Agent Library

Welcome to the Valued Merchant Services Training Library

Below you will find links for all relevant training information for new and existing VMS Sales Agents.

Clicking on the links below will take you to the additional resources pertaining to that topic.

Please email support@valuedmerchants.com with any questions/comments regarding these resources.

Login For VMS CRM: https://crm.valuedmerchants.com (Your credentials sent via text, if you did not receive yet you can request via text to 208-243-0818)

New Sales Agents – Start Here! 
  • New agent training courses, FastTrack, Zoom call schedule.
New Agents – Prospecting Tools
  • Needs analysis, objections and rebuttals, email templates, lead gen and sales scripts.
Applications and Merchant Account Docs – NEW ITEMS!
  • All processor applications, sample apps, bank change forms, price change forms, etc.
ATM’s
  • ATM Application, revenue calculator, ATM machine info, etc.
Business Loans
  • Business Loan Apps, flyers and additional info.
Card Brands & Card Types Explained
  • American Express, Apple Pay, Discover, EBT, EMV, Pin Debit, Visa and MasterCard explained.
Cash Discount
  • Cash Discount explained, flyers, pricing table, scripts, etc.
Checks
  • Check processing explained.  Call support team for pricing.
Consumer Financing (for Merchants to offer Customers)
  • A program for merchants to offer financing to their customers on big ticket items.
Credit Card Terminals
  • Terminal pics, specs and prices.
Gateways / ECommerce / Virtual Terminals
  • VMS Connect aka NMI, Authorize.net and more!
Gift Cards & Loyalty Programs
  • More info on the gift card and loyalty options available to your merchants.
High Risk Merchant Program
  • High risk merchant application docs. (High risk examples: CBD, eCommerce firearms, auction houses, bail bondsman, etc)
Image Library
  • Logo images.
Marketing Materials
  • VMS letterhead, news articles, brochures, etc.
Mobile Payments
  • Software and hardware to accept cards on cell phones.
Payment Security
  • Info on encryption, tokenization etc.
Payroll & HR
  • Payroll and HR options for your merchants.
PCI Compliance
  • PCI Compliance explained.
POS Integrations
  • VMS integrated Point of Sale systems for your merchants.
Pricing & Profitability
  • Savings analysis examples, Visa and Mastercard interchange, etc.
Quickbooks Integration Options
  • Providers which allow us to integrate merchant’s processing directly with their Quickbooks account.
Referral Partnership Info
  • Info on setting up partnerships with referral partners such as CPA’s, insurance agencies, etc.
Social Media Marketing Services
  • Social Media services you can offer to your merchants.
Training Call Archive
  • Q&A calls, Training calls, LIVE lead generation calls and more!
VMS CRM Training
  • Everything you need to get familiar with our brand new VMS Customer Relationship Management tool.
Website Services
  • Website building services you can offer to your merchants.
Meet Clover Station Duo
Clover For Retail – We Do That
Clover – Making Business Better
Clover Go – Wherever Your Business Takes You
Clover – Ringing Up The Holidays

Virtual Terminals, Gateways & API

Cardpointe
Cardpointe – Tutorial
Cardpointe – Terminal
Cardpointe – Mobile
Authorize.net
Authorize.net – Mobile
NMI – iProcess
NMI – Recurring Payments
NMI – QuickBooks SyncPay
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