With the new Trinity 2.0 System there is a new Contact Manager added that automatically creates contacts for every new credit card customer entered. This added feature, if used correctly, can save time, increase sales and retain customers for future business.
How It Works
Because Trinity saves every transaction for the lifetime of the merchant's account, it only made sense to add a contact manager to better organize these transactions. Every time a transaction is made, the contact is automatically created and populated with whatever billing and shipping information was included in the transaction. The contact can then be edited, deleted and organized into groups within the contact manager. Once created, it is now searchable as well! Watch our video demo to see exactly how this works. (Skip to 5:23 for the Contact Manager section)
Who This Is For
Any business with repeat clientele, processing recurring payments or invoice sales or in need of marketing lists can highly benefit form this Contact Manager. While businesses such as doctor's offices, lawyers, accountants, gyms, tanning salons, rental companies, etc will get great use out of this add-on, any business interested in maintaining records of its customers will benefit as well.
Save Time and Be Secure
With its ability to search a contact in seconds, merchants can quickly recharge past customers with a click of a button. Store as many credit cards per contact as needed without the security risks of rolodexes or filing cabinets. Trinity is PCI Compliant which means all card data goes through strict encryption and is inaccessible by employees or thieves.
Another time saving feature is the Print Shipping Label feature. Print a label based off the contact shipping info at any time with a simple click of a button.
Increase Revenues and Customer Satisfaction
Sometimes, customers might be more inclined to purchase something on a whim if they can pay with credit but often use the fact that they don't have enough cash or have forgotten their credit card as an excuse. With the ability to search contacts and auto recharge, merchants can insure repeat customers always have a way to pay. This is especially handy for businesses like gyms or tanning salons that have these customers constantly coming in. This also allows for easier up-selling and increased small purchases since the customer can charge to his/her account. Furthermore, most customers will see this feature as an added customer service bonus and in appreciation give the merchant more business.
Another way to increase revenues is through sound marketing. The contact manager allows merchants to organize contacts in groups and then export to Excel or PDF. Create regional or multi-leveled marketing lists to increase repeat business and let your customer know you care!
For more information about the Trinity Contact Manager or for a personalized demo by one of the Trinity Merchant Solutions specialists please contact us today.
