TRAINING & SALES TOOLS

ONLINE LEARNING CENTER

Online Training

Strengthen your knowledge and grow your portfolio. We offer live training webinars and a large library of on-demand courses.

  • Pricing 101
  • New Partner Orientation
  • Statement Analysis
  • Sales Techniques
  • Merchant Services 101
  • Online Application
  • Products & Technologies
  • PCI Compliance
  • Credit & Underwriting
SALES PORTAL

SALES PORTAL

Access a robust sales partner portal offering full visibility to vital information needed to run your business.

DEDICATED ONBOARDING

DEDICATED ONBOARDING

Our team of experts will provide all the tools necessary to have you active and growing your sales, fast.

MARKETING RESOURCES

MARKETING RESOURCES

Customizable marketing materials for numerous sales verticals help you sell more, online or in-person.

BACK-OFFICE TECHNOLOGY

BACK-OFFICE TECHNOLOGY

Proprietary technology designed to simplify onboarding, ensuring a smooth throughput of applications from submission to completion.

PARTNER SERVICES & SUPPORT

Providing our valued sales partners with a fully-staffed, robust partnership support.

RELATIONSHIP MANAGEMENT

Dedicated Relationship Manager and Partner Services are committed to growing the relationship. We offer assistance with applications, underwriting/risk, interchange questions and more to ensure your success.

PARTNER SUPPORT

A priority-driven Partner Support team provides a rapid response for escalations from your merchant base. Plus, get support for POS compatibility, additional file builds, application changes after approval and much more.

SALES TRAINING & ENABLEMENT

Access a dedicated trainer and an online sales training portal, plus cost comparison tools, RFP support, pricing strategies and more.

SALES REPORTING

Your dashboard for all of your business with Proceed Pay

Data includes merchant volume history, interchange qualification, chargebacks, boarded but not processing, signed volume reporting, volume by sales agent and more.

Advantages:

  • Visibility to sales, application, commission and merchant data used to monitor and manage sales staff and revenue
  • Provides partners with a portal to manage their entire sales and merchant activities
  • Automates Taxpayer Identification Number (TIN) Matching, Underwriting and File Build processes for same-day approval and boarding

Our sales portal provides partners full visibility to vital information needed to run their business.