Product Training and Resources: Utilizing Payroc’s Support for Sales Excellence

The payments industry can be challenging to navigate, even for experts.

So imagine how overwhelming it is for small business owners who don’t have a background in the payments industry to navigate new technology, complex rules, and ever-changing regulations. That’s the reason why merchants turn to independent sales organizations (ISOs) and agents like you for support.

To provide the best service, you need a partner who’s got your back with the right training and resources. That’s where Payroc comes in. Payroc equips its agents with best-in-class tools and knowledge to succeed and confidently serve merchants. In this post, we’ll walk through how Payroc’s product training and support make it easier for you to help merchants grow and thrive.

Sales Partner Training

At Payroc, we’re all about making sure our partners have everything they need to be top-notch resources for their customers. That means offering ongoing training to keep everyone sharp.

Every Tuesday and Thursday, we host training sessions for our sales partners, each focusing on a specific product, feature, or program. We want our partners to understand our product solutions so they can make informed recommendations to their customers. This helps create better experiences for merchants.

“Our agents are eager to keep learning,” says Casey Thompson, Director of Sales Solutions at Payroc. “Many of them attend all of our training sessions over a four-to-six-week period. We’re also building a knowledge base and self-help portal, and we provide marketing resources to support our sales partners along the way.”

Onboarding Support

At Payroc, we believe in empowering our agents to handle merchant onboarding and setup directly. We ensure our agents are given the tools and knowledge they need to deliver a smooth onboarding experience right from the beginning.

While other payment processors handle onboarding themselves to create up-sell opportunities, that’s not a priority at Payroc. We let our agents lead the way, giving merchants a comfortable and personalized experience from day one.

“We’re not just selling a product,” Thompson explains. “We start with a conversation — asking questions to really understand what each merchant needs. It’s all about matching the right solution to the right customer, not about up-selling.”

Payroc Listens to Its Sales Channel

At Payroc, we believe business is all about people. We focus on both our merchants and our sales partners.

“We truly believe people do business with people,” Thompson says. “Our approach is built on hearing and responding to what our partners and merchants need.”

We’ve got a Sales Advisory Council with our top agents and ISOs to keep us on track and in the loop. They provide invaluable feedback that keeps us improving.

“This council is a goldmine for our product team,” Thompson says. “It gives us real-time insights into what’s happening in the field — what’s working and what challenges our agents are facing. It’s way more effective than just sending out a survey. It’s been key to creating solutions that work for our partners and merchants.”

Support You Can Count On

When you are choosing a payment processor you want a partner you can rely on. At Payroc, we’re here to be that partner.

With our focus on people and solutions, unmatched training, and a commitment to putting customers’ needs first, Payroc is here to support you every step of the way. Our leadership includes experts who helped shape the industry and are still actively involved in programs like the Certified Payments Professional program by the Electronic Transactions Association.

Are you ready to turn payments into a growth opportunity? Join us at Payroc and experience a partnership built on rock-solid support, trust, and solutions that drive your success.