HubSpot CRM Training For Payment Professionals

Описание: PAI HubSpot CRM Training for Payment Professionals | Lower Credit Card Processing Fees

Payment professionals play a critical role in helping businesses lower credit card processing fees, and having the right CRM system is essential to doing that at scale.

This PAI HubSpot CRM Training is designed specifically for payment professionals, merchant services agents, and processing brokers who help businesses reduce credit card processing costs, eliminate hidden fees, and implement transparent pricing solutions.

In this training, you’ll learn how Payment Alliance (PAI) uses HubSpot CRM to track leads, manage merchant accounts, follow up consistently, and build organized pipelines that directly support helping businesses save 40–70% on credit card processing fees.

🔹 What You’ll Learn in This Training:

✔ How payment professionals use HubSpot CRM to manage merchant leads
✔ CRM workflows that support lowering credit card processing fees
✔ Tracking statements, savings calculations, and rate reviews in HubSpot
✔ Managing merchant services pipelines inside HubSpot CRM
✔ Best practices for follow-up and deal tracking for payment professionals
✔ How CRM organization increases close rates and merchant retention

This training connects CRM systems, sales process, and payment consulting, giving payment professionals the structure they need to help businesses reduce merchant processing fees, understand interchange-plus pricing, and avoid long-term contracts.

📞 Payment Alliance (PAI) Contact Information

🌐 Website: https://paymentalliance.net

📧 Email: [email protected]

📞 Phone: (480) 864-5112

👉 Calculate merchant savings: https://savings.paymentalliance.net