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I'm really excited about this little mini series.

I've been enjoying doing these little mini series.

For one thing it kind of allows me to kind of batch and get a lot of content out to you

guys at the same time, so I can think through it.

Also I think it is important to dive deep into things and understand it.

In this mini series, I'm going to talk to you about how to sell specific business types.

By way of introduction, this particular episode, I really want to talk to you about why you

should target specific business types when you are selling merchant services.

The reason you want to target specific business types, there are several.

The first one is that it allows you to create a custom opening pitch.

When your pitch is customized at the beginning, it really just enables you to get a much better

response during those first five to ten seconds, which any good sales person will tell you,

are the most important measure of time there, right at the beginning of the sale.

Either you are going to grab their attention, or you are not.

If you don't grab their attention, you have no chance of selling them.

When you can customize an opening pitch, it is super important.

That's the number one thing, it allows you to customize the opening pitch.

#2.

It allows you to customize your value proposition.

We are going to talk about in these upcoming videos.

How should your pricing change if you are selling a pizza shop versus a jewelry store.

Those are very, very different things.

I'm going to talk about what challenges each of these business types space in terms

of payment processing and how you can create a value proposition specifically for them.

So it allows you to customize your value proposition.

There will also be things like the technology as well.

There are certain point of sales systems that would work really well with some business

types.

Some business types don't need a point of sales system.

It goes back and forth.

#3.

It allows you to customize your marketing materials.

This to me is really going the extra mile, but it makes total sense.

One of the things I'm really a big believer in and something where I think a lot of people

miss opportunities is that you don't look at your merchant services operation as a business.

You look at it and you treat it like a job.

You think about it like a job.

That can really hurt you because there are big opportunities that you can have.

For instance, when me or my team of sub agents would go out and sell pizza shops, I would

actually get, if I had two or three sub agents on that, I would literally get them new business

cards.

The business card would have a little pizza shop and it would be like pizza shop payment

pros, whatever, and it would talk about pizza shops.

I would get a little trifold brochure about what we can do for pizza shops.

Here is the point of sale system we recommend for pizza shops.

Everything was about pizza shops, so when they went in they would have that information.

You are like, "Oh my, that must be so expensive."

Not really, you go to Staples and it is like $10 to get business cards.

You don't need very many.

You need like 100 business cards because there are only so many pizza shops in your area.

So I would get a few business cards customized.

Then I would get the trifold brochures.

They are a little more expensive, but you don't need that many.

You might need a hundred of those.

It's not going to cost me tons of money.

For a couple hundred dollars, you can create for yourself a 30 to 90 day campaign, where

you are going after a specific business type.

I really want to encourage you throughout this mini series and through this video specifically

think about how you can target specific business types, and how can you invest a couple hundred

dollars to customize your approach and take maybe a day or two to set up the campaign,

so that you can just really go after it and take 30 to 90 days to really just go after

it and get as many of these pizza shops or whatever it is as you can possibly get on

board.

I can tell you that if you spend a couple hundred bucks and then you work really hard

for 30 to 90 days, you are probably going to end up making thousands of dollars off

of that.

That's a really good investment.

So those three things you can really customize, your opening pitch, your value proposition,

and your marketing materials.

Now let's dive in, if you are listening to this or watching this and it's already

a little further in the future.

Hopefully, you can see the next video in the mini series, if you are watching this right

when I put it out.

Tomorrow you are going to see the first one.

I'm going to kind of go through some of the business types that I think we most commonly

sell in the industry, and I'm going to talk about the value proposition and what you need

to understand in order to sell these specific business verticals.

My name is James Shepherd.

Thanks for reading!

For more infomation >> How to Target Specific Business Types Selling Merchant Services - Duration: 3:57.

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Three area cities support tax on streaming services - Duration: 1:54.

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4 Solutions for Pizza Shop Processing – How to Sell Merchant Services to Pizza Shops - Duration: 7:59.

In this video, I'm going to talk about how to sell merchant services to pizza shops.

You might say, "Wow, that's really specific.

Don't you mean quick service restaurants?"

No, I mean pizza shops.

Pizza shops are like their own thing and they are very different.

I'm going to talk to you about a couple things.

One of the themes you are going to hear throughout this mini series is that I am trying to teach

you how to sell merchant services to a pizza shop.

Are there some other services that can go along with that?

Absolutely, you know web design, online ordering, point of sale systems.

I'll talk a little bit about those, but the key thing to understand and this is a

mistake I see sales people making a lot is that they feel like it would be easier if

I sold websites.

It would be easier if I sold this.

Maybe, maybe not, but the thing you have to understand is if you try to sell something

else, it's going to be much harder to sell merchant services.

You want to lead off with the merchant services in some way shape or form, so that you can

actually get the sale.

Then you can add these other things on.

If you are like, "I actually want to pitch websites."

Then you are watching the wrong video because you need to watch how to sell websites to

pizza shops.

That's not what this is about.

I have a web design company.

I've sold websites to pizza shops, but this video is how to sell merchant services to

them.

One of the key things I can tell you right off the bat is, get focused on your end goal

and then reverse engineer what you want to have happen.

If you are trying to sell merchant services to pizza shops, then think about how to do

that.

Don't think about, "Well, let's see.

I can sell a website and then maybe I can sell a few of these and I can sell merchant

services."

Okay, then you are trying to sell websites.

Sell merchant services to pizza shops.

This is a video on how to do that.

What is the challenge that they face?

There are several of them.

I think these videos are going to be super profitable for you because they are so in

depth with these specific problems.

I don't think I've ever talked about much of this stuff in any of my content before.

The number one problem that pizza shops face in terms of payment processing is the per

transaction fee being too high.

This matters both for pin debit and it matters for check card, credit card transactions.

The per item fee really kills them.

For those of you who don't know anything about the Durbin Amendment, you might want

to research that a little bit so you can talk to them about this.

Pizza shops are one of those business types that really got screwed when they came out

with the Durbin Amendment and had that 22 cent per item fee on all the check card transactions

because pizza shops do a lot of $10 to $20 transactions and guess what?

They have to pay 22 cents every time they do one of those.

Twenty-two cents of $10 is 2.2% right off the bat without even anything else, no percentages,

no added fees from the processor, no monthly fees, whatever.

That was a big deal.

You need to check with your processor and find out what is the lowest you can go on

the transaction fee.

Be careful, because obviously all the profit is also in the per item fee.

When you look at a statement from a pizza shop, the first thing you ought to look at

is the transaction or per item fee.

You can really talk to them about that.

In your opening pitch, you can say things like, "The reason I'm coming by today

is I have a special program for pizza shops.

Here is our brochure about it.

We believe that pizza shops have a unique set of challenges, when it comes to accepting

electronic forms of payment and we cover those in our special pizza shop payment processing

program."

That's the pitch you can use, and you can tell them, "The first challenge that every

pizza owner faces is these per item fees.

A lot of times, people who are less experienced in the industry will start talking to you

about your percentages or your non-qualified rate, or whatever, and those things do matter

a little bit, but the most important thing is what you are paying per item because you

have smaller transaction sizes, and so that per item fee will absolutely kill you, if

you don't get it as low as possible.

The good news is that our program brings it down as low as possible."

You can go into all your value propositions.

The per item fee is a huge deal for pizza shops.

You've got to be alert and watching that.

You got to know what you can do when it comes to pin debit and when it comes to this.

Are they taking pin debit?

A lot of times you'll miss this.

You are looking at the statement.

They may have a different statement for pin debit.

If they are taking pin debit, they might be doing 20%, 30% of their transactions on pin

debit.

I've seen pin debit per item fees of 50 cents in a pizza shop, literally 50 cents

every single time they enter a pin number and do a pin debit transaction.

That's really high and it is killing their profit margin.

On a $10 order, that is 5% of their total revenue is going just for that one fee.

So look at the per item fees.

That's a really big thing.

The next thing that they have a huge problem with maybe, depends on their set up technologically,

but from an operations perspective, you've got to understand that pizza shops have a

huge problem with these long lines.

When people come in, again I don't think I've ever talked about this in any of my

content, but it is a huge problem for pizza shops.

When people come in, there is like a long line at lunch time.

There is like two or three times a day, where business is booming.

If they do a lot of delivery, they have all these phone orders coming in.

Maybe they deliver to businesses.

They are calling them around noon every day.

There is a couple things that you can do about that to offer some unique solutions.

The first thing that you definitely want to do is you is you want to pull all of the phone

sales off of the terminal and onto a gateway.

You need to have set up for them something like an authorize.net gateway and say, "Look,

Mr. Jones, all you need to do, do you have a laptop or an Ipad or something?"

They are going to be like, "Of course."

They always have a computer, just like when you go to work you have a computer.

Business owners at these pizza shops have a laptop.

They probably even have a desktop there somewhere.

They've got a computer or tablet of some kind.

You need to set them up with a gateway.

Talk to your processor.

Whatever gateway they use is fine.

This is not a huge thing.

They don't need to use some really advanced gateway.

Authorize.net is the most common one and it would be fine.

My gateway is fine.

There is a ton of different ones.

Get them a gateway and then what you do is they have a phone back there that is actually

the phone that rings for orders.

That will do a couple things.

They are going to love you so much for this operational improvement, that when the phone

rings for a new order over the phone, it's not ringing right next to the person that

is trying to communicate their order.

It's so annoying.

They have a line out the door.

People are whatever, and then you have the poor person at the counter, they are trying

to swipe the card for this order, but the employee right next to them is going, "Okay,

and you said you wanted a large cheeze, hold on a second," and they are keying in and

it is a pain.

The credit card is being used at the counter in the back so you've got to make sure you

have that separated out and get them a gateway.

By the way, on a side note from an interchange perspective, you might actually lowering their

total payment processing fees by 10 to 20 basis points on those phone orders just because

they are getting all the correct information.

They are getting zip codes.

They are getting all these different things.

It's much less likely to have a problem with interchange to get those downgraded or

something because they are collecting more information.

It's more of a secure transaction, more protection against chargebacks, so have them

do that.

It's super, super important that you separate those out, and that is going to save them

a lot of money.

The other thing that you can do is at the point of sale, make sure they don't have

some old, crappy terminal.

A pizza shop is a place that has to have a decent terminal, and they need to have it

connected to the internet.

That is an absolute, they must have it connected to the internet.

I know most business owners do by now, but you'd be surprised how many pizza shops

I've even been in during the last year that they still swipe the card, put in the amount,

and we wait.

You are like, "Oh, my word," and there is a line of 20 people and it takes 15 seconds

for the terminal to dial out and dial back.

The internet takes like one second to do a transaction.

They have to be connected to the internet.

I will also throw one more little side note out on a pizza shop.

Pizza shops are a really good one for the Poynt terminal, if they are a smaller pizza

shop.

They are not looking for a some big, full feature thing.

They just need to have something basic.

Poynt is a really good system for a pizza shop.

They can do some different things, some of the apps that came out on there are really

good, but that's a nice terminal for a pizza shop, that is maybe not real big because it

does connect to the internet and wireless.

It's just a really nice system.

I think you would want to check that one out.

There is a few tips on how to sell merchant services to a pizza shop.

Take that information.

Do a little additional research yourself and make a program that you can sell just to pizza

shops and then target them and watch your sales go through the roof.

My name is James Shepherd.

Thanks for reading!

For more infomation >> 4 Solutions for Pizza Shop Processing – How to Sell Merchant Services to Pizza Shops - Duration: 7:59.

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Alfresco Governance Services 2.6 - Create security controls - Duration: 2:52.

You can add security controls to content, so that it can only be viewed and accessed by users with the required security level.

Security controls consist of one or more security groups

which in turn are made up of one or more security marks.

Security controls are configured and assigned through the standard Alfresco Admin Tools,

and can be used in both the Records Management site, and standard Alfresco sites.

Click Admin Tools, and the under Security Controls, click Configure.

You can see the predefined Classification security group, with its security marks

of Top Secret, Secret, and Confidential.

Click Create Security Group, and enter a name for the new group.

There are three different group types available,

For the first one users must have all security marks from the group that are applied to a file to see the file.

For the second, users must have at least one of the security marks from the group that are applied to content to see that content.

And for the third, security marks are ranked in the order they're created

The mark created first in a security group has the greatest clearance, the one created last has the least clearance.

So for example, with the predefined Classification group

there are marks of Top Secret, Secret and Classified

To see content classified as Secret, the user must have Secret or Top Secret clearance.

I'll leave All selected, and click Create.

I can now enter as many security marks for the group as I need.

Just type a mark name, click Create, and repeat.

You can click on the group to hide the marks.

And then click Create Security Group again to create another group.

I'll enter a name for the group, and this time I'll select One or more marks apply to the content, and then click Create.

Enter the names of the marks for the group,

and that's it!

You can now assign the marks to users and to content.

For more infomation >> Alfresco Governance Services 2.6 - Create security controls - Duration: 2:52.

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Lighting Retrofit Services With Electricians In Medford Oregon - Duration: 0:59.

We are a Trade Ally with the Energy Trust of Oregon. Let us show you how to earn rebates and reduce energy costs.

For more infomation >> Lighting Retrofit Services With Electricians In Medford Oregon - Duration: 0:59.

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Customized Solutions | Specialized Services | Averitt Express - Duration: 0:53.

Your business isn't like any other It's unique

And so are your transportation and supply chain needs.

So when a logistical challenge arises There's no need to worry

Because with Averitt's Specialized Services on your side

Your customized solution is on its way From time-sensitive product roll-outs across

multiple states To industry-specific projects and event logistics

You can count on us to go above and beyond standard delivery

With fast access to assets on the ground, on the rail, and in the air

Secured by round-the-clock GPS tracking and dependable customer service

When it comes to delivering flexibility, customization and control built around your needs

Averitt is one of the most recommended names in transportation

Delivering unique solutions with the simplicity of:

One Contact.

One Invoice.

Zero Worries.

That's The Power of One.

For more infomation >> Customized Solutions | Specialized Services | Averitt Express - Duration: 0:53.

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Alfresco Governance Services 2.6 - Automate the file plan - Duration: 2:46.

You can automate most of the records management processes.

In this video I'm just going to set up one rule

to autocomplete records.

but you can set up as many rules as you need

to automate your records management system.

Start off by hovering over a category or a folder in the file plan

and clicking More

and then Manage Rules.

Then select Create Rules.

Enter a name for the rule, and then a description.

If you're creating lots of rules you may want to have a naming system to follow.

Next, select when the rule will be run.

In this case I'm going to select when items are created or enter this folder.

Next, you need to select the trigger, or multiple triggers, for when the rule is run.

This will be when an item enters the folder or is created in the folder

and one or more things do apply, or don't apply, or both.

You can select from a range of records management related options.

I'm going to select to trigger the rule if the record enters the folder

and it isn't yet complete.

Then you select what will happen to the records when the rule is triggered.

I'm going to select to complete record.

I'll apply this rule to subfolders and leave the other options as they are

then click Create.

You can see a full summary of the rule you've just created

and you also have the option to edit it or create further rules.

Now I'm going to test that the rule is working.

I'll go into the Unfiled Records area of the file plan

and I can see that there's an incomplete record there.

If I select More, and the File to

I'll then select a folder that's in the category where I just created the rule.

And if I go to that folder, I can see that the record has automatically been completed.

For more infomation >> Alfresco Governance Services 2.6 - Automate the file plan - Duration: 2:46.

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Specialized Equipment | Specialized Services | Averitt Express - Duration: 0:52.

Not all freight is made equal And sometimes

A standard trailer just won't do the job Fortunately, Averitt's Specialized Services

provides you access to the equipment that fit your needs

When you need it For the heavy hauls

Oversized loads And shipments that need a little extra care

Whether it's flatbeds, refrigerated trailers, or courier vans

With liftgates, pallet jacks, or GPS tracking Averitt can find the best solution for your needs.

At the end of the day there's no reason to worry

Because when you call on us to move even the toughest of logistical challenges

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One Invoice.

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That's The Power of One.

For more infomation >> Specialized Equipment | Specialized Services | Averitt Express - Duration: 0:52.

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Alfresco Governance Services 2.6 - File unfiled records - Duration: 0:56.

When you've declared a record from a non-Records Management site

it's added to the Unfiled Records folder.

You now need to file it in a records folder.

Click the Unfiled Records folder on the explorer panel on the left of the page.

All unfiled records are displayed.

Hover over an unfiled record

and click More, then File To.

Select a records folder to file then record in, then click File.

The record is added to the File Plan, and if you haven't already

you can now go and add the required metadata.

For more infomation >> Alfresco Governance Services 2.6 - File unfiled records - Duration: 0:56.

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Expedited Ground & Air | Specialized Services | Averitt Express - Duration: 0:59.

When it comes to time, there's no stopping, rolling back or jumping ahead

It just keeps moving forward But when demands increase or emergencies happen

You won't have to panic Because you'll still meet your deadlines with

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And your ticket to cost-efficient air freight

solutions that reach around the globe Direct from your door to any destination near,

far, or even on another shore Backed by our award-winning 99 percent on-time service

It doesn't matter where your shipment is going

How large or small it is Or when it has to be there

Because just like time, Averitt is always moving forward

And so will you with

One Contact.

One Invoice.

Zero Worries.

That's The Power of One.

For more infomation >> Expedited Ground & Air | Specialized Services | Averitt Express - Duration: 0:59.

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Alfresco Governance Services 2.6 - Create a records category - Duration: 1:48.

The top level of the file plan is made up of record categories.

Record categories can contain further categories and record folders,

and it's in record folders that you store records.

Record categories hold the retention schedules

that manage how records are controlled.

You can create a record category at the top level in the file plan

or within another record category.

In the file plan go to the location where you want to add a new category

and then click New Category.

Now enter the details for the category.

Fields marked with an asterisk are required.

First enter the name, and then enter the title for the record category.

Next, enter a description of the record category.

The unique ID for the record category is generated automatically.

You can change this now, but you can't edit it once the category has been created.

If you want you can select the vital record indicator.

This defines whether records in the category have a review process.

The vital record indicator is applied to all record folders

within this record category.

Whether you select this or not you can also select a review period.

Reviews are recurring, based on the period you select.

When you're done, click Save.

And the new category displays in the file plan.

For more infomation >> Alfresco Governance Services 2.6 - Create a records category - Duration: 1:48.

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Alfresco Governance Services 2.6 - Processing records - Duration: 1:33.

Once a retention step has been completed

then additional options are available for folders or records,

depending on whether the retention schedule is set up to folder or record level.

Although retention steps normally take place over a number of years

in this video we'll show them happening immediately.

Hover over a record in the file plan and click More

and you'll see that a Cut Off action is available.

Click Cut Off to begin the record's retention period.

An icon indicates that the record has now been cut off.

If you clock More again, you'll see that you also have the option to undo the cut off.

The action option now changes to Destroy,

the final step in the schedule.

Click Destroy then click OK to confirm you want to destroy the record.

Click OK again, and the record will be permanently deleted.

The thumbnail of the record is removed

and a new icon indicates that the record has been destroyed.

You'll see most of the record options have now been removed.

and if you click on the record

you'll see that record content has been removed from the record management system.

For more infomation >> Alfresco Governance Services 2.6 - Processing records - Duration: 1:33.

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Alfresco Governance Services 2.6 - Add a record type - Duration: 1:19.

All records in the File Plan have metadata

which you can think of as a records properties.

Adding record metadata isn't required

but can be useful to allow additional metadata to be added against a file.

If you associate the record with a specific record type

then additional metadata options are required for the file.

You need to complete all the required metadata

before you can set a record to complete.

Hover over an incomplete record in the File Plan

and click More then Add Record Metadata.

The available record types are displayed.

You can also select multiple types in the standard multi-select way.

Now click OK.

Icons next to the record show the record types that it's been associated with.

If you look at the record details

you can see the new record type metadata.

Some record metadata is mandatory and must be completed

before you can set the record to complete.

For more infomation >> Alfresco Governance Services 2.6 - Add a record type - Duration: 1:19.

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Electricians In Medford Oregon, Electrical & Lighting Services By Aztec Electrical - Duration: 1:35.

Aztec Electrical is one of the Rogue Valley's leading electrical service companies providing broad geographic coverage with comprehensive service throughout Jackson County

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Alfresco Governance Services 2.6 - Create a records folder - Duration: 1:41.

Record folders are where you store records in the file plan.

To add a record folder navigate to the category where you want to add a folder

and then click New Folder.

In the new Record folder box enter the details of the new record folder.

Fields marked with an asterisk are required.

First enter the name for the record folder

and then the title.

A unique ID for the record folder is generated automatically.

You can change this now, but you can't edit it once the folder's been created.

If relevant, you can also specify a physical location

for records contained in this folder.

If your Records Administrator has set up any supplemental markings

then these will also be available for selection.

If required, you can select the Vital Record Indicator option.

This defines whether records in this folder have a review process.

If you do select this option it will override any

vital record indicator set in the category.

Whether you select this or not you can also select a review period.

When you're done, click Save,

and the new folder is now shown in the file plan.

For more infomation >> Alfresco Governance Services 2.6 - Create a records folder - Duration: 1:41.

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ERP Solution for Professional Services Organizations - Part II - Duration: 2:05.

♪ [music] ♪

Hello. My name is Laura McDowell. I am a registered CPA with the

state of Washington, and I am a Sage Intacct consultant

with the Resource Group.

Today I want to talk to you about Sage Intacct as an ERP solution

for professional services organizations. Intacct has really great forecasting

and budgeting capabilities. So, not only can I have information on today's numbers,

but I can be updating and including more information on budgeting and forecasting,

and have that roll into reports and make that information even more richer for my

management. In addition, if you're concerned about security, Intacct has

very, very strict data access security, with two-step verification,

in order to even enter the environment, not to mention all the security and roles

that you can set up on a report basis, giving access to even just view,

run, add, edit, or any sort of other modifications to those reports.

Specifically with financial reports, on a report by report basis,

which is really great for those managers where you only want them to see some,

but not all of your data. I can also restrict users by entity or department.

So literally, when they go into the system, they are only able to see

financial data for the departments which they have been given access to.

So, even if they're running their financial reports, their balance sheet,

their P&L, they really only see, for example, Department 100 of operations,

if they're that manager. So, that's really cool in terms of security and flexibility.

If you have any additional questions about the information I provided,

please download our E-book on professional services, or feel free to contact us

with any further questions.

♪ [music] ♪