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Bussness Sales Tips

Lincoln Jalandoni
In Business Services, Bussness Sales Tips

What Makes a Sales Rep Easy to Work With (From the Client’s Perspective)

What Makes a Sales Rep Easy to Work With

Why Being Easy to Work With Matters

Most sales reps focus on what to say to close a deal. They refine their pitch, adjust messaging, and prepare for objections. But from the client’s perspective, the decision often comes down to something much simpler.

Clients choose to work with people who are easy to work with.

Being easy to work with does not mean being overly friendly or always agreeing. It means reducing friction throughout the entire interaction. When the process feels smooth, clear, and stress-free, clients move forward more easily.

Clarity Removes Friction

Clients do not want to guess what happens next. When a rep explains the process clearly, it removes uncertainty.

Clear next steps, timelines, and expectations make decisions easier. Instead of over-explaining, focus on making things simple and direct. The easier it is to understand, the easier it is to say yes.

Responsiveness Builds Trust

Fast and consistent replies show reliability. Clients do not expect perfect answers every time, but they do expect consistency.

When you respond quickly, you signal that you are attentive and dependable. This builds trust early in the relationship and keeps momentum going.

Organization Shows Professionalism

Clients notice when a rep is organized.

Remembering details, tracking past conversations, and avoiding repeated questions shows respect for their time. It also makes the process feel smoother and more professional.

Disorganized communication, on the other hand, creates doubt and slows everything down.

Flexibility Improves the Experience

Not every client works the same way. Some prefer quick calls, others prefer messages or emails.

Adapting to their style makes the interaction more comfortable. Instead of forcing your process, adjust where needed while still keeping things structured.

Energy Sets the Tone

Clients can feel the difference between pressure and collaboration.

A calm, steady approach makes conversations feel easier and more natural. When the interaction feels relaxed and clear, clients stay more engaged.

Small Actions Make a Big Difference

Simple habits improve the overall experience:

  • follow through on what you say
  • stay prepared for each interaction
  • keep communication clear and direct

These small actions build consistency, and consistency builds trust.

The Real Decision Factor

Clients do not just evaluate the product or service. They evaluate the experience of working with you.

When that experience feels easy, clear, and reliable, the decision becomes much easier

Lincoln Jalandoni
In Bussness Sales Tips, Merchant

Pipeline Gardening: Nurture, Prune, and Harvest

Sales pipeline management is essential because sales pipelines require consistent care to remain productive. Much like a garden, a pipeline grows stronger when it is maintained regularly. Sales pipeline management helps reps nurture promising opportunities, remove stagnant leads, and focus on quality prospects, often resulting in more closed deals over time.

Nurture the Opportunities That Show Potential

Not every lead is ready to move forward immediately. Some prospects need additional information, follow-up conversations, or time to evaluate their options. This is where nurturing becomes important; effective sales pipeline management ensures these prospects are given the attention they require.

Checking in periodically, answering questions, and providing helpful insights can help move these opportunities forward naturally. Small actions like sending a helpful resource or scheduling a follow-up conversation can keep a deal alive while building trust with potential clients.

Prune the Pipeline When Necessary

One of the most common mistakes reps make is holding onto deals that are no longer realistic. Just like trimming dead branches helps a plant grow healthier, removing stalled opportunities helps clarify your pipeline. Furthermore, sales pipeline management also involves periodically pruning these opportunities for optimal results.

If a prospect has gone silent for an extended period or repeatedly postpones conversations, it may be time to move the opportunity out of your active pipeline. Doing this allows you to focus your time and energy on prospects who are truly interested.

Harvest the Deals That Are Ready

A well-maintained pipeline allows you to identify opportunities that are approaching the finish line. When deals are ready, quick action and clear communication can help move them across the closing stage.

Reps who stay organized often recognize these moments earlier and can respond quickly when a prospect is ready to proceed.

Consistency Is the Key to Growth

The strongest pipelines are not built in a single day. They grow through consistent effort and regular attention. Taking a few minutes each week to review your pipeline, schedule follow-ups, and update opportunity stages can make a significant difference over time. Moreover, implementing sales pipeline management processes ensures a pipeline grows steadily.

Just like tending a garden, the results come from steady care and patience.

By nurturing the right opportunities, pruning outdated leads, and harvesting deals at the right moment, sales professionals can maintain a healthy pipeline that continues to grow month after month. In conclusion, sales pipeline management is the foundation for sustained sales success.

Lincoln Jalandoni
In Bussness Sales Tips, Uncategorized

Seasonal Sales Tips: Planning Your Year for Maximum Impact

seasonal sales tips

Every year has its peaks and valleys, and the most successful sales reps know how to plan around them. Seasonal trends, holidays, and industry-specific cycles can dramatically affect your results — if you know how to leverage them. In this article, we’ll share practical seasonal sales tips to help you plan your year strategically and close more deals in 2026.

1. Start with a Yearly Sales Calendar

Create a visual calendar that highlights key dates: holidays, industry events, product launches, and expected slow periods. Planning ahead ensures you’re ready to:

  • Increase outreach during peak buying seasons

  • Prepare campaigns for slower months

  • Avoid last-minute scrambling

Tip: Include personal milestones and team goals on your calendar to keep everyone aligned.

2. Align Your Marketing and Sales Efforts

Coordination between sales and marketing is crucial. Seasonal campaigns should match your sales efforts:

  • Time emails, promotions, and follow-ups around key dates

  • Prepare content that addresses seasonal customer pain points

  • Use seasonal incentives like discounts or limited-time offers strategically

Tip: Analyze past campaigns to see which seasons drove the most conversions and focus your energy there.

3. Understand Your Industry Cycles

Every business has unique cycles. Retail peaks around holidays, B2B may spike at quarter ends, and some niches have seasonal lulls. Knowing your industry trends allows you to:

  • Forecast sales goals accurately

  • Allocate resources efficiently

  • Reach out to leads when they’re most likely to buy

Tip: Keep notes from last year and adjust your strategy based on what worked and what didn’t.

4. Leverage Seasonal Opportunities for Engagement

Seasonal events are perfect for engagement beyond sales:

  • Send personalized messages or greetings

  • Offer value-added content (tips, guides, webinars)

  • Connect with clients around relevant themes or challenges

Tip: Clients appreciate timely, thoughtful communication — not just sales pitches.

5. Review and Adjust Quarterly

A plan isn’t static. Check your progress each quarter:

  • Are you hitting seasonal targets?

  • Which campaigns performed best?

  • Where can adjustments improve results?

Tip: Use data from CRM systems and analytics to make informed decisions.

Conclusion

Seasonal sales tips aren’t just about chasing holidays — they’re about strategic planning, smart execution, and continuous improvement. By mapping out your year, aligning with marketing, and taking advantage of seasonal cycles, you’ll maximize opportunities and ensure 2026 is your most productive year yet.

Start planning now, and watch how your seasonal strategy transforms your sales results!

Lincoln Jalandoni
In Bussness Sales Tips, Merchant

How to Stay Energized During Shorter Days: A Complete Guide

stay energized during shorter days

As the days grow shorter and winter sets in, many people notice a drop in energy, motivation, and mood. Reduced daylight and colder temperatures can disrupt your body’s natural circadian rhythms, leading to fatigue, brain fog, and even seasonal affective disorder (SAD). But staying energized during shorter days is possible — and it starts with understanding how your body responds to light, nutrition, movement, and routine.

1. Leverage Natural Light for Energy and Mood

Sunlight is the most powerful cue for your circadian rhythm. Even a short 10–20 minute exposure in the morning can help reset your body clock, increase alertness, and elevate mood. If mornings are dark, consider a light therapy box with 10,000 lux intensity for 20–30 minutes. Position it at an angle that doesn’t glare directly into your eyes.

SEO Tip: Include keywords like “winter energy tips,” “stay energized in winter,” and “short days fatigue.”

2. Prioritize Consistent Sleep

Shorter days often lead to longer sleep periods, but inconsistent sleep schedules can backfire. Aim to wake up and go to bed at the same time daily, even on weekends. Quality sleep boosts energy, concentration, and immunity. Try incorporating melatonin-friendly habits, like dimming lights an hour before bed and avoiding screens to signal to your brain that it’s time to rest.

3. Optimize Nutrition for Sustained Energy

Winter cravings often skew toward heavy carbs and comfort foods, which can lead to mid-day crashes. Instead:

  • Protein: Lean meats, eggs, legumes, or dairy stabilize blood sugar and prevent fatigue.

  • Complex Carbs: Whole grains, root vegetables, and oats provide steady energy release.

  • Healthy Fats: Avocado, nuts, seeds, and olive oil support brain function.

  • Micronutrients: Vitamin D, magnesium, and B vitamins are critical in winter for mood and energy. Consider a winter supplement if needed.

Pro Tip: Eat smaller, more frequent meals rather than two or three large meals to prevent energy dips.

4. Stay Physically Active

Even short bouts of movement increase circulation, improve oxygen flow to the brain, and release endorphins — all natural energy boosters. Recommended strategies include:

  • 5–10 minute micro-breaks at work for stretching or walking.

  • Morning or lunchtime walks for sunlight exposure.

  • Winter-friendly indoor exercises like yoga, resistance training, or treadmill sessions.

Advanced Tip: Combining light exposure with exercise in the morning can amplify circadian alignment, improving sleep and energy throughout the day.

5. Hydration Matters More Than You Think

Cold weather reduces your perception of thirst, but dehydration still impacts cognitive function and energy. Aim for at least 2–3 liters of water daily. Warm teas and broths also count toward hydration and help maintain body temperature.

6. Incorporate Strategic Caffeine Use

Caffeine is useful for boosting alertness, but timing is key. Consume coffee or tea in the morning or early afternoon to avoid disrupting sleep. Pair caffeine with protein or complex carbs to extend its energy benefits without spikes and crashes.

7. Use Environmental and Behavioral Tricks

  • Bright, warm lighting indoors: Mimics daylight, helping fight drowsiness.

  • Standing desks or adjustable workstations: Reduce fatigue from prolonged sitting.

  • Temperature regulation: Cooler rooms (around 68–70°F) can increase alertness, while overly warm rooms induce sleepiness.

  • Background movement or music: Light activity or stimulating music can improve focus.

8. Mental Energy Matters Too

Shorter days can affect mental clarity. Combat this by:

  • Breaking large tasks into smaller chunks.

  • Scheduling high-focus work during peak energy hours (usually mid-morning).

  • Practicing mindfulness, breathing exercises, or a 5-minute “reset break” to recharge your mental energy.

9. Supplementary Support for Winter Energy

  • Vitamin D3: Many people are deficient during winter; supplementation supports mood and immunity.

  • Omega-3 Fatty Acids: Found in fish or algae oil, supports brain function.

  • Adaptogens (optional): Ashwagandha or Rhodiola may improve fatigue and stress resilience.

10. Create a Personalized Energy Routine

Everyone’s response to light, food, sleep, and activity is slightly different. Track your energy patterns for a week: note sleep quality, diet, exposure to daylight, and exercise. Use this data to optimize your daily routine, prioritize what works, and eliminate what drains you.

Lincoln Jalandoni
In Bussness Sales Tips

Mastering the Art of Follow-Through: Build Client Trust and Credibility in Sales

sales follow-through

In sales, your words may capture attention — but your actions earn trust. Many reps focus heavily on perfecting their pitch, yet what truly separates top performers from average ones isn’t just what happens during the meeting — it’s what happens after, emphasizing the importance of follow-through after sales conversations.

Why Follow-Through Defines Sales Success

Follow-through is more than a polite courtesy — it’s a key driver of credibility and long-term business relationships. According to HubSpot research, over 80% of sales require five or more follow-ups before closing, yet nearly half of salespeople stop after the first attempt. That gap represents a huge opportunity for those who commit to consistent and thoughtful sales follow-through.

Every time you keep a promise — sending that quote, confirming delivery, or checking in on a previous order — you reinforce a simple yet powerful message: you can count on me. Clients remember reliability far more than a clever sales pitch or discount offer.

How to Strengthen Your Follow-Through Habits

Successful sales professionals treat follow-up as a structured system, not an afterthought. Develop robust sales follow-through by trying these proven techniques:

  • Use automation tools wisely: Set reminders or automated email sequences through your CRM to keep timing consistent without feeling robotic.

  • Personalize your approach: Reference past conversations or details that show genuine interest, not just a sales objective.

  • Document everything: Keep notes on client preferences, timelines, and key pain points. A good memory is helpful — but a good CRM is better.

  • Communicate transparently: If delays or changes arise, inform the client immediately. Transparency builds trust faster than perfection.

  • End every meeting with clarity: Summarize next steps, timelines, and responsibilities to ensure both sides are aligned.

The Long-Term Payoff

A strong follow-through habit does more than help you close deals — it builds brand equity and customer loyalty. Clients want to partner with professionals who make them feel prioritized and respected. Over time, consistent reliability turns into referrals, repeat business, and a reputation that markets itself through effective sales follow-through.

In short, your follow-through is your brand in motion. Every follow-up email, call, or check-in is a chance to prove you mean what you say — and that’s what prospects never forget.

Lincoln Jalandoni
In Bussness Sales Tips, Merchant

Upselling and Cross-Selling Strategies That Actually Work

Upselling and Cross-Selling Strategies

Upselling and cross-selling strategies are essential sales strategies that go beyond increasing revenue—they enhance customer satisfaction, provide real value, and strengthen long-term relationships. Implemented effectively, these techniques can significantly boost sales performance and customer lifetime value.

What is Upselling?

Upselling encourages customers to purchase a higher-end version of a product or service they’re already considering. The key is to focus on value, not cost. Highlight features and benefits that solve problems or improve outcomes. For example, a customer choosing a basic software plan may benefit from a premium plan that offers additional tools, analytics, or support. Consultative upselling positions you as a problem solver rather than a salesperson pushing a pricier option.

What is Cross-Selling?

Cross-selling involves recommending complementary products or services that enhance the customer’s original purchase. Understanding the customer’s goals and pain points is critical. For instance, a client buying a laptop may also need accessories, warranties, or software tailored to their needs. Effective cross-selling strategies feel like a natural solution extension rather than an added cost.

Best Practices for Upselling and Cross-Selling Strategies

  1. Personalize Recommendations: Use CRM data, purchase history, and preferences to tailor suggestions for upselling and cross-selling.

  2. Educate, Don’t Pressure: Explain how the upgrade or add-on creates real value. Knowledge-based selling builds trust.

  3. Time Strategically: Offer upsells or cross-sells at logical points, such as product selection, checkout, or post-purchase follow-up, applying both strategies to boost results.

  4. Bundle Solutions: Package related products or services to create compelling offers using upselling and cross-selling strategies.

  5. Use Social Proof: Customer testimonials, case studies, and usage examples validate your upselling and cross-selling strategies suggestions.

  6. Track Results: Monitor which strategies convert best and refine your approach with data insights.

Advanced Tips

these strategies aren’t limited to products—they work for services, subscriptions, support packages, or educational offerings. For example, offering premium onboarding for software increases adoption and satisfaction while driving additional revenue.

When applied thoughtfully, upselling and cross-selling strategies create win-win scenarios: customers receive tailored solutions that meet their needs, and businesses grow revenue without aggressive selling. Strategic, personalized, and value-driven recommendations are the key to mastering these sales techniques.

Lincoln Jalandoni
In Bussness Sales Tips, Payment Processing Industry

The Two-Day Rule in Sales: Why 48-Hour Follow-Ups Close More Deals

In sales, timing is everything. You can deliver a flawless pitch, highlight every benefit, and get a merchant nodding along — but if you don’t follow up at the right time, the opportunity may slip away. That’s where the Two-Day Rule in Sales comes in. Understanding the two-day-rule-sales-follow-up strategy can make all the difference.

This simple but powerful follow-up strategy, often known as the two-day-rule-sales-follow-up method, can help you build trust, keep momentum alive, and ultimately close more deals.

What Is the Two-Day Rule in Sales?

The Two-Day Rule means you should always follow up with a prospect within 48 hours of your last interaction. It could be after a phone call, an in-person meeting, or even a demo. The idea is simple: don’t let too much time pass before reconnecting.

Sales is built on momentum. A merchant who was excited on Monday might be distracted by Thursday. By following the 48-hour sales follow-up rule, you position yourself as reliable, attentive, and proactive.

Why the Two-Day Rule Works

Merchants are busy. They juggle dozens of priorities every day, and while your solution may be valuable, it won’t always stay top-of-mind. A timely sales follow-up keeps the conversation warm and reinforces that you’re invested in helping them by using the two-day-rule-sales-follow-up.

It also prevents competitors from stepping in. A prospect who doesn’t hear back quickly may start exploring other options. By applying the Two-Day Rule in Sales, you stay one step ahead.

How to Put the Two-Day Rule Into Practice

Here are a few ways to make this sales follow-up strategy part of your routine:

  • Log notes right away. Capture details from your call or meeting while they’re still fresh.

  • Set a reminder. Use your CRM, calendar, or even your phone to schedule a follow-up within 48 hours of first contact, following the two-day-rule-sales practice.

  • Add value when you follow up. Don’t just say, “Checking in.” Share a case study, an article, or a benefit tied to their needs.

  • Always push to the next step. End your follow-up by suggesting something concrete: a demo, a proposal, or another call.

The Payoff of the Two-Day Rule

Reps who apply the Two-Day Rule in Sales consistently see stronger pipelines and higher close rates with the two-day-rule-sales-follow-up. It’s a simple discipline that sets you apart as a professional who follows through.

Merchants want partners who act with urgency and care — and a 48-hour sales follow-up strategy proves you do.

Key Takeaway

The next time you wrap up a prospect conversation, set the clock: you’ve got 48 hours to follow up. Stick to this rule, employing the two-day-rule-sales-follow-up approach, and you’ll see your close rate improve.

Lincoln Jalandoni
In Bussness Sales Tips, Technology & Equipment

How to Organize Files on Your iPhone Using Google Drive

iPhone screen showing folders in Google Drive app

If you’re a small business owner or a sales rep always on the move, you probably have tons of files saved across different apps, screenshots, and email threads on your phone. Finding the right file when you need it? That’s where things get messy.

In this blog post, I’ll show you a simple way to organize and sync your files using Google Drive on your iPhone. Even if you’re not tech-savvy, this quick setup can save you hours of future hassle.

Why Use Google Drive

Google Drive is a free cloud storage app that works seamlessly across devices. Once you upload a file, you can access it from your computer, iPad, or even another phone—without needing to email anything to yourself.

Why I Personally Recommend Google Drive

I know there are cheaper or more advanced options out there—but for beginners or solo users, Google Drive is honestly a lifesaver.

  • It’s cheap if you don’t need that much storage—especially for individual use.

  • It’s secure, as long as you take care of your email and enable two-factor authentication.

  • It’s packed with useful features, like document scanning, offline access, and seamless sharing.

For someone just getting into cloud storage, this is the easiest entry point, and it works well right out of the box.

Step 1: Download Google Drive on Your iPhone

Go to the App Store and download the Google Drive app. Log in with your Google account. (If you already use Gmail, you’ve got one.)

Step 2: Set Up Folders for Easy Access

Think of this like setting up digital drawers. Tap the “+” icon in the app and select “Folder.”
Name your folders something easy to recognize, like:

  • Client Contracts

  • Product Photos

  • Receipts and Invoices

  • Marketing Materials

This is your first step toward a cleaner, more organized workflow.

Step 3: Upload Your Files

Inside any folder, tap “+” and then “Upload.” You’ll have options to:

  • Upload Photos and Videos

  • Upload files from your Files app

  • Use your Camera to scan physical papers into PDFs

It’s a fast way to back everything up in the cloud.

Step 4: Access from Any Device, Anytime

Once your files are in Google Drive, they’re available from any device—just log in to your account. Whether you’re using a laptop, iPad, or new phone, your documents go with you.

Bonus Tips to Stay Organized

  • Star important files for quick access

  • Use the search bar to find documents by name or content

  • Turn on offline access for files you need when there’s no signal

Final Thoughts

Organizing your files on iPhone using Google Drive is one of the easiest upgrades you can make to your workflow. It’s not just about saving space—it’s about saving time and reducing stress.

I’ve used other storage platforms before, but for entry-level users, Google Drive really strikes the right balance of simplicity, price, and features. If you’ve been putting this off because it “sounds complicated,” give it a shot. It only takes a few minutes to set up, and you’ll thank yourself later.

Lincoln Jalandoni
In Build a Blog Community, Bussness Sales Tips, Merchant

What to Do When Sales Slow Down: 4 Smart Ways Reps Can Build Momentum

what to do when sales slow down

Sales can be unpredictable. Some months are packed with meetings and deals. Others? Crickets. Knowing what to do when sales slow down can help manage these fluctuations effectively.

If you’re a rep experiencing a lull — fewer calls, fewer replies, prospects saying they’re too busy — it doesn’t mean you’ve lost momentum. It means it’s time to shift your approach.

The best sales reps don’t waste slow weeks — they turn them into fuel for future success.

Here’s how you can do exactly that:

1. Clean and Optimize Your Sales Pipeline

Now is the perfect time to take a deep dive into your CRM and revisit every open lead. Look for:

  • Prospects who ghosted after a proposal

  • Contacts who said “check back in a few months”

  • Old leads that got lost in the shuffle

Send a light-touch message like:
“Just checking in — are you still considering payment solutions, or did your plans change?”

These re-engagement emails often bring quiet leads back to life.

Quick pipeline tips:

  • Tag and sort leads by priority or industry

  • Remove cold or unresponsive contacts to stay focused

  • Set new follow-up dates for warm leads so they don’t go cold again

A clean, well-organized pipeline helps you move faster when business picks back up.

2. Use Downtime to Refine Your Sales Pitch

Busy weeks don’t leave room for improvement — quiet ones do.

Use the extra time to review and tighten your pitch. Focus on:

  • Your opening line — does it grab attention fast?

  • Your product explanation — is it clear and benefits-focused?

  • Objection handling — are you prepared for the common roadblocks?

Tip: Build pitch variations for different industries.

Selling to salons? Mention booking and tipping features.
Selling to restaurants? Focus on speed, mobile payments, and offline mode.
Tailored messaging builds trust and shortens the sales cycle.

3. Build Relationships, Not Just Leads

Business owners might not be ready to buy right now — but they’ll remember who checked in.

Reach out without pitching. Ask how things are going. Touch base with past clients or referral partners. Try:
“Hey, no sales talk — just checking in. Hope your summer’s going well. Still busy in the shop?”

This builds loyalty and keeps you top of mind for when they are ready.

And remember: relationship-based reps get referrals — even from prospects who never closed.

4. Plant Seeds Now to Harvest Later

Even if your calendar is light now, every small action you take builds momentum for next month.

Use this time to:

  • Schedule follow-up calls or demos for next quarter

  • Write scripts or cold email templates for better outreach

  • Learn new details about your product, pricing, or target industries

  • Study competitors to sharpen your edge

You don’t need to close deals to move forward.
You just need to keep moving.

Final Thoughts

Sales slowdowns aren’t setbacks — they’re strategic openings.

This is when you do the work that average reps skip.
Clean your system. Strengthen your message. Build relationships.
And above all, prepare yourself for the wave to return — because it always does.

Lincoln Jalandoni
In Bussness Sales Tips

Storytelling in sales: Using Storytelling to Close More Sales Deals

storytelling in sales

In today’s competitive sales landscape, storytelling is a game-changing technique that can help sales professionals connect with prospects, address their needs, and ultimately close more deals. By weaving compelling stories into your sales conversations, you create memorable, emotional connections that drive decision-making.

Why Storytelling Works in Sales Storytelling taps into the emotional side of decision-making, making your message more relatable and engaging. A well-crafted story illustrates how your solution solves a problem, demonstrating real value in a way that facts and figures alone cannot. Studies have shown that stories are 22 times more memorable than facts alone, highlighting the power of narrative.

Tips for Using Storytelling to Close More Deals

  1. Know Your Audience: Tailor your stories to resonate with your prospect’s specific pain points, industry, and challenges. Understand their goals, struggles, and motivations so your story speaks directly to them.
  2. Structure Your Story Well: A compelling story has a beginning, middle, and end. Start by introducing a relatable problem, describe how your solution addresses it, and end with a successful outcome. Consider using the “STAR” method (Situation, Task, Action, Result) for a clear and impactful story.
  3. Use Real-World Examples: Share success stories from actual customers to build credibility and trust. Highlight measurable results and specific benefits your solution provided.
  4. Make it Relatable: Ensure your story aligns with your prospect’s situation so they can easily see themselves in the narrative. Personalize details to make it more engaging.
  5. Leverage Emotional Triggers: People buy on emotion and justify with logic. Stories that evoke feelings of hope, success, or urgency can be powerful motivators.
  6. Use Analogies and Metaphors: These can make complex concepts easier to understand and relate to. For example, “Our solution works like a GPS—it guides you efficiently to your goals.”
  7. Practice Your Delivery: Rehearse your stories until they feel natural. Use confident, engaging body language and vary your tone for emphasis.
  8. Adjust Stories to Fit the Stage of the Sales Process: Early-stage stories should focus on challenges and opportunities, while later-stage stories can highlight successful implementations and results.
  9. Incorporate Customer Testimonials and Case Studies: Share actual quotes and data from satisfied customers to reinforce your story.
  10. Ask for Stories in Return: Encourage your prospects to share their challenges and successes. Listening actively helps you tailor your story even better.

Real-Life Example: Closing Deals with Storytelling Imagine a sales rep pitching a payment processing solution to a retailer struggling with high transaction fees. Instead of leading with features and pricing, the rep tells a story: “One of our clients, a local boutique, was losing profits to high fees. After switching to our solution, they reduced costs by 30%, enabling them to invest in marketing and grow their business. This change transformed their bottom line and helped them thrive in a competitive market.”

Boost Sales with the Power of Storytelling Integrating storytelling into your sales process helps you stand out, make meaningful connections, and close more deals. Mastering this technique can lead to more engaged prospects, stronger relationships, and ultimately, greater sales success. Start using stories today to turn prospects into loyal customers. Happy selling!

Data Privacy Policy Agreement.

Applicant Privacy Policy
English


Legal Disclaimer
Effective Date: January 1, 2021
This Applicant Privacy Policy (the “Policy”) describes the practices of Platinum Operating Company, LLC d/b/a Platinum Payments (“Company”) regarding the information that is solely collected through the Platinum Workforce Now portal (“Careers Site”) in connection with your application for a job or internship with us.


1. CATEGORIES OF INFORMATION WE COLLECT THAT YOU PROVIDE
We may collect the following information from you in connection with your application through the Careers Site: Name, e-mail address, mobile number, work authorization status, resume, profile information (e.g. work experience, education, skills, licenses & certifications, and memberships), professional and other work-related licenses, permits and certifications, references, and any other information you elect to provide to us (e.g., employment preferences, willingness to relocate, current salary, desired salary, awards, or professional memberships).
If you do not provide sufficient information, we may be unable to consider your employment application.
However, please avoid submitting the following information that may qualify as sensitive information under applicable law, except where such information is legally required: information on race, religion, ethnicity, nationality or national origin, age, gender identity, sex life or practices or sexual orientation, marital status, medical or health information (including disability status), genetic or biometric information, biometric templates, political or philosophical beliefs, political party or trade union membership, background check information, judicial data such as criminal records or information on other judicial or administrative proceedings, and veteran status.
If the personal information you provide contains details of the information referenced in the preceding paragraph or your job evaluations or educational records, you authorize us to handle such details for the purposes of your job application.
Any information you submit through the Careers Site must be true, complete and not misleading. It is your responsibility to ensure that information you submit does not violate any third party’s rights.
If you provide us with personal information of a reference or any other individual as part of your application, it is your responsibility to obtain consent from that individual prior to providing the information to us.


2. USE OF INFORMATION / LEGAL BASIS
We collect and process information about you for the following reasons:
a) Because you voluntarily provide this information;
b) Because this information is necessary to take steps at your request prior to entering into an employment or internship;
c) Because this information is of particular importance to us and we have a specific legitimate interest under law to process it;
d) To comply with a legal obligation; or
e) Where necessary to protect the vital interests of any person.
The information that you submit on the Careers Site will be used for our personnel recruitment, management, and planning purposes, as permitted by local law, including:
• To process your application;
• To assess your capabilities and qualifications for a job;
• To conduct reference checks;
• To respond to your inquiries and communicate with you about your application, and to send you information regarding the Careers Site and changes to our terms and policies;
• To comply with or monitor compliance with any applicable law or regulation;
• To conduct background checks if we offer you a position; and
• To preserve our other legitimate interests, for example, for our administrative purposes, aggregate management reporting, internal training, and as generally required to conduct our business.
The information about you will be added to our candidate database. If you do not wish us to do this, please contactwendy.clawson@ptpay.us.
If we hire you, personal information we collect in connection with your application may be incorporated into our human resources system and may be used to manage the new-hire process; any such information may become part of your employee file and may be used for other employment-related purposes.
We may also use the information as we believe to be necessary or appropriate: (a) under applicable law, including laws outside your country of residence; (b) to comply with legal process; (c) to respond to requests from public and government authorities including public and government authorities outside your country of residence; (d) to protect our legal rights and operations or the rights, privacy, safety or property, and/or of us, you, or others; and (e) to allow us to pursue available remedies or limit the damages that we may sustain.


3. DISCLOSURE OF PERSONAL INFORMATION
We may share personal information with affiliates and/or partners that are involved in and/or for performing pre-employment, post employment processes in compliance with state and federal law, evaluating candidates for a given position and to track employee and/or contractor performance and progress. We will make the information available to personnel with a business need to know the information, including personnel in the recruiting, human resources, and information technology departments, and in the department responsible for the position for which you are applying and for which you, if hired on an employee or contract basis, hold.
We may share personal information with third-party service providers who provide services such as hosting and operating the Careers Site, recruiting assistance, background check processing, Work Opportunity Tax Credit, eVerify, Equal Employment Opportunity Commission, and any other governmental programs the business elects for voluntary or compliance purposes and similar services.
We also may share personal information as we believe to be necessary or appropriate: (a) under applicable law, including laws outside your country of residence; (b) to comply with legal process; (c) to respond to requests from public and government authorities including public and government authorities outside your country of residence; (d) to protect our legal rights and operations or the rights, privacy, safety or property, and/or of us, you, or others; and (e) to allow us to pursue available remedies or limit the damages that we may sustain.
We may transfer information in the event of any reorganization, merger, sale, joint venture, assignment, transfer or other disposition of all or any portion of our business, assets or stock (including in connection with any bankruptcy or similar proceedings).
Disclosing your personal information may include transferring personal information to other countries (including countries other than where you are based that have a different data protection regime than is found in the country where you are based). If you are located in the European Economic Area (the “EEA”), this may include countries outside of the EEA.


4. DATA RETENTION
We keep your personal information for as long as needed or permitted in light of the purpose(s) for which it was obtained. The criteria used to determine our retention periods include (i) for as long as we have an ongoing relationship with you (such as an application process); as required by a legal obligation to which we are subject; or as advisable in light of our legal position (such as in regard of applicable statutes of limitations, litigation, or regulatory investigations).
We may remove personal information for inactive accounts, subject to any applicable legal or regulatory obligations. Furthermore, we may delete personal information about you (including your CV/résumé) from our database at any time and without providing any reason. Therefore, please retain your own copy of the personal information provided to us.


5. PASSIVE INFORMATION COLLECTION: COOKIES AND TRACKING TECHNOLOGY
When you visit the Careers Site, we collect certain information by automated means. Cookies are small text files that websites send to your computer or other internet-connected device to uniquely identify your browser or to store information or settings in your browser. Cookies allow us to recognize you when you return. They also help us provide a customized experience and enable us to detect certain kinds of fraud. In many cases, you can manage cookie preferences and opt-out of having cookies and other data collection technologies used by adjusting the settings on your browser. All browsers are different, so visit the “help” section of your browser to learn about cookie preferences and other privacy settings that may be available.
We also use Flash Cookies (also known as Local Stored Objects) and similar technologies to personalize and enhance your online experience. The Adobe Flash Player is an application that allows rapid development of dynamic content, such as video clips and animation. We use Flash Cookies for security

purposes and to help remember settings and preferences similar to browser cookies, but these are managed through a different interface than the one provided by your web browser. To manage Flash Cookies, please see Adobe’s website at http://kb2.adobe.com/cps/526/52697ee8.html or visit www.adobe.com. We do not use Flash Cookies or similar technologies for behavioural or interest based advertising purposes.
Pixel tags and web beacons are tiny graphic images placed on website pages or in our emails that allow us to determine whether you have performed a specific action. When you access these pages or open or click an email, the pixel tags and/or web beacons generate a notice of that action. These tools allow us to measure response to our communications and improve our web pages and promotions.
We collect different types of information. For example, we collect information from the device you use to access the Careers Site, your operating system type, browser type, domain, and other system settings, as well as the language your system uses and the country and time zone where your device is located. Our server logs also record the Internet Protocol (“IP”) address assigned to the device you use to connect to the Internet. An IP address is a unique number that devices use to identify and communicate with each other on the internet. We may also collect information about the website you were visiting before you came to us and the website you visit after you leave the Careers Site.
In many cases, the information we collect is only used in a non-identifiable way, without reference to personal information. For example, we use information we collect about website users to optimize the Careers Site and to understand website traffic patterns. In some cases, we associate the information we collect with your personal information. This Policy applies to the information when we associate it with your personal information.

Although the Careers Site currently does not have a mechanism to recognize the various web browser Do Not Track signals, we do offer individuals choices to manage their preferences that are provided in the previous sections above. The Careers Site does not collect personal information about an individual’s online activities over time and across different websites when a consumer uses the Careers Site. To learn more about browser tracking signals and Do Not Track please visit http://www.allaboutdnt.org/. We use Google Analytics as a third-party vendor. For information on how Google Analytics uses data, please visit “How Google uses data when you use our partners sites or apps”, located at http://bit.ly/2jXZ13Y. We also use Pendo as a third-party vendor. For information on how Pendo uses data, please visit https://www.pendo.io/privacypolicy/.

 

6. ACCESS AND CORRECTION
If you register on the Careers Site, you may access, review, and change your personal information stored therein by logging into the Careers Site and updating your account information. However, if you have authenticated your login via a mobile number or email address, such information cannot be updated in the same login session.
We encourage you to promptly update your personal information if it changes or is inaccurate.
Apart from information contained in your profile, where permitted by applicable law, you may request (i) access to personal information we collect, (ii) its modification or suppression, (iii) that we restrict its processing, (iv) that we cease using it (objection right); (v) that we transfer personal information to you or another organization in a structured, commonly used and machine-readable format (right to data portability), and/or (vi) that we not sell any such information. Please email us at wendy.clawson@ptpay.us
or contact us at 1483 Wall Ave, Ogden, UT 84404 with any such requests.
For your protection, we may only implement requests with respect to the information associated with the particular email address that you use to send us your request, and we may need to verify your identity before implementing your request. We will try to comply with your request as soon as reasonably practicable. Please note that certain personal information may be exempt from such access, correction, or suppression rights pursuant to local data protection laws.


7. SECURITY
We use reasonable organizational, technical and administrative measures to protect personal information within our organization. Unfortunately, no data transmission or storage system can be guaranteed to be 100% secure. If you have reason to believe that your interaction with us is no longer secure (for example, if you feel that the security of any account you might have with us has been compromised), please immediately notify us of the problem by contacting us in accordance with the “Contact Us” section below.
We hereby disclaim, as far as permitted by local laws, any liability for us and our affiliates and contractors for any personal information we collect in connection with your application that is lost, misused, illegally accessed, disclosed, altered or destroyed or not timely delivered to our Careers Site.

 

8. LINKS TO THIRD-PARTY WEBSITES
The Careers Site may contain links to other websites. This Policy does not address, and we are not responsible for, the privacy, information or other practices of any third parties, including any third party operating any website or service to which the Careers Site links. The inclusion of a link on the Careers Site does not imply endorsement of the linked site or service by us. We encourage you to read the legal notices posted on those sites, including their privacy policies.


9. LAW APPLICABLE TO JOB APPLICATION
This Careers Site is operated from ADP Workforce Now in Dallas, TX. Accordingly, any personal information you submit to the Careers Site will be collected in ADP Workforce Now in Dallas, TX and will be subject to state of Texas laws.
The Careers Site is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to local law or regulation.


10. ABOUT CHILDREN
The Careers Site is not intended for individuals under the age of 18.


11. CHANGES TO THE POLICY
We reserve the right to amend this Policy at any time in order to address future developments, the Careers Site, or changes in industry or legal trends. We will post the revised Policy on the Careers Site or announce the change on the homepage of the Careers Site.
You can determine when the Policy was revised by referring to the “Last Updated” legend on the top of this Policy.
Any changes will become effective upon the posting of the revised Policy on the Careers Site. By continuing to use the Careers Site following such changes, you will be deemed to have agreed to such changes.
If you do not agree with the terms of this Policy, in whole or part, you can choose to not continue to use the Careers Site.

 

12. CONTACT US
If you have questions or requests, please feel free to contact us at info@ptpay.us or USPS address at 1483 Wall Ave, Ogden, UT 84404.