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Spotlight Innovatorsators
Spotlight Innov
eadquartered in Troy, Michigan, award-win-
ning North American Bancard is an industry
leader in credit card processing, providing a
H variety of merchant services that help client
companies of all sizes develop solutions for payment pro-
cessing, including credit, debit, EBT, check conversion
and guarantee, gift & loyalty cards, and much more. As
an MSP/ISO since 1992, North American Bancard is dedi-
cated to offering the highest service levels, exceptionally
competitive pricing, and the latest technology to its cli-
ent companies, including Pay Anywhere, its proprietary
point-of-sale (POS) solution. With over $34 billion worth
of payments processed for more than 250,000 businesses
every year, North American Bancard is determined to
help American business prosper.
What’s New:
Sales portal of the future
s a merchant services sales professional, you're painfully aware of the number of
details you need to keep track of to monitor what happens day to day with each
merchant account in your portfolio. Add in tracking things like annual PCI activ-
A ity, the status of new applications, equipment deployment, changes in pricing,
residual earnings, and other related details, and it can make your head spin.
How many times have you wished this information could be easily and quickly accessed
from your mobile device? And, wouldn't it be great to be able to navigate through your sales
portal with the help of friendly, well-labeled icons that are organized in a highly-intuitive,
touchscreen format?
"At North American Bancard, we're constantly listening to the feedback we get from our sales partners and then turning
their valuable input into practical applications that help make their working lives, and the sales process, easier," said Ryan
Malloy, Vice President of Partner Relations at NAB.
Barriers removed
What NAB has learned from its sales force has enabled the company to build and launch a powerful Partner Portal
application that offers its sales partners a refreshing way to access merchant account and residual earning information.
The portal also gives every sales partner a set of automated tools for personalizing their pitch and attracting new business.
First, NAB created a mobile-friendly dashboard that puts all the information at the sales partner's fingertips whenever
and wherever they need it. The portal's interface is fully responsive, so it can easily be used on any browser-enabled
device, without the risk of formatting problems. The design is clean and touch-friendly, with a new navigation structure
that has been intuitively formatted to guide the user directly to the area they want to do business.
The merchant manager section of the portal provides sales partners complete access to view critical information on
their merchants such as PCI compliance, deployment details, terminal shipping information, and legacy/current pricing,
along with basic merchant profile information. Sales partners are even able to set up customized merchant-level and/
or portfolio-wide alerts to monitor anything from approval status to processing volume. "Our newest Partner Portal
release interfaces with NAB's merchant portal, bringing real-time information about every merchant straight to the sales
partner's fingertips in the same intuitive format as the merchant's Payments Hub dashboard," continued Malloy. "Our beta
launch of the new Partner Portal at NAB's Transcend sales conference last September was so well received, we were able
to do a full-scale rollout before year end."
Prospecting and enrollment made easier
And, if having all your merchant status data accessible in a simple and easy-to-use mobile format isn't enough, it gets
better! Creating white-labeled sales estimates and enrolling merchants are also a snap using the NAB Partner Portal
application. In fact, if you're focused on prospecting certain types of merchant industries or risk types, you'll love the
commonly-used pricing and fee structures that have been preset into templates.
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