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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 detailedEnd-of-Day CRM Activity Reportsfor your sales organization. This report includes detailed information and statistics for all activity in your sales organizationfor 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 includingadvanced 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 SystemView/manage all business card orders with automatic submission towww.printrunner.com Sync with 3rd Party Emails and CalendarsBankcard Pros CRM Account Tracking Software sync̢۪s 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. ...read more
By Creative Vision Studio, LLC. April 07, 2011
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 SoftwareYou can view our training videos on our YouTube account as follows:http://www.youtube.com/user/rhendrix76The individual links to all our training videos are as follows:001 How to Change Passwords and Delete User Accountshttp://www.youtube.com/watch?v=FNAEjEhJDq8002 How to add a new User Account Profilehttp://www.youtube.com/watch?v=Kf7Oy-WIzvk003 How to change the Logo Banner in your CRMhttp://www.youtube.com/watch?v=dOOStTQ_MHI004 How to Edit the Content of your CRM Login Pagehttp://www.youtube.com/watch?v=G9MVZGVk6LE005 How to change the Color Scheme of your CRM correcthttp://www.youtube.com/watch?v=ydpZGDtxs5Y006 How to Backup the Database of your CRMhttp://www.youtube.com/watch?v=Ra1fx8vSLlc007 How to Edit User Access Rights for all Usershttp://www.youtube.com/watch?v=I2qRA6kdtnM008 How to Import Multiple User Accounts from Excel Dochttp://www.youtube.com/watch?v=fWljeA9_-3U009 How to Customize User Network Types in Your CRM Softwarehttp://www.youtube.com/watch?v=d-qMOfNOMLU010 How to Import Your Existing Merchants into Your CRMhttp://www.youtube.com/watch?v=Sb19_Thl-rk011 How to Import Residual Reports into Your CRMhttp://www.youtube.com/watch?v=5O7jYh8dVv0012 Setup User Network&Understand; Invoices - Part 1http://www.youtube.com/watch?v=5m068KQ7N_I012 Setup User Network&Understand Invoices - Part 2http://www.youtube.com/watch?v=2Bt85qpGGuM013 How to Create and Manage Trouble Ticketshttp://www.youtube.com/watch?v=_UK2CH782lQ014 How to Search for Merchant Accounts and Leadshttp://www.youtube.com/watch?v=c0jBz1H4wlI015 How to Export a Mailing List for Merchants or Usershttp://www.youtube.com/watch?v=uwaUkpEGEQ4016 How to Private Label and Customize the Appearance of your CRM2http://www.youtube.com/watch?v=PsY1gASMKJk017 How to create News Articles and Announcements in your CRMhttp://www.youtube.com/watch?v=go1g9XecX9A018 How to Upload Original Paperwork in the Status Section2http://www.youtube.com/watch?v=O9MC---RzHg019 How to Disable Login Access for All Usershttp://www.youtube.com/watch?v=zino8CobUzk020 How to Disable a User Accounthttp://www.youtube.com/watch?v=MoQeqxy6pVQ021 How to Delete a User Accounthttp://www.youtube.com/watch?v=OeHy8TcLlL8022 How to Choose your Home Page when Logging Into Your CRMhttp://www.youtube.com/watch?v=lIT2jdLYxiI023 How to Send a Message to Another Userhttp://www.youtube.com/watch?v=K2559jR90sU024 How to Send a Birthday Wish to Users or Merchantshttp://www.youtube.com/watch?v=QdlFKyjUeIk025 How to Submit a New Online Applicationhttp://www.youtube.com/watch?v=a4DYsPbMu7w026 How to Edit the Daily Motivational Quotes on Home Pagehttp://www.youtube.com/watch?v=HX4R0QnX42k027 How to Add Contacts to Address Bookhttp://www.youtube.com/watch?v=9zEyj9UvyXg028 How to Change the Status of all Pending Accountshttp://www.youtube.com/watch?v=BaWCHukzcUg029 How to Add Documents to the Document Download Libraryhttp://www.youtube.com/watch?v=RpWRGErYTEM030 How to Add Articles to the Knowledgebasehttp://www.youtube.com/watch?v=5pzqOlMbskI031 How to add a new Task or Reminder in the Systemhttp://www.youtube.com/watch?v=ZgaNccjQLNw032 How to Add a New Lead to the Leads Systemhttp://www.youtube.com/watch?v=jckJ30pwe2w033 How to Use the Recruiting Section and Formshttp://www.youtube.com/watch?v=QeTLFGjAJDY034 How to User Referral Form and Manage all Referralshttp://www.youtube.com/watch?v=WZ1vGRAxoV0035 How to View and Edit Equipment Options for Each Merchant Accounthttp://www.youtube.com/watch?v=mzZVfNcf5ec036 How to Customize Status Groups and Status Levelshttp://www.youtube.com/watch?v=dn7iv9v4nEk037 How to Log all Activity and Support for Merchants and Agentshttp://www.youtube.com/watch?v=qFias5yOoXY038 How to Send a Letter Template to a Merchant in Status Sectionhttp://www.youtube.com/watch?v=uiDHo9rMjOw039 How to Send a Letter Template to DBA Owner in Leads Systemhttp://www.youtube.com/watch?v=D_O7jc04jwo040 How to Add New Processor and Online App and PDF Doc to the CRMhttp://www.youtube.com/watch?v=sQmeSrJb7pM ...read more
By Creative Vision Studio, LLC. January 23, 2011
Creative Vision Studio, LLC. is proud to announce the release of 5new software modules available for purchase withinBankcard Pros CRM Account Tracking Software1. 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 For more information, please fill out the following Online Demo Request Form athttp://bankcardpros.net/?form=demo&u=1. Or you can call us at (800) 985-9157 or email us atceo@bankcardpros.comand we will be glad to provide you with a free online demo. About Bankcard Pros CRM Account Tracking SoftwareCreative 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! ...read more
By Creative Vision Studio, LLC. November 14, 2010
After spening weeks, months or even years typing, creating and correcting the perfect manuscript, the next step is to hope for the best case scenario. You’ve put your heart and soul into a manuscript, and now it needs to be published. It would be great to have the manuscript on the shelves of bo... ...read more
Professional printing and graphic design companies can help you get a marketing edge when it comes to your business. A printing company can easily handle all of your needs with business cards, flyers, brochures, and more. The graphic design side will help you create logos and other graphics to make yo... ...read more