TheSpot

At SpotOn, we strive to ensure our Sales Partners are set up for success. In addition to having a live sales support team that’s available whenever you need them, you will have access to our proprietary sales portal, called TheSpot. TheSpot has been extensively beta tested by Sales Partners in the field across the nation, and is continually updated and improved based on the feedback we receive from Sales Partners attending SpotOn Academy.

As a Sales Partner, you’ll be able to manage every aspect of your business from TheSpot, no matter where you are—on a computer, tablet, or your mobile phone.

Sign up merchants right from your phone!
Request client proposals from your sales team
Get live support from your sales team with a built-in chat feature
Access on-demand training content
View and download product 1-sheets
Watch product videos
Manage your calendar
Manage your lead pipeline

Managing your pipeline of leads can be a pain, but we’ve made it easy with TheSpot’s built-in Pipeline management system that is fully interactive. You can add, update, and sort all your leads, along with all of their relevant contact information so that each and every lead is just a swipe or click away.

Quickly add new leads while you’re in the field doing your prospecting
Categorize your leads as Hot, Warm, Cold, or Lost
Easily sort your leads by type to access all the information you need to follow up with them
Contact your leads directly through the interactive menu items in TheSpot
Send your leads collateral like spec-sheets and videos directly from the Resources page
Upload support documents and request a proposal for any lead

We’ve spared no expense to make sure your job in the field as a Sales Partner goes as smoothly as possible. That means you have multiple ways to sign up new merchants. If you want to use a traditional paper application, you can—we’ll supply you with copies, and you can print out new copies anytime from the Resources section of TheSpot.

You can also sign up merchants directly from TheSpot, either on a computer or your mobile phone. This method expedites the application process so your merchants can get up and running faster, and you can get paid sooner.

From your dashboard on TheSpot, it’s easy to monitor the status of all your signed merchants and make sure they are operating smoothly. You can also access real-time data on your payroll, because, let’s face it, your income is a big deal.

Search for merchants by name to access all of their details, including their contact information and status
Contact your merchants directly through TheSpot when using your mobile phone, and pull up directions with the interactive address and maps
Sort your merchants by type, including Active, Pending, In-Underwriting, and more
Monitor the activity of your merchants, including processing volume, enrollments in their marketing or loyalty program, batch reports, and more
View the status of pending service tickets and create new service tickets if any of your merchants are experiencing technical issues
Create private notes that are only visible to you for your future reference about each merchant
See how much you’ve already been paid for the month, as well as what payments you have pending
View your deposits and residuals in graph format to monitor the growth of your income over time

TheSpot has a built-in calendar feature so you can plan and keep track of your schedule to balance prospecting with attending meetings, sales conferences, and all of your other events.

View your day at glance right from the homepage
Create new events from the Calendar page
View all the details of your schedule month-by-month, week-by-week, or day-by-day
Sync the calendar to your Google calendar associated with your SpotOn email address
Easily search for past appointments

Our resources page provides everything you need to master the SpotOn platform and advance your career, whether you’re just starting as a SpotOn Sales Partner or you’re a seasoned veteran.

Access product videos to educate yourself or to show to prospective merchants
Stream on-demand training modules created by our highly-experienced sales leadership team
View and download product sell sheets
Download applications and other important forms
Watch our monthly Spotlight video series with product updates, sales tips, and strategies