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

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.

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.

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

Sync with 3rd Party Emails and CalendarsBankcard Pros CRM Account Tracking Software sync’s with a total of 38 applications in all, using the iCalendar application including Microsoft Outlook, Apple iCal, Google Calendar, Facebook, Yahoo Calender, Zimbra, and more.

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 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.

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