POS Systems
How to book a Union demo (Requires Union certification):
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.
- Upon passing the certification, sales agents will receive their own personalized booking link to book demos directly with Union.
How to book an OrderCounter demo:
- Agents should schedule a demo at least 2-3 days in advance. OC reps may not be able to accommodate a demo request with short notice.
- Agents will send an email request to sales@paycompass.com
- The agent will need to provide the following information when sending an email to the sales team
- Merchant DBA and website address
- Merchant Contact name & Email (for the demo invite)
- Vertical (Restaurant/Retail/Auto/Etc)
- Avg Monthly Volume
- Current POS/Terminal setup
- Reason they are looking to switch (AKA what issues are we trying to solve for the merchant)
- Please provide 2-3 day(s)/time(s) the merchant is available for a demo
Extra Questions:
- Do they need a QuickBooks sync?
- Gift / Loyalty interest?
- Online ordering interest?
- Surcharge or cash discount interest?
How to book a Korona demo:
- Agents should schedule a demo at least 2-3 days in advance. Korona reps may not be able to accommodate a demo request with short notice.
- Agents will send an email request to sales@paycompass.com
- The agent will need to provide the following information when sending an email to the sales team
- Merchant DBA and website address
- Merchant Contact name & Email (for the demo invite)
- Vertical ("What type of retail opportunity is this?")
- Avg Monthly Volume
- Current POS/Terminal setup
- Reason they are looking to switch ("What issues are we trying to solve for the merchant?")
- Please provide 2-3 day(s)/time(s) the merchant is available for a demo
Extra Questions:
- Do they need a QuickBooks sync?
- Gift / Loyalty interest?
- Online ordering interest?
- Surcharge or cash discount interest?
How to book either a Clover demo or Square demo with John Marshall:
It is recommended that all sales agents schedule a consultation with John prior to scheduling a demo. This will allow John to help with the decision making process as to which offering would be best suited for the merchant.
Click here to schedule a 45 minute POS consultation with John Marshall
Click here to schedule a 45 minute demo with either Clover or Square
If you have a prospect interested in Square and the prospect does $1 million+ in volume, use this link to book a demo directly with Square.