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Merchant Services Lead Generation

Get the Verified and Qualified Merchant Services Leads That Suit Your Business

We specialize in helping merchant service providers generate highly qualified leads by targeting key industries such as service-based businesses, payment-focused companies, and commercial facilities. Through a strategic blend of proven outreach methods including cold calling, LinkedIn InMail, email marketing, and more, we connect you directly with high-potential decision-makers who are actively seeking merchant services.

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Over 100+ clients trust us to keep their calls and schedules in perfect order.

Our primary goal is to provide high-quality leads specifically suited to your merchant services business. We take it a step further by arranging pre-qualified appointments with decision-makers who are actively looking for merchant service solutions.

We specialize in identifying leads for a wide range of industries, including retail businesses, service-based companies, payment-based companies, commercial facilities, and more.

Our expert team goes through multi-channel outreach to find leads, like cold calls, LinkedIn outreach, email marketing, content marketing, and paid ads(Google & Meta Ads)

From initial outreach to appointment scheduling, we ensure a smooth lead generation process, making it faster and more efficient by directly scheduling appointments on your calendar.

Why Our Merchant Leads Convert Better Than Anyone Else’s?

We combine industry expertise, advanced targeting, and personalized outreach to deliver unmatched lead generation results.

Account-Based Marketing (ABM)

Through the account-based marketing process, we find high-value companies like service-based companies, restaurants, retail businesses, payment-based companies, etc, and create targeted marketing campaigns for them.

We incorporate a customized approach through personalized channels like cold calling, email, LinkedIn InMail for specific roles, and business owners. Also, we provided personalized content (blogs, PDFs, case studies, etc) and targeted specific channels for them. Our ABM strategies are highly operated by experts who are knowledgeable in merchant-related services.

This actionable approach helps us to contact those potential leads who really need merchant services. The effective ABM funnel (performance tracking, customized campaign, and tracking accounts) helps us in building strong relationships with potential clients. Also, make sure the alignment of the marketing and sales team is to create the most effective solution based on requirements.

Account-Based Marketing (ABM)

Verified, Human-Qualified Leads

We don’t rely on the automation process for finding high-potential leads. Our industry expert team properly analyzes each lead before handing it off to you.

Here, our core remains specific job roles, interest level, company fit, and purchasing ability. We always make sure that any garbage or unqualified leads are not added to the list. For the verification process, we use UTM parameters and the call tracking process to track down the lead sources.

Also, for the lead verification process, we go for a hybrid approach, such as a combination of automation and human expertise, to make the quality of leads more convertible. For this purpose, confirmation and validation are also important, so we opt for validating data like contact information, company details, specific roles,etc.

Verified, Human-Qualified Leads

Industry-Specific Campaign Experts

Our expert team of merchant service lead generation is knowledgeable about the industry. They are experts in sectors like payment processing, point of sale(POS), payment gateways, merchant accounts, etc. Also, they know about electronic payment methods(credit cards, debit cards, and other digital payment methods).

These campaign specialists create outreach campaigns based on determining the technical and operational challenges in the industry. They know how to connect and communicate with roles like CEO, VP/director of sales,area sales managers, service advisors, and finance & operations heads, service managers, owner, chief marketing officer, etc.

In our industry-specific campaigns, we highly focused on customizing them based on the core pain points such as high payment processing & transaction fees, chargeback issues, and hidden payment-related costs, etc. Also, we craft our messaging to attract decision makers who are looking for services like e-commerce gateways or mobile payments.

Industry-Specific Campaign Experts

Multi-Channel Outreach Strategy

A well-organized multi-channel outreach strategy is highly efficient for capturing the right leads for merchant services. With the structured outreach techniques, we reach out to leads who really need merchant-related services.

We execute the outreach process through channels like LinkedIn outreach, email campaigns, cold calls, Google Ads, Meta Ads, content marketing, etc. In the outreach process, we focused on creating engaging merchant-related content with a proper sequencing strategy.

We do not just implement strategies, we track and A/B test to get the best results from the campaigns. In terms of multi-channel, the outreach strategy works differently according to the business category or type. That’s why we track the engagement rates, response rates, and open rates to determine the efficiency of the campaign for each channel we have used.

Multi-Channel Outreach Strategy

AI + Human-Driven Intent Data

Combining AI and human analytical intelligence, we grab the most qualified leads for merchant services. This clustered process helps us to accumulate the lead data of those who are specifically looking for merchant services. It involves tactics like predictive lead scoring, segment analysis, and automated segmentation.

Our skilled merchant lead generation team is familiar with AI utilization. They go through fact-checking, information analysis, and confirm the data relevance. Here, we thoroughly go through deep data analysis related to company behavior, current payment systems, revenue, and business structure. For the merchant service lead scoring process, AI tools help us.

AI can easily track the merchant prospects’ behavior and activities, like email open rates, browsing patterns, interaction levels, etc. Through this, we can easily verify and list out the high-potential merchant leads that are easily convertible. This combined approach speeds up the lead generation process and delivers the qualified leads faster.

AI + Human-Driven Intent Data

Real-Time Lead Handoff

After the qualification process of the leads, we directly hand off the lead list to the sales team as soon as possible. There is no waste of time or delay here. We always make sure that the leads are qualified for the sales before the hand-off process.

Before the lead handoff to the sales team, we make each lead package contain relevant business information, payment volume, current service provider, specific pain points related to payments, and tech stacks. This reduces the hassle of the lead qualification process. We have an integrated CRM system that ensures the merchant service leads are automatically listed on the sales pipeline.

Combining insights, sharing, and the data accumulation process helps us a lot in leading the lead-capturing team and the sales team. Through this rapid data transformation process, we strengthen the sales cycle and boost the conversion.

Real Time Lead Handoff

Pay-For-Qualified Leads Only

We have the most flexible pricing scale for merchant service providers, which is pay-for-qualified leads (PPL). Our priority is to find only those qualified leads for clients based on service structure, industry type, service intent level, company size, etc.

You just have to pay for those leads that suit your merchant service. Here, our core prioritization is needs, decision-making authority, budget, timeline, and information. So there is no chance of a waste of cost or time here. For each qualified lead we share with you, we provide accurate lead merchant qualification benchmarks, including lead engagement history, minimum payment volume, overall structure and intent, etc.

Also, those leads are really looking for an electronic payment system for their business or organization. Get those leads from us that are highly convertible for your merchant business growth within your estimated budget.

Pay-For-Qualified Leads Only

Lead Nurturing as a Service

Handing over the leads is not the end of our service. We also focus on nurturing the leads in the right strategy with proper care. There are various potential leads who are not ready to purchase.

In the nurturing process, we go through various approaches such as welcome emails, service demos, educational content (articles, blogs, videos related to merchant services), case studies, special offers, discounts on the service, etc. For the content personalization, we focused on some specific points such as high transaction fees solutions, effectiveness of the modern payment system, payment processing comparison guides, chargeback prevention tips, EMV compliance checklists, etc.

In terms of lead nurturing, we follow some key elements to make it more efficient, such as timely follow-up, targeted communication, sales enablement, etc.

Lead Nurturing as a Service

End-to-End Appointment Scheduling Service

Scheduling appointments with the qualified leads and the sales team is our duty. Here, we manage all the communications with leads and clients through different communication channels. Our expert appointment setters strategically arranges this meeting process based on the reliable time and date of the leads and clients.

So, you don’t have to face any complications regarding the appointment process. Each and every scheduled appointment scheduled call, or meeting is filled with merchant service-related details like average monthly transaction volume, types of payments accepted, payment service upgrade needs, etc.

Before scheduling an appointment, we highly prioritize factors like businesses looking for faster integration of POS systems or any e-commerce business looking for smooth payment processing solutions. So this scheduling process reduces the waste of time and increases the chances of the right leads.

End-to-End Appointment Scheduling Service

Inside Our Proven Lead Generation Process for Merchant Services

A well-optimized and actionable process helps us to reach the right merchant service leads. We follow a step-by-step lead generation process that covers everything from defining ICP to Feedback, optimization, and compliance.

Define ICP & Buyer Personas

Our first step in the lead generation process is to create an ideal customer profile and buyer personas based on the requirements of the merchant service. Most of the companies like retailer businesses, ecommerce businesses, healthcare providers, consultants, mobile repair services, etc, are potential customers of the merchant services. We analyze the profiles of the decision makers of these organizations, such as the head of sales and marketing, the chief financial officer, the salesperson, etc. Also, company demographics such as size, product, and service types are part of our analytical process. After analyzing all the data, you create strong buyer personas for them. This data helps us to connect with the right merchant service-related leads.

Personalize & Omnichannel Outreach Strategy

Then, we write customized content that clearly identifies the pain point of the business and how we solve it. If a company’s issues are high fees, out-of-date POS, or off-the-wall payment processing, we customize the message to explain how improved merchant services can improve the situation. We don’t have just one pick point here. We go after them via email, by phone, on LinkedIn, even on SMS, when necessary. This omni-channel approach helps us make sure our exposure is seen, it’s relevant, and it’s on time. Our goal is to stimulate genuine interest by conveying the right message through the right channels and initiating meaningful discussions with qualified merchant service leads.

Capture, Nurture & Qualify Leads

We've got curiosity hooks that ask prospects to respond, inquire, or request further details. But we don’t stop there. We nurture these leads in this manner via regular helpful follow-ups, you know, sharing knowledge, overcoming objections, educating them about the lack of anything outdated, and so on. We use structured qualification as a team based on decision-making power, current solutions used, needs, and budget. Only qualified leads are moved on to leads showing real buying signals. This methodology guarantees that merchant service provider leads are fully qualified, educated, and interested in the opportunity to discover the benefits of a new payment processing partner.

Share Client Insights & Sales Handoff

When a merchant service lead is sales-ready, we know it’s not just a name and email that we are handing off to you. We give them detailed notes of what their pain is today, what they are looking for in a merchant provider, 'what objections they raise,' and any specific preferences they mentioned. This knowledge arms the sales team so they can adjust their pitch and rapidly establish trust. We also have an appointment scheduling service for a hassle-free experience. With our real-time, insight-driven handoff, merchant service sales reps can concentrate on doing what they do best, converting highly qualified leads who are truly interested in switching or upgrading their payment services.

Feedback, Optimization & Compliance

Our job doesn’t stop at the transfer. We regularly receive feedback from merchant service providers to find out which leads are working and what we can do to make them better. From that, we refine targeting, adjust messaging, and tweak outreach channels in an effort to improve results. We also ensure all outreach is compliant with data privacy laws and industry standards such as TCPA, CAN-SPAM, and GDPR. The fluid optimization allows campaigns to remain efficient, effective, and entirely compliant. So not only do our clients get more merchant service leads, but they’re smarter and more qualified leads that align with their sales goals.

How We Helped a Merchant Services Brand Triple Their Qualified Leads

Our expert lead generation strategies for merchant services have helped businesses expand and thrive. Discover what our clients have to say about the impact on their success.

Ready to Scale? Start Generating Qualified Credit Card Processing Leads Today!

The Real ROI of Merchant Service Lead Generation

Our merchant services lead generation process comes up with lots of essential benefits. We assure you that we will provide you with real-time leads that are convertible into potential customers, which will impact your business growth.

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1. Get New Sales Leads for Merchant Business

Our merchant services lead generation fills your sales funnel with new opportunities day in and day out. We engage with businesses that are in the market looking for better payment solutions or making a change in providers. We focus on businesses that are a perfect fit for merchant services (like retailers, restaurants, and e-commerce brands) to qualify sales opportunities and accelerate the sales pipeline with promising leads. These fresh contacts are more likely to reply, interact, and convert, helping merchant service providers speed up the deal-finding and deal-closing process.

2. Customized Campaign Based On Service Seekers

We don’t use one-size-fits-all campaigns. Our prospecting is specific to businesses that use merchant services. We also customize messages based on the prospect’s industry, pain points, and payment problems. Whether that be a restaurant looking for lower transaction fees or a retail store wanting to get with the times and improve their POS, we cater to their requirements. This type of targeted approach increases response rates and builds trust fast, enabling us to develop relationships with businesses. Those are on the switch path or opening the door to new merchant solutions.

Greater ROI Through Smart Lead Investments
3. Better ROI for Your Merchant Business Growth

Our merchant services lead generation makes every dollar go further. We favor quality over quantity, bringing you leads with a higher conversion rate. Our process means we only reach decision-makers with genuine purchasing intent. It not only saves you time, reduces costs, and delivers a better overall ROI, but it also gives our team confidence that the leads we deliver are from businesses that really want to buy. Rather than dissipate resources on cold leads, sales teams receive high-value prospects who have already expressed interest in updating their payment systems. This effective approach yields better results and sustained income.

4. Shorter Sales Cycle With Effective Merchant Leads

We do that by shortening the sales cycle and identifying and qualifying leads in their early stages. Our team warms up merchant service opportunities until it’s time to talk sales-driving results and saving closing teams’ time. Because leads are already educated on what they need and the value our clients provide, the sales conversation is accelerated. We schedule appointments and provide full context at each handoff. This process assists merchant service providers in reducing sales cycles and increasing the closure of business.

5. Build Market Position in Merchant Service Criteria

Steady lead generation enables merchant service providers to remain front-of-mind in their industry. By being proactive and engaging with the right businesses and having these conversations before the competition, we are able to position our clients as trusted industry decision-makers. This, in the longer term, grows brand familiarity and trust. The truth is, this is where opportunity comes in, that businesses come to realize your value, which puts them ahead of the curve over other merchant service providers and solidifies their reputation in critical industries.

6. Analytical Data On Merchant Service Lead Generation Strategy

We give thorough visibility at any step of our lead-generation process. From how campaigns perform to what prospects are doing, we provide intelligence to help merchant service providers act smarter. This data illuminates what’s working, which audiences are most responsive, and where messaging can be tightened up. Sales and marketing teams need to be able to rely on evidence-based reporting to be able to iterate on their go-to-market strategy and spend smarter. And close more business based on actual results (not gut feelings).

Our Proven Marketing Channels for Merchant Services Lead Generation

For the efficiency of the merchant services lead generation process, we use various types of tools and channels. We implement methods like email marketing, LinkedIn outreach, Paid Ads, cold calls, etc.

Email Marketing

Using the right email marketing strategy is one of our actionable methods. Our expert marketing team structures the strategies in different approaches. Such as offering a signup opportunity, providing useful content updates(guides or checklists), segmenting the campaigns, etc, for potential merchant leads. Here, we highly prioritize different approaches for each individual, like personalized emails, creating catchy subject lines for the emails, highlighting core benefits, providing valuable content in emails, etc. Not just the implementation of the marketing campaign, we also go through proper tracking and monitoring, such as open rates, click-through rates, etc.

Cold Calling

Cold calling is another powerful approach for us to connect with potential merchant leads for business. Our expert team of telemarketing executives crafts well-organized scripts for communicating with potential leads who are seeking merchant services. They actively research to gather potential information about the targeted lists. Those are specific industries, business size, management process, what benefits they are expecting from the services, etc. It helps us to execute the calls properly. Our calling approach is friendly and natural, we ask open-ended questions and prioritize the value of the leads.

Paid Ads

Running highly targeted paid ads helps us to reach the potential merchant service leads at the right time. We customize the ads for platforms like Google Ads, Meta Ads, and LinkedIn Ads. Our ad experts create the ads focusing on factors like highlighting the core benefits, adding a strong call to action, optimizing visually appealing ad images, and concise and catchy captions. It opens up huge chances to get the right leads. To get the best out of the ads, we plan more strategically, such as keyword targeting, location targeting, bid management, and retargeting.

LinkedIn Outreach

With the help of the LinkedIn platform, we find out the leads from multiple businesses such as e-commerce, retail businesses, service-based companies, etc. For LinkedIn, we use tools like LinkedIn Sales Navigator and LinkedIn Outreach Manager. All of our outreach specialist has strong and professional profiles with proper information about their expertise. They filter out the potential leads through the advanced search filter of Sales Navigator. Here, we prepare for the approaching messages for these leads professionally based on their interest, specific needs, and pain points.

Content Marketing & SEO

For the long-term merchant lead generation efforts, content marketing & SEO are the best options. It creates credibility, service value, and relevancy for the entire lead generation process. We create different types of valuable content related to which ranks on Google SERP. These blog posts, case studies, and landing pages highlight the solutions regarding merchant services. Our content marketing and SEO specialist optimizes this content with the relevant keywords that are often searched for by the clients. Our main goal in content marketing is to make a long-term organic reach and get a consistent flow of reliable leads.

SMS/Messenger Marketing

In our merchant services lead generation, we also run SMS and Messenger marketing. For SMS marketing, we create a targeted list of subscribers and send them persuasive and individual texts. Also, we use WhatsApp to make the sms marketing more effective. By integrating the WhatsApp business API, we make transactional, conversational, and personalized messages for our target merchant services leads.

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Have questions or need assistance? Get in touch with our friendly support team, and we’ll help you every step of the way!

Frequently Asked Questions
What Is Lead Generation for Merchant Services?

Merchant service lead generation is a way of attracting potential clients who are looking for the merchant-related services such as point-of-sales systems, digital and mobile payment systems, credit card processing, and managing solutions etc. It also includes nurturing the potential leads or clients with multiple valuable information and content related to merchant service solutions, guidelines, and tutorials.

The merchant service lead generation process includes the identification of the customer profile and the buyer’s persona according to the client’s demands. Also, we focused on multi-channel outreach email marketing, cold calling, LinkedIn outreach, paid ads(Google & Meta Ads),and content marketing. Our next approach is real-time hand-off of the leads to the sales team with proper human verification. So it will ensure the lead quality conversion based on business types.

Specialized merchant service lead generation is necessary because it will provide you with high-potential leads that are easily convertible and have an impact on conversion rates. If you randomly go for generating leads, you might get numerous irrelevant leads that are not useful for you.

Using the right technology and data is highly essential for attracting potential leads and making them trustworthy clients or customers. We use multiple essential tools, such as Zoominfo, Apollo and LinkedIn Sales Navigator, to identify potential merchant service leads for businesses.

The merchant service leads generation costs around 100$ – 5000$. Basically, the lead generation cost depends on factors like outreach strategy and channel, number of leads, pay-per-qualified lead, etc. Also, it depends on the overall business size of the clients, such as small businesses, medium businesses, and large businesses.

For the merchant service lead generation process, we use the most effective techniques to find the best leads that are good for business. Our commonly used techniques are the integration of AI and human analysis, account-based marketing(ABM), and multiple marketing approaches to get the best leads. Our expert team deeply analyzes the ideal customer profile to reach out to the sales-ready leads.