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Version 4.0 - All New Features for 2010
ADMINISTRATIVE TOOLS
- Same-day installation for all new clients
- Manage and customize the entire system using the administrative control panel
- Private-label the entire system with your company name and logo
- Web-based software allows employees or sales reps access 24/7 nationwide
- Software can be installed and hosted on your choice of server, or on our secure hosting facility
- Private-label and co-brand the software system using your logo and company contact info
- Edit and customize the color scheme of the entire software system and all pages
- Edit your own HTML title tags for each HTML page section for search engines
- Ability to create and edit unlimited user accounts
- Create and customize your own user account categories/types
- Create and customize your own account status levels
- Customize user access rights and permissions for all users
ALL NEW! EQUIPMENT INVENTORY & TRACKING
- Keep track of all equipment, software, ATM machines, and POS Systems sold
- Setup and manage equipment categories
- Add Equipment Items
- Equipment Vendors/suppliers
- Equipment Manufacturers
- Equipment Costs
- User equipment costs
- Suggested Retail pricing
- Suggested Lease pricing
- Equipment New or Refurbished?
- Equipment Short Title
- Equipment Description
- Equipment Thermal or Friction
- Equipment Upload Photo
- Equipment PCI PED Approved/Compliant?
- Equipment Smart Card ready?
- Add new equipment inventory items including serial numbers and SKU #’s
- View and track equipment On-Hand
- View and track equipment Pending (Sold)
- View and track equipment sold MTD
- View and track equipment sold YTD
- View and track equipment sold All-Time
- Setup and manage equipment inventory alerts that will notify you when equipment inventory is low
ONLINE APPLICATION SYSTEM
- Fully customized online application system gives you complete control to customize
- Customize and setup unlimited online merchant applications for unlimited banks/processors and/or vendors
- Customize and sort all fields to match same fields and same order as your Merchant Application PDF documents
- New Online Electronic/Digital "E-Signature by Mouse" Feature
- Convert existing apps from one bank/processor to another
- Each application tracks user name, bank/processor name, User #, Office #, SIC Code, and more
- Online application allows you to view all users involved in the sales process for the account, including Lead tracking #, source of the lead, referral partner source, telemarketer working on the lead, who created the lead, application ID #
- Online application will provide you with all users who will share in residual profit of the account including sales office, sales manager, sales rep, referral partner, and telemarketer user
- View residual % paid to user who sold the account as well as the ability to override and edit the default residual %
- Add a 2nd user to share in residual % profits on the account
- Apply upfront bonuses for new or existing merchant account
- Keep track of all new or existing accounts the merchant is enrolling in such as Discover, Amex, JCB, EBT, Fleet, etc.
- Input existing merchant average monthly processing volume by entering up to 12 months processing volume, view the total average volume results
- Ability to apply volume bonus commissions to each user selling existing merchant accounts
- Share volume bonus commissions with up to 3 users within the sales rep’s network
- Complete equipment management section allows you to add equipment/software sold on the online app and provide complete programming and prompts for equipment, including warranty info, serial number, terminal ID#, lease start and end dates, platform, front ends, communication options, prompts, and more.
- Keep track of fees collected from customers
- Keep track of equipment costs, user costs, and retail sales prices for merchants
- Keep track of lease prices and lease funding totals
LEADS AND TELEMARKETING SYSTEM
- Comprehensive leads & telemarketing system
- Create lead appointments, tasks, send letter templates, prepare rate quotes, upload statements, and keep track of all notes and activity for each lead
- Create and customize unlimited letter templates for leads system
- Letter templates are linked to your document download section so you can attach documents before sending out letter template emails
- Set user access rights for new letter templates and share with all users or keep private
- Create and customize lead status levels
- Create and customize lead list names
- Upload/import unlimited amount of leads and assign to any user
- Manually add leads and assign to any user
- Convert all data from business leads to live online merchant applications
- Rate quote and cost analysis proposal + Interchange rate quote calculator
- Receive driving to and from directions for all lead appointments
- Disable user ability to delete leads or create lead list names
- Choose which lead status categories/levels you want Telemarketers to access/view
- Choose which users you want each telemarketer to setup appointments
- Setup fixed commissions for telemarketers per appointment
- Setup and choose status level of the commissions will be approved for payroll
- MapQuest.com link will instantly provide you Driving Directions to the Business Location
- Instant links will provide you the ability to search the DBA Business name with Google, BBB, D&B, and Yellow Page searches
- Call link ICON for all phone # fields automatically dials and calls the phone number using your Yahoo, MSN, Skype, AOL instant messaging and calling software on your computer
- Instant links will provide you the ability to search the Phone number fields with Google and phonenumber.com reverse phone search utilities
- Fax link ICON for all Fax # fields automatically dials and calls the Fax number to fax a cover letter and attached documents
- Instant WHOIS link will provide you the ability to do a WHOIS search for the website address with NetworkSolutions.com
MERCHANT BOARDING AND STATUS CAPABILITIES
- Merchant account boarding and tracking with UNLIMITED status levels + real-time reports
- Up to 20+ email notifications keeps your sales force up to date of status changes
- Create unlimited online applications for each bank/processor you are registered with
- NEW: Legally binding secure electronic signature capture from your website
- Upload and integrate your own PDF merchant applications and vendor contracts
- PDF documents are automatically generated with all fields populated on paperwork
- Email system allows users to communicate with administrators
- Invoices are generated for each merchant account with details of all user profits and costs
- Referral Partner form, merchant application form, and recruiting lead form
MERCHANT DATABASE AND STATUS REPORTING SECTION
- View summary of new merchants submitted and “In Progress” for underwriting approval
- Ability to Edit all applications submitted
- Edit and change the status of all merchant applications “In Progress”
- Search for apps “In Progress” by App #, MID#, Merchant Name, or Bank/Processor name
- View all PDF documents for merchant application as well as uploading new paperwork
- System will automatically email all paperwork to the ISO/bank/processor
- View all DBA information
- View all equipment/software for merchant as well as download/programming options/prompts
- Track and manage check list of things to do for the merchant
- Track and manage check list of ATM options for merchant
- View the rates and fees for the merchant
- View invoice for the user who sold the merchant account with details of all profits and costs
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LIVE CHAT SUPPORT 3RD PARTY SOFTWARE (Not Included in Software, Can Be Added Per Customer Request)
- We can integrate Live Chat Software to your CRM software so you can provide instant live support to all your sales partners
- ProvideSupport.com - $15.00 per month
- PHPLiveSupport.com - $49.95 for unlimited departments and unlimited operators, you own the PHP Code
- Solutions.LivePerson.com - FLASH DEMO
RATE QUOTE CALCULATORS
- Comprehensive 3-Statement Cost Comparison & Rate Quote Proposal
- Interchange Rate Quote Proposal
- IC Plus. 2-Tier, 3-Tier, and 4-Tier Cost Comparison Quote
- Merchant Online Application with Special Rates and Fees Quote
- Gift Card Return-On-Investment (ROI) Calculator
NEW FEATURES ADDED: USER / PROFILE MANAGEMENT
- Setup unlimited user accounts
- User #, Office #, System ID#
- Upload User Photo
- User Faxing setup capabilities
- Send password reset features via email
- Setup and view direct and indirect user residual % profit sharing values
- Upload and view all documentation, contracts, and paperwork for each user.
- Keep notes with dates and times of all activity, calls, emails, disciplinary action, and training provided for each user
- Keep track of all trouble tickets created for each user account
- Create personal links for referral forms, online merchant application forms, and career opportunity inquiry forms to add to users personal websites
- User/Network Logo Upload Management
- User Banking Information (Optional Data)
- Setup and configure Residuals Profit Information including direct residual %, indirect residual %, and equipment sales commission %
- Bank/Processors the User is Allowed to Access/View
- IP Addresses Used to Login Using Current User Name / IP Restriction Settings
- View the User IM Accounts, Including: Yahoo IM, Skype IM, AOL IM, Windows Live IM, MSN IM, Trillian IM, Google (gtalk) IM, ICQ IM, MySpace IM, Jabber IM
- View the User Social Networking Accounts, Including: LinkedIn URL, Facebook URL, Twitter URL, Blogger URL, YouTube URL, MySpace URL, WordPress URL, Wikipedia URL, Tagged URL, LiveJournal URL, 360.Yahoo URL, Other Blog URL
NEW INVOICE FEATURES: PRICING AND COSTS CONFIGURATION TOOLS FOR COMMISSIONS, BONUSES, LEASE FUNDING
- Existing Merchant Average Monthly Processing Volume
- Processing Volume Bonus Commission Summary
- Setup Fees Sharing (Multi-Network User)
- Upfront Bonus Sharing (Multi-Network User)
- Equipment Lease Funding - Multiple User Commission Sharing (Multi-Network User)
- Equipment Lease Funding Upfront Bonus - Multiple User Bonus Sharing (Multi-Network User)
- Other Users Sharing Profits/Deductions for this Account (Multi-Network User)
- Multiple User Invoice $ Addition/Deduction Split
- Equipment lease funding calculations (Multi-Network User)
- Equipment sales commissions calculations
- Up to 36-months upfront residual payment calculations
- Upfront merchant activation bonuses
- Volume bonus commissions
- Weekly, Bi-Monthly, Monthly, 3-Month, 6-Month performance bonuses
- Equipment purchase, lease, reprogram, free offer, swap, trade-in, and rental options
- Upfront fees collected calculations
- Start-up supplies deductions
- Shipping costs deductions
- Sales tax calculations
MERCHANT STATUS REPORTING SECTION
- Manually add or deduct miscellaneous items from the invoice
- Calculate and add up to 36-months of upfront residual commissions
- View the history of the residuals and processing volume for each merchant
- Change the users residual profit % by adding an override residual %
- Share Residual Profits for this Merchant with 2nd User
- Add new notes/comments as well as view the history of all notes and activity for the merchant
- Add a new Task/Reminder for the merchant
- Manage PCI Compliance tasks for the merchant
- Create new letter templates and send letters to each merchant with attached documents
- Non-Admin Users are not allowed to edit or delete merchant data and contact information
- Users are not allowed to view social security or bank account information (encrypted)
RESIDUAL REPORTING SYSTEM
- Calculates and sorts residuals by Month/Year, Vendor, User, Merchants, and Net Profit
- 8-level user account networking capabilities
- Multiple users can share in residual % per merchant account
- Setup default residual % profit sharing for all merchants
- Setup residual % profit sharing for individual merchant accounts
- Add additional users to share residual profits for individual merchant accounts
MULTI-LEVEL USER SYSTEM
- Multi-Level User Network and Profit Sharing
- 8-level user account networking capabilities
- Multi-level residual profit sharing with residual overrides
- Multi-level user system, user access rights controls
- Administrative, technology, underwriting, and customer service user accounts
- Sales office, sales manager, sales rep, and telemarketer user accounts
- Referral agent, referral partner, and trade association partner user accounts
COMPLETE CALENDAR AND SCHEDULING SYSTEM
- Calendar system
- View calendar by month, week, day
- Appointments
- Tasks/Reminders / Add attachments
- Events
- Holidays
Recurring events, tasks, and appointments:
- Appointment start time, end time
- Recurrence pattern by daily, weekly, monthly, yearly
- Recurrence every xx weeks on: Sun Mon Tue Wed Thu Fri
- Range of recurrence start date, no end date, end after xx occurrences, end by date
The Tasks section will allow you to do the following:
- All tasks are labeled by who created the tasks
- Tasks can be assigned to any owner
- Tasks will have a due date
- Tasks will have a priority level of Low, Medium, or High
- Tasks will have a status of Open or Closed
SUPPORT SECTION
- Daily reminders and alerts for all tasks and appointments emailed to users daily
- Trouble tickets, knowledgebase, news alerts, and document download library
- Attach documents to tasks/reminders, news alerts, knowledgebase articles, trouble tickets
OTHER TOOLS
- Recruiting and new hire lead inquiry and status system
- Send out Birthday wishes to users, merchants, leads, address book contacts
- Export mailing list reports for users, merchants, leads, and address book contacts
- Address Book System
- View Sales Statistics for top sales performers for the month or year
- Search tools, search the database for all your customers
Experience Creative Vision Studio & Bankcard Pros Software
Join our experts for an interactive tour of Bankcard Pros software. Bankcard Pros executives and product experts will walk you through our CRM applications and introduce you to the capabilities of our software solution for the credit card processing industry.
Click here to demo the software and call us at (562) 366-2928 and we will be glad to start your demo.
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