Customer Spotlight: Vinny from B2B Soft
In this edition of our Customer Spotlight Series at Under.io, we’re excited to feature Vinny from B2B Soft. Thank you for joining us, Vinny!
Who is B2B Soft?
B2B Soft is a unique Independent Sales Organization (ISO) specializing in providing a comprehensive suite of financial technologies tailored for retail telecommunications businesses. Their solutions encompass everything from scheduling and inventory management to payment reconciliation, merchant services, and business banking. B2B Soft delivers an integrated ecosystem designed to meet the diverse needs of telecommunication retailers, whether they operate a single location or thousands.
Navigating the Telecommunications Landscape
When it comes to positioning in the telecom industry, many ISOs and Independent Software Vendors (ISVs) primarily generate revenue through payment processing. However, there's an increasing desire to enhance value through additional services such as payroll or lending. Vinny shares that B2B Soft initially focused on point-of-sale (POS) systems and gradually expanded into merchant services and other value-added technologies as the industry evolved.
Vinny explains, “I focus on one specific need of the prospect. For instance, if inventory management is their primary concern, I zero in on that before introducing additional services like credit card processing or business banking. This approach ensures we don’t overwhelm the client and allows us to address their actual needs effectively.”
Effective Onboarding Experiences
At Under.io, we understand the importance of a streamlined onboarding experience. Vinny echoes this sentiment, noting that a gradual introduction to services allows customers to fully comprehend each aspect of the system without feeling inundated.
Vinny recounts his experience with Under.io: “Had I been onboarded with the full extent of services all at once, I would have been overwhelmed. The Under.io team guided me step by step, allowing me to expand my knowledge organically as new use cases arose.”
Discovering Under.io
Vinny discovered Under.io at a regional trade show, where he was actively seeking solutions to streamline data capture during a significant onboarding project involving thousands of merchant accounts. After witnessing a demo at the Under.io booth, he recognized the platform’s potential to simplify the onboarding process.
“The ease of data capture and the ability to securely store information were game-changers for us,” he states. “We transitioned from manual processes to a streamlined system that improved our efficiency significantly.”
Franchise-Level Opportunities
In the telecommunications industry, engaging with master dealers that operate multiple locations is crucial. B2B Soft capitalizes on this by providing valuable data insights across all locations, enabling better inventory management and sales strategies.
Vinny elaborates, “When managing 200 locations, the ability to access consistent reports across all sites is invaluable. The integrated solutions we offer, including POS systems and data analytics, empower our clients to make informed business decisions.”
The Shift from Legacy Processes
Vinny reflects on his early experiences in merchant services, where the paperwork for onboarding clients was tedious and time-consuming. He shares an anecdote about onboarding Planned Parenthood’s 112 locations, which involved extensive manual data entry and coordination.
“Looking back, it’s almost comical how cumbersome the process was,” he says. “Now, with Under.io, I can capture the necessary information swiftly, allowing me to focus on sales rather than paperwork.”
Conclusion
Vinny emphasizes the critical balance between efficiency and customer experience. “Every minute spent on paperwork is a minute not spent engaging with customers. By reducing administrative burdens, I can prioritize relationship-building and drive business growth.”
At Under.io, we’re proud to support B2B Soft in enhancing their onboarding experience and operational efficiency. Thank you, Vinny, for sharing your insights with us!
