By akademiotoelektronik, 28/11/2022

3 golden rules for converting an executive into a customer when traveling On the same topic

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Close up of mobile payment in a shop.

, by Florent White

This article is sponsored by CA Mon Commerce

Does your mission consist in transforming executives into clients during business trips? The choice of your work tools will prove to be crucial, starting with your collection solution. What if you opted for a complete payment terminal that will adapt to your mobility needs?

Golden rule no. 1: take care of the shopping experience down to the smallest detail

Purchasing experiences can be disappointing as soon as you step outside the reassuring framework of the company. When they travel, salespeople generally prioritize efficiency and speed over the quality of exchanges. However, a careful transaction can help you make an impression and retain your executive clientele in a matter of seconds. You will therefore benefit from choosing a efficient and mobile collection solution that will offer a wide variety of payment methods to your contacts (cheques, cash and bank cards). You can also score points by offering contactless and/or smartphone payment: see here a complete payment solution that will allow you to optimize the purchasing experience of your professional customers.

Golden rule n° 2: secure your transactions wherever you are

3 golden rules to convert a executive into a client while traveling On the same topic

During business trips, executives can have bank cards made available to them by the companies that appoint them. They can also have their professional expenses reimbursed by their employers after paying their expenses with a personal card. Either way, security and traceability are core values ​​if you want to sell products or services to traveling executives. It is therefore in your best interest to choose an electronic payment terminal (TPE) secured by an advanced encryption system. You will also have to comply with all the regulatory obligations that now govern the use of cash register software, whether static or mobile. Your collection solution should finally allow you to edit a personalized bank card ticket to meet the needs of your interlocutors: the latter will thus be able to favor the SMS format, the paper format or even the sending by e-mail according to their preferences. and the demands of their businesses.

Golden rule n° 3: equip yourself with a complete collection solution

To be truly effective outside, your solution payment terminal should not be limited to a payment terminal. It should also allow you to follow your activity in real time so that you can constantly manage and optimize it. When you are looking for such a solution, you will therefore have to pay particular attention to the software that will accompany your TPE. Choose solutions that will allow you to follow your turnover in detail, depending on the means of payment used, for example. If you work with a team of sellers, make sure there is a multi-user mode. This should offer you the possibility of creating personalized identifiers for each of your collaborators, but also of accessing activity monitoring whenever you need it. Finally, remember to find out about the assistance service offered: it may be useful when installing your new cash register software, when getting started with your mobile payment terminal or even during a possible technical problem on the move.

Florent White

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