Resources for Agents selling Credit Card Processing and Merchant Services

• Home
• Join Our Team
• Sales Training
  • Introduction
    • Introduction Part 1
    • Introduction Part 2
    • Introduction Part 3
  • Prospecting – Meeting an Owner
    • Effective Cold Calling Techniques
    • Walking into a Business
    • Professional Appearance
    • Efficient Follow Up
  • Obtaining a Statement
    • Be Assumptive, Persistent and Knowledgeable
    • Obtaining a Statement – The Script
  • Statement Analysis
    • Introduction to Cost Structures
    • Tier Pricing Structure
    • Interchange Plus Pricing Structure
    • Flat Rate Pricing Structure
    • Subscription Rate Pricing Structure
    • Example Processing Statements
    • Introduction to Statement Analysis
    • On Site Analysis
  • Making a Presentation
    • Making a Presentation – General Tips
    • Making a Presentation – On Site Analysis
    • Making a Presentation – Spreadsheet Analysis
  • Closing the Sale
    • Closing the Sale – Be Professional
    • Closing the Sale – Continue Moving Forward
    • Closing the Sale – How to Handle “Yes,” “No” and “Maybe”
    • Closing the Sale – Lead with Questions
  • Paperwork Stage
    • Paperwork Stage – Requirements for Approval
  • Installation Stage
    • Terminal Types
    • Installation – Introduction
    • Installation – Procedures
  • Customer Support Training
    • Customer Service – Scheduling Follow Up
    • Customer Service – Setting Proper Expectations
    • Customer Service – Basics
  • Getting Organized
    • Organization – Introduction
    • Organization – A Successful Agent’s Schedule
    • Organization – Using Your CRM Database
  • Getting Out in the Field
• Contact
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• About Us
• Agent Training
  • Printing Your First Application
  • Understanding Compensation
  • Understanding Free Equipment Program
  • Who to Contact With a Question
  • Statement Analysis
  • Web Site / Business Cards / Marketing
  • Going to the Next Level – Building Your Business
  • Closing High Volume / Multi-Location Accounts
  • PCI Compliance