Merchant Sales Blog | Payments Industry & Fintech Insights

Merchant Services KPIs: The Sales Numbers Every Agent Should Track

Joe Wagner

Published on: 12/10/2026

Learn the merchant services KPIs every sales agent should track, from prospecting and proposals to conversion rates, activations and portfolio growth.

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Merchant Services Agent CRM: Why Processor Dashboards Aren’t Enough for Salespeople

Joe Wagner

Published on: 27/09/2026

A merchant services agent CRM should track more than boarded accounts. Learn how agents can measure pipeline, activity, ratios, commissions and sales performance.

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Merchant Sales Tracking Software: How to Know Your Numbers and Build a Bigger Portfolio

Joe Wagner

Published on: 27/09/2026

Merchant sales tracking software helps agents measure activity, pipeline, conversion ratios and production. Learn how better data can help build a bigger portfolio.

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EZ MerchantTracker: A CRM & Performance Tracking System Built for Merchant Services Agents

Joe Wagner

Published on: 27/09/2026

EZ MerchantTracker is a new CRM and sales performance platform built specifically for merchant services agents to track activity, pipeline, ratios, commissions and growth.

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Merchant Services Agent Commissions: Complete 2026 Guide

Joe Wagner

Published on: 31/08/2026

Merchant services agent commissions explained. Learn how upfront commissions, bonuses, residual income, splits and Schedule A costs determine what agents actually earn.

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Merchant Services Agent: 11 Lessons I Wish I Knew

Joe Wagner

Published on: 28/08/2026

Thinking about becoming a merchant services agent? Learn 11 lessons from 16+ years in payments about residuals, agreements, partners, sales and building a portfolio.

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