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      1. Sales Enablement
      2. Sales

      Advanced Technical Alignment Calls

      Advanced Technical Alignment Calls

      Advanced Technical Alignment Calls are required when discussing any of the following: 

      • API's
      • Custom ERP/Custom Extension Requests 
      • Lighthouse deals ($7k or more)

      Attendees: Finance Team & NetSuite Admins (or VARs)

      Scott Campbell or Antonio Vargas must lead Advanced Technical Alignment Calls. To schedule one, please do the following:

      1. Send an Email to Antonio Vargas and Scott Campbell cc'ing solutions. 
      2. Send the tech notes (below) to Antonio Vargas and Scott Campbell cc Morgan Spade or Mike Cartmill , & Solutions. 
        •  Tech notes must be sent the day the call request is sent, without notes the call cannot be confirmed.
        • Can be updated with additional information should it arise. 
        • Email Subject should be one of the following (depending on the type of deal)
          • Standard: Tech Notes for Company Name on Date
          • Lighthouse: LIGHTHOUSE Tech Notes for Company Name on Date
      3. The SE team will confirm times for a call.
      4. Add Scott Campbell or Antonio Vargas (not Solutions) to the invitation along with your deal contacts. 
      5. Confirm request for SOW after call in tech notes email thread. 

      NOTES, if you are adding Solutions to your demo:

      Regular/Lighthouse/Enterprise?
      Company Name:
      Company Website URL(s):

      Hubspot deal link: 

      Contacts/Attendees:
      What do they do?
      What ERP do they use?
      What use-cases does the lead hope paystand can solve?
      What paystand features does the lead want?
      What features/products/values was the Lead pitched?
      Do they have a VAR or active consultant?
      How are you billing customers (invoicing, ecommerce, etc)?
      How are you receiving your payments?
      Are any funds non-USD?
         - Payment component (what currencies do your payers pay in?)
         - Settlement component (what currencies do your funds settle in?)

      SALES SUMMARY NOTES TEMPLATE *For 1-Hour Tech Calls - NOT DEMOS*

      Hubspot deal link: 

      Website URL(s):

      Hubspot deal link: 

      Company Name:

      Company Summary: Ask lead for brief summary of what their company does/sell. Response from lead should go here. How long have they been in business? How large is the Finance Team?

      Location: 

      Restricted List Issues: List No or a description of the concern

      Customers: Who are they?

      International: List Yes & %, or No

      Currencies: If any international, please list the currencies they present in or USD Only.

      Int. Settlement: If any international, please list the location(s) in which the funds will settle.

      Sales/Billing Process: 

      • Contracts/Terms? Sales people in a showroom? E-commerce?
      • Process after the payment?
      • Is there other software integrated into their process? 
      • Are sales people accessing/performing accounting functions? 
      • How do they currently handle refunds and disputes? Refund policy? Manual process?

      Current Reconciliation: Manual? Partly or fully automated using another software?

      NetSuite Workflows: Do they currently have any workflows Paystand needs to embed into? Are they looking for Paystand to build any? What business process/logic is triggered when a payment is received/recorded?

      Bank for Operating Account: Bank where Paystand will deposit funds or pull for refunds. 

      Estimated Revenue:

      MRR:

      ERP: NetSuite

      VAR: 

      eCommerce: List No or identify whether Magento, WooCommerce, SuiteCommerce Advanced or Standard

      Needs/Pain Points/Why Now: 

      Paystand’s Features They Want: Moving away from CC (Fee Management), autopay & automation to handle future growth, etc. 

      Paystand Modules Included: List all that are included and indicate if any are still being evaluated as necessary to start with by their team. 

      What's Been Covered: SuiteApp, Portal, Credit Memos, Fee Management, Virtual Terminal, Autopay, Lockbox, etc.