New Home Page Design
We redesigned the home page to include new icon graphics including: Add new client, submit app, Add referral, Recruiting form, App status, New referrals, New leads, New agents, Search apps, Search leads, My leads, My hot leads, tasks/reminders, appointments, New inventory, Equip trade-in, Equip leases, Equip rentals, My bonuses, My residuals, Document library, Trouble tickets, News alerts, Interchange, Time clock, Rate quotes.
eMerchant Manager
Online Merchant Portal for tracking, analyzing, and monitoring the Merchants' payment processing services, daily transactions, daily batches, monthly statements, account profile, equipment setup, order supplies, view and download monthly newsletters, submit contact forms, create trouble tickets, join the monthly eNews, view PCI security certification information, access links to your FaceBook, Twitter, LinkedIn, and YouTube sites, and more.
RSS News Feeds
Create new RSS News Feed sources to your CRM and you can read news and announcements from various bankcard industry news resources on the home page of your CRM software.
Marketing Campaigns
All new! You can now create new email marketing campaigns within your CRM, choose from a huge selection of recipient options, choose a recurring date you want your email message to go out, and save. You can have email marketing campaigns be sent out automatically as one time events, daily, weekly, bi-monthly, monthly, or yearly. You can also choose a specific day of the month or year as well.
Training Videos
Create your very own training video library in the support section of your CRM software. Upload as many training videos as you want. The training video library works in conjunction with YouTube. All you have to do is add YouTube video links in your CRM and your staff and sales reps can access all videos from within your CRM software. This will insure your staff and sales reps are not wasting time on YouTube watching other non-company related videos.
Mobile SMS Text Message Campaigns
All new! You can now send out marketing messages via SMS text messaging system within your CRM to your merchants and/or staff/sales reps. You can also keep your sales reps up to date on the status of their new applications via text alerts.
Sales Quotes
We improved the functionality and appearance of the sales quotes on the home page. Admin users can add unlimited number of motivational sales quotes for all users to read when they login to the CRM software.
Best Sales Tips
All new! Over 150+ sales tips and business promotional ideas are now available to view on the home page. You can add, edit, or delete sales tips. Each 24-hours, a new sales tip is featured. Sales managers can share these sales and promotional ideas with their merchants. Do you have sales reps who run out of ideas on how to sell merchant accounts, who are struggling, or have nothing to do for the time being? You can now provide them the information they need to sell merchant accounts in 150 different ways.
My Social Links
Have access to all your social sites on 1 page. You can manage and add your URL links to your social sites in your user account profile page.
Value-Added Services
Get information and costs/buy rates on all value added services available to resell (ex: gift cards, checks, etc.), in addition to selling merchant accounts and credit card processing equipment and software.
Top Vendors
Access leading online sales tools and business resources that business people use on a daily basis (ex: printers, toner supplies, shipping supplies, software, online services, domain names, fax services, postage machines, email, computers, cables, labels, photos, shirts, and more)
Printing Services
Easy access to ordering printing services online for all your sales and marketing needs through one of the best online printing companies in America! PrintRunner, Inc. was established with little more than a small press and a dream. Ten years later PrintRunner.com is one of the foremost quality printers in Southern California and occupies over 25,000 sq ft. Our growth is due to our commitment to providing the best value in high quality full color printing at an affordable price. Whatever your promotional needs, from business card printing to full color brochure printing to postcard printing services and beyond, we have the solution.
Print Mailing Labels
All new! You can now generate 10-up or 30-up formatted PDF documents to send to your printer so you can print on Avery label stock: Avery Easy Peel White Address Labels for Laser Printers 5160, 1" x 2-5/8", Box of 3000 or Avery White Shipping Labels for Laser and Inkjet Printers 18163, 2" x 4", Pack of 100. You can generate printing labels from your contact database within your CRM software including your address book contacts, merchant contacts, staff and sales reps, and DBA lead lists.
Messaging System
You can now receive new messages from all your merchants who fill out the contact form requesting more information within the eMerchant Manager online reporting system. The messaging system also allows you to send messages internally between the admin users and all non-admin users, or users within your network.
Business Card Ordering System
Keep track of all business card orders for your employees and staff as well as your outside sales agents nationwide. Upload the artwork images of the business cards for each user, so they can reorder business cards, proof online, and submit the order.
Status Section Merchant Menu Options
We reorganized the menu options for each merchant account summary page so you can quickly access the information you need to view for each merchant account. This allows users to view more information on the computer monitor with less scrolling required.
Leads System – Duplicate Matching System
The leads and telemarketing system will automatically scan the entire database of existing merchants and/or existing leads to see if they match new leads added to the leads system. This will prevent any sales agent or telemarketer from contacting existing merchants or leads already sold or being contacted by a different user in the system.
Leads System – Sales Forecasting
The leads and telemarketing system will automatically provide you sales forecast statistics for each user such as total # leads worked, retail price quoted, actual price quoted, and any monthly fees quoted.
Leads System – Sales Statistics
The leads and telemarketing system will automatically provide you sales forecast statistics for each user such as total # leads, total # appointments, appointment %, total # quotes, quotes %, total # sold, sold %, total # dead leads, dead lead %.
Cold Calling Scripts
This new feature allows you to add cold calling and telemarketing sales scripts to the leads system so sales agents and telemarketers can review and use when speaking to business owners on a daily basis. You can add, edit, delete, and customize unlimited # of cold calling scripts.
3-Calendar View
We moved the 3 calendar view from the home page to the monthly calendar in the calendar of events section. View 3 calendars so you can see the next 90 days in one view.
Top 5 Status Reporting
We moved the Top 5 status reporting sections to its own page and can be accessed in the quick links section on the home page.
Monday, November 14, 2011
Tuesday, June 21, 2011
Creative Design / Graphic Design / Logo Design
We love what we do. The passion we have for our work enables us to take ownership of our clients' projects. We constantly strive to deliver the highest-quality products possible. There is no greater satisfaction than delivering a finished product that helps a client reach their goals and objectives.
Let our creative team design your next creative project, brochures, or website:
+++ Sales Brochures
+++ Sales Presentation Books
+++ Postcards
+++ Business Presentations
+++ Personal Projects
+++ Sales & Training Materials
+++ Training Manual
+++ Product Sheets
+++ Calendars
+++ Catalogs
+++ Company Newsletters
+++ Business Cards
+++ Company Logo
+++ Stationery
eCommerce Services
We can get your business online within 1 hour with a basic website. Please allow 3-10 business days for custom designed websites.
+++ Website Design
+++ Hosting
+++ Shopping Cart System
+++ Merchant Account
+++ Payment Gateway Software
+++ SSL Certificates
+++ Email and Webmail
Our design projects include the following services:
+++ Super fast turnaround on most projects - 2-3 business days
+++ Same day service available
+++ Proofs emailed in PDF format (full-color proof prints available)
+++ We accept Visa, Mastercard, American Express, Discover
Call today for FREE consulting and price quotes for your next project.
Creative Vision Studio, LLC. - Since 1999
Toll Free (800) 985-9157
Office (562) 206-0156
Fax (800) 985-5371
www.creativevisionstudio.com
www.longbeachcomputercenter.com
www.bankcardpros.com
Let our creative team design your next creative project, brochures, or website:
+++ Sales Brochures
+++ Sales Presentation Books
+++ Postcards
+++ Business Presentations
+++ Personal Projects
+++ Sales & Training Materials
+++ Training Manual
+++ Product Sheets
+++ Calendars
+++ Catalogs
+++ Company Newsletters
+++ Business Cards
+++ Company Logo
+++ Stationery
eCommerce Services
We can get your business online within 1 hour with a basic website. Please allow 3-10 business days for custom designed websites.
+++ Website Design
+++ Hosting
+++ Shopping Cart System
+++ Merchant Account
+++ Payment Gateway Software
+++ SSL Certificates
+++ Email and Webmail
Our design projects include the following services:
+++ Super fast turnaround on most projects - 2-3 business days
+++ Same day service available
+++ Proofs emailed in PDF format (full-color proof prints available)
+++ We accept Visa, Mastercard, American Express, Discover
Call today for FREE consulting and price quotes for your next project.
Creative Vision Studio, LLC. - Since 1999
Toll Free (800) 985-9157
Office (562) 206-0156
Fax (800) 985-5371
www.creativevisionstudio.com
www.longbeachcomputercenter.com
www.bankcardpros.com
Computer Learning Center Lab Rentals
The Computer Learning Center at Creative Vision Studio is equipped with everything necessary to meet your company's training needs. We offer a training room that hold up to twelve people and will provide technical support for any system. This room is available for company-run training courses.
Creative Vision Studio is located in Long Beach, CA and is 2 miles from the Long Beach Airport (LGB). The computer learning center also offers free public parking.
When available, our computer classrooms and computer labs may be rented by the hour or for the entire day as follows:
+++ Per hour: $75 per hour x 1 hour
+++ Per half day: $65 per hour x 4 hours
+++ Per day: $55 per hour x 8 hours
Computer Technology
The classroom has brand new eMachine Desktop PC 64-bit computer systems with 2GB RAM, 500GB Hard drive, Windows 7 Home Premium, and 23” widescreen LCD flat screen monitors with 1920x1080 screen resolution, DVDRW, Microsoft Office 2003 & 2007, Adobe Acrobat Reader, and other popular business applications installed.
Professional binders available for training participants:
+++ 1” binder with inside pockets
+++ 100 sheets with line prints for note taking
+++ Ball point pen
+++ $12.00 per book
Our professional computer room includes the following features:
+++ Instructor computer connected to the LCD projector
+++ Color Printer
+++ 4’ x 8’ dry-erase white-board
+++ 6 tables that are 6’ long
+++ 12 rolling chairs with arms
+++ 10 computer systems with flat screen monitors
+++ DSL internet access on all 10 computers
+++ WiFi Internet access available
+++ 92” pull-down overhead projector screen (white)
+++ Optoma DLP Projection Display EP 732H
+++ Sony Stereo Receiver for music / FM radio
+++ DVD Player
+++ 2 speakers mounted in the wall (100 watt each)
Color Copies and Digital Printing Available!
+++ Xerox 550 Color Printer with network printing
+++ Color Copies
+++ Color Digital Prints from CD or USB Drive
+++ 30 ppm color / 35 ppm black
+++ 8.5” x 11” or 11” x 17” prints/copies
+++ Coated and Un-coated stock
+++ Up to 110 lb cover (300 gsm)
+++ Color prints as low as 59 cents per print
Office equipment available:
+++ 11x17 laminating machine
+++ 8.5” laminating machine
+++ Electric paper shredder
+++ Electric 3-hole punch machine
+++ Manual 3-hole punch
+++ Fax machine
+++ HP Laserjet P2055dn Laser Printer, 35ppm
+++ Stapler
+++ Tape dispenser
Our computer classrooms are located at 3580 E. Pacific Coast Highway, Suite 7, Second Floor, Long Beach, California 90804
Call today for FREE consulting and to reserve our training facility today!
Creative Vision Studio, LLC.
Toll Free (800) 985-9157
Office (562) 206-0156
Fax (800) 985-5371
www.creativevisionstudio.com
www.longbeachcomputercenter.com
www.bankcardpros.com
Creative Vision Studio is located in Long Beach, CA and is 2 miles from the Long Beach Airport (LGB). The computer learning center also offers free public parking.
When available, our computer classrooms and computer labs may be rented by the hour or for the entire day as follows:
+++ Per hour: $75 per hour x 1 hour
+++ Per half day: $65 per hour x 4 hours
+++ Per day: $55 per hour x 8 hours
Computer Technology
The classroom has brand new eMachine Desktop PC 64-bit computer systems with 2GB RAM, 500GB Hard drive, Windows 7 Home Premium, and 23” widescreen LCD flat screen monitors with 1920x1080 screen resolution, DVDRW, Microsoft Office 2003 & 2007, Adobe Acrobat Reader, and other popular business applications installed.
Professional binders available for training participants:
+++ 1” binder with inside pockets
+++ 100 sheets with line prints for note taking
+++ Ball point pen
+++ $12.00 per book
Our professional computer room includes the following features:
+++ Instructor computer connected to the LCD projector
+++ Color Printer
+++ 4’ x 8’ dry-erase white-board
+++ 6 tables that are 6’ long
+++ 12 rolling chairs with arms
+++ 10 computer systems with flat screen monitors
+++ DSL internet access on all 10 computers
+++ WiFi Internet access available
+++ 92” pull-down overhead projector screen (white)
+++ Optoma DLP Projection Display EP 732H
+++ Sony Stereo Receiver for music / FM radio
+++ DVD Player
+++ 2 speakers mounted in the wall (100 watt each)
Color Copies and Digital Printing Available!
+++ Xerox 550 Color Printer with network printing
+++ Color Copies
+++ Color Digital Prints from CD or USB Drive
+++ 30 ppm color / 35 ppm black
+++ 8.5” x 11” or 11” x 17” prints/copies
+++ Coated and Un-coated stock
+++ Up to 110 lb cover (300 gsm)
+++ Color prints as low as 59 cents per print
Office equipment available:
+++ 11x17 laminating machine
+++ 8.5” laminating machine
+++ Electric paper shredder
+++ Electric 3-hole punch machine
+++ Manual 3-hole punch
+++ Fax machine
+++ HP Laserjet P2055dn Laser Printer, 35ppm
+++ Stapler
+++ Tape dispenser
Our computer classrooms are located at 3580 E. Pacific Coast Highway, Suite 7, Second Floor, Long Beach, California 90804
Call today for FREE consulting and to reserve our training facility today!
Creative Vision Studio, LLC.
Toll Free (800) 985-9157
Office (562) 206-0156
Fax (800) 985-5371
www.creativevisionstudio.com
www.longbeachcomputercenter.com
www.bankcardpros.com
COLOR COPIES or DIGITAL COLOR PRINTS
Business presentations? Personal projects? Sales & Training Materials?
Whatever your needs and goals, Creative Vision Studio is here to help you make that first impression. Our broad range of color copying and digital color printing services and expertise can help you not just complete your projects, but bring them to life. Turn your document into a deal-closer when you print and copy with Creative Vision Studio. Receive high quality results every time. We will help you create projects that stand out.
The best COLOR COPY or DIGITAL COLOR PRINT prices in Long Beach, California:
1 - 250 copies/prints = $ .69 cents ea
251 - 499 copies/prints = $ .59 cents ea
500 - 999 copies/prints = $ .49 cents ea
1000 - 2499 copies/prints = $ .39 cents ea
5000 - 9999 copies/prints = $ .35 cents ea
10,000 + copies/prints = $ .29 cents ea
* Prices are per page side of the same PDF or paper original.
* For 2-sided copies use table prices above x2 . However, the paper upgrades below, if desired, are "per sheet" (you pay only once per 2-sided copy).
Popular paper options:
++ 28/80# White Color Copy Digital Paper 100 US / 112+ Euro Bright (included)
++ 32/80# Bright Laser add 4¢ for 8.5x11
++ 32/80# Gloss text add 5¢ for 8.5x11
++ For 11x17 just double rates above.
++ Prices are for color copies or digital prints (no extra charge for digital printing)
++ One-day typical turnaround (ask for free same day service Monday-Friday)
++ Produced on quality paper stocks and advanced digital printing systems
++ Our Quality Assurance begins from the moment your files arrive
++ Free USPS Ground shipping in the contiguous U.S. on $150+ orders.
++ Email us your files or visit our office
Call today for FREE consulting and price quotes for your next project.
Creative Vision Studio, LLC.
Toll Free (800) 985-9157
Office (562) 206-0156
www.creativevisionstudio.com
www.longbeachcomputercenter.com
www.bankcardpros.com
Whatever your needs and goals, Creative Vision Studio is here to help you make that first impression. Our broad range of color copying and digital color printing services and expertise can help you not just complete your projects, but bring them to life. Turn your document into a deal-closer when you print and copy with Creative Vision Studio. Receive high quality results every time. We will help you create projects that stand out.
The best COLOR COPY or DIGITAL COLOR PRINT prices in Long Beach, California:
1 - 250 copies/prints = $ .69 cents ea
251 - 499 copies/prints = $ .59 cents ea
500 - 999 copies/prints = $ .49 cents ea
1000 - 2499 copies/prints = $ .39 cents ea
5000 - 9999 copies/prints = $ .35 cents ea
10,000 + copies/prints = $ .29 cents ea
* Prices are per page side of the same PDF or paper original.
* For 2-sided copies use table prices above x2 . However, the paper upgrades below, if desired, are "per sheet" (you pay only once per 2-sided copy).
Popular paper options:
++ 28/80# White Color Copy Digital Paper 100 US / 112+ Euro Bright (included)
++ 32/80# Bright Laser add 4¢ for 8.5x11
++ 32/80# Gloss text add 5¢ for 8.5x11
++ For 11x17 just double rates above.
++ Prices are for color copies or digital prints (no extra charge for digital printing)
++ One-day typical turnaround (ask for free same day service Monday-Friday)
++ Produced on quality paper stocks and advanced digital printing systems
++ Our Quality Assurance begins from the moment your files arrive
++ Free USPS Ground shipping in the contiguous U.S. on $150+ orders.
++ Email us your files or visit our office
Call today for FREE consulting and price quotes for your next project.
Creative Vision Studio, LLC.
Toll Free (800) 985-9157
Office (562) 206-0156
www.creativevisionstudio.com
www.longbeachcomputercenter.com
www.bankcardpros.com
Tuesday, May 31, 2011
Is Bankcard Pros CRM software PCI compliant?
The answer is YES, our Bankcard Pros CRM is compliant and certified, even though our CRM software does not store credit card data! Since partnering with Trust Guard http://www.trust-guard.com, our CRM software is scanned on a monthly basis for over 42,000 known vulnerabilities which helps to protect our CRM software from Hackers, Trojans, worms and viruses.
We highly recommend our customers to contact Trust Guard and subscribe to their services and have your CRM site scanned on a monthly basis to insure your CRM is secure, especially if you host your CRM yourself. Although our CRM software is compliant and certified, we do not guarantee anything and are not responsible for any unauthorized access or loss of your data. Their service is around $25.00 and up to $45.00 depending on how frequent you want your CRM site scanned.
Statistically there's a huge chance (over 80%) that any site is currently vulnerable to Worms, Trojans and Hackers! That's why merchant banks and credit card companies are pushing so hard for PCI compliance. A PCI Compliance scan and Certification will make your Merchant Bank happy, but what's more important is it could save you from losing your business, and ten's of thousands of dollars in fines and penalties should a breach ever occur.
We also add hundreds of new vulnerabilities every month to ensure that your site is always up-to date with the latest protective measures.
For most people, the world of PCI (Payment Card Industry) is very complicated, frustrating, and extremely boring. So, in an effort to help you keep your sanity, I've put together the following information for every online business owner that's been told that they need PCI Scanning or PCI Compliance for their website, but don't ever get a straight answer as to what it is, why they need it, what to do about it, or how to get it. My goal here is to simplify PCI for you so that you can make a clear, educated decision and weigh your options on your terms. You won't find any other resource like this online, so be sure to bookmark it so you can easily access it again. I should also mention that while we go to great lengths to provide you with as accurate information as possible, we don't make the rules, laws and/or regulations that govern PCI, and the information below may change at any time. So, if your bank or acquirer (that's one of those ambiguous words I'll define for you below) tell you something different than what is stated below, we recommend you follow their instructions. This document is for information purposes only. For the official 'migraine-inducing' documentation, go to www.pcisecuritystandards.org.
We highly recommend our customers to contact Trust Guard and subscribe to their services and have your CRM site scanned on a monthly basis to insure your CRM is secure, especially if you host your CRM yourself. Although our CRM software is compliant and certified, we do not guarantee anything and are not responsible for any unauthorized access or loss of your data. Their service is around $25.00 and up to $45.00 depending on how frequent you want your CRM site scanned.
Statistically there's a huge chance (over 80%) that any site is currently vulnerable to Worms, Trojans and Hackers! That's why merchant banks and credit card companies are pushing so hard for PCI compliance. A PCI Compliance scan and Certification will make your Merchant Bank happy, but what's more important is it could save you from losing your business, and ten's of thousands of dollars in fines and penalties should a breach ever occur.
We also add hundreds of new vulnerabilities every month to ensure that your site is always up-to date with the latest protective measures.
For most people, the world of PCI (Payment Card Industry) is very complicated, frustrating, and extremely boring. So, in an effort to help you keep your sanity, I've put together the following information for every online business owner that's been told that they need PCI Scanning or PCI Compliance for their website, but don't ever get a straight answer as to what it is, why they need it, what to do about it, or how to get it. My goal here is to simplify PCI for you so that you can make a clear, educated decision and weigh your options on your terms. You won't find any other resource like this online, so be sure to bookmark it so you can easily access it again. I should also mention that while we go to great lengths to provide you with as accurate information as possible, we don't make the rules, laws and/or regulations that govern PCI, and the information below may change at any time. So, if your bank or acquirer (that's one of those ambiguous words I'll define for you below) tell you something different than what is stated below, we recommend you follow their instructions. This document is for information purposes only. For the official 'migraine-inducing' documentation, go to www.pcisecuritystandards.org.
Wednesday, May 25, 2011
How to Backup and Protect your Bankcard Pros CRM Database
Your CRM database is one of your most critical business assets. By putting the right security measures in place, you can protect your CRM database and avoid problems that could negatively impact your ability to deliver a quality customer experience.
You can also get more detailed information on backup information from this website http://en.wikipedia.org/wiki/Backup
Your CRM database is a valuable asset that stores large volumes of highly confidential customer information, and houses the vital intelligence that sales, marketing, and support staff need to effectively interact with existing and potential clients.
In order to achieve your CRM-related goals, you need to put the right procedures and technologies in place to protect your CRM database from security breaches, performance problems, technical failures, and other issues.
24 x 7 Availability
If your CRM database goes down, your ability to perform routine customer-facing activities will be severely hindered. The keys to ensuring that your CRM database is accessible - and operating at its peak - at all times are around-the-clock monitoring and system redundancy.
By continuously tracking the performance and availability of your CRM database, you can maximize uptime by instantly identifying any problems and taking immediate corrective action. Mirroring and redundancy can help you avoid downtime in the event of a major system failure, by providing you with an exact duplicate of your CRM database that can be rapidly "brought up" when needed.
Data Security
The information contained in your CRM database is one of your most important competitive resources. Additionally, your customers need to feel confident that their private and personal information - such as credit card numbers, social security numbers, or any other data they share during business transactions - won't fall into the wrong hands. Therefore, maintaining the integrity of your sensitive and confidential customer data is crucial.
While there is no way to create a completely failsafe environment, there are plenty of measures that can be taken to dramatically enhance CRM database protection.
For example, multiple levels of login authentication can help you prevent unauthorized access. Role-based security, which enables users to view only certain portions of the data based on their job function, can help ensure that all customer information is handled correctly.
And, securing your CRM database with data encryption and firewalls can significantly minimize the risks caused by hackers other cyber-criminals.
If your company has chosen an on-demand CRM system, you'll need to work closely with your service provider to ensure that, even though your CRM database may not be physically separated, there are plenty of safeguards in place to keep other clients from getting to your information. Additionally, you'll need to make sure that the service provider promptly installs any application, database, or operating system patches to keep security optimized.
Here are a few questions to ask yourself as a business owner when it comes to your Bankcard Pros CRM data backup and security:
Q: How will I know to back-up my CRM software?
Answer: As a system administrator user, when you login to your Bankcard Pros CRM software, you will see a red blinking box that says “Backup Database”. This will appear if the system recognizes that you have not backed up your data for 2 or more days. It is highly recommended that you DO NOT ignore this warning, or disable this feature in the configuration section of the CRM. Always perform the backup procedure on a daily basis.
Q: What exactly should I backup?
Answer: First of all, you must backup your data from your MySQL database program on a DAILY basis, which can be done on your own in the setup/configuration section of your CRM software, using the Database Backup tool. The system will save all your data into a text file like “backup_yourcompanyname.txt”
Secondly, you need to back-up all the physical files from your hosting account. This can easily be done using afile transfer program called CuteFTP software program for example. You can get instructions on doing this from this website http://www.globalscape.com/support/genusage6.aspx .
The main folder that you always want to back-up on your hosting account is the /corp folder. This should be backed up on a DAILY basis. This folder contains all the files, marketing materials, docs, contracts, etc. that you uploaded in the leads section, document download library, status section under each merchant, and so on. But it is a good idea to back-up your entire CRM site at least on a monthly basis.
Q: How do I backup my database?
Answer: This video will teach you how to manage your daily backups of your CRM data: http://www.youtube.com/watch?v=Ra1fx8vSLlc.
It will teach you how to back-up your data from your MySQL database program on a DAILY basis, which can be done on your own in the setup/configuration section of your CRM software, using the Database Backup tool.
Q: Where do I store the files of my database?
Answer: The system will save all your data into a text file like “backup_yourcompanyname.txt” and will probably be around 10MB and up to 50MB in size. If you have been using your CRM software heavily for 1-2 years, the file could easily be 200MB or more. It just depends on how much data you import and add each month.
When you backup your database, you need to save the file to your computer desktop, preferably in your “My Documents” folder under a new folder called “CRM Database Backups”
Q: How often should you backup your database?
Answer: It should be a strict company and employee policy to back-up your database on a DAILY basis. Make sure the employee responsible for this task understands that failing to perform this task can be subject to termination.
Q: How many copies of the backup should I store?
Answer: Depending on how valuable this data is and how many employees rely on your CRM on a daily basis, it would be recommended to always have 3 copies of your database and CRM files. (1) On your computer in your documents folder, (2) another copy on a USB drive that you can store in a safe, and (3) a copy you should burn on a DVD disc.
Q: Where do I store the backup files?
Answer: The CRM software allows you to download the text file and save the data file on your computer in your “My Documents” folder. Make sure your computer requires a password to login. Also, make sure your computer will automatically log out after 10-30 minutes of inactivity. Make sure your computer is in an individual office and you close the door and lock it with key when you leave your office at all times, like lunch or when you leave for the day.
Q: Who should be in charge of managing your database, hosting account, and server?
Answer: It is highly recommended that you hire a certified IT person to manage your database backups, or hire a professional firm to manage this for you. This person or company should be a highly qualified, educated, and experienced to handle your IT needs. It is not recommended that you allow a manager, sales rep, receptionist, etc. to perform these tasks. If they do not know what they are doing, it could result in a loss of data and be devastating to your business, especially if you have a call center with dozens of sales reps or telemarketers calling on thousands of leads in your CRM software.
Q: How do I trust the person managing and backing up your database?
Answer: The two questions to ask is, “Can I trust this person?” and “Is this person capable of managing our company’s IT needs without making any devastating errors with the CRM, hosting accounts, or servers that could result in loss of data?” Even if you trust an employee, it is recommended you put in place business policies as if you do not trust anyone, just to be safe.
It is highly recommended that you perform a credit/criminal background check on the IT person to make sure they have no past issues like theft or felony convictions. It is also important this person has the education, experience, and training to properly manage computers and servers in the IT career field. Check their references as well as past employment history with other companies. Check to make sure they have High School diploma, college diploma, training certificates, and other certifications in their career field. Never go by what they tell you in the initial interview and what their resume says. They must provide you all the documentation, references, and so on.
Q: How do I secure my computers at my office from unauthorized access?
Answer: It is highly recommended that you add a password protection to your business email program, like Microsoft Outlook Professional 2010. In regards to all the computers in your company, it is highly recommended that you treat each computer with the same security as a business server. Make sure all your computers are running Windows 7 and all computers are up to date with all Microsoft updates. Make sure all computers are running Microsoft Security Essentials antivirus and firewall software. This is free from Microsoft. Make sure your internet access routers or wireless routers are password protected with a new password other than the default password. Make sure all computers require password in order to login and get to the Windows 7 Desktop. You should also set the Windows option so the computers will automatically log out after 30 minutes of inactivity, and require a password to be able to access the computer again. This will insure employees are unable to access other employee computers at any time.
Make sure all your computers do not have USB ports or DVD writers installed making it easy for any employee to steal company data, especially via USB drives which are the easiest way to copy tons of data within minutes.
If an employee is no longer with your company, immediately change all passwords to the computer and his/her email so they will no longer be able to access anything. Make sure the employee does not have any keys to your office. Since keys can be duplicated, it is highly recommended you change your locks to your office with new keys immediately.
Q: Should I store credit card info on any of my computers or servers?
Answer: Never! This is in violation to the PCI security regulations. If you have paperwork faxed to your office via FAX or Email, these documents should be stored in a safe, or properly destroyed or shredded. These documents should be received and managed by 1 employee only as you should not allow sales reps and telemarketers to receive, handle, or store paperwork with customer’s credit card info.
Q: How can I prevent my employees accessing our CRM from home or any other location other than our office?
Answer: Each user profile has a feature that will allow you to restrict the user from logging in from multiple locations. If you add the IP address of their computer at your office, then that user will only be able to login from their computer at work only. If they try to login from home which is using a different IP address, their access will be denied.
Q: How can I prevent my employees from providing confidential login information to other individuals not associated with our company?
Answer: Each user profile has a feature that will allow you to restrict the user from logging in from multiple locations. If this employee provides their username and password to another individual outside the company, they will never be able to login because the username is only allowed to login from a specific computer with a specific IP address.
Q: My company has 12 computers, should I back all the computers as well?
Answer: You should always backup all computers on a daily basis. You should have a server with a software program that will back-up all computers automatically on a daily basis. The backups should include all “My Document” folders on each computer as well as the Outlook email .pst files for each employee. You should also backup the server as well. Any IT person or company you hire will be able to explain all this in detail and provide you all the options.
Back Up and Disaster Recovery
Answer: The loss of mission-critical customer data could be detrimental to your business. Are you prepared for a major disaster?
A well-designed disaster recovery plan will allow you to retrieve the information stored in your CRM database if something happens. Back up your CRM database at least once a week (although most experts recommend a daily back up for the utmost protection). It is also preferable to back up to a server in an off-site location. While an on-site back up will enable you to quickly restore your data after a power surge or a system collapse, it will do you no good in the event of a fire or flood.
Why is Computer Backup Important?
If you've ever been in a situation in which you've almost completed an important project, only to have your computer spontaneously crash seconds before hitting the "save" button, you understand how frustrating losing your data can be.
Now, imagine losing all your important files - everything from business files, to family photos, to your tax returns - permanently. Although many of us prefer to adhere to the mantra of "it'll never happen to me", the truth is, it could. And as computers continue to become the principle way in which many people conduct important transactions, this type of thinking is becoming increasingly risky.
What's worse, the modern computer is ever more vulnerable to the imminent threats multiplying on the Internet - everything from adware, to spyware, to viruses. In fact, in 2003 alone, the number of computer viruses increased by 11%.
Do I Need to Backup All of my Computer Data?
The short answer to this question is no, you do not need to back up all of the files on your computer. However, there are certain files you should definitely backup, so that in the event your computer decides it's time is up, you won't be at a total loss.
So just what files should you be backing up? Although the choice is ultimately a personal one, here are some suggestions:
- Information and files relating to banking or other financial transactions
- Digital photos
- Purchased/downloaded music from the Internet
- Purchased/downloaded software from the Internet
- Important work/school projects
- Email contact list
- Internet browser bookmarks
You can also get more detailed information on backup information from this website http://en.wikipedia.org/wiki/Backup
Your CRM database is a valuable asset that stores large volumes of highly confidential customer information, and houses the vital intelligence that sales, marketing, and support staff need to effectively interact with existing and potential clients.
In order to achieve your CRM-related goals, you need to put the right procedures and technologies in place to protect your CRM database from security breaches, performance problems, technical failures, and other issues.
24 x 7 Availability
If your CRM database goes down, your ability to perform routine customer-facing activities will be severely hindered. The keys to ensuring that your CRM database is accessible - and operating at its peak - at all times are around-the-clock monitoring and system redundancy.
By continuously tracking the performance and availability of your CRM database, you can maximize uptime by instantly identifying any problems and taking immediate corrective action. Mirroring and redundancy can help you avoid downtime in the event of a major system failure, by providing you with an exact duplicate of your CRM database that can be rapidly "brought up" when needed.
Data Security
The information contained in your CRM database is one of your most important competitive resources. Additionally, your customers need to feel confident that their private and personal information - such as credit card numbers, social security numbers, or any other data they share during business transactions - won't fall into the wrong hands. Therefore, maintaining the integrity of your sensitive and confidential customer data is crucial.
While there is no way to create a completely failsafe environment, there are plenty of measures that can be taken to dramatically enhance CRM database protection.
For example, multiple levels of login authentication can help you prevent unauthorized access. Role-based security, which enables users to view only certain portions of the data based on their job function, can help ensure that all customer information is handled correctly.
And, securing your CRM database with data encryption and firewalls can significantly minimize the risks caused by hackers other cyber-criminals.
If your company has chosen an on-demand CRM system, you'll need to work closely with your service provider to ensure that, even though your CRM database may not be physically separated, there are plenty of safeguards in place to keep other clients from getting to your information. Additionally, you'll need to make sure that the service provider promptly installs any application, database, or operating system patches to keep security optimized.
Here are a few questions to ask yourself as a business owner when it comes to your Bankcard Pros CRM data backup and security:
Q: How will I know to back-up my CRM software?
Answer: As a system administrator user, when you login to your Bankcard Pros CRM software, you will see a red blinking box that says “Backup Database”. This will appear if the system recognizes that you have not backed up your data for 2 or more days. It is highly recommended that you DO NOT ignore this warning, or disable this feature in the configuration section of the CRM. Always perform the backup procedure on a daily basis.
Q: What exactly should I backup?
Answer: First of all, you must backup your data from your MySQL database program on a DAILY basis, which can be done on your own in the setup/configuration section of your CRM software, using the Database Backup tool. The system will save all your data into a text file like “backup_yourcompanyname.txt”
Secondly, you need to back-up all the physical files from your hosting account. This can easily be done using afile transfer program called CuteFTP software program for example. You can get instructions on doing this from this website http://www.globalscape.com/support/genusage6.aspx .
The main folder that you always want to back-up on your hosting account is the /corp folder. This should be backed up on a DAILY basis. This folder contains all the files, marketing materials, docs, contracts, etc. that you uploaded in the leads section, document download library, status section under each merchant, and so on. But it is a good idea to back-up your entire CRM site at least on a monthly basis.
Q: How do I backup my database?
Answer: This video will teach you how to manage your daily backups of your CRM data: http://www.youtube.com/watch?v=Ra1fx8vSLlc.
It will teach you how to back-up your data from your MySQL database program on a DAILY basis, which can be done on your own in the setup/configuration section of your CRM software, using the Database Backup tool.
Q: Where do I store the files of my database?
Answer: The system will save all your data into a text file like “backup_yourcompanyname.txt” and will probably be around 10MB and up to 50MB in size. If you have been using your CRM software heavily for 1-2 years, the file could easily be 200MB or more. It just depends on how much data you import and add each month.
When you backup your database, you need to save the file to your computer desktop, preferably in your “My Documents” folder under a new folder called “CRM Database Backups”
Q: How often should you backup your database?
Answer: It should be a strict company and employee policy to back-up your database on a DAILY basis. Make sure the employee responsible for this task understands that failing to perform this task can be subject to termination.
Q: How many copies of the backup should I store?
Answer: Depending on how valuable this data is and how many employees rely on your CRM on a daily basis, it would be recommended to always have 3 copies of your database and CRM files. (1) On your computer in your documents folder, (2) another copy on a USB drive that you can store in a safe, and (3) a copy you should burn on a DVD disc.
Q: Where do I store the backup files?
Answer: The CRM software allows you to download the text file and save the data file on your computer in your “My Documents” folder. Make sure your computer requires a password to login. Also, make sure your computer will automatically log out after 10-30 minutes of inactivity. Make sure your computer is in an individual office and you close the door and lock it with key when you leave your office at all times, like lunch or when you leave for the day.
Q: Who should be in charge of managing your database, hosting account, and server?
Answer: It is highly recommended that you hire a certified IT person to manage your database backups, or hire a professional firm to manage this for you. This person or company should be a highly qualified, educated, and experienced to handle your IT needs. It is not recommended that you allow a manager, sales rep, receptionist, etc. to perform these tasks. If they do not know what they are doing, it could result in a loss of data and be devastating to your business, especially if you have a call center with dozens of sales reps or telemarketers calling on thousands of leads in your CRM software.
Q: How do I trust the person managing and backing up your database?
Answer: The two questions to ask is, “Can I trust this person?” and “Is this person capable of managing our company’s IT needs without making any devastating errors with the CRM, hosting accounts, or servers that could result in loss of data?” Even if you trust an employee, it is recommended you put in place business policies as if you do not trust anyone, just to be safe.
It is highly recommended that you perform a credit/criminal background check on the IT person to make sure they have no past issues like theft or felony convictions. It is also important this person has the education, experience, and training to properly manage computers and servers in the IT career field. Check their references as well as past employment history with other companies. Check to make sure they have High School diploma, college diploma, training certificates, and other certifications in their career field. Never go by what they tell you in the initial interview and what their resume says. They must provide you all the documentation, references, and so on.
Q: How do I secure my computers at my office from unauthorized access?
Answer: It is highly recommended that you add a password protection to your business email program, like Microsoft Outlook Professional 2010. In regards to all the computers in your company, it is highly recommended that you treat each computer with the same security as a business server. Make sure all your computers are running Windows 7 and all computers are up to date with all Microsoft updates. Make sure all computers are running Microsoft Security Essentials antivirus and firewall software. This is free from Microsoft. Make sure your internet access routers or wireless routers are password protected with a new password other than the default password. Make sure all computers require password in order to login and get to the Windows 7 Desktop. You should also set the Windows option so the computers will automatically log out after 30 minutes of inactivity, and require a password to be able to access the computer again. This will insure employees are unable to access other employee computers at any time.
Make sure all your computers do not have USB ports or DVD writers installed making it easy for any employee to steal company data, especially via USB drives which are the easiest way to copy tons of data within minutes.
If an employee is no longer with your company, immediately change all passwords to the computer and his/her email so they will no longer be able to access anything. Make sure the employee does not have any keys to your office. Since keys can be duplicated, it is highly recommended you change your locks to your office with new keys immediately.
Q: Should I store credit card info on any of my computers or servers?
Answer: Never! This is in violation to the PCI security regulations. If you have paperwork faxed to your office via FAX or Email, these documents should be stored in a safe, or properly destroyed or shredded. These documents should be received and managed by 1 employee only as you should not allow sales reps and telemarketers to receive, handle, or store paperwork with customer’s credit card info.
Q: How can I prevent my employees accessing our CRM from home or any other location other than our office?
Answer: Each user profile has a feature that will allow you to restrict the user from logging in from multiple locations. If you add the IP address of their computer at your office, then that user will only be able to login from their computer at work only. If they try to login from home which is using a different IP address, their access will be denied.
Q: How can I prevent my employees from providing confidential login information to other individuals not associated with our company?
Answer: Each user profile has a feature that will allow you to restrict the user from logging in from multiple locations. If this employee provides their username and password to another individual outside the company, they will never be able to login because the username is only allowed to login from a specific computer with a specific IP address.
Q: My company has 12 computers, should I back all the computers as well?
Answer: You should always backup all computers on a daily basis. You should have a server with a software program that will back-up all computers automatically on a daily basis. The backups should include all “My Document” folders on each computer as well as the Outlook email .pst files for each employee. You should also backup the server as well. Any IT person or company you hire will be able to explain all this in detail and provide you all the options.
Back Up and Disaster Recovery
Answer: The loss of mission-critical customer data could be detrimental to your business. Are you prepared for a major disaster?
A well-designed disaster recovery plan will allow you to retrieve the information stored in your CRM database if something happens. Back up your CRM database at least once a week (although most experts recommend a daily back up for the utmost protection). It is also preferable to back up to a server in an off-site location. While an on-site back up will enable you to quickly restore your data after a power surge or a system collapse, it will do you no good in the event of a fire or flood.
Why is Computer Backup Important?
If you've ever been in a situation in which you've almost completed an important project, only to have your computer spontaneously crash seconds before hitting the "save" button, you understand how frustrating losing your data can be.
Now, imagine losing all your important files - everything from business files, to family photos, to your tax returns - permanently. Although many of us prefer to adhere to the mantra of "it'll never happen to me", the truth is, it could. And as computers continue to become the principle way in which many people conduct important transactions, this type of thinking is becoming increasingly risky.
What's worse, the modern computer is ever more vulnerable to the imminent threats multiplying on the Internet - everything from adware, to spyware, to viruses. In fact, in 2003 alone, the number of computer viruses increased by 11%.
Do I Need to Backup All of my Computer Data?
The short answer to this question is no, you do not need to back up all of the files on your computer. However, there are certain files you should definitely backup, so that in the event your computer decides it's time is up, you won't be at a total loss.
So just what files should you be backing up? Although the choice is ultimately a personal one, here are some suggestions:
- Information and files relating to banking or other financial transactions
- Digital photos
- Purchased/downloaded music from the Internet
- Purchased/downloaded software from the Internet
- Important work/school projects
- Email contact list
- Internet browser bookmarks
Investing time in your Bankcard Pros CRM ensures you gain the most from it
The Bankcard Pros CRM Team is passionate about our company and proud of our accomplishments with our products and services. Together we have dedicated nearly a decade creating and building Bankcard Pros CRM Software. We care about our customers and spend a large part of each day developing our CRM product, whether adding new features or improving existing ones. Our CRM remains a never-ending project for us. Our team wants Bankcard Pros CRM software to help customers be as successful as possible, yet we know all too well the age-old expression, “You can lead a horse to water, but you cannot make it drink!”
With that in mind, we are truly proud of our software, with all its potential and capabilities. But we need our customers to come along for ride, to invest the necessary time and resource, to utilize the software correctly in order to maximize its efficiency for the business.
We understand that for many businesses it’s not always a short, simple, straight-forward task to set-up and configure the CRM, and we know you need support. Indeed, we’ll admit that some customers have in the past objected to what they see as a lack of support, feeling as though they are not getting the most from their CRM.
In these instances, the Bankcard Pros CRM Team poses two questions:
First, “Has our customer been able to meet their expectations of the software by investing sufficient resource into it?”
And secondly, “How can the Bankcard Pros Team best assist the customer?”
Naturally, we investigate every customer query to find out the root cause of an issue. Typically and somewhat disappointingly, we often discover one of three things. First, some customers are still yet to log into the software. Secondly, the required Set-up and Configuration Checklist has not been completed which is a requirement, and finally much time has passed between the customer perceiving an issue and eventually notifying the Bankcard Pros CRM Team.
We hope that each of our customers will invest the appropriate time to complete the required set-up and configuration checklist, read all support materials, and ensure they view all training videos. After all, a CRM purchase is a solid financial outlay and as such requires the customer to dedicate time and resource to make sure the product operates as efficiently as possible.
Support from our team shouldn’t need to commence the moment after installation; instead we hope it begins after the customer has completed the checklist, read all set-up materials and viewed all the training videos.
Sometimes customers choose not to follow instructions. We understand the pressures of time and multiple work commitments. But we advise against taking short cuts and skipping steps that are essential in making the CRM experience a positive and beneficial one for the company. The checklist has been carefully developed to facilitate the customer’s initial exposure to the CRM product, to transfer knowledge and ensure the customer can work independently, and in a more effective and efficient manner than by over-the-phone support.
We believe any CRM project needs to have a dedicated staff member who will take responsibility for the software. This ensures the company’s CRM implementation is achieved in a straightforward and hassle-free manner. As with the introduction of any major business decision, CRM implementation is a project requiring careful planning. A well-managed CRM project ensures that possible issues are perceived and resolved, and that a customer understands well in advance the capabilities and limitations of the software.
Recently, one prospective customer wishing to buy our CRM software made the following comment:
"Let's face it, we are all looking for the perfect CRM that does what each of us want it to do, and which is different for each ISO/MLS. We want it cheap, we want "up-to-the-second" response in service, we want our name on it and so on. Come to think of it… I just sounded like the majority of my merchants."
With all CRM software, a company must be prepared to invest substantially, to pay more for support, and to prepare its staff to devote a portion of the daily routine and resource using the CRM for their business. It’s advisable to include this in the company’s budget and accept this part of the ongoing operations expenditure. If a company chooses to invest adequately and budgets wisely to pay support fees, then they will always receive a favourable outcome. The dilemma comes when companies insist on superior support and endless hours of assistance free of charge. Any company with a successful CRM implementation will have done its homework carefully and allocated sufficient financial and human resource to the project - and that on an ongoing basis.
Extensive and comprehensive online training is available 24 hours a day, so why bother with over-the-phone support? We currently have 64 high-quality training videos available online, all day, every day, and we believe the training covers each and every aspect of the CRM. Online training is accessible and convenient and doesn’t require time-consuming note-taking. Simply upload, sit back and watch - and of course the training videos can be viewed as frequently as needed!
What we are asking for is this: the customer needs to invest a reasonable amount of time to learn, set-up, and use the software. They can complete 80-90% of this in their own time and without the need for extra assistance. Obviously, we will help customers and walk them through the remaining few items they don’t understand. The more time and effort the customer invests in the software, the better they will understand the software capabilities and the greater their understanding of its potential to realize their expectations.
So what about the question: “But this is why we are paying for support!” Our company sells software just like any other, and the support our customers pay for consists of answering questions and teaching clients how to do things when they are stuck. But we believe the customer also has a responsibility to set-up, use, and manage their own CRM on a daily basis. We have had customers in the past demand that we make changes in their CRM because they pay for this support, when this is not the case. The biggest dilemma is a majority of the customers haven’t appropriated enough time to read thoroughly and understand the contract agreement, watched the videos, set-up and configuration guide, checklist or the question and answer guide. We need you to do this in order that your CRM experience is an enjoyable one, and it’s a requirement we’ve clearly enunciated in the contract agreement.
But let me be clear – we do offer support to get the customer though the tougher moments! We are available to answer questions and guide customers through simple tasks. However, we do not operate the CRM software, complete the set-up or carry out configuration checklist. For legal reasons, we are prohibited from making changes, adding, editing, or deleting anything in your CRM after the customer starts using the product.
We have customers that employ young staff in sales offices, who use the CRM daily without being trained and requiring almost no external support. This is because they put the effort into using the software. As in many businesses, some customers forget to invest time and resource in CRM as they feel too many time constraints dealing with new sales, training agents, and supporting their own merchants. This is a no-win situation. Customers are aware that they they require a CRM for their sales office, yet they feel they don’t have the time to start using it.
For this reason, we mention in the first 3-4 pages of the Set-up and Configuration Guide that it is highly recommended that the owner assign a manager or employee to manage this CRM for the office. Owners do not have time trying to do all this on their own yet still need to learn the capabilities of the CRM and use as frequently as possible.
Recently we had a customer tell us on the phone that he “was expecting the Bankcard Pros CRM software to be live and ready to use as soon as it was installed” and that he “didn’t have time to do the set-up.” So what should the customer expect from the Bankcard Pros CRM Team?
In this case the customer switched over to Bankcard Pros CRM from Microsoft CRM software, the latter was a vast, complicated system including thousands of features, many of which will remain unused. Such a system demands an enormous cost when needed for hundreds of users, and consumes a tremendous amount of resources to learn and operate the system. The process with our company is the same, but certainly less complicated.
Due diligence is part of major business decision and our customers should know what they are getting when they purchase our CRM. Our system is built specifically for the bankcard industry so we avoided adding an overabundance of features. Our product has the features required for any sales office selling merchant services and credit card processing equipment/software, and we omitted introducing features that would never be used. Some customers report that they can use only 30% of our CRM software; this is why Bankcard Pros CRM offers the option to disable features that won’t be used.
If a customer chooses not to participate in reading the support documentation, learning how to set-up the CRM, watching the training videos, and completing the set-up and configuration of the CRM software, a project can rarely meet the customer’s expectations. We understand that customers will not be able to learn 100% of the CRM software in a week but we believe the customer can learn and set-up 60-80% of the CRM independently. We will be able to guide you to learn and set-up the remaining steps.
The Bankcard Pros CRM Team knows it can be frustrating to set-up and implement the running of new software, but we hope the customer will avoid making statements like these:
“We do not have time to do this.”
“We don’t have time to read anything.”
“We expected this CRM to be up and running when you first installed it.”
“This is what we pay you to do.”
“We never received support so we could never even use the CRM software.”
When our staff receives emails like this, we first do research to see what was completed with their CRM, such as “How many times did they login”, “Was the checklist started or completed”, ”Did they add all their users in the system”, “Did they build a document download library”, “Did they import their existing clients”, “Did they edit the email notifications”, “Did they customize the status levels and user type levels” and so on. Nevertheless, from time to time we still have customers who have avoided undertaking the most basics steps to get started.
Here is an example of how much time it would take a customer to get started:
Print out the 28-page Question and Answer Guide
Print out the 41-page Set-up and Configuration Guide
Print out the 13-page Set-up and Configuration Checklist.
It takes about four hours to read the documentation and another two or three to complete the Set-up and Configuration Checklist. We also highly recommend that customers watch all 64 YouTube training videos, a total of approximately five hours’ viewing. In all, in about two or three days a customer can achieve everything that is required. To obtain best results, it depends on just closing the door, eliminating all distractions, and completing the tasks!
When all this is done, the Bankcard Pros CRM Team can help customers import clients, contacts, and other tasks which should only take another hour. If the customer follows our instructions above and does this right the first time, it will prevent having to redo things manually in the future, eliminating confusion and avoiding wasted time and money.
We’re in the software business and we know CRM inside out. Each day CRM software becomes more and more sophisticated and able to handle a myriad of complicated tasks that save businesses time and money. However, like any large investment, we hope customers will take ownership of the investment – time and effort will ensure the CRM becomes a great tool for the customer’s business.
Nurture the software early on so that later it will thrive. It’s that simple. With effort from the customer, together with the Bankcard Pros CRM Team, we know the CRM will be a positive business experience. We know the typical customer can install and use 80% of the Bankcard Pros CRM software without assistance from us. We’re here to provide the additional support required when issues arrive further down the line.
In the end, CRM software belongs to the customer and can only be as successful as the time a customer dedicates to it. An investment of time and effort will result in the success or failure of utilizing CRM software. If the customer manages this well, such an investment will save the company thousands of dollars in time and money because it will organize employees and allow the sales office to board, manage, and deploy even more merchants on a daily basis. With a small investment of time in set-up and training, the Bankcard Pros CRM experience is certain to be a positive one.
For any questions, please contact the Bankcard Pros CRM Team at (800) 985-9157 or email us at training@bankcardpros.com
With that in mind, we are truly proud of our software, with all its potential and capabilities. But we need our customers to come along for ride, to invest the necessary time and resource, to utilize the software correctly in order to maximize its efficiency for the business.
We understand that for many businesses it’s not always a short, simple, straight-forward task to set-up and configure the CRM, and we know you need support. Indeed, we’ll admit that some customers have in the past objected to what they see as a lack of support, feeling as though they are not getting the most from their CRM.
In these instances, the Bankcard Pros CRM Team poses two questions:
First, “Has our customer been able to meet their expectations of the software by investing sufficient resource into it?”
And secondly, “How can the Bankcard Pros Team best assist the customer?”
Naturally, we investigate every customer query to find out the root cause of an issue. Typically and somewhat disappointingly, we often discover one of three things. First, some customers are still yet to log into the software. Secondly, the required Set-up and Configuration Checklist has not been completed which is a requirement, and finally much time has passed between the customer perceiving an issue and eventually notifying the Bankcard Pros CRM Team.
We hope that each of our customers will invest the appropriate time to complete the required set-up and configuration checklist, read all support materials, and ensure they view all training videos. After all, a CRM purchase is a solid financial outlay and as such requires the customer to dedicate time and resource to make sure the product operates as efficiently as possible.
Support from our team shouldn’t need to commence the moment after installation; instead we hope it begins after the customer has completed the checklist, read all set-up materials and viewed all the training videos.
Sometimes customers choose not to follow instructions. We understand the pressures of time and multiple work commitments. But we advise against taking short cuts and skipping steps that are essential in making the CRM experience a positive and beneficial one for the company. The checklist has been carefully developed to facilitate the customer’s initial exposure to the CRM product, to transfer knowledge and ensure the customer can work independently, and in a more effective and efficient manner than by over-the-phone support.
We believe any CRM project needs to have a dedicated staff member who will take responsibility for the software. This ensures the company’s CRM implementation is achieved in a straightforward and hassle-free manner. As with the introduction of any major business decision, CRM implementation is a project requiring careful planning. A well-managed CRM project ensures that possible issues are perceived and resolved, and that a customer understands well in advance the capabilities and limitations of the software.
Recently, one prospective customer wishing to buy our CRM software made the following comment:
"Let's face it, we are all looking for the perfect CRM that does what each of us want it to do, and which is different for each ISO/MLS. We want it cheap, we want "up-to-the-second" response in service, we want our name on it and so on. Come to think of it… I just sounded like the majority of my merchants."
With all CRM software, a company must be prepared to invest substantially, to pay more for support, and to prepare its staff to devote a portion of the daily routine and resource using the CRM for their business. It’s advisable to include this in the company’s budget and accept this part of the ongoing operations expenditure. If a company chooses to invest adequately and budgets wisely to pay support fees, then they will always receive a favourable outcome. The dilemma comes when companies insist on superior support and endless hours of assistance free of charge. Any company with a successful CRM implementation will have done its homework carefully and allocated sufficient financial and human resource to the project - and that on an ongoing basis.
Extensive and comprehensive online training is available 24 hours a day, so why bother with over-the-phone support? We currently have 64 high-quality training videos available online, all day, every day, and we believe the training covers each and every aspect of the CRM. Online training is accessible and convenient and doesn’t require time-consuming note-taking. Simply upload, sit back and watch - and of course the training videos can be viewed as frequently as needed!
What we are asking for is this: the customer needs to invest a reasonable amount of time to learn, set-up, and use the software. They can complete 80-90% of this in their own time and without the need for extra assistance. Obviously, we will help customers and walk them through the remaining few items they don’t understand. The more time and effort the customer invests in the software, the better they will understand the software capabilities and the greater their understanding of its potential to realize their expectations.
So what about the question: “But this is why we are paying for support!” Our company sells software just like any other, and the support our customers pay for consists of answering questions and teaching clients how to do things when they are stuck. But we believe the customer also has a responsibility to set-up, use, and manage their own CRM on a daily basis. We have had customers in the past demand that we make changes in their CRM because they pay for this support, when this is not the case. The biggest dilemma is a majority of the customers haven’t appropriated enough time to read thoroughly and understand the contract agreement, watched the videos, set-up and configuration guide, checklist or the question and answer guide. We need you to do this in order that your CRM experience is an enjoyable one, and it’s a requirement we’ve clearly enunciated in the contract agreement.
But let me be clear – we do offer support to get the customer though the tougher moments! We are available to answer questions and guide customers through simple tasks. However, we do not operate the CRM software, complete the set-up or carry out configuration checklist. For legal reasons, we are prohibited from making changes, adding, editing, or deleting anything in your CRM after the customer starts using the product.
We have customers that employ young staff in sales offices, who use the CRM daily without being trained and requiring almost no external support. This is because they put the effort into using the software. As in many businesses, some customers forget to invest time and resource in CRM as they feel too many time constraints dealing with new sales, training agents, and supporting their own merchants. This is a no-win situation. Customers are aware that they they require a CRM for their sales office, yet they feel they don’t have the time to start using it.
For this reason, we mention in the first 3-4 pages of the Set-up and Configuration Guide that it is highly recommended that the owner assign a manager or employee to manage this CRM for the office. Owners do not have time trying to do all this on their own yet still need to learn the capabilities of the CRM and use as frequently as possible.
Recently we had a customer tell us on the phone that he “was expecting the Bankcard Pros CRM software to be live and ready to use as soon as it was installed” and that he “didn’t have time to do the set-up.” So what should the customer expect from the Bankcard Pros CRM Team?
In this case the customer switched over to Bankcard Pros CRM from Microsoft CRM software, the latter was a vast, complicated system including thousands of features, many of which will remain unused. Such a system demands an enormous cost when needed for hundreds of users, and consumes a tremendous amount of resources to learn and operate the system. The process with our company is the same, but certainly less complicated.
Due diligence is part of major business decision and our customers should know what they are getting when they purchase our CRM. Our system is built specifically for the bankcard industry so we avoided adding an overabundance of features. Our product has the features required for any sales office selling merchant services and credit card processing equipment/software, and we omitted introducing features that would never be used. Some customers report that they can use only 30% of our CRM software; this is why Bankcard Pros CRM offers the option to disable features that won’t be used.
If a customer chooses not to participate in reading the support documentation, learning how to set-up the CRM, watching the training videos, and completing the set-up and configuration of the CRM software, a project can rarely meet the customer’s expectations. We understand that customers will not be able to learn 100% of the CRM software in a week but we believe the customer can learn and set-up 60-80% of the CRM independently. We will be able to guide you to learn and set-up the remaining steps.
The Bankcard Pros CRM Team knows it can be frustrating to set-up and implement the running of new software, but we hope the customer will avoid making statements like these:
“We do not have time to do this.”
“We don’t have time to read anything.”
“We expected this CRM to be up and running when you first installed it.”
“This is what we pay you to do.”
“We never received support so we could never even use the CRM software.”
When our staff receives emails like this, we first do research to see what was completed with their CRM, such as “How many times did they login”, “Was the checklist started or completed”, ”Did they add all their users in the system”, “Did they build a document download library”, “Did they import their existing clients”, “Did they edit the email notifications”, “Did they customize the status levels and user type levels” and so on. Nevertheless, from time to time we still have customers who have avoided undertaking the most basics steps to get started.
Here is an example of how much time it would take a customer to get started:
Print out the 28-page Question and Answer Guide
Print out the 41-page Set-up and Configuration Guide
Print out the 13-page Set-up and Configuration Checklist.
It takes about four hours to read the documentation and another two or three to complete the Set-up and Configuration Checklist. We also highly recommend that customers watch all 64 YouTube training videos, a total of approximately five hours’ viewing. In all, in about two or three days a customer can achieve everything that is required. To obtain best results, it depends on just closing the door, eliminating all distractions, and completing the tasks!
When all this is done, the Bankcard Pros CRM Team can help customers import clients, contacts, and other tasks which should only take another hour. If the customer follows our instructions above and does this right the first time, it will prevent having to redo things manually in the future, eliminating confusion and avoiding wasted time and money.
We’re in the software business and we know CRM inside out. Each day CRM software becomes more and more sophisticated and able to handle a myriad of complicated tasks that save businesses time and money. However, like any large investment, we hope customers will take ownership of the investment – time and effort will ensure the CRM becomes a great tool for the customer’s business.
Nurture the software early on so that later it will thrive. It’s that simple. With effort from the customer, together with the Bankcard Pros CRM Team, we know the CRM will be a positive business experience. We know the typical customer can install and use 80% of the Bankcard Pros CRM software without assistance from us. We’re here to provide the additional support required when issues arrive further down the line.
In the end, CRM software belongs to the customer and can only be as successful as the time a customer dedicates to it. An investment of time and effort will result in the success or failure of utilizing CRM software. If the customer manages this well, such an investment will save the company thousands of dollars in time and money because it will organize employees and allow the sales office to board, manage, and deploy even more merchants on a daily basis. With a small investment of time in set-up and training, the Bankcard Pros CRM experience is certain to be a positive one.
For any questions, please contact the Bankcard Pros CRM Team at (800) 985-9157 or email us at training@bankcardpros.com
Top 7 Benefits of CRM Software
Top 7 benefits of CRM software -- towards a more efficient way to define the company-client relationship
The standard CRM definition that includes better serving existing customers and developing services for new ones can also include CRM as a business practice that combines software solutions with business objectives to develop company-client relationships. When CRM is effective, it improves internal processes within the business and personalizes the organization's external relationships. The overall benefits of CRM software include extending the company's value across the firm through data integration, increasing customer retention and loyalty, and responding effectively to competition in the marketplace.
Listed below are seven specific CRM software benefits that result from superior customer data collection that in turn helps better manage relationships with customers.
Top seven CRM software benefits
Increased revenue and profits -- Finding the right CRM software that matches companies' strategies and objectives allows management to develop a plan for increasing sales and profits for the long term. CRM software makes sales data and forecast information all immediately accessible and permits decision-makers to accurately study revenue and expenses to decide where to cut costs, decide how much inventory to stock, and determine what discounts may be allowed.
Improved capture of sales leads -- When companies generate a large amount of leads, they can then increase their sales and revenues. With an automated workflow system that includes set timers, CRM software enables the sales team to view leads on the computer screen and then see those leads disappear when they become customers. In addition, CRM software creates specific sales territories so that the sales team can manage their areas via CRM generated reports that give complete, concise information.
Flexibility through scalability -- Scalability is an especially important factor for expanding small-and medium-sized businesses who wish to develop their customer offerings in the near future, but don't wish to outlay a great deal of money for their CRM software solution. Many CRM solutions offer a package that requires no software installation on the user's computer and gives new users the confidence to slowly build their system to match their needs.
Other CRM vendors allow smaller companies to rent licenses and to then have that vendor manage and maintain their CRM solution, which leaves small companies free to perform other day-to-day tasks. Once the business gains more customers and wishes to expand their CRM capabilities, the CRM vendor can offer the company user licenses, which require yearly maintenance fees, but give the company complete autonomy from the CRM vendor. Having a license may give the company a greater sense of security, since vital customer data is now only housed in their IP network.
Some CRM software solutions for small businesses use web-based solutions to share data with other applications such as Microsoft Outlook which helps these companies integrate a CRM solution into their business plan, while lessening their administrative time.
Improved customer service -- The CRM software should include access to centralized customer data as well as e-mail templates that allows CRM associates to quickly key in on important customer details and communicate effectively with those customers when they need assistance with their services or products. This customer information has been captured from either point-of-sale (POS) systems or through sales and purchase data.
Increased cross-selling and up-selling opportunities for existing customers Businesses make money when they keep their customers through loyalty, more than by depleting their resources trying to find new customers. With "A-list" sales leads in hand from call centers, surveys, and other inquires, along with the existing customer data, customer service reps or the sales team can offer expanded services to their customers.
Accessible decision-driving information -- When the CRM software solution contains a competitor tracking function, management and the sales team can access these reports to identify trends, measure and forecast sales, track sales processes, and evaluate their own business performance. The CRM software also includes access to important resources such as brochures, white papers, and competitor reports.
Improved customer profiling and target marketing -- In order to know customers and serve their needs, the CRM software system must be able to capture customer details like present accounts, pending orders, and payment history. The centralized database is also integral for customer profiling and for predicting what services that customer may need in the future.
Making customers count and stay
The concept of CRM has existed in the business world for a long time, but in recent years CRM use has grown because of better technology access and database integration. Companies should investigate CRM solutions to keep their existing customers and serve their unique needs. If companies focus on delivering exceptional service that is tailored for these customers, then, they will build loyalty, which will in turn build revenue.
Finding the right CRM solution is an investment for the company and the company's executives need to wholeheartedly support the new CRM solution. This solution must fit within the company's objectives and staff must be trained, or the CRM solution will go to waste if sales leads aren't captured correctly, or if additional customer windows of the CRM software aren't accessed by the right people in a timely fashion. Although somewhat costly, businesses know that when they lose a customer due to inefficiency or delays, they will lose revenue and potential revenue when that upset customer tells ten or more associates of his or her negative experience.
A CRM solution used by a trained staff with the company's goals in mind will promote shorter sales cycles, reduce administrative costs, require less time to track down information, improve reporting and give quicker issue turnaround time, increase sales closing rates, and improve customer retention. As a result, CRM software solutions allow companies to escape revenue plateaus by capturing new customers, retaining existing ones, and by better managing their business.
The standard CRM definition that includes better serving existing customers and developing services for new ones can also include CRM as a business practice that combines software solutions with business objectives to develop company-client relationships. When CRM is effective, it improves internal processes within the business and personalizes the organization's external relationships. The overall benefits of CRM software include extending the company's value across the firm through data integration, increasing customer retention and loyalty, and responding effectively to competition in the marketplace.
Listed below are seven specific CRM software benefits that result from superior customer data collection that in turn helps better manage relationships with customers.
Top seven CRM software benefits
Increased revenue and profits -- Finding the right CRM software that matches companies' strategies and objectives allows management to develop a plan for increasing sales and profits for the long term. CRM software makes sales data and forecast information all immediately accessible and permits decision-makers to accurately study revenue and expenses to decide where to cut costs, decide how much inventory to stock, and determine what discounts may be allowed.
Improved capture of sales leads -- When companies generate a large amount of leads, they can then increase their sales and revenues. With an automated workflow system that includes set timers, CRM software enables the sales team to view leads on the computer screen and then see those leads disappear when they become customers. In addition, CRM software creates specific sales territories so that the sales team can manage their areas via CRM generated reports that give complete, concise information.
Flexibility through scalability -- Scalability is an especially important factor for expanding small-and medium-sized businesses who wish to develop their customer offerings in the near future, but don't wish to outlay a great deal of money for their CRM software solution. Many CRM solutions offer a package that requires no software installation on the user's computer and gives new users the confidence to slowly build their system to match their needs.
Other CRM vendors allow smaller companies to rent licenses and to then have that vendor manage and maintain their CRM solution, which leaves small companies free to perform other day-to-day tasks. Once the business gains more customers and wishes to expand their CRM capabilities, the CRM vendor can offer the company user licenses, which require yearly maintenance fees, but give the company complete autonomy from the CRM vendor. Having a license may give the company a greater sense of security, since vital customer data is now only housed in their IP network.
Some CRM software solutions for small businesses use web-based solutions to share data with other applications such as Microsoft Outlook which helps these companies integrate a CRM solution into their business plan, while lessening their administrative time.
Improved customer service -- The CRM software should include access to centralized customer data as well as e-mail templates that allows CRM associates to quickly key in on important customer details and communicate effectively with those customers when they need assistance with their services or products. This customer information has been captured from either point-of-sale (POS) systems or through sales and purchase data.
Increased cross-selling and up-selling opportunities for existing customers Businesses make money when they keep their customers through loyalty, more than by depleting their resources trying to find new customers. With "A-list" sales leads in hand from call centers, surveys, and other inquires, along with the existing customer data, customer service reps or the sales team can offer expanded services to their customers.
Accessible decision-driving information -- When the CRM software solution contains a competitor tracking function, management and the sales team can access these reports to identify trends, measure and forecast sales, track sales processes, and evaluate their own business performance. The CRM software also includes access to important resources such as brochures, white papers, and competitor reports.
Improved customer profiling and target marketing -- In order to know customers and serve their needs, the CRM software system must be able to capture customer details like present accounts, pending orders, and payment history. The centralized database is also integral for customer profiling and for predicting what services that customer may need in the future.
Making customers count and stay
The concept of CRM has existed in the business world for a long time, but in recent years CRM use has grown because of better technology access and database integration. Companies should investigate CRM solutions to keep their existing customers and serve their unique needs. If companies focus on delivering exceptional service that is tailored for these customers, then, they will build loyalty, which will in turn build revenue.
Finding the right CRM solution is an investment for the company and the company's executives need to wholeheartedly support the new CRM solution. This solution must fit within the company's objectives and staff must be trained, or the CRM solution will go to waste if sales leads aren't captured correctly, or if additional customer windows of the CRM software aren't accessed by the right people in a timely fashion. Although somewhat costly, businesses know that when they lose a customer due to inefficiency or delays, they will lose revenue and potential revenue when that upset customer tells ten or more associates of his or her negative experience.
A CRM solution used by a trained staff with the company's goals in mind will promote shorter sales cycles, reduce administrative costs, require less time to track down information, improve reporting and give quicker issue turnaround time, increase sales closing rates, and improve customer retention. As a result, CRM software solutions allow companies to escape revenue plateaus by capturing new customers, retaining existing ones, and by better managing their business.
What is CRM?
Benefits of customer relationship management for all sized businesses
What is CRM? CRM stands for customer relationship management, defined as a software technology and overall business strategy that enables companies, large and small, to manage their sales leads, accounts, orders, and case management. The benefits of CRM software include increased revenue from managing accounts and orders efficiently, more satisfied customers, and reduced costs stemming from less administrative tracking time and greater turnaround time. However, in order for companies to achieve their greatest results, they will need to expertly train their staff and have their IT departments (if they have one) integrate CRM onto their current software and hardware technologies.
CRM solutions can either be hosted or licensed, meaning that a company can buy the license for a CRM solution and run it themselves, or they can lease a CRM solution, and have that company be responsible for monthly maintenance and training for employees.
CRM benefits companies of varying sizes: enterprise through home-based businesses
Large enterprise businesses -- These global companies require CRM systems that integrate customer service management, sales force management, and IT management into the CRM package. For instance, customer service CRM helps these large companies keep track of extensive customer databases so that customer service support personnel can easily locate accounts, track and analyze orders, as well as track helpdesk tickets so that the questions get answered.
Many enterprises are realizing that CRM is an integral part of their business and that it is worth every investment penny, but executives must align their people and processes across their business to prevent CRM from becoming just a technology issue.
SBE (Small Business Enterprises) and SME (Small/Medium Enterprises) -- Since serving existing customers is always more profitable than spending resources for new ones, CRM helps small and medium sized businesses track and manage opportunities like sales leads, phone calls, and report generation. CRM allows smaller companies to keep abreast of customer needs and trends, while looking like a large business that operates 24/7. The right CRM package can provide a self-help, automated program that answers customer questions outside of normal business hours.
SSB (Small Small Businesses) and SOHO (Small Office, Home Office) -- It used to be that the smallest businesses used Microsoft Outlook for basic customer contact information, and users shared a centralized contact list. Because of their small staff sizes and service-based businesses, SSBs/SOHOs need to maximize their time with a CRM solution that target customers and prospects most likely to buy their products and services. CRM software assists growing businesses by organizing customer data by initial lead, to the sale, plus any ongoing follow up service or support. The software also accesses activity reports, generates labels for mailings, and allows the user to easily update customer information.
CRM is a worthwhile investment
Using CRM is a smart solution for any sized business to stay competitive. Fortunately, there are as many CRM solutions as there are businesses that need them. Enterprises can more easily afford CRM than smaller businesses, which must resist the urge not to update their customer systems. For instance, many smaller business fight CRM because of lack of time, employees, lack of capital, and inadequate IT resources. However, if smaller businesses do their research, they will learn that a CRM software solution can give value back to their customers, can retain those customers, plus increase profits and customer satisfaction.
What is CRM? CRM stands for customer relationship management, defined as a software technology and overall business strategy that enables companies, large and small, to manage their sales leads, accounts, orders, and case management. The benefits of CRM software include increased revenue from managing accounts and orders efficiently, more satisfied customers, and reduced costs stemming from less administrative tracking time and greater turnaround time. However, in order for companies to achieve their greatest results, they will need to expertly train their staff and have their IT departments (if they have one) integrate CRM onto their current software and hardware technologies.
CRM solutions can either be hosted or licensed, meaning that a company can buy the license for a CRM solution and run it themselves, or they can lease a CRM solution, and have that company be responsible for monthly maintenance and training for employees.
CRM benefits companies of varying sizes: enterprise through home-based businesses
Large enterprise businesses -- These global companies require CRM systems that integrate customer service management, sales force management, and IT management into the CRM package. For instance, customer service CRM helps these large companies keep track of extensive customer databases so that customer service support personnel can easily locate accounts, track and analyze orders, as well as track helpdesk tickets so that the questions get answered.
Many enterprises are realizing that CRM is an integral part of their business and that it is worth every investment penny, but executives must align their people and processes across their business to prevent CRM from becoming just a technology issue.
SBE (Small Business Enterprises) and SME (Small/Medium Enterprises) -- Since serving existing customers is always more profitable than spending resources for new ones, CRM helps small and medium sized businesses track and manage opportunities like sales leads, phone calls, and report generation. CRM allows smaller companies to keep abreast of customer needs and trends, while looking like a large business that operates 24/7. The right CRM package can provide a self-help, automated program that answers customer questions outside of normal business hours.
SSB (Small Small Businesses) and SOHO (Small Office, Home Office) -- It used to be that the smallest businesses used Microsoft Outlook for basic customer contact information, and users shared a centralized contact list. Because of their small staff sizes and service-based businesses, SSBs/SOHOs need to maximize their time with a CRM solution that target customers and prospects most likely to buy their products and services. CRM software assists growing businesses by organizing customer data by initial lead, to the sale, plus any ongoing follow up service or support. The software also accesses activity reports, generates labels for mailings, and allows the user to easily update customer information.
CRM is a worthwhile investment
Using CRM is a smart solution for any sized business to stay competitive. Fortunately, there are as many CRM solutions as there are businesses that need them. Enterprises can more easily afford CRM than smaller businesses, which must resist the urge not to update their customer systems. For instance, many smaller business fight CRM because of lack of time, employees, lack of capital, and inadequate IT resources. However, if smaller businesses do their research, they will learn that a CRM software solution can give value back to their customers, can retain those customers, plus increase profits and customer satisfaction.
Thursday, April 7, 2011
Bankcard Pros CRM announces newest feature launch for 2011
Bankcard Pros CRM Account Tracking Software is proud to announce the development of many new features added to our CRM software. These new features benefit sales organizations including increased revenue from managing accounts and orders efficiently, more satisfied customers, and reduced costs stemming from less administrative tracking time and greater turnaround time.
Bankcard Pros CRM provides software technology and an overall business strategy that enables sales organizations, large and small, to manage their sales agents and employees, job applicants, new referrals, sales leads, merchant accounts, equipment orders, and case management.
Our newest features available for 2011 are as follows:
RSS News Feeds
Setup and manage your own RSS News Feeds from the bankcard industry newswire sources, including Greensheet, Verifone, Hypercom, Ingenico, Payments News, Viewpointe, eCommerce Times, Tech World, Channel Retailer, Retail Bulletin, NACHA, QSR Industry, Retail Tech, Data Capture, Retail Week, ATM Card, ATM Marketplace, Retail Solutions, Merchant Guide, Business Wire, First Data Corp.
CRM End-of-Day Activity Reports
Admin Users receive detailed End-of-Day CRM Activity Reports for your sales organization. This report includes detailed information and statistics for all activity in your sales organization for the previous day, including all-time statistics, previous-day statistics, all users who sold new merchant accounts, DBA names boarded in your system, referrals submitted, a list of all job applicant inquiries received, and more.
Daily Transaction Reporting
Import and view all daily transaction reports for your merchants, including month/year, merchant name, user name, # days of reports, total # of transactions, total transaction amount for the day, time of transaction, terminal, primary account number, transaction number, transaction code, transaction result, and transaction amount.
End-of-Day Batch Settlement Reports
Import and view all end-of-day batch settlement reports for your merchants, including month/year, merchant name, total batches, total transaction count, total transaction amount, transaction date and time, terminal/OPR, account number, transaction number, authorization code, and transaction amount.
Transaction Statistics
Daily transaction activity reports, daily batch settlement reports, and advanced Transaction statisticts reports including advanced transaction statisticts reports, total $ statistics by transaction type codes, total % statistics by transaction type codes, total item statistics by transaction type codes, statistics by result codes, statistics by response code, including # TXN, # Batches, # Approvals, # Declines, Tot TXN $, Tot Batches $, Tot Appr $, Tot Decl $, Avg TXN $, Avg Batch $, Avg Appr $, Avg Decl $, # TXN VIS, # TXN MC, # TXN DIS, # TXN AMX, Tot TXN VIS, Tot TXN MC, Tot TXN DIS, and Tot TXN AMX
Merchant Monthly Billing Invoice/Statements
Bankcard Pros CRM automatically generates merchant invoice/statements in PDF format that summarizes all the transaction activity for the previous month, including costs and fees to be billed to the merchant.
Track all Billable Monthly Service Calls and Supplies OrdersKeep track of all billable trouble ticket service calls and all equipment supply orders for your merchants. All service call and supply order bills are automatically calculated to the merchants invoice/statement.
Business Card Management System
View/manage all business card orders with automatic submission to www.printrunner.com
View/manage all business card orders with automatic submission to www.printrunner.com
Thursday, March 10, 2011
Creative Vision Studio announces Plesk 10 server upgrade
Bankcard Pros CRM, a division of Creative Vision Studio, LLC. www.bankcardpros.com is proud to announce its new partnership with Hostway Corporation www.hostway.com and the upgrade of its servers to the new Parallels Plesk Panel 10, an easy, profitable, and complete server automation solution that will manage all your crm database requirements and allow our clients to grow.
Parallels Plesk SiteBuilder includes an easy to use five-step wizard. In addition, the newly improved modules make Parallels Plesk SiteBuilder even more powerful and flexible. The modules included are: Blog, Image Gallery, Guestbook, eShop, SitePal, Forum, Feedback, Registration, RSS Reader, Voting, Script, Area Map, File Download, SiteMap, External Page, and Flash Intro.
Parallels Plesk Panel provides a structured, easy-to-use, end-user server control panel that simplifies our clients hosting management experience, reducing both churn and support costs. And the intuitive Web-page model lets users learn quickly, rapidly find the desired functionality, and still have full access to all needed power. Parallels Plesk Panel now comes with a separate administrator interface, optimized for server and business management. Parallels Plesk Panel provides complete customer and business management capabilities include support for account resources, FTP, SSL, e-mail accounts, Web mail, favorites, databases, traffic limits, DNS management, service rebooting, Web statistics, shell access, service plans, cron jobs, backups, and search capabilities — plus an internal file manager.
Bankcard Pros CRM clients now have the tools to provide its staff and outside sales agents with a full-featured, powerful webmail solution called Atmail Webmail 6.0. Atmail enables the easy administration of email accounts and provides the webmail interface to Plesk email accounts. Atmail Full gives you the full power of Atmail’s groupware, multiple interfaces and Outlook Sync, as well as the acclaimed Atmail WebAdmin, for ease of account management. By upgrading to Atmail Full, hosting business email accounts becomes elegantly simple.
Atmail Webmail allows users to create contacts through a simple, elegant web interface or through your phone. Share them with friends, coworkers and colleagues - through numerous supported clients and mobile devices. Create calendar entries to keep you in touch with what's going on. Share your events so people know what you're up to. Be reminded of important tasks, events and meetings - all this, within your browser or a mobile device of your choice. Bridge the information gap. With Outlook WebSync, you can keep your desktop and web items synchronized through a hassle-free, unobtrusive interface. Achieve information coherence. You never have to check for when an email arrives, as emails get 'pushed' to the mobile device of your choice as soon as they are received. Contacts go to your mobile device as soon as they are updated. Be informed on the dot with Atmail Push. Sit back and relax. Maintenance, administration, and configuration tasks are readily accessible through Atmail's elegant, easy-to-use interface. With Atmail Web Administration, you'll never need to worry.
Bankcard Pros CRM clients now have the tools to provide its sales agents and merchants with the ability to build a website or edit existing websites with the new Plesk SiteBuilder 4.5. Parallels Plesk SiteBuilder is an easy to use, scalable web application designed to create and manage websites. This next-generation software can be integrated into any business process. Parallels Plesk SiteBuilder is the ideal marketing tool for converting your site traffic into a new client base.
Parallels Plesk SiteBuilder includes an easy to use five-step wizard. In addition, the newly improved modules make Parallels Plesk SiteBuilder even more powerful and flexible. The modules included are: Blog, Image Gallery, Guestbook, eShop, SitePal, Forum, Feedback, Registration, RSS Reader, Voting, Script, Area Map, File Download, SiteMap, External Page, and Flash Intro.
Sunday, January 23, 2011
Bankcard Pros CRM is proud to announce the production of How-To Training Videos
Bankcard Pros CRM is proud to announce the production of How-To Training Videos. We have a total of 43 training videos and plan on producing atleast 20 more videos. We will have about 65+ videos total for our CRM Software
You can view our training videos on our YouTube account as follows:
http://www.youtube.com/user/rhendrix76
The individual links to all our training videos are as follows:
001 How to Change Passwords and Delete User Accounts
http://www.youtube.com/watch?v=FNAEjEhJDq8
002 How to add a new User Account Profile
http://www.youtube.com/watch?v=Kf7Oy-WIzvk
003 How to change the Logo Banner in your CRM
http://www.youtube.com/watch?v=dOOStTQ_MHI
004 How to Edit the Content of your CRM Login Page
http://www.youtube.com/watch?v=G9MVZGVk6LE
005 How to change the Color Scheme of your CRM correct
http://www.youtube.com/watch?v=ydpZGDtxs5Y
006 How to Backup the Database of your CRM
http://www.youtube.com/watch?v=Ra1fx8vSLlc
007 How to Edit User Access Rights for all Users
http://www.youtube.com/watch?v=I2qRA6kdtnM
008 How to Import Multiple User Accounts from Excel Doc
http://www.youtube.com/watch?v=fWljeA9_-3U
009 How to Customize User Network Types in Your CRM Software
http://www.youtube.com/watch?v=d-qMOfNOMLU
010 How to Import Your Existing Merchants into Your CRM
http://www.youtube.com/watch?v=Sb19_Thl-rk
011 How to Import Residual Reports into Your CRM
http://www.youtube.com/watch?v=5O7jYh8dVv0
012 Setup User Network & Understand Invoices - Part 1
http://www.youtube.com/watch?v=5m068KQ7N_I
012 Setup User Network & Understand Invoices - Part 2
http://www.youtube.com/watch?v=2Bt85qpGGuM
013 How to Create and Manage Trouble Tickets
http://www.youtube.com/watch?v=_UK2CH782lQ
014 How to Search for Merchant Accounts and Leads
http://www.youtube.com/watch?v=c0jBz1H4wlI
015 How to Export a Mailing List for Merchants or Users
http://www.youtube.com/watch?v=uwaUkpEGEQ4
016 How to Private Label and Customize the Appearance of your CRM2
http://www.youtube.com/watch?v=PsY1gASMKJk
017 How to create News Articles and Announcements in your CRM
http://www.youtube.com/watch?v=go1g9XecX9A
018 How to Upload Original Paperwork in the Status Section2
http://www.youtube.com/watch?v=O9MC---RzHg
019 How to Disable Login Access for All Users
http://www.youtube.com/watch?v=zino8CobUzk
020 How to Disable a User Account
http://www.youtube.com/watch?v=MoQeqxy6pVQ
021 How to Delete a User Account
http://www.youtube.com/watch?v=OeHy8TcLlL8
022 How to Choose your Home Page when Logging Into Your CRM
http://www.youtube.com/watch?v=lIT2jdLYxiI
023 How to Send a Message to Another User
http://www.youtube.com/watch?v=K2559jR90sU
024 How to Send a Birthday Wish to Users or Merchants
http://www.youtube.com/watch?v=QdlFKyjUeIk
025 How to Submit a New Online Application
http://www.youtube.com/watch?v=a4DYsPbMu7w
026 How to Edit the Daily Motivational Quotes on Home Page
http://www.youtube.com/watch?v=HX4R0QnX42k
027 How to Add Contacts to Address Book
http://www.youtube.com/watch?v=9zEyj9UvyXg
028 How to Change the Status of all Pending Accounts
http://www.youtube.com/watch?v=BaWCHukzcUg
029 How to Add Documents to the Document Download Library
http://www.youtube.com/watch?v=RpWRGErYTEM
030 How to Add Articles to the Knowledgebase
http://www.youtube.com/watch?v=5pzqOlMbskI
031 How to add a new Task or Reminder in the System
http://www.youtube.com/watch?v=ZgaNccjQLNw
032 How to Add a New Lead to the Leads System
http://www.youtube.com/watch?v=jckJ30pwe2w
033 How to Use the Recruiting Section and Forms
http://www.youtube.com/watch?v=QeTLFGjAJDY
034 How to User Referral Form and Manage all Referrals
http://www.youtube.com/watch?v=WZ1vGRAxoV0
035 How to View and Edit Equipment Options for Each Merchant Account
http://www.youtube.com/watch?v=mzZVfNcf5ec
036 How to Customize Status Groups and Status Levels
http://www.youtube.com/watch?v=dn7iv9v4nEk
037 How to Log all Activity and Support for Merchants and Agents
http://www.youtube.com/watch?v=qFias5yOoXY
038 How to Send a Letter Template to a Merchant in Status Section
http://www.youtube.com/watch?v=uiDHo9rMjOw
039 How to Send a Letter Template to DBA Owner in Leads System
http://www.youtube.com/watch?v=D_O7jc04jwo
040 How to Add New Processor and Online App and PDF Doc to the CRM
http://www.youtube.com/watch?v=sQmeSrJb7pM
You can view our training videos on our YouTube account as follows:
http://www.youtube.com/user/rhendrix76
The individual links to all our training videos are as follows:
001 How to Change Passwords and Delete User Accounts
http://www.youtube.com/watch?v=FNAEjEhJDq8
002 How to add a new User Account Profile
http://www.youtube.com/watch?v=Kf7Oy-WIzvk
003 How to change the Logo Banner in your CRM
http://www.youtube.com/watch?v=dOOStTQ_MHI
004 How to Edit the Content of your CRM Login Page
http://www.youtube.com/watch?v=G9MVZGVk6LE
005 How to change the Color Scheme of your CRM correct
http://www.youtube.com/watch?v=ydpZGDtxs5Y
006 How to Backup the Database of your CRM
http://www.youtube.com/watch?v=Ra1fx8vSLlc
007 How to Edit User Access Rights for all Users
http://www.youtube.com/watch?v=I2qRA6kdtnM
008 How to Import Multiple User Accounts from Excel Doc
http://www.youtube.com/watch?v=fWljeA9_-3U
009 How to Customize User Network Types in Your CRM Software
http://www.youtube.com/watch?v=d-qMOfNOMLU
010 How to Import Your Existing Merchants into Your CRM
http://www.youtube.com/watch?v=Sb19_Thl-rk
011 How to Import Residual Reports into Your CRM
http://www.youtube.com/watch?v=5O7jYh8dVv0
012 Setup User Network & Understand Invoices - Part 1
http://www.youtube.com/watch?v=5m068KQ7N_I
012 Setup User Network & Understand Invoices - Part 2
http://www.youtube.com/watch?v=2Bt85qpGGuM
013 How to Create and Manage Trouble Tickets
http://www.youtube.com/watch?v=_UK2CH782lQ
014 How to Search for Merchant Accounts and Leads
http://www.youtube.com/watch?v=c0jBz1H4wlI
015 How to Export a Mailing List for Merchants or Users
http://www.youtube.com/watch?v=uwaUkpEGEQ4
016 How to Private Label and Customize the Appearance of your CRM2
http://www.youtube.com/watch?v=PsY1gASMKJk
017 How to create News Articles and Announcements in your CRM
http://www.youtube.com/watch?v=go1g9XecX9A
018 How to Upload Original Paperwork in the Status Section2
http://www.youtube.com/watch?v=O9MC---RzHg
019 How to Disable Login Access for All Users
http://www.youtube.com/watch?v=zino8CobUzk
020 How to Disable a User Account
http://www.youtube.com/watch?v=MoQeqxy6pVQ
021 How to Delete a User Account
http://www.youtube.com/watch?v=OeHy8TcLlL8
022 How to Choose your Home Page when Logging Into Your CRM
http://www.youtube.com/watch?v=lIT2jdLYxiI
023 How to Send a Message to Another User
http://www.youtube.com/watch?v=K2559jR90sU
024 How to Send a Birthday Wish to Users or Merchants
http://www.youtube.com/watch?v=QdlFKyjUeIk
025 How to Submit a New Online Application
http://www.youtube.com/watch?v=a4DYsPbMu7w
026 How to Edit the Daily Motivational Quotes on Home Page
http://www.youtube.com/watch?v=HX4R0QnX42k
027 How to Add Contacts to Address Book
http://www.youtube.com/watch?v=9zEyj9UvyXg
028 How to Change the Status of all Pending Accounts
http://www.youtube.com/watch?v=BaWCHukzcUg
029 How to Add Documents to the Document Download Library
http://www.youtube.com/watch?v=RpWRGErYTEM
030 How to Add Articles to the Knowledgebase
http://www.youtube.com/watch?v=5pzqOlMbskI
031 How to add a new Task or Reminder in the System
http://www.youtube.com/watch?v=ZgaNccjQLNw
032 How to Add a New Lead to the Leads System
http://www.youtube.com/watch?v=jckJ30pwe2w
033 How to Use the Recruiting Section and Forms
http://www.youtube.com/watch?v=QeTLFGjAJDY
034 How to User Referral Form and Manage all Referrals
http://www.youtube.com/watch?v=WZ1vGRAxoV0
035 How to View and Edit Equipment Options for Each Merchant Account
http://www.youtube.com/watch?v=mzZVfNcf5ec
036 How to Customize Status Groups and Status Levels
http://www.youtube.com/watch?v=dn7iv9v4nEk
037 How to Log all Activity and Support for Merchants and Agents
http://www.youtube.com/watch?v=qFias5yOoXY
038 How to Send a Letter Template to a Merchant in Status Section
http://www.youtube.com/watch?v=uiDHo9rMjOw
039 How to Send a Letter Template to DBA Owner in Leads System
http://www.youtube.com/watch?v=D_O7jc04jwo
040 How to Add New Processor and Online App and PDF Doc to the CRM
http://www.youtube.com/watch?v=sQmeSrJb7pM
Wednesday, January 12, 2011
7 TIPS FOR A GOOD SALES PERSON
1. Say “Thank You.” Thank one of your clients, team members, or peers daily.
2. Smile. Having a rough day at work? Just experienced a heavy dose of sales rejection? Don’t forget to smile, it will make you feel better and you might be the only smile someone else sees all day. Try it right now, and you will feel better.
3. View The World Of Sales As The Ultimate Test. View challenges with a customer, problems with your boss, and mistakes that you make during the sales process as “sales training” and valuable sales lessons. Learn to look at difficult experiences as lessons versus failures or mistakes.
4. Be Kind. Think about one thing you can do daily that would be a kind act and make it a ritual in your office place. ”It’s nice to be important, but it’s more important to be nice.” ~Author Unknown
5. Make One Positive Acknowledgment Daily. Simply state what you see in someone. It might be the only positive thing they hear all day or week.
6. Ask, “How Can I Be Of Service To My Clients & Prospective Clients?” Ask and answer this question daily. Then, take meaningful actions and you will be on your way to success like you have never experienced before.
7. See The Glass As Already Broken. Expect that some things in sales will go wrong, accept them, and you will be less disappointed when they happen. It will also force you to be more in the moment.
Here is a great little story that illustrates this point:
“You see this goblet?” asks Achaan Chaa, the Thai meditation master. “For me this glass is already broken. I enjoy it; I drink out of it. It holds my water admirably, sometimes even reflecting the sun in beautiful patterns. If I should tap it, it has a lovely ring to it. But when I put this glass on the shelf and the wind knocks it over or my elbow brushes it off the table and it falls to the ground and shatters, I say, ‘Of course.’ When I understand that the glass is already broken, every moment with it is precious.” ~Mark Epstein
PERSONAL GOALS
GOALS
1. Commitment
Give yourself and everything I commit to 100% until I succeed. I am committed to the Vision, Mission, Culture and success of your company, its current and future team, and its clients at all times.
2. Ownership
2. Ownership
Be truly responsible for my actions and outcomes and own everything that takes place in my work and my life. I am accountable for my results and I know that for things to change, first I must change.
3. Integrity
3. Integrity
Always speak the truth. What I promise is what I deliver. I only ever make agreements with myself and others that I am willing and intend to keep. I communicate potential broken agreements at the first opportunity and I clear up all broken agreements immediately.
4. Excellence
4. Excellence
Good enough isn't. I always deliver products and services of exceptional quality that add value to all involved for the long term. I look for ways to do more with less and stay on a path of constant and never ending improvement and innovation.
5. Communication
5. Communication
Speak positively of my fellow team members, my clients and Creative Vision Studio in both public and private. I speak with good purpose using empowering and positive conversation. I never use or listen to sarcasm or gossip. I acknowledge what is being said as true for the speaker at that moment and I take responsibility for responses to my communication. I greet and farewell people using their name. I always apologize for any upsets first and then look for a solution. I only discuss concerns in private with the person involved.
6. Success
6. Success
Totally focus your thoughts, energy and attention on the successful outcome of whatever I am doing with your company. Be willing to win and allow others to win: Win/Win. At all times, I display my inner pride, prosperity, competence and personal confidence. I am a successful person.
7. Education
7. Education
Learn from your mistakes. Consistently learn, grow and master so that I can help my fellow team members and clients learn, grow and master too. I am an educator and allow my clients to make their own intelligent decisions about their future remembering that it is their future. I impart practical and useable knowledge rather than just theory.
8. Team Work
8. Team Work
Be a team player and team leader. I do whatever it takes to stay together and achieve team goals. I focus on co-operation and always come to a resolution, not a compromise. I am flexible in my work and able to change if what I'm doing is not working. I ask for help when I need it and I am compassionate to others who ask me.
9. Balance
9. Balance
Have a balanced approach to life, remembering that my spiritual, social, physical and family aspects are just as important as my financial and intellectual. I complete my work and my most important tasks first, so I can have quality time to myself, with my family and also to renew.
10. Fun
10. Fun
View your life as a journey to be enjoyed and appreciated and I create an atmosphere of fun and happiness, so all around me enjoy it as well.
11. Systems
11. Systems
Always look to the system for a solution. If a challenge arises I use a system correction before I look for a people correction. I use a system solution in my innovation rather than a people solution. I follow the system exactly until a new system is introduced. I suggest system improvements at my first opportunity.
12. Consistency
12. Consistency
Be consistent in your actions, so my clients and team mates can feel comfortable in dealing with me at all times. I am disciplined in my work, so my results, growth and success are consistent.
13. Gratitude
13. Gratitude
Be a truly grateful person. Say thank you and show appreciation often and in many ways, so that all around me know how much I appreciate everything and everyone I have in my life. I celebrate my wins and the wins of my clients, and team. I consistently catch myself and other people doing things right...
14. Abundance
14. Abundance
Be an abundant person, I deserve my abundance and I am easily able to both give and receive it. I allow abundance in all areas of my life by respecting my own self worth and that of all others. I am rewarded to the level that I create abundance for others and I accept that abundance only shows up in my life to the level at which I show up.
Sunday, January 9, 2011
5 new software modules available for purchase within Bankcard Pros CRM
Creative Vision Studio, LLC. is proud to announce the release of 5 new software modules available for purchase within Bankcard Pros CRM Account Tracking Software
1. Recruiting and Hiring Tracking System
Bankcard Pros CRM now provides you the tools to manage your entire recruiting and hiring campaign. You can build and customize your own recruiting form for applicants to fill out, by adding, editing, and customizing fields, questions, and more. You can also keep track of all new forms submitted to your company by applicants seeking employment including their resumes, view all new applicants contact information, receive and view resumes, and keep notes of all contacts for all applicants, assign each applicant by priority and status levels, then convert the applicant to a user account when they join your company. You can also upload all signed and executed employment contracts and paperwork to the system for each new user for future use.
2. Internet-Based Training (IBT) Managed Curriculum Program
Bankcard Pros CRM Account Tracking Software is proud to announce our new Internet-Based Training (IBT) Managed Curriculum program within Bankcard Pros CRM, the first IBT system of it's kind within the Bankcard Industry. With the new Internet-Based Training (IBT) Curriculum features, your employees, outside/inside sales reps, and sales managers (trainees) can participate in your own customized Internet-Based Training (IBT) Curriculum. The training curriculum includes 40+ sample training modules/subjects, including videos, and a test trainees can take after each module.
3. Referral Partner Network Tracking System
Bankcard Pros CRM also allows you to keep track of your own Referral Partner Network including contact information and important statistics. You can subscribe all referral partners into the system by creating a new user account, and each month you will see how many referrals they sent you, how many turned into live accounts, as well as keeping track of total bonuses and total residuals paid to each referral partner. You can also build and customize a new referral partner form for each referral partner so they can submit referrals to you.
4. Online Forms Builder and Tracking System
Bankcard Pros CRM is proud to announce our new Online Form Building System. Clients can build and customize forms, questionnaires, customer service questionnaires, and online surveys for any use. You can view all forms submitted, view details, change the priority and status level of each form, assign the form to any admin user, and keep track of all notes and activity for each form submitted.
5. Business Card Order and Tracking System
Bankcard Pros CRM is proud to announce our new Online Business Card Order Form and Tracking System. The business card ordering system allows you to keep track of all new and previous business card orders for your employees and outside sales reps, including the order status, priority, costs, printing details and specifications, shipping, and uploading the business card artwork for viewing and approval of proofs.
Contact us for more information
Call us at (800) 985-9157 or email us at ceo@bankcardpros.com and we will be glad to provide you with a free online demo.
About Bankcard Pros CRM Account Tracking Software
Creative Vision Studio, LLC. Started the design, development, and marketing of Bankcard Pros CRM Account Tracking Software in 2003 and has served over 1,500 clients nationwide. Bankcard Pros CRM was designed for the electronic payment processing industry for Independent Sales Organizations (ISO's) and Merchant Level Sales (MLS) offices. Bankcard Pros CRM provides your sales organization with the latest in CRM web-based technology that raises your business to a higher level of professionalism, excellence, and corporate appeal.
Bankcard Pros CRM provides valuable web-based features including: Merchant account boarding and status reports, email notifications, daily sales statistics, address book, birthday lists, export mailing lists, leads and telemarketing system, 5 different rate quote calculators, calendar system, events scheduling including appointments, tasks, reminders, training events, holidays, online forms builder, recruiting and hiring tracking system, messaging system, month-to-date stat box, submit internal apps, online merchant applications, submit referral leads, search apps, employee time and attendance time clock, residual reporting system, user invoice system, upfront bonuses, upfront residuals, performance bonus, equipment leasing, equipment sales, volume bonuses, setup fees bonuses, lease upfront bonus, equipment inventory and costs tracking system, complete reporting system, user account management system, referral partner management system, internet-based training curriculum, business card order tracking system, trouble tickets, knowledgebase, document download library, news and announcement system, and more!
1. Recruiting and Hiring Tracking System
Bankcard Pros CRM now provides you the tools to manage your entire recruiting and hiring campaign. You can build and customize your own recruiting form for applicants to fill out, by adding, editing, and customizing fields, questions, and more. You can also keep track of all new forms submitted to your company by applicants seeking employment including their resumes, view all new applicants contact information, receive and view resumes, and keep notes of all contacts for all applicants, assign each applicant by priority and status levels, then convert the applicant to a user account when they join your company. You can also upload all signed and executed employment contracts and paperwork to the system for each new user for future use.
2. Internet-Based Training (IBT) Managed Curriculum Program
Bankcard Pros CRM Account Tracking Software is proud to announce our new Internet-Based Training (IBT) Managed Curriculum program within Bankcard Pros CRM, the first IBT system of it's kind within the Bankcard Industry. With the new Internet-Based Training (IBT) Curriculum features, your employees, outside/inside sales reps, and sales managers (trainees) can participate in your own customized Internet-Based Training (IBT) Curriculum. The training curriculum includes 40+ sample training modules/subjects, including videos, and a test trainees can take after each module.
3. Referral Partner Network Tracking System
Bankcard Pros CRM also allows you to keep track of your own Referral Partner Network including contact information and important statistics. You can subscribe all referral partners into the system by creating a new user account, and each month you will see how many referrals they sent you, how many turned into live accounts, as well as keeping track of total bonuses and total residuals paid to each referral partner. You can also build and customize a new referral partner form for each referral partner so they can submit referrals to you.
4. Online Forms Builder and Tracking System
Bankcard Pros CRM is proud to announce our new Online Form Building System. Clients can build and customize forms, questionnaires, customer service questionnaires, and online surveys for any use. You can view all forms submitted, view details, change the priority and status level of each form, assign the form to any admin user, and keep track of all notes and activity for each form submitted.
5. Business Card Order and Tracking System
Bankcard Pros CRM is proud to announce our new Online Business Card Order Form and Tracking System. The business card ordering system allows you to keep track of all new and previous business card orders for your employees and outside sales reps, including the order status, priority, costs, printing details and specifications, shipping, and uploading the business card artwork for viewing and approval of proofs.
Contact us for more information
Call us at (800) 985-9157 or email us at ceo@bankcardpros.com and we will be glad to provide you with a free online demo.
About Bankcard Pros CRM Account Tracking Software
Creative Vision Studio, LLC. Started the design, development, and marketing of Bankcard Pros CRM Account Tracking Software in 2003 and has served over 1,500 clients nationwide. Bankcard Pros CRM was designed for the electronic payment processing industry for Independent Sales Organizations (ISO's) and Merchant Level Sales (MLS) offices. Bankcard Pros CRM provides your sales organization with the latest in CRM web-based technology that raises your business to a higher level of professionalism, excellence, and corporate appeal.
Bankcard Pros CRM provides valuable web-based features including: Merchant account boarding and status reports, email notifications, daily sales statistics, address book, birthday lists, export mailing lists, leads and telemarketing system, 5 different rate quote calculators, calendar system, events scheduling including appointments, tasks, reminders, training events, holidays, online forms builder, recruiting and hiring tracking system, messaging system, month-to-date stat box, submit internal apps, online merchant applications, submit referral leads, search apps, employee time and attendance time clock, residual reporting system, user invoice system, upfront bonuses, upfront residuals, performance bonus, equipment leasing, equipment sales, volume bonuses, setup fees bonuses, lease upfront bonus, equipment inventory and costs tracking system, complete reporting system, user account management system, referral partner management system, internet-based training curriculum, business card order tracking system, trouble tickets, knowledgebase, document download library, news and announcement system, and more!
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