WHY CHOOSE ROUND 2 CRM
Round 2 POS was founded with the goal of giving our partners all the tools they need to succeed. So we’ve done an industry first and created a payments/POS specific customer relations management (CRM) tool that is free to use for our partners.
Most of the grunt work and all of the guesswork are eliminated when you use Round 2 CRM as the foundation of your business. Round 2 CRM does everything an independent sales organization (ISO) needs to run their business start to finish from one modern and streamlined platform.
SALES
Round 2 CRM offers features like call tracking, lead management, and pipeline view but we have also added GPS location of sales associates, heat map to see where your customers are and where they are not. Sales bonus calculation complete with clawbacks and even potential revenue share of their portfolio. Sales associates all see a “sales leaderboard”, which creates healthy internal competition and leads to more sales.
SERVICE
Technician’s mileage is calculated automatically by trip and can be exported to payroll. Pending installs and service calls are all managed in a “task list” that is easily accessible for management.
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ADMINISTRATION
Managers have a full overview of where their employees are at any given time. Things like downstream residuals are calculated directly from First Data’s reporting, presented to management for approval, and then transferred to the appropriate bank accounts via ACH.
FEATURES
APPLICATION BUILDER
With decades of customer service experience under our belt, we know what works. We designed our CRM to help you simplify your sales process.
FEATURES
ACTIVITY MANAGEMENT
See each of your sales associates travel routes and details, for coaching, optimization, and improved logistic purposes.
FEATURES
SALES LEADERBOARD
Add gamification and visibility, so each sales associate knows who’s pulling their weight, who's top dog, and who may need sales support.