It is a customer-service tool. SourcePoint lets you see every aspect of your business with SCS; you can submit customer service tickets and track every customer service issue until it is resolved.
It is a referral and growth tool. You get detailed information about your merchant services program, including open opportunities.
It is your source for all information on residuals. SourcePoint lets you track your revenue easily. We can break down residuals by bank, branch or bank location.
Through SourcePoint, you can:
- Track active lead opportunities, whether SCS is managing the lead or you are
- See residual payouts
- Open and monitor customer service tickets
- Run your own reports (status of open tickets, status of leads in the sales process, converted merchants, etc.)
- Upload referral lists
- Download marketing materials, industry information and training tools