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--- scope_and_overview [2014/04/09 19:51]
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+++ scope_and_overview [2014/07/28 16:56] (current)
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-[[http://www.plain-english.com|Plain English Home Page]] [[:start|User Guide Home]]
+[[http://www.plain-english.com|Plain English Home Page]]
-===== Scope and Purpose =====
+[[:start|Start Page]]
-Finally, a true SMS-Text add-on for GoldMine! GoldSMS gives GoldMine users the ability to send and receive real (i.e. not e-mail based) SMS text messages from within GoldMine, with the click of a button, or even fully automatically.
+===== Introduction =====
-Think of GoldSMS as your “corporate Text number.”
+**GoldPay** <sup>TM</sup> provides you the ability to process credit card payments in GoldMine. You'll also need an account with a credit card processor (such as [[http://www.bluepay.com|BluePay Processing]]). Presently, as of July, 2014, BluePay is the only processor configured to work with GoldPay.
-You don't need to know the contact's carrier, as in the past, when "texting: from GoldMine. GoldSMS ties in directly to the national SMS network, unlike GoldMine's built-in SMS functionality, which does an e-mail conversion routing.
+=== No credit card numbers stored in GoldMine! ===
-In the past, sales reps each sent text messages from their own phones… but nothing was logged, not into GoldMine, not anywhere! GoldSMS solves this problem too… all outbound //and inbound// Texts are logged to the appropriate contact record.
+We know how important it is to you and your clients that all their data is secure, and safe from misuse. That's why we're so pleased to let you know that credit card numbers are //never // stored //anywhere//, //ever//, by GoldPay! Still, a "tokenization" process lets you save contacts' credit cards using a unique identifier, that is otherwise useless when not using GoldPay.
+=== Fast and efficient ===
-Are your contacts overwhelmed with email? voicemail? social media? Get their attention for time-critical or high-value situations using Text – only do it right, consistent with your existing standards for client or prospect contact. Your message gets the attention it deserves by poking through the fabric of every-day background noise.
+GoldPay lets you run a credit card in seconds. Click the button in GoldMine, and GoldPay pops up pre-populated with the contact's name and address. (Drop-downs let you choose from the contacts on the Additional Contacts tab as well.) Choose a saved card, or enter a new number, enter the sale amount and click Submit. A few seconds later you get the approval code – it's that simple. Next click one more button to (optionally) log the result to GoldMine's History tab and/or save the tokenized credit card info for next time.
-Do you deal with a young, tech-oriented market? Communicate with them the way they want to be communicated with… not email, not voicemail… Text!
+=== This Document ===
-GoldSMS is perfect for high-value situations:
+This document provides instructions for an Administrator to install and configure GoldPay, and for end-users to operate it. We'll include some videos along the way just to make life a little easier.
-  * Financial Services. The implications are vast and clear! clients need instant updates
-  * Home Sales. In a hot market a house goes on the market at 9am, and is gone by 9:30. You've got to know early to act fast.
-  * Medical/Dental 1. Forgetful patients costing you money by leaving open timeslots when they no-show? Same-day reminders should help that situation.
-  * Medical/Dental 2. Short-notice cancellation? Fill that slot by sending a Text out to the wait-list volunteers.
-  * College Recruiting. Young buyer, high-value sale.

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