Case Study: Leading Independent Payment Processing Company achieves faster lead flow and increased sales with Callbox

Speeding Up Lead Flow for Leading Payment Processor

Leading Independent Payment Processing Company is a U.S.-based payments firm handling credit/debit transactions and payroll for over 100,000 merchants, supported by 400+ staff and an 800-strong sales force across major regional territories. Facing intense competition, they needed a reliable marketing strategy to accelerate lead flow, improve pipeline management for relationship managers, and better leverage their nationwide sales team — so they engaged Callbox (including Callbox’s Appointment and Lead Generation program and PipelineCRM).

Callbox assigned inside sales agents to each salesperson, provided individual online appointment books and real-time reporting via PipelineCRM, and delivered pre-qualified, scheduled appointments so the field team could focus on closing rather than cold-calling. As a result, Callbox drove substantial increases in sales activity and closings, improved lead quality, reduced sales-force turnover and lead-generation costs, and helped the company expand into new markets — contributing to its scale of $32.9 billion in annual processing volume.