SourcePoint

SourcePoint

  • 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