TOOLKIT A RESELLER S GUIDE TO SELLING GLOBALBAY MERCHANT

Transcription

1 TOOLKIT A RESELLER S GUIDE TO SELLING GLOBALBAY MERCHANT

2 TABLE OF CONTENTS What is GlobalBay Merchant? Merchant Benefits Why GlobalBay Merchant? Vertical Markets 07 Marketing Materials and Sales Tools Competitive Matrix A Reseller s Checklist Merchant FAQs Demos

3 Worry-Free Payment Acceptance WHAT IS GLOBALBAY MERCHANT? Smarter, More Profitable Stores Employee Management Streamline Operations Consumer Engagement Simplified Mobile Enablement GlobalBay Merchant integrates multiple business operations into one, easy-to-use, tablet POS solution, helping busy, mid-sized merchants get back to the business of serving their customers. 1

4 WHAT IS GLOBALBAY MERCHANT? GlobalBay Merchant is an affordable, subscription-based POS solution that transforms a tablet into both a flexible, convenient, modern-day register, and a powerful business-management solution. Any business, regardless of size or industry, can now enjoy the convenience and opportunity of accepting secure payments anywhere, along with a full suite of business tools that enhances operations and improves the customer experience. With GlobalBay Merchant, businesses gain instant access to sales records and customer data to tailor loyalty programs and promotions on the go. A full suite of remote management tools complement the service with off-site sales analysis and more. With GlobalBay Merchant, mobile enablement is simplified and business runs smoother, more efficiently and more productively. VeriFone designed GlobalBay Merchant to be sold exclusively through resellers to their merchants. So as not to compete with the reseller channel, VeriFone does not sell GlobalBay Merchant directly to merchants. While GlobalBay Merchant is not the first or only tablet POS system, the solution offers very competitive pricing and 24/7 VeriFone support, delivering invaluable peace of mind. To support resellers, VeriFone has developed this comprehensive suite of marketing materials and sales tools with messaging that speaks directly to merchants. Everything that is needed to help sell and grow your business with GlobalBay Merchant is included in this toolkit. 2

5 MERCHANT BENEFITS WORRY-FREE PAYMENT ACCEPTANCE Credit card payment acceptance with complete security. It s all enabled: NFC, EMV, PIN/ Debit, mag-stripe. When GlobalBay Merchant pairs with the VX 805, merchants can create a PCI certified, customer-facing POS that removes card handling from employees, giving customers added peace of mind and reducing the risk of employee theft. Through VeriShield Total Protect, sensitive cardholder data is encrypted and tokenized, not compromised. CREATE SMARTER, MORE PROFITABLE STORES Now merchants can gain instant access to real-time reporting that allows for informed, quick decision making. At a glance, the dashboard gives a convenient overview of sales for the day, month and year, enabling merchants to stay on top of business, at all times. GlobalBay Merchant s sales reports make it easy to track and manage inventory to help support and optimize product placement and merchandising needs. Easy compatibility with QuickBooks eliminates the need for merchants to perform dual entry, saving valuable time. EMPLOYEE MANAGEMENT GlobalBay Merchant enables comprehensive employee management with tools that maximize time and minimize effort. Merchants can schedule shifts and appointments, enjoy more accurate payroll processing, instantly communicate with team members onsite or at multiple locations, and schedule reminders to ensure the highest levels of customer service. For added protection, merchants can control the visibility and access employees have to specified functionalities to protect sensitive data. 3

6 MERCHANT BENEFITS STREAMLINE OPERATIONS Inventory management has never been so simple. Merchants can increase sales and improve in-store merchandising through real-time access to inventory that sheds light on buying habits and shopper demands. Merchants can sync all products and services across every device for inventory details any time even from a remote location. CONSUMER ENGAGEMENT Merchants can easily merge CRM with the POS to take advantage of unlimited customer profiles. GlobalBay Merchant makes it simple to deploy an campaign to announce promotions or offer discounts and coupons to encourage repeat business and boost brand loyalty. SIMPLIFIED MOBILE ENABLEMENT Nothing s more convenient or more productive. With GlobalBay Merchant s mobile point of sale, the opportunities are endless. Now, via iphone or ipad, merchants can accept payment anywhere, gain instant access to sales records and customer data and conduct business on the go which is made possible with a full suite of remote management tools and offsite sales analysis. 4

7 WHY GLOBALBAY MERCHANT? PRIMARY: HELPING MERCHANTS GET BACK TO BUSINESS SIMPLE: GlobalBay Merchant simplifies merchant operations by combining numerous tasks into one, easy-to-use, tablet POS register. If you can use a tablet, you can use GlobalBay Merchant. BUILDING RELATIONSHIPS: With multiple tasks combined into one simple POS tool, merchants can focus more on building customer relationships 5

8 WHY GLOBALBAY MERCHANT? SECONDARY: HELPING MERCHANTS GET BACK TO BUSINESS VALUE: Fair, competitive pricing for a complete solution: Payment acceptance (when coupled with hardware), scheduling and booking, reporting, QuickBooks integration, inventory and offline processing. SUPPORT: Scalable support, including 24/7 phone, and chat support options provided by VeriFone. PROVEN EXPERTISE: Unlike some of the other solutions from industry start-ups, this solution comes from the proven payment experts you already know and trust, VeriFone. 6

9 VERTICAL MARKETS VERTICAL MARKETS Arenas Art Galleries Barber & Beauty Salons Caterers Computer Repair Carpentry & Flooring Electricians Exterminators Direct Selling Jewelry Shops Massage Therapists Pet Groomers Photographers Membership Clubs Plumbers Security Services Towing Roofers 7

10 MARKETING MATERIALS AND SALES TOOLS Videos Brochures Images Merchant-facing Ads Signatures Vertical Sales Kits Vertical Sales Flyer Product Solutions Flyers Positioning Flyers Tip Sheet Merchant Objections Flyer Branding Guidelines Digital Marketing Tips FAQ Documents Setup Guides Getting Started Checklists Merchant-facing Presentations Co-Marketing Materials: Statement Stuffer Take-One Poster And many more 8

11 COMPETITIVE MATRIX GLOBALBAY MERCHANT COMPETITIVE MATRIX GlobalBay Merchant LightSpeed NCR Silver Square Register Breadcrumb PRO POS Lavu Revel PayGo Live ShopKeep ROAM POS Inventory Tracking Appointment Book Mobile * CRM Multi-Store * Flexible Pricing Access Permissions Accounting Reporting Co-Branding Terminal Integration ** Tablet Back Office Support 24x7 Phone Support, Support, Live Chat 9 AM - 6 PM Phone Support, Online User Guides and Videos 8 AM - 12 AM Phone Support, Live Chat Support Tickets, Online User Guides, Videos Phone Support, Online User Guides and Videos Support Tickets and Online User Guides Phone Support, Support Tickets, Online User Guides Support Tickets and Online User Guides Phone Support, Online User Guides and Videos 8AM - 10PM (Mon -Sun) Phone Support, Online User Guides, Contact Form Sales Model Indirect Indirect/Direct Indirect/Direct Direct Indirect/Direct Direct Direct Direct Indirect/Direct Indirect/Direct * When used with Breadcrumb Payments * With new feature Revel Franchise Management for Enterprise POS ** With Ingenico 9

12 A RESELLER S CHECKLIST ON HOW TO GET STARTED GlobalBay Merchant is an intuitive and user-friendly, turnkey solution that is easy to install, learn and use for both resellers and merchants. In this document, please find a detailed checklist for resellers to get started with the solution. CHECK LIST I. Legal and Setup PAYware Connect/GlobalBay Merchant contract with credit application signed and returned to VeriFone. Copy of fully executed contract signed by VeriFone, received after approval. Receive from [email protected] with sign-on credentials to add merchants for GlobalBay Merchant use via the PAYware Connect Reseller Console: Receive from VeriFone with sign-on credentials for the GlobalBay Merchant Reseller Console: If also signing up for a separate PAYware Connect account (e.g., for PAYware Connect virtual terminal use or PAYware Mobile sales) receive a separate with sign-on credentials from [email protected]. After approval and set up of your Reseller account, receive a call from a VeriFone Technical Support Associate with Quick Setup and support information. 10

13 A RESELLER S CHECKLIST ON HOW TO GET STARTED II. Technical Enablement and Application Knowledge Download the 14-day trial from the Apple App Store; search for GlobalBay Merchant. After download, choose Get Started from the main screen. Enter your information as if you were a merchant. It is recommended to use an address that is different than the company that will be used for your Reseller account as s can only be used on the GlobalBay Merchant system. Review training videos posted on the GlobalBay Merchant YouTube Training Channel Be prepared to share with your current merchants the benefits and features of GlobalBay Merchant for their business. Sign up for the reseller portal VeriFone Zone ( and review the GlobalBay Merchant documents. Register and attend the PAYware Connect Reseller and GlobalBay Merchant trainings. Information on how to register for trainings is posted on VeriFone Zone. Become familiar with the 24/7 Support available for GlobalBay Merchant: I. Online chat options that are available within the GlobalBay Merchant application. II. 24/7/365 toll free support for merchants and resellers at III. and chat support via support.verifone.com IV. Support available via at [email protected] Training and support is also available via the GlobalBay Merchant Tutor, accessible via VeriFone s Premier and Support site. 11

14 A RESELLER S CHECKLIST ON HOW TO GET STARTED III. Setting up Merchants Register and attend the PAYware Connect Reseller Training provided every Thursday to learn how to setup a merchant (registration information available on VeriFone Zone). Obtain a MID for the merchant account with your processor as usual. Request a TID and VAR sheet from your processor for PAYware Connect, aka IPCharge. Processor work sheets showing information required are available under HELP in PAYware Connect. Setup the merchant on PAYware Connect (for GlobalBay Merchant use). Forward the confirmation of merchant setup you received from [email protected] to [email protected]. VeriFone will then add access to the GlobalBay Merchant Application; be sure to let us know which Pricing Package to use (based on # of users) and which hardware kit is being provided. Receive confirmation of merchant setup on GlobalBay Merchant application. Merchant will receive a confirmation with their application sign-on credentials. IV. Sales Enablement Encourage potential merchants to download the GlobalBay Merchant trial application and choose Get Started. Provide them with your 5-digit GlobalBay Merchant reseller code to enter in as the reseller referral code. If you have not already done so, sign up for the VeriFone Zone ( and understand what s available and how to access it. The VeriFone Zone contains helpful materials on GlobalBay Merchant including: I. Sales Presentations II. FAQ Documents III. Sales Collateral IV. Marketing Tips V. White Papers VI. Outbound and inbound sales strategy reviews 12

15 A RESELLER S CHECKLIST ON HOW TO GET STARTED Review the GlobalBay Merchant FAQ document to become familiar with the product. The FAQ document is available via VeriFone Zone and may be distributed to the sales team. Have your sales team attend the weekly GoToMeeting sales presentations to learn the benefits of the GBM solution; meeting details are available on VeriFoneZone. Access and review training information via the following resources: I. YouTube training videos II. Premier Portal access to training videos and tutorials within the GlobalBay Merchant application. III. How to Sell to the Merchant training webinars. V. Hardware Distribution and Supported Hardware Contact your distributor regarding peripherals (TASQ, The Phoenix Group or POS Portal) and order equipment associated with GlobalBay Merchant configurations. Supported peripherals currently include: Printers: Star TSP143LAN (supports MultiPRO interface for cash drawer) Printer to Cash Drawer Cable STR TSP143L to APG Vasario 1416 ipad Stands: Heckler Windfall C ArmorActive Pike Cash Drawers: Vasario 1416 Vasario 1616 Mobile peripherals: PAYware Mobile e100 (secure Audio Reader) Part # M NAA or M USA VX 805 Contactless PIN pad Part # M A3-GBM-3 Barcode Scanners: Socket Bluetooth cordless hand scanner (series 7 Bluetooth model) SCT Mobile 7ci CS

16 A RESELLER S CHECKLIST ON HOW TO GET STARTED VI. Demand Generation Help to initiate sales by reviewing and launching a go-to-market plan for your sales team. Include GlobalBay Merchant information on your website and incorporate offering into sales kits and more. customers to inform them of GlobalBay Merchant offering, and benefits. Host webinars on GlobalBay Merchant and mobility. Optimize your online marketing presence with GlobalBay Merchant information. VII. Updates Designated VeriFone sales representatives will contact resellers regarding updates, new features and more. Additional information will also be uploaded to VeriFone Zone. 14

17 MERCHANT FAQS GlobalBay Merchant is an intuitive, user-friendly, turnkey solution that is easy to install, learn and use. In this document, please find the answers to the most frequently asked questions by Merchants on the system. TABLE OF CONTENTS: I. Overview a. Description of VeriFone s GlobalBay Merchant b. Components c. Main Features d. Supported Operating Systems II. Merchant Focus a. How GlobalBay Merchant Works b. Difference from Other Tablet POS Providers III. Training/Support a. Support Availability IV. Common Questions a. Multiple Merchant IDs b. Restricting Setup Access c. Current PAYware Mobile e100 Users d. Transfer and Loading Existing Files to GlobalBay Merchant e. Setting Up f. QuickBooks Integration V. Merchant Peripherals a. Where to Get Hardware b. Peripherals Supported c. Adding Inventory Through Barcode Scanner d. VX 805 Benefits e. VX 805 and Tipping f. Cabling Configuration VI. Pricing a. GlobalBay Merchant Pricing VII. Getting Started a. How to Get the App 15

18 MERCHANT FAQS I. OVERVIEW a. What is VeriFone s GlobalBay Merchant? GlobalBay Merchant is an affordable, subscription-based solution for tablets and ios-based devices such as the iphone, ipad and ipod. When bundled with payment hardware and other peripherals, GlobalBay Merchant becomes a complete tablet POS system creating a window into your business operations. Easy to learn and use, the solution streamlines store operations while elevating consumer experiences. b. What are the components of the solution? Software: GlobalBay Merchant is a cloud-based POS solution. The app is supported by a complete tablet and mobile POS infrastructure that includes 24/7 merchant support, plus secure encryption and tokenization. An ecosystem of POS hardware distributors makes it easy for merchants to access additional hardware from their sales representative. Hardware: At minimum, a merchant will need a tablet or ios device and a card swipe adapter to accept mobile payments. A cash drawer or printer is optional; it is not needed if merchants don t accept cash or choose to receipts. The GlobalBay Merchant app conveniently integrates with VeriFone s PAYware Mobile e100 and VX 805. c. What are some of the main features of the solution? Designed for merchants and built for resellers, GlobalBay Merchant is easy to install, simple to use and provides advanced functionality, including: Sophisticated reporting capabilities via a web portal Inventory management: add and track inventory Multi-location business management: support for multiple stores, multiple devices per store, multiple employees and multi-store reporting Appointment scheduling: schedule appointments online or at the store/retail location Employee management: schedule/track employee time, commissions and tips Payment processing: access to virtually all payment processors via VeriFone s PAYware Connect gateway 16

19 MERCHANT FAQS d. What operating systems are supported? GlobalBay Merchant currently runs on devices using ios 5.1 and higher. The portal is in the cloud and can support any browser. II. MERCHANT FOCUS a. So how does this work? GlobalBay Merchant runs on tablet and ios devices such as iphones, ipods and ipads, allowing the merchant to take advantage of a true POS solution that syncs to the cloud or works as a stand-alone, mobile POS. It also allows merchants to build out unique customer profiles, product offerings and access reporting capabilities across multiple locations. b. What makes GlobalBay Merchant different from other tablet POS providers? GlobalBay Merchant is scalable to satisfy the needs of a growing business such as support for multiple stores, multiple devices per store, multiple employees and multi-store reporting. GlobalBay Merchant is provided by VeriFone, the leader in payment solutions. VeriFone provides a complete set of options for merchants to accept payments that can easily be added to the solution to enable mobile POS, EMV, wallets and new services in the future. GlobalBay Merchant works with multiple tablet and ios devices (such as iphone, ipad and ipod) and works with your existing payment provider for a seamless interaction. VeriFone also offers 24/7 telephone support. III. TRAINING / SUPPORT a. What level of support is available? VeriFone offers a variety of convenient support services to help setup GlobalBay Merchant: Merchant training webinars Online chat via the application and 24/7/365 toll-free phone support Training videos are available via connection within the GlobalBay Merchant app and directly on the GlobalBay Merchant YouTube Channel: GlobalBay Merchant Tutor is available for additional training and support services 17

20 MERCHANT FAQS IV. COMMON QUESTIONS a. Does GlobalBay Merchant support multiple merchant IDs? For example, can one setup multiple merchant IDs for locations such as a nail or hair salon, much like traditional countertop POS devices? GlobalBay Merchant does not support multiple IDs within the application. However, you can attribute sales associates to the transaction, or the individual line items within a sale. Alternatively, if specific accounts are needed for unique merchant numbers, one can simply logout of one account and log back in with another to run transactions to another server. The application will sync to the portal for each merchant when you login. B. Can merchants restrict access to selected setup functions, such as setting prices, adding or deleting products? Is that capability available through the administrative functions? You can setup limited roles and privileges for each user. c. If Merchants currently have a PAYware Mobile e100 (M NAA), can the device be used with the GlobalBay Merchant Software or will they need to update to the newest version of PAYware Mobile e100 (M NAA)? Either reader will work. d. How do merchants load or transfer existing files from their current system over to GlobalBay Merchant? Merchants are able to import files using GlobalBay Merchant portal (not the ipad). For the store portal, select the Administrative tab then choose import. Sample template files are included in the portal for reference. e. How do merchants get started? Merchants should contact their payment provider or download the GlobalBay Merchant app to their ipad or iphone from the Apple App Store and select Getting Started. f. How do merchants integrate to QuickBooks? To integrate to QuickBooks, log into the web back office, click Report > QuickBooks report, then download an IIF OR an excel/.csv file, which can simply be imported into QuickBooks. 18

21 MERCHANT FAQS V. MERCHANT PERIPHERALS a. Will VeriFone be selling the POS hardware like cash drawers, printers and scanners? Hardware configurations, including tablets, VeriFone devices, cash drawers, scanners and printers are currently available through the payment provider. b. Supported GlobalBay Merchant peripherals: Printers: Star TSP143LAN (supports MultiPRO interface for cash drawer) Printer to Cash Drawer Cable STR TSP143L to APG Vasario 1416 ipad Stands: Heckler Windfall C ArmorActive Pike Cash Drawers: Vasario 1416 Vasario 1616 Mobile peripherals: PAYware Mobile e100 (secure Audio Reader) Part # M NAA or M USA VX 805 Contactless PIN pad Part #M A3-GBM-3 Barcode Scanners: Socket Bluetooth cordless hand scanner (series 7 Bluetooth model) SCT Mobile 7ci CS c. Can the barcode scanner be used to add inventory items (e.g., can data loaded into the scanner be uploaded directly to GlobalBay Merchant)? Yes d. What are the benefits of the VX 805? The VX 805 Contactless PIN Pad enables small- to mid-sized merchants to handle even the most complex and demanding transactions by enabling PIN Pad payment acceptance, gift card payments, loyalty redemption and more. The device also comes ready for NFC mobile commerce and EMV to allow you to take advantage of new revenue opportunities. 19

22 MERCHANT FAQS e. Will the VX 805 be prompted to include a tip? This can be configured. f. How is the cabling configured when using VeriFone s VX 805 and other peripherals? VeriFone provides detailed setup guides to assist with configuring GlobalBay Merchant with peripherals. To configure VeriFone s VX 805: 1. Launch the GlobalBay Merchant application. 2. Go to Settings. Select Printers & PIN pads from the left menu bar. On the bottom right side, choose PIN pads and then touch the + icon to add a new PIN pad. 3. Enter a name for the new PIN pad device and then enter the IP address of the device. The default port should be To enable the PIN pad, choose Edit on the bottom of the screen and slide the bar to On. The ipad will display a 4-digit code that must be entered on the VX 805. If successful, the device will display a PIN Match message. 5. On the ipad, touch the Done button on the top right of the screen. The screen will then show a list of all configured PIN pads with their names and IP addresses. 6. At the completion of a transaction, you will now have the option to choose the PIN pad as a payment method. If multiple devices are setup, you will select the device to use. VI. PRICING a. What is the merchant pricing for GlobalBay Merchant? Pricing is determined by the reseller. VII. GETTING STARTED A. How do merchants get the app? The GlobalBay Merchant app is currently available and may be downloaded via the Apple App Store or by connecting with the sales representative. 20

23 MERCHANT FAQS DEMOS VeriFone makes it easy to showcase GlobalBay Merchant. Access many of the GlobalBay Merchant Demos by downloading the GlobalBay Merchant app from the Apple App Store and using the login information below: Login: Password: VeriFone1 Select the demo you would like to show from the drop-down menu, such as: 1. Bicycle Shop 2. Salon 3. Bakery 4. Wine Store 5. Jeweler 6. Contract Services 21