Product: CB Mobile Office
Company: Merchant Warehouse
Merchant Warehouse released CB Mobile Office, a new suite of online tools to help merchant level salespeople (MLSs) streamline merchant boarding. As the name implies, MLSs registered with Merchant Warehouse now have access to a virtual office from the field.
The suite's tools enable agents to sign and submit applications electronically, instantly access reports and email, manage merchant portfolios, and review residual income using tablet computers or other mobile devices.
"Mobile devices are evolving at a rapid pace and allowing sales professionals to complete work more efficiently, without the hassle of needing all the tools that were required even five years ago," said Henry Helgeson, co-Chief Executive Officer of Merchant Warehouse.
"With CB Mobile Office, agents have immediate access to information that will help them close sales and build their portfolios, which subsequently makes them more successful agents. The functionality allows for agents to showcase potential savings immediately and eliminates the need for paper applications, increasing their chances of writing new business."
MLSs in the field can check email and review and schedule appointments with merchant prospects using the suite's tools. CB Mobile Office also provides mobile access to reports, so agents can track the current status of newly signed accounts and measure sales activity across an entire merchant portfolio. Equally important, MLSs can obtain detailed residual income reports in real time as well, Merchant Warehouse pointed out.
The company noted that feedback to date from MLSs who've tested CB Mobile Office in the field has been favorable. "CB Mobile Office has helped to streamline the entire sales process for us," said Rick Johnson, an MLS working with Merchant Warehouse. "Being able to show merchants potential savings and sign applications immediately has been extremely valuable, helping us close deals faster and easier than ever before.
"The tool also solidifies our credibility and reassures the merchant that they're working with a truly professional company."
Merchant Warehouse believes the mobile office suite can dramatically enhance sales efficiency for the feet on the street by leveraging advanced technology to streamline vital processes when dealing with merchants who typically have limited time available.
Merchant Warehouse anticipates upcoming versions of the suite will include advanced features, such as quoting functionality, lead management and the ability for MLSs to manage their own websites.
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