Sales Presentation Manual

8/10/2019 Sales Presentation Manual

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BUSINESS

SOLUTIONS


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Certied Payment Processing (CPP) is an industryleading, direct and full-service merchant servicesprovider offering:

Business Management Solutions Credit and debit card processing (Visa, M/C,

Discover, AmEx) Check guarantee and processing Gift Cards State-of-the-art POS, terminals, and mobile

payment equipment Customizable solutions

From small, local nail salons to large national companies processing millions of dollars each month, Chas the right product for your business. We maintain our own processing, customer service and mercsupport facilities, which assures that our merchants never deal with third-party markups on rates orfees. This is one of many reasons why each month, hundreds of new merchants select us to handle thpayment processing needs.

HOW WE CAN HELP:

Our solutions allow you to increase your protablility by:

Giving you the tools to take control of your business Extend your marketing efforts

Increasing your customer loyalty Lowering your expenses and liabilities Minimizing lost time and money

From the power and versatility of the iPad based 1st Pay POS, to thefuture proof technology of our Proxima line of payment terminals andmuch more, CPPs focus in on providing quality products to help yourbusiness grow.

YOU CAN ACCEPT ALL MAJOR CREDIT AND DEBIT CARDSAccepting credit cards is important to your business. We offer competitiverates and dependable, secure processing solutions for all Visa, Mastercard,Discover, American Express, Diners, PayPal and EBT transactions. Credit cardscan increase your revenue in three ways:

Your customers spend more with plastic than they do with cash Some potential customers cant or wont buy from you if you dont

accept credit cards Your customers can buy now and pay later

WHO WE ARE


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EVERYTHING YOU NEED, UNDER ONE ROOFAt CPP, we provide every service your business could need to processthe widest variety of payment. And, since all of our products andservices are in-house, there are no third parties to deal with. Just look atwhat we can offer:

POS Solutions Gift & Loyalty Solutions

Countertop Solutions Mobile Solutions

E-commerce Solutions Cash Advance

Check Solutions ATM Solutions

ACH Solutions Data Breach Protection

WHAT WE DO

DATA BREACH PROTECTION

Data breaches are not reserved for the big box stores. In fact,industry experts report that merchants who process 20,000 or fewertransactions (level 4 merchants) account for 85% of identied datacompromises. Thats why we provide a Breach Protection Programfor each qualifying merchant. This no deductible policy provides upto $50,000 of protection per incident* of data breach from a system/network intrusion or physical loss such as card skimming, stolenreceipts or computers, or employee theft of card information. Thesefunds can assist in covering the following substantial costs:

Forensic audit required of a merchant when a data breach issuspected

Fees, nes and related expenses associated with a data breach

All merchants that process fewer than 6,000,000 transactionsand who have not had a data compromise qualify forprotection.

*Protection is provided at the merchant ID (MID) level and is available for multiple location merchants for additional cost.


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GETTING TO KNOW YOU BETTERMERCHANT QUESTIONNAIRE

1. How long have you owned the business?

2. What got you into the industry?

3. Do you own any other businesses. Yes / No If so, what are they?

4. Which types of payment do you currently accept? Credit / Debit / Checks / EBT / Gift Cards

5. What payment processing equipment do you currently use?

6. Do you own or lease your current equipment?

7. How do you currently manage inventory?

8. How do you keep track of your cash in and cash out?

9. What kind of loyalty program do you currently utilize?

10. Would you like to manage your day to day operations remotely? Yes / No

11. If you lose power, can you continue to make sales?

12. Do you offer incentives to customers to entice them to return, such as 10th purchase discount, or

discounts/free items on their birthday?

13. Can your current system tell you which items are your top sellers?

14.Does your current system allow you to keep track of or require item modiers, if applicable?

(Example: coffee modiers might be cup size, regular or decaf, sugar, creamer, etc.)

15.Do you current gift cards or paper certicates?

16. Does your system allow you to add a custom message to your receipts?

17. How do you currently track employee hours?


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STANDARD SERVICES CPP CURRENT PROCESSOR

EMV AND MOBILE WALLET (NFC) CAPABILITY

EQUIPMENT MAINTENANCE

FREE SUPPLIES

24 HOUR MERCHANT SUPPORT

CUSTOMIZED TERMINAL RECEIPTS

PED/PCI COMPLIANT

RECEIPT TRUNCATION

TERMINAL TIMED-BATCHING*

TERMINAL PASSWORD PROTECTION*

CUSTOMER SERVICE INQUIRIES* NOT AVAILABLE

TERMINAL SUPPLY ORDERING* NOT AVAILABLE

PRODUCT SERVICE INQUIRIES* NOT AVAILABLE

ADDITIONAL SERVICES CPP CURRENT PROCESSOR

REAL-TIME ONLINE REPORTING

REMOTE MANAGEMENT

LOYALTY & REWARDS PROGRAM

INVENTORY MANAGEMENT

GIFT CARDS

CLOUD BACKUP

I-STORE (ONLINE PROCESSING) * Based on terminal compatibility & conguratio

Standard ServicesEQUIPMENT MAINTENANCEIf we are not able to x a problem over the phone, we will provide a replacementterminal (usually within 24 hours) at no charge.

SUPPLIES Are included for the lifetime of our agreement. This includes printer paper, ribbons and manual imprinter slips.

SUPERIOR MERCHANT SUPPORTMerchants will benet from an exceptional response time when assistance is needed.

CUSTOMIZED TERMINAL RECEIPTSOption of printing warranty information on the receipts OR offering additionalmarketing information on each receipt. (Example: 10% off your next purchase)

PED/PCI COMPLIANTThe payment processing industry has instituted a new set of security standards to protectinformation. We not only abide by these standards, but we also are on the Payment Card Industry (PCI) Council. (PED = PINEntry Device.)

RECEIPT TRUNCATION The rst 12 digits of a credit cards 16-digit number are not disclosed (replaced by an X) onthe receipt issued by the merchant processing equipment. (A law in many states to help prevent fraudulent activity)

TERMINAL TIMED-BATCHINGThe terminal will perform a timed-batch of all transactions to ensure properprocessing, preventing additional charges by not batching daily (for non-tip merchants).

TERMINAL PASSWORD PROTECTIONA key security feature to protect against unauthorized access to credit featuresof the system.

CUSTOMER SERVICE INQUIRIESRequest customer service directly through the payment terminal.

TERMINAL SUPPLY ORDERS Use the payment terminal to request paper.

PRODUCT SERVICE INQUIRIES Contact a product specialist via terminal to get information about other products and services

PROCESSOR COMPARISON


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1stpaypos

FEATURES:

Inventory Management Loyalty & Rewards Program Employee Timeclock Cash Management Remote Management Robust Split Check Full Item Customization Gift Cards Multiple Location Capability Cloud Backup

Print, Email or Text Receipts Customizable Receipts

1STPAYPOS IS AVAILABLE IN RETAIL AND RESTAURANT CONFIGURATIONS WHICH CAN INCLUDE:Apple iPad | Tablet Stand | Cash Drawer | Receipt Printer | Bar Code Scanner | Secure Card Reader | Kitchen Printer

Apple, iPad and the Apple logo are registered trademarks of the Apple Corporation.There is no afliation between Certied Payment Processing, the 1stPayPOS application and Apple.

INCREASE YOUR PROFITABILITY

Better manage your business and maximize revenue. Easilyidentify top selling and most protable items with robustanalytics that you can access from anywhere.

FASTER CHECK OUT

Faster checkout adds up to increased sales and a betteroverall customer experience. Scan bar codes, managecategories, process credit cards and cash, and much more.

INTUITIVE AND EASY TO USE

Get your cashiers up and running within minutes. Spend lesstime training and more time managing your business.

Built around the Apple iPad, the 1stPayPOS harnesses the simplicity and powerof this iconic product to give merchants a complete business management tool.

Accepts:


7/22REQUIREMENTS: Must have Broadband Internet Connection with local Wi-Fi network to communicate with receipt printer and cash drawer.

INVENTORYMANAGEMENT

EMPLOYEE TIMECLOCK Trackemployee time& export it to

payroll

Receivenotices whenstock runs low

REMOTE MANAGEMENT Track salesfrom anywhere

you haveinternet

CUSTOMIZABLE RECEIPTS

Add Your Logo,Custom Text,

or Barcodes forDiscounts

LOYALTY & REWARDS

Program canbe based on

points or visits

LOYALTY & REWARDS

Offer discounts free items on spedays like birthda

TIP ADJUSTMENT

Adjust tipseasily and

quickly

SPLIT CHECK

Give your guests

the Split Checkoptions they want.


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The goal of most any business is to nd customers and keep themcoming back, right? Well, the CPP Loyalty & Rewards Program throughthe 1stPayPOS will help you do just that.

COLLECT CUSTOMER DATA

Get to know your customers like never before Find out which customers are your regulars Build valuable sales data about the folks who visit you the most / least

TARGET YOUR MARKETING EFFORTS

Use collected data to target customers with direct mail or email

campaigns Know where your customers live and target market to their neighbors

GIVE THEM REASONS TO COME BACK AGAIN AND AGAIN

Offer benets based on accumulated points or number of visits Acknowledge special days like birthdays or anniversaries with free

offers or discounts

LOYALTY & REWARDS IS INCLUDED AT NO EXTRA CHARGE!

Aside from costs to send direct mail or email, which is very costeffective, Loyalty & Rewards costs you nothing additional

LOYALTY & REWARDS

What can Loyalty & Rewards do for you?Check this out!

Scenario:

100 customers per month Average ticket of $50

Offer 20% discount on a return visit

5 customers (5%) take advantage Average check of $40 (20% discount)

5 x $40 = $200in additional sales!

Exclusive to the 1stPayPOS Easy to Set Up and Use No Monthly Fees


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Gift cards offer tremendous benets for your business. Increase your

revenue and protability through the larger ticket sizes and the newcustomers that gift cards create!

DID YOU KNOW?

Two-thirds of all American consumers have bought at least one gift card More than 60% spend more than the value of the gift card Approximately three quarters of those spend 60% above the value More than a third of all holiday gift purchases in 2013 were gift cards Nearly $30 billion was spent on gift cards in 2013 Average consumer spent more than $171 on gift cards in the 2013

holiday season 55% of those receiving gift cards make multiple trips to fully utilizetheir card

WHATS IN IT FOR YOU? Increased overall spending by customers Increased average ticket size New customers and repeat business Increased prots through unredeemed value Increase revenue during holiday shopping season Enhanced marketing through gift card promotions

GIFT CARDSStart Up Kit includes:

25 Free Gift Cards 100 Free Transactions Each Month

Gift Cards Equal More Revenue.Check this out!

Scenario:

100 customers per month

Average ticket of $50 5 customers (5%) buy Gift Cards ($50) Gift Cards are redeemed at 30% above card value ($65)

5 x $65 = $325in additional sales!

*($0.10 fee applies to each transaction thereafter)


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Comprehensive reporting gives you the power to make more informed decisions.

REVIEW STATEMENTS

View your statements online or download to print.

TRACK SALES

View sales volume by day, week, month, and card type.

PREPARE FOR TAX SEASON

All the tax information you need to prepare for Tax Day.

MANAGE CHARGEBACKS

Retrieval reports provide all the information needed to validate or dispute a chargeback.

ADDITIONAL FEATURES:

User friendly with enhanced visualguidance

Transaction Reporting provides date,time, card type, and entry mode forevery individual transaction.

FIRSTVIEW


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The Proxima X5 is the most advanced terminal weve everoffered. Featuring the latest security technology, a vivid full-color screen, large backlit keypad and exible connectivityoptions, the Proxima X5 also offers Contactless (NFC) andEMV Smart Card payment capabilities. The X5 has everythingyou need for today and is ready to meet the needs oftomorrow.

FEATURES / BENEFITS

Accepts Mobile Wallet and EMV Smart Card payments Flexible install options with Ethernet or Dial-up

connectivity Re-order supplies directly from the terminal Process multiple merchant accounts

Accepts Credit, Debit, EBT and Gift Cards Enhanced marketing through customizable receipts PCI Compliant and Secure Vivid color screen and backlit keypad

PROXIMA X5

Extensive reporting

with firstview

ON-SCREEN

INSTRUCTIONS

WHEN YOU NEED A MORECONVENTIONAL COUNTERTOP SOLUTION


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Accepts Tap N Go payments includi

+

And payment cards from:

OUR FUTURE PROOF TERMINAL

PRODUCT FEATURES PROXIMA X5 FD100 T7PLUS VX570 2085

MERCHANT FRIENDLY FUNCTIONS

EMV COMPLIANT

CONTACTLESS CARD/MOBILE WALLET READY

INTERNAL PIN PAD

THERMAL PRINTER (15 LINES PER SECOND)

MULTI-MERCHANT CAPABLE

32 BIT PROCESSOR

32MB OF MEMORY


FREE SUPPLIES

SUPPLY ORDER FEATURE

CUSTOMER SERVICE REQUEST

INTEGRATED SECURITY FEATURES

VIVID FULL COLOR DISPLAY

EXTENDED REPORTING FEATURES


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ATMGive your customers more options and add a revenue stream

Gives your customers more reasons to enter your business ATM fees add additional revenue to your business

PIN PADSSave the wear and tear on your equipment. Full line of PIN pads that are compatible with all terminals Allow customers to use their PIN in private without handing

over your terminal

CHECK GUARANTEERemove the risk and hassle of accepting checks. Insure the check you accept is legitimate Receive up to $7,500 in authorized check guarantee

Check funds are automatically deposited into your bankaccount

PAYWARE PCTurn your PC into a full featured POS System Compatible with most Windows-based computers Intuitive and easy to learn Built-in security and PCI compliance

ADDITIONAL PRODUCTS

PAYMENT PAGE BUILDERAccepting payments or donations online is a snap now. Accept credit/debit card payments Accept recurring ACH payments Embed page in existing site or link to separate page Easy setup and one page can be used for multiple sites

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FREE SUPPLIES



PED/PCI COMPLIANT

RECEIPT TRUNCATION








REMOTE MANAGEMENT



GIFT CARDS

CLOUD BACKUP

* Based on terminal compatibility & confguration

Standard Services

EQUIPMENT MAINTENANCEIf we are not able to x a problem over the phone, we will provide a replacementterminal (usually within 24 hours) at no charge.




PED/PCI COMPLIANTThe payment processing industry has instituted a new set of security standards to protectinformation. We not only abide by these standards, but we also are on the Payment Card Industry (PCI) Council. (PED = PIN

Entry Device.)RECEIPT TRUNCATION The rst 12 digits of a credit cards 16-digit number are not disclosed (replaced by an X) onthe receipt issued by the merchant processing equipment. (A law in many states to help prevent fraudulent activity)





PRODUCT SERVICE INQUIRIES Contact a product specialist via terminal to get information about other products and services.



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ROI CALCULATIONS

GIFT CARDS LOYALTY & REWARDS

Monthly Volume(From Statement)

Average TicketTotal Transactions(From Statement)/ =

STEP 1

% Of CustomersWho Would Buy

Gift Cards(Merchant Estimate)

PotentialGift Card Sales

Total Transactions(From Statement)

X =STEP 2


Potential MonthlyGift Card Revenue

Average Ticket(From Calculation)

X =STEP 3


(From Calculation)

Potential 2 YearGift Card Sales

Months(2 Years)

X =STEP 5

24


(From Calculation)


Months(1 Year)

X =STEP 4

12

% Of CustomersWho Would

Redeem Offer(Merchant Estimate)

PotentialLoyalty Sales


X =STEP 2


Potential MonthlyLoyalty Revenue

DiscountedAverage Ticket

X =STEP 3


(From Calculation)

Potential 2 YearLoyalty Revenue

Months(2 Years)

X =STEP 5

24


(From Calculation)


Months(1 Year)

X =STEP 4

12

Discount Offer(From Page 7)


Average Ticket(From Step 1 Above) - =

STEP 1


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FREE SUPPLIES



PED/PCI COMPLIANT

RECEIPT TRUNCATION








REMOTE MANAGEMENT



GIFT CARDS

CLOUD BACKUP

* Based on terminal compatibility & confguration

Standard Services

EQUIPMENT MAINTENANCEIf we are not able to x a problem over the phone, we will provide a replacementterminal (usually within 24 hours) at no charge.




PED/PCI COMPLIANTThe payment processing industry has instituted a new set of security standards to protectinformation. We not only abide by these standards, but we also are on the Payment Card Industry (PCI) Council. (PED = PIN

Entry Device.)RECEIPT TRUNCATION The rst 12 digits of a credit cards 16-digit number are not disclosed (replaced by an X) onthe receipt issued by the merchant processing equipment. (A law in many states to help prevent fraudulent activity)





PRODUCT SERVICE INQUIRIES Contact a product specialist via terminal to get information about other products and services.



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ROI CALCULATIONS

GIFT CARDS LOYALTY & REWARDS

Monthly Volume(From Statement)

Average TicketTotal Transactions(From Statement)/ =

STEP 1

% Of CustomersWho Would Buy

Gift Cards(Merchant Estimate)



X =STEP 2



Average Ticket(From Calculation)

X =STEP 3


(From Calculation)


Months(2 Years)

X =STEP 5

24


(From Calculation)


Months(1 Year)

X =STEP 4

12

% Of CustomersWho Would

Redeem Offer(Merchant Estimate)



X =STEP 2




X =STEP 3


(From Calculation)


Months(2 Years)

X =STEP 5

24


(From Calculation)


Months(1 Year)

X =STEP 4

12

Discount Offer(From Page 7)


Average Ticket(From Step 1 Above) - =

STEP 1


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SCRIPTS

FIRST IMPRESSIONS

Hi (Merchant) , my name is (Your Name) , Im with CPP. We handle payment processing here in

(City) . You received a call yesterday letting you know that I would be stopping by today to tell you

about an exciting new point-of-sale system we just introduced. This place looks great, how long

have you been in business?

RAPPORT BUILDING

Youve got an awesome place! Would you mind giving me a quick tour before we get started?

INTRODUCING CPP

Mr./Ms. (Merchant), Id like to recap why Im here today. CPP is an industry-leading merchant

services provider with more than 20 years of processing experience. Over 1,000 merchants every

month switch to CPP for their payment processing, and we process more than three billion dollars

in transactions every year. The reason why, we offer products and services that help merchants

increase their customer base, better manage their business, and ultimately increase their

protability.

BEFORE THE TEAM LEADER CALL (YOUVE MADE A PRESENTATION)

Mr./Ms. (Merchant), now that weve had a chance to talk a bit about your business, let me callmy support staff to let them know about our talk and see how we can best help your business.

TEAM LEADER CALL (YOUVE MADE A PRESENTATION)

Hello (TL Name), this is (Your Name). Im here at (Business Name), speaking with (Owners

Name). He has a great business here, and weve been going over the presentation. Looks like we

can help them out because theyre using an older machine, and they agree that the 1stPayPOS

could be really benecial for their business. Do you have any questions for me?

BEFORE THE TEAM LEADER CALL (YOU WERENT ABLE TO MAKE A PRESENTATION)

Mr./Ms. Merchant, no problem it was a real pleasure talking with you. Let me call my support

staff to see if theres anything else we can do for you. Plus, theyre going to want to thank you for

your time.


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FOR YOUR

INFORMATIONCUSTOMER SERVICE: ____________________ 800.789.88

SYSTEMS IMPLEMENTATION (SI): _________ 888.590.18

CPP CORPORATE: _______________________ 877.288.04

CPP CORPORATE WEBSITE: _______WWW.CPP-360.CO

1ST PAY POS WEBSITE: ______WWW.MY1STPAYPOS.CO

PRICING

TEAM LEADER CALL (YOU WERENT ABLE TO MAKE A PRESENTATION)

Hello (TL Name), this is (Your Name) calling. Im here at (Business Name), speaking with (Owners

Name). Hes got a great business here, and Im sure we could help him, but Im not able to give a

full presentation. Do you have any questions for me?

TRIAL CLOSE

If I can show you a way to increase your protability, help you manage your business, and

reduce your overall cost of operation, will you consider giving me your business today?

OR

Mr./Ms. (Merchant), can you see how the 1stPayPOS could benet your business? Great! Lets

get you set up.

PROSPECTING

Mr./Ms. (Merchant), I was just next door talking with (XYZ) business about helping them increase

their protability, and wanted to see if I could speak with you about doing the same for your

business.

FOLLOW-UPS

Mr./Ms. (Merchant), we spoke a week ago. I was in the area and wanted to stop in and see if we

could take a closer look at the solution we discussed the last time we spoke.

CFG EQUIPMENT $/MTH MTHS

11st Pay POS + 2Printers + Gift Cards $155.00 48

21st Pay POS + 1 Printer+ Barcode Scanner +Gift Cards

$155.00 48

31st Pay POS + 2Printers $145.00 48

41st Pay POS + 1 Printer+ Barcode Scanner $145.00 48

5 1st Pay POS + 1 Printer $135.00 48

6 Proxima X5 $74.95 60


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WE OFFER SO LUTIONS THAT HELP YOU. . .

I NCREASE PROFI TABILIT Y

REM OTELY MA NAGE YOUR BUSIN ESS

ACCEPT ALL FORMS OF PAYMENT

KEEP CUSTOMER DATA SECURE

NO MATTER WHAT BUSINESS YOURE IN, WE CAN

HELP YOU TAKE IT TO THE NEXT LEVEL.

WWW.Cpp-360.COM

Documents

Sales Presentation Manual