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support@valuedmerchants.com

New Sales Agents – Start Here!

Sales Agent Training & Resources

Complete These Training Sessions First – Then Text “CRM” to 208-243-0818 To Get Your Credentials

VMS Kickoff & 20th Anniversary Celebration 2026
VMS Sales Agent Kickoff & Comp Plan Update
New Agent Training Course (2 Hours)
New Agent FastTrack (1 Hour)
Business Card Order Form

Once you have completed these, please also reach out to onboarding@valuedmerchants.com to complete the rest of the onboarding process

Once You Have Your CRM Credentials
CRM Walk-Through
CRM Training – Contact Records
CRM Training – Making Outbound Calls with Google Voice (Headset, Chrome Browser & Google Voice Chrome Extension Required)

VMS CRM Training (After You Begin Prospecting)
10-2-25 CRM Training – Automations
10-3-25 CRM Training – Contacts List Tools
10-9-25 CRM Training – Troubleshooting
10-13-25 CRM Training – Knowledge Base
10-16-25 CRM Training – Unforeseen Errors
10-20-25 CRM Training – Troubleshooting
10-23-25 CRM Training – Clean Data – Clear Mind – Building A CRM That Thinks With You
10-24-25 CRM Training – All Messages One Inbox – Mastering The Conversation Flow In The CRM
10-27-25 CRM Training – Turning Interest Into Momentum – The Art Of The 5 Touch Follow Up
10-30-25 CRM Training – Tell The Story – Turning CRM Data Into Daily Decisions
11-3-25 CRM Training – The Human Touch In Automation – Making Efficiency Feel Personal
11-6-25 CRM Training – CRM Driven Community Building – Turning Contacts Into A Living Ecosystem
11-7-25 CRM Training – Continuous Improvement Framework: Building a Culture of Measured Momentum
11-10-25 CRM Training – Client Portals and Self Service Systems
11-14-25 CRM Training – Retention Funnels – Turning Customers Into Advocates
VMS Weekly LIVE Zoom Schedule
Credit Card Processing 101
Payments Industry Infographic

LIVE Prospecting In The Field

LIVE Outbound Prospecting Calls

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