What Makes You Standout
Your Business is Sales
Your business is based on Sales and anything you can do to imrpove the Sales Cycle increases profitability. Time is money and the more time your team has to spend on making the sale improves your profit expotentially. Our Goal is to provide you with the tools to expand your capabilites and pass the knowledge to your team so that they can work more effective and effeciently.
Leads and Merchant Generation
Whether you Purchase Leads or do Cold Calling or have Feet on the Street knocking on doors, your ability to track the sales effort and results in better performance. A system needs to provide you with points of entry from multiple sources.Once information is entered your team needs to take appropriate action to move the approval and boarding process along, getting the merchant processing as quickly as possible.
What we do is provide you with alturnatives to meet your requirments and build upon them as you grow and expand. We provide you with API's and file parsers so external sources can provid you with input that is filtered and acted on immediately. We provide secured access for adding new information as well as updating exising data, internally as well as externally. You have the ability to access and analyze information on the fly in real-time.
Residuals
One of the most important things is the support and paying residuals to your sales staff. Our Residual Portal can import your residual report in either CSV or Excel for most any processor you do business with. We can also produce a customized parser within days after receiving the required information to implement. Our system allows you to define your agent expense, Schedule A, and set customized options for payment by processor. Your reports are ready within minutes.
CRM
The CRM is an integrated system that provides for the sales management and the operations support. Sales has the ability to quickly evaluate existing merchant pricing and set parameters to analyze new pricing models and setups. ROI and company profitability is estimated to insure that minimul margins are met.
Operationally the system supplies a workflow for underwriting and processor submission, boarding and activation. It also supports interfacing to vendors such as leasing companies and equipment suppliers.The system will also track inventory and provide any required reporting to keep the company running smoothly.
Portolio Evaluation
With the ability to import most residual files we can evaluate a portfolio in a number of ways over a period of time. Typically we will look at average ticket, volume, profit (by dollar amount as well as basis points) and attrition. We also look at merchant breakdown by SIC code and evaluate the top processing merchants by percent of processing against the total portfolio. Reporting is provided with percent of change from month to month as well as this month last year.
PCI Certification and Audit
PCI is an important part of your business. If you are ever looking to have your Operations and Sales become PCI Certified you need to know what is involved and how to prepare. We have assisted several ISO's prepare and certifify. Our team can review your requirements to:
- Layout a preliminary Network Design and assist in building it out
- Assist in selection of al required applications that are required to monitor your network and systems
- Prepair for and answer all SAQ Requirments
- Prepare all required documentation for the Audit including Policies and Procedures
- Work with your selected PCI Auditor to answer questions and assist in managing the process to obtain compliance
- Train your staff for all ongoing support
Guaranteed to save you time and get you certified and in compliance