Union requires all sales agents to become certified before requesting a demo. Certification benefits include:
• Full access to the Union booking calendar which allows agents to book demos independently without the aid of PayCompass support
• Exclusive Union swag that helps agents present Union independently; swag includes iPhone charging cord and table puck with QR code linked to a demo account that highlights the guest led experience
• Invitations to quarterly Zoom sessions where Union answers questions live while giving previews of upcoming features to be released
• Access to Union’s cloud-based repository which houses both marketing material and sales facing collateral to help drive the agent’s knowledge further
NOTE: If an uncertified agent submits a Union demo request to the PayCompass support team, their request will be denied. Agents will be encouraged to complete the certification before moving forward with a demo request.
The Certification Process
- Agents are encouraged to review the certification content provided by Union. Link: Union Pre-Certification Content
- Agents are also encouraged to review content in the Union library prior to taking the certification course. Link: Union - ISO Resource Center
- Once agents feel confident after reviewing the content, they can begin the certification process. NOTE: Agents are encouraged to set aside at least 45 minutes to complete the certification. Link: Click here to begin the Union certification
- After completing the certification process, agents will receive an email from Union stating if they passed or if they'll need to redo the certification.