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Should sales contractors collect payment information?

I have an internet based webdesign business with independent sales reps. I am torn on whether or not I want them collecting the information or not. Do you allow them to collect it and submit it or do you have a CFO or CEO collect the information. My sales reps work remotely so I can only keep tabs on them so much.

7 Replies

Brian Ross
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Brian Ross Entrepreneur • Advisor
Engineering Lead at Haven, Inc.
Why are you "collecting" first and then submitting? Shouldn't it be a secure form over SSL that the client can submit for themselves? Best to outsource this to a company that has hardened security and knows how to store encrypted payment information. If it has to be collected first, there's a step you can eliminate.
Mark Michuda
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Mark Michuda Entrepreneur • Advisor
Auto Dialer Call Center CallOnTheGo.com 325.200.0007 Mark@CallOnTheGo.com Founder/CEO
Get as many email's and cell phone numbers as possible so you can actually reach out to these people in the future!!!
Patrick Binning
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Patrick Binning Entrepreneur
Director of Career Development at RE/MAX All-Pro and RE/MAX Great American North, REALTOR® RE/MAX All Pro
@Brian, our reps cold call and then walk them through an online demo, at the end of the demo the reps usually say something like...

"How we get started is we take a 50% deposit....we take credit card or check....which ever is best"

That being said because they are independent contractors, I don't like them having that information, at the same time if we changed things up to having our CFO calling and collecting payment information I would be afraid our close rate would go down.

We collect, because we know we will submit, the client might not submit
Matthew Pollard
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Matthew Pollard Advisor
Sales, Niche Marketing & Differentiation Powerhouse | Serial Entrepreneur | Author | International Speaker | Coach
mate, just hope onhttps://squareup.com/ and get yourself an account. they will be able to take payment right there and then to your account. Alternatively if you have merchant facilities, there are apps like mnk for blackberry and iCCPAY for iPhone that can attach right to it. iCCPAY is Australian, dont know if it works here, though you will be able to find one here no doubt
John Staub
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John Staub Entrepreneur
CEO at CAPPTURE
Hi Patrick How about having your sales people direct clients to a form where they can submit their information or they can fill it up themselves. Clients will get a confirmation email to make sure they are ok with everything. No sale can be validated on the sale side before this is executed. Just a thought :) John Staub
Alan Matthews
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Alan Matthews Advisor
Entrepreneur
My salespeople are the most expensive resource I have. I only have them make sales. All administrative stuff can be handled by someone less expensive.. a sales support person who interacts with finance to make sure the paperwork is in order is our protocol.. usually one sales support person for 5-6 sales reps.

In concert they make sure there's a signed PO that's got ALL the required data to classify it as a sale. As you know... sales people tend to view non sales as sales so this is also a check against sloppy practices also.


Su Ross
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Su Ross Advisor
Attorney, Mitchell Silberberg & Knupp LLP

You need to make a decision about who is going to control the data. You really want a model where the most information is collected by the fewest number of people, especially if you are going to collect payment information. In the data breach context, it is most often the smaller companies which are hacked as a means to get to the larger companies, so your policy needs to be set based on how much risk you are willing to assume.

If you are focused on customer information, you can handle that with a form and you definitely want that information in your files for future use. However, if you are collection credit card and similar payment data, then your best bet is to have that submitted directly to the payment processor so the burden is on them in case of a breach.

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