Everything you need to analyze a statement and create a sales proposal.

What's Included?

Review employee safety best practices, identify and overcome the most common challenges using Safety Officer and Workplace.

After uploading a statement along with merchant details, Staitment will instantly read any statement from any provider. The output is a very simple breakdown of the content within a statement.

What will it show?

  •   Overall effective rate
  •   Pricing structure, rates, fees
  •  Ability to read multiple statements per merchant
  •   Names of individual merchants, locations, and statements
  •   Save merchant details
  •   Identify volume per card type, and number of transactions
  •   Accurately identify interchange
  •   Allows for saving of statements for future download
  •   Identify total monthly processor fees

What can you do with that?

  •   Quickly identify opportunity size
  •   Ability to consult with the merchant about current setup
  •  Verify that interchange is at it's optimal cost
  •   Organize large businesses with multiple locations and statements, in the simple
  •   Storage of completed analysis for long sales cycles

What else....

  •   Chat and email support
  •   Human statement reading experts if you need to strategize
  •  If you're in front of a client and receive their statements, you can actively consult without needing to follow-up

What's Included?

Review employee safety best practices, identify and overcome the most common challenges using Safety Officer and Workplace.

After analyzing your statement, Staitment empowers you to create a personalized and attractive cost-comparison sales proposal that you can share online, or download. With tracking built in, you will know when your client is viewing your proposal, who is viewing it, how many times, and if it was approved.

These are smart proposals that increase conversions. No more screenshots of Excel.

What will it do?

  •   Show a before and after scenario
  •   Easy to understand pricing comparison
  •  Classify each line item of a statement as a cost or negotiable fee
  •   Send the proposal online or download it as a PDF
  •  Live tracking of sales proposals to see who viewed it, how many times, and for how long
  •   Merchant can approve the proposal with a click

How will it help you sell more, faster?

  •   In our "new normal", everything is virtual- especially sales
  •   An easy to digest cost-comparison will beat Excel table-based comparisons every time
  •  A beautiful modern cost-comparison will match solution you're offering
  •   Management, teams, and individuals can all track individual deals

What else...

  •   Need help with pricing? We're here to help
  •   We provide live chat and email support
  •  We track large deals and have all eyes on the proposal from creation to approval

What's Included?

Review employee safety best practices, identify and overcome the most common challenges using Safety Officer and Workplace.

Whether your CRM is perfect, or a black hole, your pipeline is realistically the merchants within Staitment. Manage your complete pipeline within statement, with multiple views for sales and management. Get notifications when any merchant approved your cost-comparison sales proposal.

What will it do?

  •   Manage every merchant within Staitment
  •   Store Staitments with a merchant whether they convert or not
  •  Ability to store multiple statements per merchant
  •   Sales management views to monitor your team's pipeline
  •   Change ownership of merchants and statements from one salesperson to another

How will it help?

  •   Organize your top priorities
  •   Know when the merchant is ready to move forward
  •  If it is not the right time for the merchant, their information is still stored
  •   Management can see how much margin is sitting in the pipeline, based on data not estimates
  •   Change owners of merchants if there is turnover internally

What else...

  •   Chat and email support
  •   We will build custom solutions to fit your business

What's included?

Review employee safety best practices, identify and overcome the most common challenges using Safety Officer and Workplace.