866.373.2249 marketing@goepsg.com

BE IN THE KNOW

The Official EPSG Blog

NCR Silver: Spotlight on Concierge Services!

BLOG

It’s important to know your merchants are in good hands with NCR Silver’s Concierge Team.  This team will be in charge of training, set up and installation of the NCR Silver POS system.

Here’s some useful information to understand more about how the process works:

  • Once you submit an NCR contract, a unique subscription number is created.  The subscription number is very important for a merchant to have handy, since merchants will need it to identify their account.
  • Merchants receive a welcome call from their designated Concierge agent within 24-48 hours after a subscription is created.
  • Merchants will work with the same Concierge agent during the entire implementation process.
  • Concierge is open from 9 AM – 7PM EST.  This does NOT mean that your merchant cannot receive service outside of these hours.  NCR’s Customer Service team is cross trained on Concierge services and is available 24/7/365.  Notes are always entered into the merchant’s profile, so everyone is always on the same page.
  • VERY IMPORTANT – please let the Concierge Team work directly with the merchant and do not put yourself in the middle.  Evidence shows that too much communication only causes delays and mistakes.  You get the deal signed – let the Concierge Team take the wheel from there!

NCR Silver’s Concierge Team is what sets them apart from the competition. Their level of support is unparalleled, which is why their Net Promotor Scores rank the highest in their industry.

Setting up a new POS can be one of the most challenging projects for a small business, make sure you are recommending NCR Silver – the leading provider of POS Systems, worldwide!

Melanie Gonzalez

Melanie Gonzalez

Director of Product Development

Melanie has spent her entire professional career in the payments industry, working for Top 10 processors such as First Data, WorldPay and Vantiv.  She has a proven track record helping companies develop go to market strategies, build multi-million dollar sales channels and engineer highly technical product solutions that drive revenue and strengthen client relationships.  Melanie recently joined EPSG as Director of Product Development and will lead EPSG’s initiative to build an innovative and robust product suite.

Q & A With EPSG

BLOG

The social media team at EPSG conducted interviews with some of our key employees to get some words of wisdom. These words will give some insight on the new opportunities EPSG is giving to our sales partners, as well as how our sales partners can work efficiently without delays or impediment.

Interview #1

We sat down with Jamie Mecca, Application Department Supervisor, and talked to her about the importance of complete paperwork and how it affects the application process.

What is your role in conducting business with the sales partners?

J: To ensure their new application goes through the approval process smoothly and efficiently.

What is the most common error you encounter on the paperwork?

J: It’s not an error, but the most common issue is incomplete packages.

Why is it important to do the paperwork correctly before submitting it?

J: When receiving a merchant package there are strict guidelines EPSG needs to follow set by the card associations, sponsoring banks, and the federal government. The information provided helps pass these guidelines. The more information given, the better it is for us.

Do you have any tips for the sales partners?

J: Spend extra time working on the paperwork. Take an few extra minutes with the merchant to ensure that everything is completed, and then go over the paper yourself to make sure it is ready for processing. Make sure EPIC is set up correctly so you can seamlessly follow the full life cycle of the merchant account.

Interview #2

Jeff Burke, AVP of Sales Operations, took time out of his day to talk about communication and other important aspects of closing sales.

What is your role in conducting business with the sales partners?

J: I deal with sales both direct and indirect. Indirectly, I’m a support platform. I work with deal submissions, recruitment, training and teaching sales partners to navigate the products. My job is to make sure everyone is caught up. Directly, I work with sales partners and individuals. My job at EPSG is to make sure our partners experience is the best it could be.

What are the most common errors you see during sales opportunities?

J: In closed sales, not getting a full package upfront. We came up with a list of the things our sales partners need to get from our merchants. If they ask for everything up-front, it avoids 90% of the bottlenecks we have. Attending meetings and different training seminars is a great way of understanding the 360 of EPSG.

Based on your experience, how greatly can communication contribute to the success of a sale?

J: Clear communication is imperative in sales. Generally speaking, sales is a little more than a professional conversation. a solid sales partner asks the right questions, listens intently and clearly articulates solutions to those needs. Taking time to attend EPSG sales meetings can help sharpen these skills.

Do you have any tips for the sales partners?

J: Everyone wants to cut corners and find a golden rule for success. They think to be successful they need to be a slick, fast-talking, golden tongue, likeable sales partner. A good sales partner is someone who works hard and takes one step at a time. When they start, they shouldn’t get caught up on details. They begin with making relationships, learning how to speak. After sale 1, 2, 3, 4…1000, they start to see repetition and get better. People that want to start at 1000, meet the big people right away, and leapfrog to success won’t get far. They need to learn something from everyone, whether positive or negative. They should focus on activity over result.

Interview #3

Melanie Gonzalez, AVP of Product Development, talked about the many products that we offer at EPSG and how they help the sales partner increase profit.

What’s your role in conducting business with the sales partners?

M: I manage the products and bring in additional products besides bankcards.

How has the recent evolution of the products EPSG offers helped to advance the ability to makes sales and assist merchants?

M: For the sales merchants it provides a one-stop shop instead of just offering bankcards. It gives a wide range of diverse products.

What new products is EPSG currently offering?

M: We currently offer bankcards, POS, payroll, gift and loyalty, a full marketing platform where we manage their social media, security systems like EMV and PCI, and compliance.

How will these new products further help our sales partners in conducting their business?

M: It will increase residuals. Also the bankcard competition is fierce, so to offer other products other than bankcards allows us to compete in ways other than just the lower prices.

Do you have any tips for the sales partners?

M: Go outside of your comfort zone. Go to the E-learning platform and get trained at EPSG University for certification. This way the sales partners are more comfortable with selling these other products.

We hope this glimpse into the process will help you out in the field and assist your future sales ventures with EPSG.

Thank you all for reading.

Sincerely,

EPSG Social Media Team

Pave Your Own Way With Our Pathfinder Program

BLOG

Have you ever thought about becoming your own boss? Do you want to pursue a career that can give you the life you have always imagined? Well then EPSG is the right place for you!

Let EPSG guide your journey towards a career with our Pathfinder Program. This program does not require any prior sales experience. Pathfinder partners you up with a mentor, one of our most successful sales representatives, who can guide you toward the path to financial independence. Earn a salary while you learn the ropes. Graduate to a full-time sales partner when you’re ready.

Who is eligible for the Pathfinder Program?

 

  • Current college students
  • Recent college graduates
  • Those who are unsure about a career path but are ambitious and driven to learn

Four steps you’ll climb along the way with Pathfinder:

 

  • Pathfinder provides the essential skills to become successful in selling payment processing and a variety of products and services.
  • You’ll develop and learn as you work closely with the mentor you are paired with. They’ll train you on every aspect of the business. Training including: mastering pitch techniques, sales acquisition and field visits providing hands on experience.
  • Confidence boosting! All great things start small. You will go from having little or no experience, to becoming comfortable in what selling techniques work for you. The higher the confidence, the greater your success!
  • Financial independence is in your reach. You’ll have the option to break out on your own and live up to your full potential by becoming financially independent.

Pathfinder agents will start off by earning $15 an hour including paid training and orientation! On top of that, we provide competitive bonus structure with a potential to earn up to $3,700 within your first 8 months. Incentives all around!

The Pathfinder Program offers you the freedom you have always dreamed of while giving you the skills you have always wanted. Follow your dreams by letting Pathfinder be your guide! Be sure to visit pathfinder.goepsg.com for more information about this wonderful opportunity.

Kristen LaMarca

Social Media & Marketing Intern

Kristen is the new Social Media and Marketing Intern here at EPSG and she is excited to be joining the EPSG team!

Welcome To Next Generation, It’s Going To Be EPIC

EPIC Next Generation

Not long ago we significantly reconstructed our portfolio management website, EPIC. Since then, EPIC Next Gen has been actively available and it is something we don’t want you to miss!

What is EPIC?

EPIC is a one stop portal for you to easily access information on your accounts.

It allows for transparency throughout the support process by utilizing tickets and email alert notifications. Which not only enhances communication but it improves merchant relationships.

Managers now have the ability to track performance and productivity of their sales reps unveiling areas of success or deficiency.

What are the latest improvements with EPIC?

 

  • Ticketing System: Since the eSales support enhancements, every request is now being tracked within the system. This will allow for notifications to be sent to you when a member of our support team has completed a request, replied to a request or when the requests have been updated.
  • Status Notifications: EPIC will now send you notifications via email when deals are received, pended, approved, declined and installed. This EPIC enhancement gives you everything in real-time and always keeps you in the loop! Could it be any easier?!
  • ISO Hierarchy: Through a single set of credentials, users that have multiple ISO numbers can now view all of their accounts (sub accounts and sub rep accounts). This means…no more logging in multiple times! This also allows for information to be easily searched and sorted through.

EPIC Next Generation is an exciting new tool we are proud to offer you. It will be continually updated and enhanced as we strive to create a mutually beneficial tool that supports both you and your merchants.

Quick Tip: To access EPIC Next Generation, be sure you are using Google Chrome as your browser!

Be sure to keep checking your email for the latest updates with EPIC and don’t forget that we are social! Follow us on; Facebook, Twitter and Linkedin! We make efforts to keep our social media active so follow us to keep up with all latest news about EPSG!

Kristen La Marca

Social Media & Marketing Intern

Courtney Rosenblatt

Social Media & Marketing Intern

EPSG UNIVERSITY

BLOG

The fact is, selling bankcards just isn’t enough anymore.

Small businesses are looking to form relationships with vendors that will take their business to the next level and let’s face it – offering to beat a merchant’s existing processing rates by 5 basis points just isn’t a compelling conversation.  What’s the result?  You either undercut your rates so low that you obliterate your commission or you wind up being turned away…

But what if you could offer much more than low rates on bankcards?  What if you could transition into an advisor, a mentor or a small business consultant who can analyze a merchant’s entire small business ecosystem and offer recommendations on how to help their business GROW, become more efficient and productive?  Then your value would be immeasurable and you’d gain customers for life!

Now you may fear that the technology is too different, too difficult, too much to learn and that you don’t have the tools to take you to the next step.  But that was yesterday, let’s focus on today!

Welcome to EPSG University.

Since today’s product trends focus heavily on technology, we’ve created a platform to help our sales partners have the confidence, skill and subject matter expertise necessary to sell technology based products.

EPSG University is an eLearning platform that will offer multiple Courses.  These Courses will not bog you down in technical jargon, but will teach you the sales skills you need to demonstrate how the technology helps merchants improve operations, run effective marketing programs and manage their business efficiently so they can spend less time at work and more time doing what they love!

Once you complete the Course, you will receive an updated business card embossed with your Certification, a Sales Playbook and Course Certificate.

So although we are asking you to step away from the mindset of bankcard sales, understand that the new knowledge you acquire will position you to:

  • increase and secure your residuals
  • create long standing, consultative relationships with your customers
  • provide a platform to upsell an infinite number of products and services
  • produce much stickier customers

Look for upcoming announcements about EPSG University – and get ready to take your career to the next level with EPSG!

Melanie Gonzalez

Melanie Gonzalez

Director of Product Development

Melanie has spent her entire professional career in the payments industry, working for Top 10 processors such as First Data, WorldPay and Vantiv.  She has a proven track record helping companies develop go to market strategies, build multi-million dollar sales channels and engineer highly technical product solutions that drive revenue and strengthen client relationships.  Melanie recently joined EPSG as Director of Product Development and will lead EPSG’s initiative to build an innovative and robust product suite.

EPSG Goes To Mexico!

BLOG

Is work getting in the way of your love of travel? Don’t you ever wish you could just pack your bags and head to a tropical island for a few days? If you work with us at EPSG, you can!

Each year EPSG holds an incentive program called OPTIX. It is a wonderful opportunity where we offer our top sales partners to take part in the OPTIX Escape Trip, to show how much we appreciate all of their hard work and dedication. This trip allows them to relax while also building relationships and strengthening their networks. For this year’s trip we packed our bags and went to Mexico! Some sales partners brought their families and spouses to join in the fun while staying at the beautiful El Dorado Royale resort in Cancun.

This trip includes; an annual sales conference, product showcases and a team building event. Every night was packed with events, laughs and enjoyment! We even raffled off prizes that are worth thousands of dollars and for next year we are excited to be raffling off…

A 2-door Jeep Wrangler! Could it get any better?!

Working for EPSG can also help you and your family in ways you might have not thought possible! This can all happen from our bonus plan in which you can earn up to $250,000.

You could have the chance to travel to one of these beautiful places just like us! Stay tuned for the latest news about where we are going next year. Every year we travel to a different destination, so you never know where we might end up next!

Please visit optix.goepsg for more details about OPTIX and how you can be a part of the EPSG sales team!

Kristen La Marca

Social Media & Marketing Intern

Kristen is the new Social Media and Marketing Intern here at EPSG and she is excited to be joining the EPSG team!

Troubleshooting Tips from the Desk of Finance

BLOG

From time to time, questions arise as to whether or not an equipment override is being sent out. Here are some tips to help make the process more efficient:

  1. Always use black ink on an application. When scanning apps, colors other than black can come out light and not as legible as black. By making the app easier to read, we can move quicker in processing the override.
  2.  

  3. Lay out how the billing for the equipment is to be handled. Using the following framework will greatly reduce the guesswork and investigation into how to handle deployments:

     

    • Type of equipment
    • Number of units
    • Who to bill – ISO, merchant, etc.
    • Program being used – one time billing, terminal placement program
    • Amount to bill
    • Any other helpful notes about billing
  4. If the merchant is being billed, either the Merchant Order Form or app must be signed by the merchant. Remember, this is a legal document and having the merchant sign it reduces the chance of an issue when billing.
  5.  

  6. If there is a question as to when an override is going to be paid or if it has been paid already, please send the email to EPSGAccounting@evoplatinumservices.com.

We hope that these tips help expedite your request process, we thank you for your continued business with EPSG.

By Line - Robert Romans

By Line - Robert Romans

VP FINANCE

Robert Graduated St. John’s University in 1994 with a BS in Accounting. He joins EPSG with over 20 years experience as a CPA and with 17 years in the payments industry at First Data. As the VP of Finance he is an integral part of our financial management strategy and contributes to the development of the organization’s strategic goals.

Proven Formula for Success: EPSG Payroll Referral Program

BLOG

We recently had the opportunity to catch up with one of our most productive EPSG-BenefitMall partnership teams in the country. This pair lives and works in the NYC-metropolitan area, focusing mainly in the Astoria-neighborhood of Queens. We greatly value their feedback and hope to provide you with their proven strategy for success. Below we have outlined the specific activities and behaviors which they attribute to their success. Take a look:

  1. Meet with your partner in person once per week.
    Face-to-face meetings are truly the most effective. This team uses their shared time together to plan for the next week’s strategy. Talk to your partner to learn what will be most effective for you!
  2.  

  3. Talk to each other every day.
    Whether sending an email or chatting over the phone, it is especially important to keep each other informed of independent activities – discuss successes, lead status, and new opportunities.
  4.  

  5. Cold call together.When cold calling as a team, you bring twice the value and subject matter expertise as a single salesperson brings alone. Furthermore, you’re tackling two major subjects that impact a merchant’s business which makes the most out of a merchant’s busy schedule. We were intrigued to learn that our Astoria team has NEVER been turned away by a merchant when cold calling together.
  6.  

  7. Create a local network.
    Astoria is a tightly knit community with a myriad of businesses and commercial opportunities. These partners are familiar faces in the community and network on a local level. They have created a brand of service and small business advocacy and have become community ambassadors.
  8.  

  9. Identify a problem and offer a solution.
    By taking a consultative approach, you have the opportunity to identify the merchant’s problems and offer a solid solution. When you educate your merchants on these issues you position yourself as an expert; as someone they can trust in the future.

With the merchant referral program launching November 17th, EPSG sales partners who are currently paired with a Payroll sales representative can look forward to merchant referrals coming their way. It’s a lucrative decision to invest the time, cultivate a solid relationship and build a successful network together.

Incorporate these best practices into your everyday activities so you can make the most out of your partnership!

Melanie Gonzalez

Melanie Gonzalez

Director of Product Development

Melanie has spent her entire professional career in the payments industry, working for Top 10 processors such as First Data, WorldPay and Vantiv.  She has a proven track record helping companies develop go to market strategies, build multi-million dollar sales channels and engineer highly technical product solutions that drive revenue and strengthen client relationships.  Melanie recently joined EPSG as Director of Product Development and will lead EPSG’s initiative to build an innovative and robust product suite.