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

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

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

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

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

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

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

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

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

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

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

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

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

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

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.

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!

New Internet-Based Training (IBT) Managed Curriculum System

Now available with Bankcard Pros CRM Account Tracking Software

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.  Trainees can finish the entire self-study course at their own pace, whether it takes a few days or a few months. The training curriculum includes 40+ sample training modules/subjects, including videos, and a test trainees can take after each module.

“Bankcard Pros CRM provides our clients with a comprehensive, customized, and completely automated web-based CRM system that enables our clients to manage their entire hiring, recruiting, training, and ordering marketing materials for their entire company and national sales force!”, says Robert Hendrix, CEO/President, Creative Vision Studio, LLC.

“Additionally, our clients can manage and keep track of their entire referral partner network, including statistics, forms submitted, setting priorities and status levels, assigning to sales reps and employees, and keeping track of bonuses and residuals paid to each referral partner”, says Robert Hendrix.

The Internet-Based Training (IBT) Managed Curriculum allows administrative users to customize the entire IBT curriculum program including the module name, author, objective, content, videos, contact info, welcome message, success page message, and create your own tests and answers each trainee can take after finishing the content of each module.  Administrative users can also view important statistics like who enrolled in training, enrollment dates, daily trainee progress statistics, what modules are active or completed by trainees, how long it took trainees to take each module, trainee test scores are, and more.

With our new managed IBT training curriculum program for the Bankcard Industry, you can easily distribute your training program to a wide audience (whether they are new to the bankcard industry or industry veterans) at a relatively low cost once the initial customization of your own training curriculum is completed. 

Bankcard Pros CRM Software includes over 40+ sample training modules, including: Introduction, Qualifications, Sales Ethics, Bankcard History, Credit Card Stats, Bankcard Types, Visa History, Discover History, Mastercard History, Amex History, Customer Service, Underwriting Rules, Paperwork, Interchange, Industry Profiles, Merchant Services, Risk Management, Basic Transactions, Loss Prevention, PCI Compliance, Chargebacks, Equipment, Equipment Leasing, PC Software, eCommerce, POS Software, Gift Cards, Check Processing, Debit Processing, Wireless Processing, Telemarketing, Cold Calling, Networking, Referrals, Negotiating, Sales Closing, Presentation Skills, Google SEO, PPC Success.

Clients who purchase the Bankcard Pros CRM software can utilize the sample training curriculum content, edit or add to the existing content to fit their business goals and objectives, or build and customize their own training program from scratch.  The IBT training curriculum system has been built to allow clients to customize every option and feature of the entire training system.

Internet-Based Training (IBT) Curriculum for the Bankcard Industry!  

The goal of Bankcard Pros CRM Software is to help bring internet-based training into the 21st century for the Electronic Payment Processing industry.  This IBT training curriculum includes 40 sample training modules and content that is available for bankcard professionals to participate in at any time, 24-hours a day in order to enhance your knowledge, skills, qualifications, and work ethics while obtaining a career in the electronic payment processing industry.  The projected course timeline to complete the sample training curriculum is about 3 Hours and 49 Minutes.  All 40 training modules include a total of 68,916 words divided by the average number of words (300) a person can read per minute totaling 3 Hours and 49 Minutes.  You will also need to add about 1 minute to close and start each new module, and about 5 minutes to take the test at the end of each module.  The total timeline for all 37 modules and testing could take around 7-9 hours, depending on how fast you view each module and finish each test.  Some individuals may choose to take only 1-2 modules per day to allow yourself quality time on each module, thus completing the entire IBT training course within 17-37 days. 
What is Internet-Based Training (IBT)? 

IBT is a self-paced learning activities accessible via a computer.  Assessing learning in a IBT usually comes in the form of multiple choice questions, or other assessments that can be easily scored by a computer such as drag-and-drop, radial button, simulation or other interactive means. Assessments are easily scored and recorded via online software, providing immediate end-user feedback and completion status. Users are often able to print completion records in the form of certificates.  IBTs provide learning stimulus beyond traditional learning methodology from textbook, manual, or classroom-based instruction. For example, IBTs offer user-friendly solutions for satisfying continuing education requirements. Instead of limiting students to attending courses or reading printing manuals, students are able to acquire knowledge and skills through methods that are much more conducive to individual learning preferences.

IBTs can be a good alternative to printed learning materials since rich media, including videos or animations, can easily be embedded to enhance the learning. Another advantage to IBTs are that they can be easily distributed to a wide audience at a relatively low cost once the initial development is completed.

New Features Released in Q4 2010 and Available for Purchase
Recruiting and Hiring Tracking System

Bankcard Pros CRM now provides you the tools to manage your entire recruiting and hiring campaign.  Bankcard Pros CRM allows you to 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 employments contracts and paperwork to the system for each new user for future use. 

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.

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.

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

For more information, please fill out the following Online Demo Request Form, and we will email you with more information about Bankcard Pros CRM software and our new features:  http://bankcardpros.net/?form=demo&u=1

Or you can 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.

Welcome to Creative Vision Studio

Corporate Identity, Branding, and Marketing Materials

The initial lack of customers and cash flow often causes new business owners to put off designing a logo and marketing materials professionally “until they get a few clients” or “until they get started.” Without professionally designed marketing materials, it will make getting those initial clients more difficult and may result in a business that will not succeed.

At Creative Vision Studio, we provide the creative results so you can focus on building new customers and profits.

Brand Identity

Brands are critical marketing assets, as important to your business as your product itself. Clear, consistent, moving brand messages encourage interest and improve recognition. We can help you enhance your branding efforts resulting in substantial benefits.

Business Plan

The business plan is the single most important tool in raising capital for an existing business or starting and funding a new venture. The importance of a business plan cannot be over emphasized. In the end, the old saying holds true, If you fail to plan, you plan to fail.

Logo Design

Every business has one, that little graphic displayed on everything they produce. Although a logo may look just like a stylistic name, it can mean brand recognition to a company. A good logo helps a company have a clean, professional, polished look. The more clean, stylistic and original a logo is, the more chance there is that it will stand out from the competition.

Business Cards

The power of the business card is like a “billboard in the wallet” allowing you to advertise and connect with people every day. It allows you to join networking groups, chamber mixers, and more so you can gain new referrals and clients. Without a business card, you have an extra obstacle to overcome.

Newsletters, Postcards, and Advertisements

These materials serve as a marketing vehicle to keep in touch with your existing clients, and keep them coming back for more products and services.

Online Presence with a Website

Your internet presence can be one of the most valuable tools to your business success. Whether it’s function is to generate sales leads, improve customer service, or to simply serve as an on-line brochure, it should be a priority to every business.

The Power of Business Cards

I still can’t believe that many organizations only have business cards for their “external profiles” like sales people, managing directors, project leaders or marketing managers.

What managers who cut costs by saving on business cards apparently don’t understand is that the power of networking works for every co-worker in their department or organisation. Even more important is the fact that if you don’t have a business card, you have an extra obstacle to overcome.

For many people this does not only entail a practical disadvantage, but also a psychological one. The thought “I’m not important enough to have a business card” can prohibit people from establishing contact with others. Most often the people who don’t get business cards are back-office employees. And they tend to be more introvert than others, which gives them the feeling of having a disadvantage to more extravert people (which is in fact not the case). The result is that when they meet other people in a meeting, on a reception or another networking event, inside or outside the organisation, they don’t even tend to network.

What beautiful opportunities are missed in this way! And besides, how vain or disrespectful to label people as “less important”. You never know who they know! Maybe their neighbour is the customer your sales representatives have been after for months. Or they might have a brother that would be the perfect software programmer for your next big project. Or their son plays in the same soccer team as the president of a potential business partner.

Also within the organisation this could be important: they might be very well connected with people from other departments or local offices. Many Social (or Organisational) Network Analyses have disclosed that the organisational chart is almost NEVER the way people work together, exchange information or influence each other. A very good book in this field is “The hidden power of social organisations” by Rob Cross and Andrew Parker. It is very practical, with many case studies and examples from real business life.

Giving your co-workers business cards encourages them to represent your organisation to the outside world. Once I got the answer: “That’s exactly the reason why we don’t give business cards to our cleaning staff. We don’t want people to identify them with our company. They are not loyal and sometimes speak ill of our organisation.”

When I heard this, I seriously wondered about how important people were in this organisation. Business is still done between people, not between machines. Many large contracts are signed, not because the offer was the best, but because of the human aspect of the relationship between customer and supplier. When I hear someone say they don’t believe in their own people, then I seriously doubt ever becoming a customer of this company. How will they treat me?

A good beginning for this man could just be to give business cards to his cleaning staff. They might feel more respected and start behaving differently, more positively.