the potential rewards of choosing our merchant processing services. We exude confidence in our ability to help businesses succeed and generate revenue. If you’re wondering, “How much money can I make selling merchant services?” we assure you that our services have proven to be lucrative for many of our clients. With our transparent approach and successful track record, we are confident in our ability to help you thrive in the merchant services industry.

Meanwhile, ensuring that your customer service team is well-informed about all aspects of the merchant services processing is crucial to providing exceptional customer support. By equipping them with the necessary resources and knowledge, they can confidently address any inquiries or concerns raised by customers in a timely manner. This not only gives customers the assurance that their needs are taken seriously, but also allows for a more thorough discussion that can delve into deeper conversations if required. Ultimately, this comprehensive approach to customer service leaves customers feeling satisfied and confident in the reliability and efficacy of your merchant services solutions.

Closing the Sale with Merchant Processing Services over the Phone

Closing the sale with merchant processing services over the phone requires a few key considerations. First and foremost, you must exude confidence and clearly articulate the immense value you are providing to the customer. Emphasize how your top-tier services and cutting-edge technology will effectively enable them to achieve their business goals seamlessly. By highlighting the potential for significant financial gains, you can captivate their attention and establish yourself as a trusted partner in their success. As you engage with potential clients, confidently address any concerns they may have, offering concrete examples of how much they can potentially earn by selling merchant services. This approach will not only demonstrate your expertise and knowledge in the industry, but also position you as the go-to solution for their business needs. Remember, your unwavering belief in the profitability of merchant services will instill a sense of trust and reassurance in your clients, ultimately leading to successful sales closures.

When it comes to merchant services, being a credit card processing agent requires not only technical knowledge but also excellent customer service skills. Secondly, to excel in this role, you should ensure that any questions or concerns that your customers might have are diligently addressed throughout the call. By doing so, you not only showcase your expertise and familiarity with the industry but also demonstrate your commitment to understanding their unique needs. This level of attentiveness and dedication helps instill confidence in your customers, assuring them that you are fully dedicated to their success and will go above and beyond to help them achieve it.

Besides emphasizing the time-sensitive offers and discounts available, it is essential to convey a sense of urgency to potential clients regarding the speed at which they can start experiencing results with our merchant processing solutions. By highlighting the efficiency and effectiveness of our services, we can instill confidence in customers that they have made the right choice. As a credit card processing agent, it is paramount to communicate the benefits of our solutions seamlessly, demonstrating how our services will expedite their business processes and increase their revenue. By signing up with us, they can become a part of a trusted network that ensures secure transactions and enhanced customer satisfaction. With our comprehensive support and industry expertise, we are confident that becoming a credit card processing agent with us will open up new opportunities for growth and success.

Post-sale Strategies for Optimizing Future Phone-based Sales of Merchant Processing Services

One of the most effective strategies for optimizing future phone-based sales of merchant processing services is to develop a comprehensive follow-up system that focuses on assessing customer satisfaction post-sale. By implementing this system, you will be able to gather valuable feedback directly from customers, allowing you to gain insights on what works and what doesn’t. This feedback is crucial in making adjustments and adaptations to your sales process, ensuring that it alignes with customer needs and preferences. The information obtained from the follow-up system enables you to refine your approach and enhance customer satisfaction, ultimately leading to improved sales outcomes and customer retention. By confidently embracing this proactive approach, your merchant services business can establish a reputation for its commitment to customer satisfaction, setting you apart from competitors in the industry.

Moreover, in the competitive world of merchant services, focusing on customer retention is not just beneficial, but absolutely essential for success. By actively engaging with customers through targeted promotions and offers that are tailored to their specific needs, or by providing ongoing support whenever required, businesses can build trust and loyalty with existing clients. This not only strengthens the relationship between the merchant and the customer but also acts a powerful incentive for customers to return for additional purchases in the future. In merchant services sales jobs, this emphasis on customer retention becomes even more vital, highlighting the significance of nurturing and maintaining a loyal client base to ensure long-term profitability and growth.

APPLY HERE: ISO Agent Application

Final Say

In today’s fast-paced business landscape, mastering the art of selling merchant processing services over the phone is an invaluable skill that can make all the difference in achieving remarkable growth and success. With our comprehensive guide, you have access to a wealth of knowledge, expert tips, and proven strategies that will empower you to confidently connect with potential clients, address their objections, and close deals like a seasoned professional. Prepare to unlock the insider secrets of successful phone sales and elevate your game in the world of selling merchant processing services. With this guide as your go-to resource, you are poised to transform your sales techniques and achieve unparalleled success. Get ready to embrace your full potential and take your merchant processing services game to new heights!

Have Questions?

Contact Shaw Merchant Group at (855) 200–8080

© Shaw Merchant Group is a registered DBA of EPX, a registered ISO of BMO Harris Bank N.A., Chicago, IL, Fresno First Bank, Fresno, CA, and Citizens Bank N.A., Providence, RI.



Shaw Merchant Group

At Shaw Merchant Group we specialize in merchant services agent and ISO development. We are a group of experienced payment processing industry professionals.