Our Process

Once you have booked a demo one of our team members will reach out to organise an initial discussion. We will show you the platform and examples of the various stages of the process and aim to find out a little more about your commission process and any complexities that may be specific to you.

Following the initial discussion, we usually book a face-to-face demo where we can take you through the full process with realistic dummy data. Ahead of the live demo, we usually send you documentation designed to help facilitate any internal discussions. We work with you throughout the process from initial configuration right the way through to agent onboarding and your first live intake.

Once we are at contract stage, we initiate 4 steps :

Discovery

At this stage we map your business process and specific requirements, to ensure a solid foundation for a successful implementation. By gathering this information, we aim to identify how SAMS Pay can be tailored to meet your specific requirements and provide maximum value to your institution.

Implementation

We work with you and your stakeholders to ensure the solution is configured correctly and any customisation is carried out on time. With clearly laid out timelines and milestones, we consider any and all dependencies or critical tasks that need to be completed to ensure a successful implementation.

Pre-Launch

We work with you to ensure that all systems are tested, training is provided and any integration in completed. As we prepare for the official launch, this pre-launch phase is crucial in ensuring a seamless transition and maximising the value SAMS Pay product will bring to your organization.

Launch

At this crucial stage we continue our support so that any issues are tackled swiftly ad accurately. As our commission platform promotes seamless collaboration among team members, departments, and even external stakeholders, we are on hand to provide any support that you may need.