TOOLKITA RESELLER’S GUIDE TO SELLING GLOBALBAY MERCHANT

01-02

03-0405-0607

08

09

10-1415-20

21

What is GlobalBay Merchant?

Merchant BenefitsWhy GlobalBay Merchant?Vertical MarketsMarketing Materials and Sales Tools

Merchant FAQs

Demos

Competitive Matrix

A Reseller’s Checklist

TABLE OF CONTENTS

1

GlobalBay Merchant integrates multiple business operations into one, easy-to-use, tablet POS solution,

helping busy, mid-sized merchants get back to the business of serving their customers.

Worry-Free Payment

Acceptance

Smarter, More Profitable

Stores

EmployeeManagement

Streamline Operations

Consumer Engagement

Simplified Mobile Enablement

WHAT IS GLOBALBAY MERCHANT?

2

GlobalBay Merchant is an affordable, subscription-based POS

solution that transforms a tablet into both a flexible, convenient,

modern-day register, and a powerful business-management solution.

Any business, regardless of size or industry, can now enjoy the

convenience and opportunity of accepting secure payments

anywhere, along with a full suite of business tools that enhances

operations and improves the customer experience. With GlobalBay

Merchant, businesses gain instant access to sales records and

customer data to tailor loyalty programs and promotions on the

go. A full suite of remote management tools complement the

service with off-site sales analysis and more. With GlobalBay

Merchant, mobile enablement is simplified and business runs

smoother, more efficiently and more productively.

VeriFone designed GlobalBay Merchant to be sold exclusively

through resellers to their merchants. So as not to compete with the

reseller channel, VeriFone does not sell GlobalBay Merchant directly

to merchants. While GlobalBay Merchant is not the first or only

tablet POS system, the solution offers very competitive pricing

and 24/7 VeriFone support, delivering invaluable peace of mind.

To support resellers, VeriFone has developed this comprehensive

suite of marketing materials and sales tools with messaging that

speaks directly to merchants. Everything that is needed to help

sell and grow your business with GlobalBay Merchant is included

in this toolkit.

WHAT IS GLOBALBAY MERCHANT?

3

WORRY-FREE PAYMENT ACCEPTANCECredit card payment acceptance with complete security. It’s all enabled: NFC, EMV, PIN/Debit, mag-stripe. When GlobalBay Merchant pairs with the VX 805, merchants can create a PCI certified, customer-facing POS that removes card handling from employees, giving customers added peace of mind and reducing the risk of employee theft. Through VeriShield Total Protect, sensitive cardholder data is encrypted and tokenized, not compromised.

Now merchants can gain instant access to real-time reporting that allows for informed, quick decision making. At a glance, the dashboard gives a convenient overview of sales for the day, month and year, enabling merchants to stay on top of business, at all times. GlobalBay Merchant’s sales reports make it easy to track and manage inventory to help support and optimize product placement and merchandising needs. Easy compatibility with QuickBooks™ eliminates the need for merchants to perform dual entry, saving valuable time.

GlobalBay Merchant enables comprehensive employee management with tools that maximize time and minimize effort. Merchants can schedule shifts and appointments, enjoy more accurate payroll processing, instantly communicate with team members onsite or at multiple locations, and schedule reminders to ensure the highest levels of customer service. For added protection, merchants can control the visibility and access employees have to specified functionalities to protect sensitive data.

CREATE SMARTER, MORE PROFITABLE STORES

EMPLOYEE MANAGEMENT

MERCHANT BENEFITS

4

Inventory management has never been so simple. Merchants can increase sales and improve in-store merchandising through real-time access to inventory that sheds light on buying habits and shopper demands. Merchants can sync all products and services across every device for inventory details any time — even from a remote location.

Merchants can easily merge CRM with the POS to take advantage of unlimited customer profiles. GlobalBay Merchant makes it simple to deploy an email campaign to announce promotions or offer discounts and coupons to encourage repeat business and boost brand loyalty.

Nothing’s more convenient or more productive. With GlobalBay Merchant’s mobile point of sale, the opportunities are endless. Now, via iPhone® or iPad®, merchants can accept payment anywhere, gain instant access to sales records and customer data and conduct business on the go — which is made possible with a full suite of remote management tools and offsite sales analysis.

STREAMLINE OPERATIONS

SIMPLIFIED MOBILE ENABLEMENT

CONSUMER ENGAGEMENT

MERCHANT BENEFITS

5

PRIMARY: HELPING MERCHANTS GET BACK TO BUSINESS

• SIMPLE: GlobalBay Merchant simplifies merchant operations by combining numerous

tasks into one, easy-to-use, tablet POS register. If you can use a tablet, you can use

GlobalBay Merchant.

• BUILDING RELATIONSHIPS: With multiple tasks combined into one simple POS tool,

merchants can focus more on building customer relationships

WHY GLOBALBAY MERCHANT?

6

WHY GLOBALBAY MERCHANT?

SECONDARY: HELPING MERCHANTS GET BACK TO BUSINESS

• VALUE: Fair, competitive pricing for a complete solution:

Payment acceptance (when coupled with hardware), scheduling and booking,

reporting, QuickBooks™ integration, inventory and offline processing.

• SUPPORT: Scalable support, including 24/7 phone, email and chat support

options provided by VeriFone.

• PROVEN EXPERTISE: Unlike some of the other solutions from industry

start-ups, this solution comes from the proven payment experts you already

know and trust, VeriFone.

7

Arenas

Art Galleries

Barber & Beauty Salons

Caterers

Computer Repair

Carpentry & Flooring

Electricians

Exterminators

Direct Selling

Jewelry Shops

Massage Therapists

Pet Groomers

Photographers

Membership Clubs

Plumbers

Security Services

Towing

Roofers

VERTICAL MARKETSVERTICAL MARKETS

8

Videos

Brochures

Images

Merchant-facing Ads

Email Signatures

Vertical Sales Kits

Vertical Sales Flyer

Product Solutions Flyers

Positioning Flyers

Tip Sheet

Merchant Objections Flyer

Branding Guidelines

Digital Marketing Tips

FAQ Documents

Setup Guides

Getting Started Checklists

Merchant-facing Presentations

Co-Marketing Materials:

• Statement Stuffer

• Take-One

• Poster

And many more…

MARKETING MATERIALS AND SALES TOOLS

9

COMPETITIVE MATRIX

GlobalBay Merchant LightSpeed NCR Silver Square Register Breadcrumb

PRO POS Lavu Revel PayGo Live ShopKeep ROAM

POS ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓Inventory Tracking ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓Appointment Book ✓Mobile ✓ ✓ ✓ ✓ ✓ * ✓ ✓ ✓ ✓ ✓

CRM ✓ ✓ ✓ ✓ ✓ ✓

Multi-Store ✓ ✓ ✓ ✓ ✓ ✓ *

Flexible Pricing ✓ ✓

Access Permissions ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓

Accounting ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓

Reporting ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓

Co-Branding ✓ ✓

Terminal Integration ✓ ✓**

Tablet Back Office ✓

Support24x7 Phone

Support, Email Support, Live Chat

9 AM - 6 PM Phone Support,

Online User Guides and

Videos

8 AM - 12 AM Phone Support,

Live Chat

Support Tickets, Online User

Guides, Videos

Phone Support, Online User Guides and

Videos

Support Tickets and Online User

Guides

Phone Support, Support Tickets,

Online User Guides

Support Tickets and Online User

Guides

Phone Support, Online User Guides and

Videos

8AM - 10PM (Mon -Sun) Phone

Support, Online User Guides, Contact Form

Sales Model Indirect Indirect/Direct Indirect/Direct Direct Indirect/Direct Direct Direct Direct Indirect/Direct Indirect/Direct

 *    When  used  with  Breadcrumb  Payments

*  With  new  feature  Revel  Franchise  Management  for  Enterprise  POS**  With  Ingenico

GLOBALBAY MERCHANT COMPETITIVE MATRIX 03-14-14

A RESELLER’S CHECKLIST ON HOW TO GET STARTED

10

GlobalBay Merchant is an intuitive and user-friendly, turnkey solution that is easy to install, learn and use

for both resellers and merchants. In this document, please find a detailed checklist for resellers to get

started with the solution.

CHECK LISTI. Legal and Setup

PAYware Connect/GlobalBay Merchant contract with credit application signed and returned to VeriFone.

Copy of fully executed contract signed by VeriFone, received after approval.

Receive email from support@ipcharge.com with sign-on credentials to add merchants for GlobalBay Merchant

use via the PAYware Connect Reseller Console: https://ipcharge.com/RC

Receive email from VeriFone with sign-on credentials for the GlobalBay Merchant Reseller Console:

www.globalbaymerchant.com

If also signing up for a separate PAYware Connect account (e.g., for PAYware Connect virtual terminal use or

PAYware Mobile sales) receive a separate email with sign-on credentials from support@ipcharge.com. After

approval and set up of your Reseller account, receive a call from a VeriFone Technical Support Associate with

Quick Setup and support information.

A RESELLER’S CHECKLIST ON HOW TO GET STARTED

11

II. Technical Enablement and Application Knowledge

Download the 14-day trial from the Apple App Store; search for “GlobalBay Merchant”.

After download, choose “Get Started” from the main screen.

Enter your information as if you were a merchant. It is recommended to use an email address that is different

than the company email that will be used for your Reseller account as emails can only be used on the

GlobalBay Merchant system.

Review training videos posted on the GlobalBay Merchant YouTube™ Training Channel

http://www.youtube.com/GlobalBayMerchant.

Be prepared to share with your current merchants the benefits and features of GlobalBay Merchant

for their business.

Sign up for the reseller portal VeriFone Zone (www.verifonezone.com) and review the GlobalBay Merchant

documents.

Register and attend the PAYware Connect Reseller and GlobalBay Merchant trainings. Information on how to

register for trainings is posted on VeriFone Zone.

Become familiar with the 24/7 Support available for GlobalBay Merchant:

I. Online chat options that are available within the GlobalBay Merchant application.

II. 24/7/365 toll free support for merchants and resellers at 888-345-3450.

III. Email and chat support via support.verifone.com

IV. Support available via email at support@globalbaymerchant.com

Training and support is also available via the GlobalBay Merchant Tutor, accessible via VeriFone’s Premier

and Support site.

A RESELLER’S CHECKLIST ON HOW TO GET STARTED

12

III. Setting up Merchants

Register and attend the PAYware Connect Reseller Training provided every Thursday to learn how to setup a

merchant (registration information available on VeriFone Zone).

Obtain a MID for the merchant account with your processor as usual.

Request a TID and VAR sheet from your processor for PAYware Connect, aka IPCharge. Processor work sheets

showing information required are available under HELP in PAYware Connect.

Setup the merchant on PAYware Connect (for GlobalBay Merchant use).

Forward the confirmation email of merchant setup you received from support@ipcharge.com to

i_cspm@verifone.com. VeriFone will then add access to the GlobalBay Merchant Application; be sure

to let us know which Pricing Package to use (based on # of users) and which hardware kit is being provided.

Receive email confirmation of merchant setup on GlobalBay Merchant application.

Merchant will receive a confirmation email with their application sign-on credentials.

IV. Sales Enablement

Encourage potential merchants to download the GlobalBay Merchant trial application and choose “Get Started”.

Provide them with your 5-digit GlobalBay Merchant reseller code to enter in as the reseller referral code.

If you have not already done so, sign up for the VeriFone Zone (www.verifonezone.com) and understand what’s

available and how to access it. The VeriFone Zone contains helpful materials on GlobalBay Merchant including:

I. Sales Presentations

II. FAQ Documents

III. Sales Collateral

IV. Marketing Tips

V. White Papers

VI. Outbound and inbound sales strategy reviews

A RESELLER’S CHECKLIST ON HOW TO GET STARTED

13

Review the GlobalBay Merchant FAQ document to become familiar with the product. The FAQ document is

available via VeriFone Zone and may be distributed to the sales team.

Have your sales team attend the weekly GoToMeeting sales presentations to learn the benefits of the GBM solution;

meeting details are available on VeriFoneZone. Access and review training information via the following resources:

I. YouTube training videos http://www.youtube.com/GlobalBayMerchant

II. Premier Portal access to training videos and tutorials within the GlobalBay Merchant application.

III. How to Sell to the Merchant training webinars.

V. Hardware Distribution and Supported Hardware

Contact your distributor regarding peripherals (TASQ, The Phoenix Group or POS Portal) and order equipment

associated with GlobalBay Merchant configurations. Supported peripherals currently include:

Printers:

• Star TSP143LAN (supports MultiPRO interface for

cash drawer)

• Printer to Cash Drawer Cable – STR TSP143L to

APG Vasario 1416

iPad Stands:

• Heckler Windfall C

• ArmorActive Pike

Cash Drawers:

• Vasario 1416

• Vasario 1616

Mobile peripherals:

• PAYware Mobile e100 (secure Audio Reader)

Part # M087-170-00NAA or M087-170-01-USA

• VX 805 Contactless PIN pad

Part # M280-703-A3-GBM-3

Barcode Scanners:

• Socket Bluetooth cordless hand scanner

(series 7 Bluetooth model)

• SCT Mobile 7ci CS 2870-1409

A RESELLER’S CHECKLIST ON HOW TO GET STARTED

14

VI. Demand Generation

Help to initiate sales by reviewing and launching a go-to-market plan for your sales team.

Include GlobalBay Merchant information on your website and incorporate offering into sales kits and more.

Email customers to inform them of GlobalBay Merchant offering, and benefits.

Host webinars on GlobalBay Merchant and mobility.

Optimize your online marketing presence with GlobalBay Merchant information.

VII. Updates

Designated VeriFone sales representatives will contact resellers regarding updates, new features and more.

Additional information will also be uploaded to VeriFone Zone.

MERCHANT FAQS

15

GlobalBay Merchant is an intuitive, user-friendly, turnkey solution that is easy to install, learn and use. In this document,

please find the answers to the most frequently asked questions by Merchants on the system.

TABLE OF CONTENTS:

I. Overview

a. Description of VeriFone’s GlobalBay Merchant

b. Components

c. Main Features

d. Supported Operating Systems

II. Merchant Focus

a. How GlobalBay Merchant Works

b. Difference from Other Tablet POS Providers

III. Training/Support

a. Support Availability

IV. Common Questions

a. Multiple Merchant IDs

b. Restricting Setup Access

c. Current PAYware Mobile e100 Users

d. Transfer and Loading Existing Files to GlobalBay

Merchant

e. Setting Up

f. QuickBooks Integration

V. Merchant Peripherals

a. Where to Get Hardware

b. Peripherals Supported

c. Adding Inventory Through Barcode Scanner

d. VX 805 Benefits

e. VX 805 and Tipping

f. Cabling Configuration

VI. Pricing

a. GlobalBay Merchant Pricing

VII. Getting Started

a. How to Get the App

MERCHANT FAQS

16

I. OVERVIEWa. What is VeriFone’s GlobalBay Merchant?

GlobalBay Merchant is an affordable, subscription-based solution for tablets and iOS-based devices such as the iPhone,

iPad and iPod. When bundled with payment hardware and other peripherals, GlobalBay Merchant becomes a complete

tablet POS system creating a window into your business operations. Easy to learn and use, the solution streamlines store

operations while elevating consumer experiences.

b. What are the components of the solution?

Software: GlobalBay Merchant is a cloud-based POS solution. The app is supported by a complete tablet and mobile

POS infrastructure that includes 24/7 merchant support, plus secure encryption and tokenization. An ecosystem of POS

hardware distributors makes it easy for merchants to access additional hardware from their sales representative.

Hardware: At minimum, a merchant will need a tablet or iOS device and a card swipe adapter to accept mobile payments.

A cash drawer or printer is optional; it is not needed if merchants don’t accept cash or choose to email receipts. The

GlobalBay Merchant app conveniently integrates with VeriFone’s PAYware Mobile e100 and VX 805.

c. What are some of the main features of the solution?

Designed for merchants and built for resellers, GlobalBay Merchant is easy to install, simple to use and provides advanced

functionality, including:

• Sophisticated reporting capabilities via a web portal

• Inventory management: add and track inventory

• Multi-location business management: support for multiple stores, multiple devices per store, multiple employees and multi-store reporting

• Appointment scheduling: schedule appointments online or at the store/retail location

• Employee management: schedule/track employee time, commissions and tips

• Payment processing: access to virtually all payment processors via VeriFone’s PAYware Connect gateway

MERCHANT FAQS

17

d. What operating systems are supported?

GlobalBay Merchant currently runs on devices using iOS 5.1 and higher. The portal is in the cloud and can support any browser.

II. MERCHANT FOCUSa. So how does this work?

GlobalBay Merchant runs on tablet and iOS devices such as iPhones, iPods and iPads, allowing the merchant to take

advantage of a true POS solution that syncs to the cloud or works as a stand-alone, mobile POS. It also allows merchants

to build out unique customer profiles, product offerings and access reporting capabilities across multiple locations.

b. What makes GlobalBay Merchant different from other tablet POS providers?

• GlobalBay Merchant is scalable to satisfy the needs of a growing business such as support for multiple stores, multiple devices per store,

multiple employees and multi-store reporting.

• GlobalBay Merchant is provided by VeriFone, the leader in payment solutions. VeriFone provides a complete set of options for merchants

to accept payments that can easily be added to the solution to enable mobile POS, EMV, wallets and new services in the future.

• GlobalBay Merchant works with multiple tablet and iOS devices (such as iPhone, iPad and iPod) and works with your existing payment

provider for a seamless interaction. VeriFone also offers 24/7 telephone support.

III. TRAINING / SUPPORTa. What level of support is available?

• VeriFone offers a variety of convenient support services to help setup GlobalBay Merchant:

• Merchant training webinars

• Online chat via the application and 24/7/365 toll-free phone support

Training videos are available via connection within the GlobalBay Merchant app and directly on the GlobalBay Merchant YouTube

Channel: http://www.youtube.com/GlobalBayMerchant

• GlobalBay Merchant Tutor is available for additional training and support services

MERCHANT FAQS

18

IV. COMMON QUESTIONSa. Does GlobalBay Merchant support multiple merchant IDs? For example, can one setup multiple merchant IDs for

locations such as a nail or hair salon, much like traditional countertop POS devices?

GlobalBay Merchant does not support multiple IDs within the application. However, you can attribute sales associates to

the transaction, or the individual line items within a sale. Alternatively, if specific accounts are needed for unique merchant

numbers, one can simply logout of one account and log back in with another to run transactions to another server. The

application will sync to the portal for each merchant when you login.

B. Can merchants restrict access to selected setup functions, such as setting prices, adding or deleting products? Is that

capability available through the administrative functions?

You can setup limited roles and privileges for each user.

c. If Merchants currently have a PAYware Mobile e100 (M087-170-00-NAA), can the device be used with the GlobalBay

Merchant Software or will they need to update to the newest version of PAYware Mobile e100 (M087-170-01-NAA)?

Either reader will work.

d. How do merchants load or transfer existing files from their current system over to GlobalBay Merchant?

Merchants are able to import files using GlobalBay Merchant portal (not the iPad). For the store portal, select the

Administrative tab then choose import. Sample template files are included in the portal for reference.

e. How do merchants get started?

Merchants should contact their payment provider or download the GlobalBay Merchant app to their iPad or iPhone from

the Apple App Store and select “Getting Started.”

f. How do merchants integrate to QuickBooks?

To integrate to QuickBooks, log into the web “back office”, click Report > QuickBooks report, then download an IIF OR

an excel/.csv file, which can simply be imported into QuickBooks.

MERCHANT FAQS

19

V. MERCHANT PERIPHERALSa. Will VeriFone be selling the POS hardware like cash drawers, printers and scanners?

Hardware configurations, including tablets, VeriFone devices, cash drawers, scanners and printers are currently available

through the payment provider.

b. Supported GlobalBay Merchant peripherals:

Printers:

• Star TSP143LAN (supports MultiPRO interface for cash drawer)

• Printer to Cash Drawer Cable – STR TSP143L to APG Vasario 1416

iPad Stands:

• Heckler Windfall C

• ArmorActive Pike

Cash Drawers:

• Vasario 1416

• Vasario 1616

Mobile peripherals:

• PAYware Mobile e100 (secure Audio Reader)

Part # M087-170-00NAA or M087-170-01-USA

• VX 805 Contactless PIN pad

Part #M280-703-A3-GBM-3

Barcode Scanners:

• Socket Bluetooth cordless hand scanner

(series 7 Bluetooth model)

• SCT Mobile 7ci CS 2870-1409

c. Can the barcode scanner be used to add inventory items (e.g., can data loaded into the scanner be uploaded directly

to GlobalBay Merchant)?

Yes

d. What are the benefits of the VX 805?

The VX 805 Contactless PIN Pad enables small- to mid-sized merchants to handle even the most complex and demanding

transactions by enabling PIN Pad payment acceptance, gift card payments, loyalty redemption and more. The device also

comes ready for NFC mobile commerce and EMV to allow you to take advantage of new revenue opportunities.

MERCHANT FAQS

20

e. Will the VX 805 be prompted to include a tip?

This can be configured.

f. How is the cabling configured when using VeriFone’s VX 805 and other peripherals?

VeriFone provides detailed setup guides to assist with configuring GlobalBay Merchant with peripherals. To configure

VeriFone’s VX 805:

1. Launch the GlobalBay Merchant application.

2. Go to Settings. Select Printers & PIN pads from the left menu bar. On the bottom right side, choose PIN pads and

then touch the + icon to add a new PIN pad.

3. Enter a name for the new PIN pad device and then enter the IP address of the device. The default port should be 5015.

4. To enable the PIN pad, choose “Edit” on the bottom of the screen and slide the bar to “On”. The iPad will display

a 4-digit code that must be entered on the VX 805. If successful, the device will display a PIN Match message.

5. On the iPad, touch the “Done” button on the top right of the screen. The screen will then show a list of all

configured PIN pads with their names and IP addresses.

6. At the completion of a transaction, you will now have the option to choose the PIN pad as a payment method.

If multiple devices are setup, you will select the device to use.

VI. PRICINGa. What is the merchant pricing for GlobalBay Merchant?

Pricing is determined by the reseller.

VII. GETTING STARTEDA. How do merchants get the app?

The GlobalBay Merchant app is currently available and may be downloaded via the Apple App Store or by connecting

with the sales representative.

MERCHANT FAQS

21

DEMOSVeriFone makes it easy to showcase GlobalBay Merchant. Access many of the GlobalBay Merchant Demos

by downloading the GlobalBay Merchant app from the Apple App Store and using the login information below:

Login: demo@gbm.com

Password: VeriFone1

Select the demo you would like to show from the drop-down menu, such as:

1. Bicycle Shop

2. Salon

3. Bakery

4. Wine Store

5. Jeweler

6. Contract Services