Agent Training

Questions? Call 1-800-531-8575 x 100 or Email support@valuedmerchants.com

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Book A Telephone Appointment Date/Time with Chris (One-On-One Training)
Book A Telephone Appointment Date/Time with Sean (One-On-One Training)
Book A Telephone Appointment Date/Time with Jon (One-On-One Training)

American Express

Merchant Account Docs

Merchant Processing Application (TSYS/Global)
Sample Merchant Processing Application (TSYS/Global)
Merchant Processing Application (FirstData/Fiserv)
Sample Merchant Processing Application (FirstData/Fiserv)
Merchant Processing Program Guide (FirstData/Fiserv)
Merchant Processing Application (Cash Discounting)
Sample Merchant Processing Application (Cash Discounting)
Merchant Processing Application (Fuel & Fleet)
Sample Merchant Processing Application (Fuel & Fleet)
ACH Authorization Form
Docs Needed In Place Of SSN & PG
High-Risk Merchant Pre-Application
DDA Change Request Form (FirstData)
Pricing Change Request Form (TSYS)
DDA Change Request Form (TSYS)
DDA Change Request Form Sample (TSYS)
Pricing Change Form Sample (TSYS)
DDA Change Request Form (Clearent / CashDisc)
DDA Change Request Form Sample (Clearent / CashDisc)
DDA Change Request Form (PCS – Fuel & Fleet)
DDA Change Request Form Sample (PCS – Fuel & Fleet)
Merchant Account Cancellation Form
Lease Application
Lease Delivery And Acceptance Form

ATM Program Details

Business Loans

Gateway / ECommerce (New Items)

VMS Connect Virtual Terminal Guide
VMS Connect Run A Sale Tutorial (Video)
VMS Connect Auth & Capture Tutorial (Video)
VMS Connect Refund & Void Tutorial (Video)
VMS Connect Update Account Info Tutorial (Video)
VMS Connect QuickBooks SyncPay Tutorial (Video)
VMS Connect Product Manager Tutorial (Video)
VMS Connect Recurring Billing Tutorial (Video)
VMS Connect Recurring Billing Guide
VMS Connect Reports Tutorial (Video)
VMS Connect Invoicing Tutorial (Video)
VMS Connect POS Integrations Tutorial (Video)
VMS Connect Customer Vault Tutorial (Video)
VMS Connect SwIPe Software PC Tutorial (Video)
VMS Connect Collect Checkout Tutorial (Video)
VMS Connect Collect.JS Tutorial (Video)
VMS Connect API Configuration Tutorial (Video)
VMS Connect Merchant Defined Fields Tutorial (Video)
VMS Connect Add/Update Users Tutorial (Video)
VMS Connect Surcharge/Convenience Fee Tutorial (Video)
VMS Connect iProcess Android App Tutorial (Video)
VMS Connect iProcess iOS/Apple App Tutorial (Video)
VMS Connect iProcess Mobile Only Sheet
VMS Connect Three Step Redirect API Overview
VMS Connect Multiple MIDS Infographic
VMS Connect Multiple MIDS Sheet
Authorize.net Overview
Authorize.net ACH Overview
Authorize.net Recurring Payments
CardPointe Gateway / Virtual Terminal Overview

Credit Card Terminals (New Items)

TSYS / GLOBAL

PCS

PCS Equipment Agent Breakeven Costs

VERIFONE

INGENICO

DEJAVOO

PAX

FIRST DATA / FISERV

POYNT

Poynt Terminal Info

CLEARENT

Clearent Equipment Agent Breakeven Costs

VMS CONNECT

iProcess Mobile App
iProcess Magtek Mobile Swiper (Apple iOS)
iProcess Bluetooth EMV Reader
iProcess Magtek Dynamo Swiper (Android)
VMS Connect Magtek Dynapad USB Keypad
VMS Connect Magtek Dynamag USB Swiper

Referral Partnerships

PCI Compliance

Image Library

VMS Payroll & HR

ABS

ADP

Cash Discounting (New Items)

Cash Discounting Sales Resource Guide (Update in Progress)
Cash Discounting Program FAQs
Cash Discounting Program Flyer
Cash Discounting Sample Statement
Cash Discounting Pricing Table
Cash Discounting Merchant Application
Cash Discounting Script – Lead Gen
Cash Discounting Script – Closing
Cash Discounting MO/TO Internet Questionnaire
Cash Discounting Sporting Goods / Firearms Addendum
Cash Discounting with SwipeSimple Playbook
Cash Discounting Equipment Agent Breakeven Costs

Trec2Go Apps (New Items)

Consumer Financing (New Items)

Consumer Financing Lead Submission Questionnaire

SupVets Advertising – Lead Generation (New Items)

Point of Sale Hardware & Software

VITAL POS

CloverPOS (New Items)

DejaPayPro POS (New)

HotSauce POS (New)

Existing POS Integrations

Pricing & Profitability

Tiered Rate Savings Analysis
Tiered Rate Savings Analysis Sample
Tiered Rate Savings Analysis Handwritten
—————————————————
Interchange Plus Savings Analysis
Interchange Plus Savings Analysis Sample
Interchange Plus Savings Analysis Handwritten
—————————————————
Written Quote Template
Written Rate Comparison Template
—————————————————
Visa Interchange Table
MC Interchange Table
—————————————————
Two-Tier Pricing – How It Works
Three Tier Pricing – How It Works
Interchange Pricing – How It Works
The Anatomy Of A Transaction

Sales & Marketing Materials

Quickbooks

Training Materials

VMS Check Services

Gift & Loyalty Card Programs (New Items)

EMV & ApplePay

Mobile Payments

Payment Security

EBT

EBT Program Info

Websites & Mobile Apps

Custom Quote Questionnaire

Deregulated Electricity & Gas

Social Media Marketing Services

New Agent Training

LIVE Training Call Archive

Daily Wake Up Session with Jon Stevens – Click Here (1/10/23)
Daily Wake Up Session with Jon Stevens – Click Here (1/9/23)
Valued Merchant Services Kickoff 2023 – Click Here (1/5/23)————————————- 2022 ——————————————-
Sales Training and Q & A – Click Here (12/29/22)
Sales Training and Q & A – Click Here (12/22/22)
Sales Training and Q & A – Click Here (12/1/22)
Sales Training and Q & A – Click Here (11/10/2022)
Sales Training and Q & A – Click Here (11/3/2022)
Daily Wake Up Session with Jon Stevens – Click Here (9/1/2022)
Daily Wake Up Session with Jon Stevens – Click Here (8/24/2022)
Daily Wake Up Session with Jon Stevens – Click Here (8/23/2022)
Daily Wake Up Session with Jon Stevens – Click Here (8/18/2022)
Daily Wake Up Session with Jon Stevens – Click Here (8/3/2022)
Daily Wake Up Session with Jon Stevens – Click Here (8/2/2022)
Daily Wake Up Session with Jon Stevens – Click Here (8/1/2022)
Sales Training Q&A with Erik Mion (5/4/2022)
https://recordings.join.me/eYphw0RyaUu8SfpdKyCktA
Daily Wake Up Session with Jon Stevens (5/4/2022)
https://recordings.join.me/22hmzj8FVUen3CDMzPaGYA
Daily Wake Up Session with Jon Stevens (5/3/2022)
https://recordings.join.me/lTq8s1s-tkSLBm3B55Ur_Q
Sales Training Q&A with Erik Mion (4/20/2022)
https://recordings.join.me/hcKCxhWuqkKBaHAkFiK79Q
Daily Wake Up Session with Jon Stevens (4/7/2022)
https://recordings.join.me/0b2lRzCCwkW7ZNhYtoKGoA
Sales Training Q&A with Erik Mion (4/6/2022)
https://recordings.join.me/qWgQJmag8k2Tt2C3rvyefw
Daily Wake Up Session with Jon Stevens (4/6/2022)
https://recordings.join.me/oLsoaohj7kW3faBXJL3n7w
Daily Wake Up Session (4/5/2022)
https://recordings.join.me/Xwknyv5ur06ek4UuIWiHaA
Introducing Jon Stevens National Director of Sales (4/4/2022)
https://recordings.join.me/7yqDe4alDUyU95OXqd9hYQ
Sales Training Q&A with Chris (3/25/2022)
https://recordings.join.me/M7lDQBtuQEidPtVV7__KhA
Sales Training Q&A with Chris (3/21/2022)
https://recordings.join.me/VXMpr6mTS0C-oqXDT8hJOw
Sales Training Q&A with Erik (3/16/2022)
https://recordings.join.me/XluYxA1j2kiisL6pKAmn_w
Sales Training Q&A with Chris (3/10/2022)
https://recordings.join.me/J8BkGSfSTUWcGXwR_jiv9A
Sales Training Q&A with Erik (3/2/2022)
https://recordings.join.me/OmUrE367K0-3mRKWN6wcOA
Sales Training Q&A with Chris (2/28/2022)
https://recordings.join.me/-pnwO5_pqEWWS8zVtaqtlw
Sales Training Q&A with Chris (2/25/2022)
https://recordings.join.me/5Ow5BKFqr0K4lihlrleycQ
Sales Training Q&A with Chris (2/10/2022)
https://recordings.join.me/Yxvyw3De_02yCnuheznDfw
Sales Training Q&A with Sean (2/7/2022)
https://recordings.join.me/99PNg2GryEqxH9iVI6o1zQ
Sales Training Q&A with Chris (2/3/2022)
https://recordings.join.me/1CIJIWHMQkq0RqLOhvUErg
Sales Training Q&A with Sean (1/31/2022)
https://recordings.join.me/Vpc08EX-HEK3Nc5EQY13RQ
Sales Training Q&A with Sean (1/27/2022)
https://recordings.join.me/nYEHeqth-UuEG00St6VMFw
Sales Training Q&A with Chris (1/24/2022)
https://recordings.join.me/j7HWmmrmt0GO3YzWHOqnkQ
Sales Training Q&A with Chris (1/20/2022)
https://recordings.join.me/5TbNtUB_uEa4_9gvIum3lQ
2022 Kickoff Call (1/13/2022)
https://recordings.join.me/suaMDiwuhUeHlTP5j1KQd

————————————- 2021 ——————————————-

Sales Training on Lead Generation (11/11/2021)
https://recordings.join.me/bG_0S82QMUuRBXvpmvAfog
Sales Training on Finishing Strong 2021 (11/3/2021)
https://recordings.join.me/VdDbAaGXLkCqiYGWU_TAGg
Sales Training on SupVets.com Free Advertising / Lead Gen Tool (10/14/2021)
https://recordings.join.me/kPK8eAe8mUqSI4z-3b-b_w
Sales Training on Cash Discounting (5/5/2021)
https://recordings.join.me/GcsIGiPEKk-WQknVndUBmA
Sales Training on Business Loans (4/29/2021)
https://recordings.join.me/7TgigMQ07E6L2BPdfKohfw
2021 Kickoff Call & Incentive Announcements (1/5/2021)
https://recordings.join.me/Z7Xz-Ir4j0SrVNr2-0FefA

————————————- 2020 ——————————————-

Tips from Top Agents Erik, Arlo & Andy – Year End Q&A (12/30/2020)
https://recordings.join.me/lVnL3vqY_UeMksRNPWG75A
Sales Training and Q & A + December Incentives w/ Chris Del Grande President (12/8/2020)
https://recordings.join.me/yGHLRa0ZCk639V_bQjY9uA
Sales Training and Q & A with Sean Ruppel CEO (12/1/2020)
https://recordings.join.me/gWC9P78hZk6WDEv0-RC53w
Sales Training with VMS Business Lender Network (11/19/2020)
https://recordings.join.me/jHdGNvcdsEOAt0ue_vrF1g
Sales Training and Q & A with Sean Ruppel CEO (11/17/2020)
https://recordings.join.me/krY684jvc0W8sk7fWIC4XQ
Sales Training with ADP Payroll & HR (11/12/2020)
https://recordings.join.me/c-lNTGM-60Ss5ot_dQKH7w
Sales Training and Q & A with Sean Ruppel CEO (11/10/2020)
https://recordings.join.me/kVScuAsMdkiyKqY37VaXPA
Sales Training with Factor4 Gift & Loyalty (11/5/2020)
https://recordings.join.me/6o6z1QbN7kGo_-Ed11OKeQ
Sales Training and Q & A with Sean Ruppel CEO (11/3/2020)
https://recordings.join.me/-VVEvbtIhUGe1l-eJRNg2w
Sales Training and Q & A with Chris Del Grande President (10/27/2020)
https://recordings.join.me/2O1PkEfyGEm4VNREA0nw1w
Sales Training with The VP of CrossCheck (10/22/2020)
https://recordings.join.me/OJPnKZ9C0kiH18V5a88_EA
Sales Training and Q & A with Chris Del Grande President (10/15/2020)
https://recordings.join.me/-hQ0hkKrrEq_Ck13WITLoA
Tips from Top Agents Erik (TX) (8/5/2020)
https://recordings.join.me/PCYbXklZ_0qMciRjb8GbKA
Tips from Top Agents Erik (TX) (7/29/2020)
https://recordings.join.me/_xz5IZiHE02zhJ6QTdANZA
Tips from Top Agents Erik (TX) (7/22/2020)
https://recordings.join.me/m6SgX7zoC0m4_69R4HEKJw
Tips from Top Agents Erik (TX) & Andy (NY) (7/15/2020)
https://recordings.join.me/O81-nWVuFUm5-WyJf67PyA
Tips from Top Agents Erik (TX) & Bryan (TX) (7/1/2020)
https://recordings.join.me/5xMyufx_GkCD9VH-ieMngA
Tips from Top Agents Erik (TX) & Arlo (ID) (6/24/2020)
https://recordings.join.me/Ck4Ds3mSHke1NQWs5lXaNA
Tips from Top Agents Erik (TX) & Bryan (TX) (6/17/2020)
https://recordings.join.me/93EDCd-JXUmudN5q_Dxkag
Tips from Top Agents Erik (TX) & Arlo (ID) (6/10/2020)
https://recordings.join.me/hdVUJn98dU6ZkKEviLofkQ
Tips from Top Agents Erik (TX) & Arlo (ID) (6/3/2020)
https://recordings.join.me/Kd28mj1m3U2w_E13yoVRSg
Tips from Top Agents Erik (TX) & Arlo (ID) (5/27/2020)
https://recordings.join.me/PaUjUto9_Uqgi8Tz_UH2IA
Tips from Top Agents Erik (TX) & Arlo (ID) (5/20/2020)
https://recordings.join.me/cNYB8KGSaEe36ByxEviYnQ
Tips from Top Agents Erik (TX) & Arlo (ID) (5/13/2020)
https://recordings.join.me/QR8lhzAG7UmhV3wnkku_cQ
Sales Training and Q & A – Trec2Go App (5/7/2020)
https://recordings.join.me/UACQktTpD02VCjB1tFnpQg
Cash Discounting w/ Top Agents Erik (TX) & Heather (ID) (5/6/2020)
https://recordings.join.me/UkCLycMxDUGB1sAxDjQKUA
Sales Tips from Top Agents w/ Erik (TX) & Arlo (ID) (4/29/2020) PT 1
https://recordings.join.me/JARGId0IMEu3uRmV4_1u8w
Sales Tips from Top Agents w/ Erik (TX) & Arlo (ID) (4/29/2020) PT 2
https://recordings.join.me/tXhuL37ZDkyCqKFc9YTJBg
Sales Tips from Top Agents w/ Erik (TX) & Arlo (ID) (4/21/2020)
https://recordings.join.me/abOBRgXXJU-MP0wftHH-ag
Sales Tips from Top Agents w/ Erik (TX) & Andy (NY) (4/15/2020)
https://recordings.join.me/_kUu-IwEqkmPJolxZgqQFA
Sales Training – Selling By Phone (4/14/2020)
https://recordings.join.me/5NqwT57nXEGTuPhsU55UtQ
Sales Tips from Top Agents w/ Erik (TX) & Arlo (ID) (4/8/2020)
https://recordings.join.me/UO5rbhXTo0Gevx-JKPJ4Ng
Sales Training – NMI / VMS Connect Demo (3/3/2020)
https://recordings.join.me/VEr4KM80Hkal_7rSFTRsrw
Sales Training and Q & A – Business Loans & Referral Partners (12/3/2019)
https://recordings.join.me/FG4KKnY1x0e6l-WLRkpTFw
Sales Training and Q & A – New Discover Program Announcements
https://recordings.join.me/WFylxwsfKEicD9Aw8eOLMA
Sales Training and Q & A (1/24/19) VITAL POS Launch Pt 1
https://recordings.join.me/9L9Sr3cNn0qh9aNsTT2v8A
Sales Training and Q & A – VITAL POS Launch Pt 2
https://recordings.join.me/ABZB7WeBWEyZcJpGNEF3kg
Sales Training and Q & A – VMS Connect Demo
https://recordings.join.me/4YWX6jYCy0OPTzQ1k0JTOg
Sales Training and Q & A – ATM Machine Sales & Service
https://recordings.join.me/GKNg38Jy9U6Z_OvhbVdacw
Sales Training and Q & A – Business Loans
https://recordings.join.me/k7r4HU9so0Sixn0AwayXcg
Sales Training and Q & A – Role Playing
https://recordings.join.me/zeespNX7LE24BGhETyPVvg
Sales Training and Q & A – Clover POS
https://recordings.join.me/7Rbkfgj9UUmats_M_eMLdg
Sales Training and Q & A – Statement Analysis
https://recordings.join.me/5Ye3mYo8qkKHpTZhs8Bkbw
Sales Training and Q & A – Pricing Explained
https://recordings.join.me/dDw3dBn11EiVdvvteaw1lQ
Sales Training and Q & A – ATM Sales, Leasing & Placement
https://recordings.join.me/sB6MZynRhU65VbSz8T-fZw
Sales Training and Q & A – QuickBooks SyncPay
https://recordings.join.me/NkR3sFUElkC0uzgxV2IyfA
Sales Training and Q & A – Porcupine Questions
https://recordings.join.me/ZdHKCtvxlU-qE0AJNudwwA
Sales Training and Q & A – Networking & Partnerships
https://recordings.join.me/euecKvYdtk6CzygQOUNx9A
Sales Training and Q & A – Closing Techniques
https://recordings.join.me/A422afmr30C-KK0ANE_zZg
Sales Training and Q & A – Crossing The Line In Sales
https://recordings.join.me/HFgTxKB4_0SN_i1f6K6ewg
Sales Training and Q & A – Sales Habits & Time Management
https://recordings.join.me/20Y1LZm2zE6UWWL87UGEqA
VMS Payroll – Powered by ADP
https://recordings.join.me/a-XmJW-nykm1CcuY1klynA
Sales Training and Q & A – Don’t Sell On Price
https://recordings.join.me/PuOcZ8l0-E2SsmsxEFBW3Q
Social Media & Digital Marketing
https://recordings.join.me/N9DHP4asikq9z4Krmvts-A
Electronic Check & ACH Services
https://recordings.join.me/XNg5WF5RiUyRtF07b9rD6A
Sales Training and Q & A – Instant Quote Tool
https://recordings.join.me/8VOtYlE9kUSPf7vToJqdNg
Websites & Mobile Apps
https://recordings.join.me/swvK002_5UiM6qU6VhPplg
Sales Training and Q & A – Prospecting
https://recordings.join.me/j3-kEEU0m0qX7SWqpWy9cQ

Agent Training

Questions? Call 1-800-531-8575 x 100 or Email support@valuedmerchants.com

Connect With Us

American Express

Merchant Account Docs

ATM Program Details

Business Loans

Gateway / ECommerce (New Items)

Credit Card Terminals (New Items)

Referral Partnerships

PCI Compliance

Image Library

VMS Payroll & HR

Cash Discounting (New Items)

Trec2Go Apps (New Items)

Consumer Financing (New Items)

SupVets Advertising – Lead Generation (New Items)

Point of Sale Hardware & Software

VITAL POS

CloverPOS (New Items)

DejaPayPro POS (New)

HotSauce POS (New)

Existing POS Integrations

Pricing & Profitability

Sales & Marketing Materials

Quickbooks

Training Materials

VMS Check Services

Gift & Loyalty Card Programs (New Items)

EMV & ApplePay

Mobile Payments

Payment Security

EBT

Websites & Mobile Apps

Deregulated Electricity & Gas

Social Media Marketing Services

New Agent Training

LIVE Training Call Archive

Credit Card Terminals

Discover Ingenico Terminals

Discover Verifone Terminals

iPad & Tablet POS

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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