SOLUTION DESCRIPTION PAYMENT TERMINAL TO CRM INTEGRATION

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1 Around the world Merchant360 makes promotions, loyalty, and payment easy for brands, merchants and their customers usa SOLUTION DESCRIPTION PAYMENT TERMINAL TO CRM INTEGRATION Use existing cards and mobile applications Provide total relationship (in person, on web, on mobile, and at pos) management 708 Cardley Ave, Medford, OR 97504, USA +1(866) aus Level 20, 201 Sussex, Sydney NSW 2000 Securely tokenize credentials and run parallel to paments Process registration, rewards, and promotions with existing or new deployments VAST(8728) merchant360.net MERCHANT360 HAS DEVELOPED A TURNKEY PAYMENT TERMINAL APPLICATION WITH INTEGRATION TO MICROSOFT DYNAMICS USING MERCHANT360 S CrossPointPOS PLATFORM. mailto: info@ merchant360.net Imagine a consumer making a purchase at your store and with their transaction comes a receipt with individualized marketing message. Imagine the consumer receives an ed receipt with customized rewards message atomically after making a transaction. Imagine it s been 10 days from purchase and you send an automated and individualized SMS to the user asking them if they need consumables to go with that purchase. Imagine one platform where you can manage your total customer relationship be it in-store, online, and on-mobile. Now imagine having this capability with a low impact on your stores IT and budget. Leveraging existing payment terminals and cards already in the consumer s wallet merchants can realize speedy and low impact CRM integration. Since 2008 Merchant360 has developed hundreds of payment terminal applications with integrations to point of sale systems and third party hosts. The solution is targeted at mid-sized merchants in the United States, Mexico and Australia. The merchant can use their existing on premise or hosted Microsoft Dynamics CRM or they can obtain it through Merchant360. Call in USA or VAST (8276) in Australia to learn more. 15 March 2015 P a g e 1 of 5

2 KEY BENEFITS The solution offers the merchant: Fast time to market with easy setup Low cost by leveraging existing store equipment and environment Low impact on IT resources through ready to run modules. Easy for customers to understand using the same cards and payment terminals they are used to. Easy for store staff to use by leveraging processes they already use today. FAST TIME TO MARKET In as little as 4 weeks we have merchants with terminals in stores connected to CRM systems. There are typically three points of integration 1) the payment terminal, 2) the networking, 2) the CRM system. If the merchant has existing VeriFone, Ingenico, and other modern payment terminals then there are three ways to approach the updates. 1) We can update those terminals with additional software that is separate from their payment software but provides parallel processing of loyalty and promotions therefore no changes to their existing payment processing or software. 2) We can work with the merchants existing payment software provider to incorporate the loyalty and rewards processing directly. 3) We can supply a new payment terminal with processing by TSYS, FirstData, or Chase Services with fully integrated solution. The networking is usually fairly easy as the store need only to ensure they have access to a defined set of secure and load balanced hosts on the internet. This is for outbound traffic only and there is never card data stored or transmitted and never data transmitted in the clear. When it comes to setup of the CRM system there are essentially two major routes to take 1) using existing Microsoft Dynamics CRM or 2) setup a new on premise or hosted Microsoft Dynamics 2015 solution. To use an existing CRM system we just need to leverage the internet facing deployment. Setup an initial instance of Microsoft CRM or create a subscription is easy however to take advantage of the massive capability of CRM there is typically a business process analysis and design and then a configuration of the system. This can be as little as a few weeks or months depending on the complexity of the requirements. With the CRM and CrossPointPOS connected we can query for customers, create customers, and post transaction information to receive marketing messages for receipts or request enrollment to program through payment terminal. LOW IMPACT By leveraging existing payment terminals, store networking, and CRM platforms the ability to engage consumers at the point of sale can have a low impact on IT resources and service staff. Staff have already full working knowledge of the payment terminal and how to enter a transaction. The solution minimizes change to the existing process of payments in order to make it simple to understand. This reduces the amount of training needed for staff. 15 March 2015 P a g e 2 of 5

3 The solution utilizes bank and payment card industry standards for security and compliance thereby keeping you and your customer s data safe. For store IT staff this makes evaluation easy and understandable therefore reducing time to market and costs. EASY FOR CONSUMERS One of the best benefits of the solution is its ease of understanding and use by consumers. Consumers already know how to make transactions and this is just an extension to that current process. Don t worry we never send card track data or even full card number to the system so there is no possibility of anyone using the token to get to a card number. This is only used to create a new ID between you and the customer. If the system does not recognize the ID the then it will response with message to terminal to request registration. Consumer can enroll their favorite cards via the payment terminal, online and via their mobile and then every time they make purchase using their favorite cards at your store they are recognized. From there you can simply provide individualized messaging on the receipt or have complex rules that reward the user and provide discounts. The consumer already trusts the payment terminal so they don t worry about using their cards like they do with new devices. With your Dynamics CRM setup consumers can receive individualized messaging via text, or mobile push. This means you can follow up after a sale to invite them back, or ask them how their purchase is performing or what they thought of your new décor. The possibilities are endless once you have the systems in place to engage the consumer with what they already have and know. HOW IT WORKS SIMPLE REGISTRATION Consumers can register directly on the terminal, through your website, or through your mobile application. At the point of sale when a consumer swipes, taps, or inserts their card they the terminal will tokenize their credential and query the CRM for matching credential. The consumer simply inputs their mobile number and they system sends them a text message to confirm enrollment and request for them to complete enrollment online or get your mobile application. If you don t have a mobile application we can help you with one that is fully integrated to Dynamics CRM and the Point of Sale. EVERYDAY ENGAGEMENT Once the consumer has enrolled their favorite card they will be recognized by the application every time they make a purchase. You can simply provide marketing messaging on screen and on the receipt or we can setup your solution to check for discounts or rewards available for redemption. If you option for rewards and points then the rewards and points transactions occur before the payment as they may affect the purchase amount. However if your rewards 15 March 2015 P a g e 3 of 5

4 come in the form of cash back you there is no need to disrupt the payment transaction at all as the reward is processed using the completed payment transaction information. MANAGING YOUR RELATIONSHIPS Once have an installation you can begin to manage your relationships with customers by creating campaigns with automated responses and engagement workflows. Using your Dynamics CRM you can setup engagement campaigns that integrate person to person contact, web, mobile and point of sale engagement. Dynamics CRM provide you with power and capability to be simple or complex with your campaigns and customers. The system can be access over the web from anywhere or tightly secured in-house with only a few users. Dynamics CRM gives you the tools to manage your total customer relationship no matter where they are or where you are. With Dynamics CRM your capability is boundless and we can help you get integrated or setup a new solution. There is plenty of information on the web or from Microsoft Dynamics CRM team on the features and benefits of the solution. Here we are only highlighting what you can do with your POS integrated to your CRM. GETTING STARTED DISCOVERY The first stage is discovery where we work together to set your goals and objectives for having an integrated solution. With goals firmly in place we inventory what systems and resources are in place and develop a plan for low impact installation. You then approve the plan we set out implementing. IMPLEMENTATION During the implementation phase we make the necessary customizations to ensure a unique and thoughtful engagement between you and your customer achieves the intended results. Typically we complete a pilot in a small number of with users to make sure the solution fits correctly in your environment for your customers and if needed we make adjustments. RELEASE Once everyone is comfortable with the solution it is released to be rolled out across your stores and publicly with your customers. Don t worry we will be with you the whole way to help ensure rollouts get done. REFRESH Periodically we will work together to review performance and progress your solution as necessary to ensure you maintain a fresh presentation to the customer and you evolve with their needs for engagement. There are four stages of engagement between you and Merchant March 2015 P a g e 4 of 5

5 WHAT ARE THE COSTS AND TIME There are two ways to approach the costs of setup and operations. You can opt to license the completed client version of the solution and operate it yourself or you can subscribe to the platform as a service. For a small retailer with just one or a few stores the solution can be put into operation for as little as 5k and takes just a week to complete. Our small business team is ready to help you. For a medium sized retailer with simple needs for marketing engagement and perhaps mobile integration we offer solutions starting around 15k not including the costs of Dynamics CRM. This can run anywhere from a few thousand to tens of thousands of dollars in setup and monthly depending on your needs. The process can take a few weeks to a few months and can include a few weeks to month pilot. For a larger retailer perhaps multi-national there is much more to complete in the discovery process therefore pricing is segmented by phase. The discovery process includes a team of business analysts and starts around $60k deepening on needs for process modeling or reimagining of business process required. Once the discovery process is completed we can assess the implementation, rollout, support, and long term operational requirements and costs. Give Merchant360 a call and we will work with you to help you find the right fit solution. CONTACT MERCHANT360 You can contact us by phone in the USA at or in Australia at VAST(8728). If you prefer you can us at sales@merchant360.net for more information. 15 March 2015 P a g e 5 of 5