Agent Training

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

Connect With Us

• ValuedMerchants on LinkedIn
• ValuedMerchants on Twitter
• ValuedMerchants on Facebook
• ValuedMerchants on Instagram
• Book A Telephone Appointment Date/Time with Chris (One-On-One Training)
• Book A Telephone Appointment Date/Time with Sean (One-On-One Training)

American Express

• American Express – Spotting Fraud
• American Express – OptBlue Pricing

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

• ATM Application
• ATM Program Details Video
• ATM Info Change Form
• ATM Revenue Calculator
• ATM Sales & Leasing Flyer
• ATM ADA Accessibility Standards
• ATM Machines Agent Cost
• ATM Genmega 2500 Product Sheet
• ATM Genmega Onyx Product Sheet
• ATM Nautilus Hyosung Halo 2 Product Sheet
• ATM Nautilus Hyosung Force

Business Loans

• Business Loan Application (DocuSign)
• Business Loan Flyer
• Business Loan Top 30 Industries
• Business Loan Restricted Industries

High Risk Merchant Program (New)

• High Risk Merchant Application (Fillable)
• High Risk Merchant Application (DocuSign)
• High Risk Merchant Program Details
• High Risk Merchant Underwriting Guidelines
• High Risk Merchant Training (Zoom)
• High Risk Lead Submission Form

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

• TSYS / Global Equipment Agent Breakeven Costs
• TSYS / Global POS Solutions Matrix

PCS

• PCS Equipment Agent Breakeven Costs

VERIFONE

• Vx805 PINPad Info
• Vx680 Terminal Info
• MX900 Series

INGENICO

• Desk1500 Terminal Info
• Desk3500 Terminal Info
• Desk5000 Terminal Info

DEJAVOO

• Z8 & Z11 Terminals
• Z9 Wireless Terminal
• Z3 & Z6 PINpads
• QD Android Terminals
• Dejavoo Agent Breakeven Cost
• DejaPayPro Agent Breakeven Cost

PAX

• S80 Terminal Info
• SP30 PIN Pad Info
• S90 Wireless Info
• S300 Terminal Info
• E500 Terminal Info
• A920 Terminal Info

FIRST DATA / FISERV

• FD130 Terminal Info
• FD150 Terminal Info
• FD35 PIN Pad Info
• FD Equipment Agent Breakeven Cost

POYNT

• Poynt Terminal Info

CLEARENT

• Clearent Equipment Agent Breakeven Cost

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

• Referral Partnership Program Info
• Referral Partnership Guide
• Referral Partnership Agreement
• Referral Partnership Proposal

PCI Compliance

• Understanding PCI Compliance
• PCI Quick Reference Guide
• Ten Common PCI Myths

Image Library

• Visa Logo
• MasterCard Logo
• Discover Logo
• American Express Logo
• ATM Logo
• Gift Card Logo
• Echeck / ACH Logo
• EBT / SNAP Logo
• EMV Card Image
• Inc5000 Logo
• BBB Logo

VMS Payroll & HR

ABS

• ABS Payroll – Schedule An Appointment
• ABS Payroll & HR LIVE Training
• ABS Payroll Program Info
• ABS HR Program Info
• ABS Payroll & HR Flyer

ADP

• ADP Merchant Application
• ADP Rep Contact – Kelsey Cristiano
• ADP Complete Payroll And HR
• ADP Enhanced Payroll Slick

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)

• Trec2Go Merchant Presentation
• Trec2Go Agent Sales Guide
• Trec2Go Comparison Table
• Trec2Go Donations/Charities
• Trec2Go Food Industry Stats
• Trec2Go Future Of Retail Stats
• Trec2Go Launch Package
• Trec2Go Merchant Launch Details
• Trec2Go Price Options Comparison
• Trec2Go Sell Sheet
• Trec2Go LIVE Examples
• Trec2Go Flyer
• Trec2Go Demo Video (New)

Consumer Financing (New Items)

• Consumer Financing Lead Submission Questionnaire

SupVets Advertising – Lead Generation (New Items)

• SupVets LIVE Training Webinar
• SupVets Intro Video
• SupVets Info Video
• SupVets Agent Registration

Point of Sale Hardware & Software

VITAL POS

• Vital POS Overview
• Vital Select POS Overview
• Vital Plus POS Overview
• Vital Mobile POS Overview
• Vital POS Online Help
• Vital POS Video Demos
• Vital Select POS – Interactive Demo
• Vital Select POS – Back Office Demo
• Vital Select POS – Restaurant Demo
• Vital Select POS – Retail Demo
• Vital Select POS – Common Tasks Demo
• Vital Select POS – Sales Slick
• Vital Select POS – FAQ
• Vital Plus POS – Sales Slick
• Vital Plus POS – FAQ
• Vital Mobile POS – Sales Slick
• Vital Mobile POS – FAQ
• Vital POS Sales Training
• Vital POS Hardware Pricing (Agent Cost)
• Vital POS Software Pricing (Agent Cost)
• Vital POS Feature Matrix
• Vital POS Boarding Interactive Checklist

CloverPOS (New Items)

• CloverPOS Overview
• CloverPOS Presentation
• CloverPOS Specs
• CloverPOS Application Addendum
• CloverPOS Application Addendum Completed Sample
• CloverPOS Agent Breakeven Costs
• CloverPOS Service Plan Matrix
• CloverGo Overview

SkyTab POS (New)

• SkyTab POS Overview
• SkyTab POS Videos
• SkyTab POS Merchant Application
• SkyTab POS Pay-At-The-Table Addendum
• SkyTab POS Service Agreement
• SkyTab POS Flyer
• SkyTab POS ISV Order Form
• No Upfront Costs, Free Installation, 1 Year Service Agreement & No Cancellation Fee
• $29.99 per month per station with Free POS Hardware!
• $0.00 per month per station for the first year with Free POS Hardware for Cash Discount Advantage Program!

HotSauce POS (New)

• HotSauce POS Overview Video
• HotSauce POS Cash Discounting Video
• HotSauce POS Testimonials Video Owners
• HotSauce POS Testimonials Video Managers
• HotSauce POS Flyer
• HotSauce POS Application + Equipment Add On Pricing

Existing POS Integrations

• TSYS / Global POS Compatibility Matrix
• FirstData/Fiserv POS Compatibility Matrix

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

• Needs Analysis
• Letterhead
• Fax Coversheet
• Business Card Front
• SBA Dynamic Small Business Search
• Reference USA Database (Library Card Required)
• YellowPages.com
• Sales Scripts – Existing Business
• Sales Scripts – New Business
• Sales Scripts – Free Rate Comparison
• Sales Scripts – Not Accepting Cards
• Sales Scripts – Flat Rate & EMV
• Sales Scripts – Cash Discounting
• Sales Scripts – Closing Cash Discounting
• Objections and Rebuttals
• Sample VMS Statement (FirstData/Fiserv)
• Sample VMS Statement (TSYS/Global IC+)
• Sample VMS Statement (TSYS/Global Tiered)
• Merchant Sales Invoice
• Durbin Amendment Stats
• Low Price Guarantee Certificate
• VMS Sales Brochure – Rate Reduction or $500
• VMS Sales Brochure – Let Us Help You
• VMS Post Register Newspaper Article 1
• VMS Post Register Newspaper Article 2
• VMS Idaho Falls Prospectus Magazine Article
• VMS Inc. 500/5000 Two Time Honoree
• VMS BBB A+ Rating
• VMS Sales Success Handbook
• VMS 21st Century Selling
• VMS Socratic Selling Method
• VMS Marketing Video (New)

Quickbooks

• Quickbooks Plug-In Overview
  
• Quickbooks Info Sheet

Training Materials

• Credit Card Processing 101
• Payments Industry Infographic

VMS Check Services

• Check Guarantee & Conversion Application
• Check Guarantee & Conversion Overview
• Check Services – Free Equipment Loaner Form

Gift & Loyalty Card Programs (New Items)

• Gift & Loyalty Card Custom Setup Order Form
• Gift & Loyalty Card Standard/InStock Order Form
• Gift & Loyalty Card Flyer
• Gift & Loyalty Card Terminal & POS Matrix
• Gift & Loyalty Card Accessories
• Gift & Loyalty Card Agent Breakeven Costs
• Loyalty & Rewards Overview

EMV & ApplePay

• EMV Overview
• EMV Transformation
• ApplePay FAQ
• ApplePay Overview

Mobile Payments

• Mobile POS Info Guide
• Why Wireless Payments Info

Payment Security

• 3Dsecure Overview
• Encryption & Tokenization Myths
• Cardpointe_Overview
• CardSecure Overview

EBT

• EBT Program Info

Websites & Mobile Apps

• Custom Quote Questionnaire

Deregulated Electricity & Gas

• VMS Energy States We Service
• VMS Energy Sample Energy Bills
• VMS Energy FAQ
• VMS Energy Brochure

Social Media Marketing Services

• Social Media Statistics
• Social Media Merchant Pricing
• Social Media Agent Breakeven Costs
• Social Media Merchant Intake Form
• Social Media Service Agreement
• Social Media Script For New Businesses
• Social Media Script For Existing Businesses
• Social Media Keys To Success Flyer
• Social Media – Questions To Ask A Prospect

New Agent Training

• 1 – Goals, Prospecting & Schedule
• 2 – Pricing & Paperwork
• 3 – Equipment
• 4 – Compensation

Once you complete New Agent Training, reach out to Sarah Runckel 208-313-9491 or srunckel@valuedmerchants.com to complete onboarding

LIVE Training Call Archive

• Items Needed To Close A Merchant (6/29/23)
• Sales and the Savage Mindset (6/22/23)
• Objections and Rebuttals (6/15/23)
• How To Create An Action Plan (6/8/23)
• Selling The IRS ERC Tax Credit (6/1/23)
• Sales Training and Q & A (5/25/23)
• Sales Training and Q & A (5/18/23)
• Sales Training and Q & A (5/11/23)
• Selling High Risk Merchant Accounts (3/9/23)
• Creating Referral Partnerships (2/9/23)
• Filling Out A Merchant Application (2/2/23)
• ATM Sales and Free Placement (1/26/23)
• Selling ABS Payroll & HR (1/19/23)
• Valued Merchant Services Kickoff 2023 (1/5/23)
  ————————————- 2022 ——————————————-
• Sales Training and Q & A
• Sales Training and Q & A
• Sales Training and Q & A
• Sales Training and Q & A
• Sales Training and Q & A
• Sales Training Q&A with Erik Mion
• Sales Training Q&A with Erik Mion
  
• Sales Training Q&A with Erik Mion
  
• Introducing Jon Stevens National Director of Sales
  
• Sales Training Q&A with Chris
  
• Sales Training Q&A with Chris
• Sales Training Q&A with Erik
  
• Sales Training Q&A with Chris
  
• Sales Training Q&A with Erik
  
• Sales Training Q&A with Chris
  
• Sales Training Q&A with Chris
  
• Sales Training Q&A with Chris
  
• Sales Training Q&A with Sean
  
• Sales Training Q&A with Chris
  
• Sales Training Q&A with Sean
  
• Sales Training Q&A with Sean
• Sales Training Q&A with Chris
  
• Sales Training Q&A with Chris
  
• 2022 Kickoff Call
  

————————————- 2021 ——————————————-

• Sales Training on Lead Generation
  
• Sales Training on Finishing Strong 2021
• Sales Training on SupVets.com Free Advertising / Lead Gen Tool
  
• Sales Training on Cash Discounting
• 2021 Kickoff Call

————————————- 2020 & Prior ——————————————-

• Tips from Top Agents Erik, Arlo & Andy – Year End Q&A
  Sales Training with ADP Payroll & HR
• Sales Training with Factor4 Gift & Loyalty
• Sales Training with The VP of CrossCheck
• Tips from Top Agents Erik (TX)
• Tips from Top Agents Erik (TX) & Andy (NY)
  
• Tips from Top Agents Erik (TX) & Bryan (TX)
  
• Tips from Top Agents Erik (TX) & Bryan (TX)
  

• Tips from Top Agents Erik (TX) & Arlo (ID)
  

• Trec2Go App
  

• Cash Discounting w/ Top Agents Erik (TX) & Heather (ID)

• Sales Tips from Top Agents w/ Erik (TX) & Arlo (ID)
  

• Sales Tips from Top Agents w/ Erik (TX) & Andy (NY)
  

• Sales Training – Selling By Phone
  

• Sales Tips from Top Agents w/ Erik (TX) & Arlo (ID)
  

• NMI / VMS Connect Demo
  

• Business Loans & Referral Partners

• New Discover Program Announcements
  

• VITAL POS Launch Pt 1
  

• VITAL POS Launch Pt 2
  

• VMS Connect Demo
  

• ATM Machine Sales & Service
  

• Business Loans
  

• Role Playing
  

• Clover POS
  

• Statement Analysis

• Pricing Explained

• ATM Sales, Leasing & Placement
• QuickBooks SyncPay
  Porcupine Questions

• Networking & Partnerships

• Closing Techniques

• Crossing The Line In Sales

• Sales Habits & Time Management

• Don’t Sell On Price
• Social Media & Digital Marketing

• Electronic Check & ACH Services

• Websites & Mobile Apps
  

• Prospecting