TRANSACT CONNECT 2020 – Webinar Replay

IRIS CRM participated as an exhibitor & co-sponsor at the TRANSACT Connect conference. The event was a first-of-its-kind and it came at an extremely critical time for the industry – a time when selling online has never been more important.   During the event, IRIS CRM explained, how to use our Zapier Integration to help you sell […]

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TurboApp Merchant Boarding – How IRIS CRM’s Revolutionary Boarding Tool Can Benefit Your ISO

Merchant onboarding is one of the key functions your ISO’s team handles. Once an agent has recruited a new merchant and closed the deal with a signed MPA, it’s the boarding process that facilitates getting that merchant to a point where they’re actually processing transactions and, most importantly, earning your ISO residuals! That means handling […]

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IRIS CRM Help ISOs Improve Their Operational Efficiency

Inefficiencies drive up costs in all industries, and the cost is the mortal enemy of profit. In the payment processing industry, eliminating inefficiencies can both reduce costs and help to maximize an ISOs residual portfolio, and IRIS CRM – the payments industry’s leading customer resource management tool – has been designed specifically to help with […]

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What to Look for in a Merchant Services Calling Center Platform

There is no shortage of calling to be done in the merchant services industry, and whether it’s outbound sales calls being made by your team of agents, or inbound support calls coming in from your client merchants, your ISO stands to benefit greatly from anything that streamlines and enhances the process. As a result, many […]

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Zapier Playbooks To Sell More Merchant Accounts

ZAPIER: Automatic Triggers Are the First Step in Automation What is an automatic trigger? An automation trigger is an initial input that kicks off the activation of an automated workflow. In a sense, an automation trigger is, quite literally, the first step in automation. Automation triggers can kick off an entire automated process in response […]

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IRIS CRM: Track Co-Sponsor at TRANSACT Connect 2020

IRIS CRM will be participating as an exhibitor at the upcoming TRANSACT Connect conference, and we are inviting you to see us in action via Livestream. The event is a first-of-its-kind and comes at an extremely critical time for the industry – a time when selling online has never been more important. Register here! Visit […]

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Do You Use Zapier to Move Data? Check Out IRIS CRM’s Zapier Integration

Zapier is a platform designed to connect different web applications to allow users to streamline their workflows and make their days easier. The company has been around since 2011, and now, nearing a decade later, their system connects more than 2,000 different applications.  Effectively, Zapier acts as a middle-man, connecting different applications APIs and making […]

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Payments 101: What Is ISO Credit Card Processing?

Once upon a time, cash was king, but in today’s digital world, electronic transactions have usurped the throne. According to a poll conducted by payment processing giant TSYS, 80% of consumers prefer debit and credit cards compared to just 14% who said they prefer cash. Merchants have long understood how important it is to accept […]

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How to Improve the Productivity and Morale in Your Call Center to Enhance Performance

We live in an increasingly digital world, yet, traditional call centers are still as important as ever for the simple reason that calling is still seen as the most personal and, arguably, most effective means of communication. Salespeople know that outbound calling, including ever-controversial cold calling, works. On the customer side, when people have a […]

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Residual Splits: The Importance of Accuracy and Clarity in Residual Calculations

An extensive, healthy residual portfolio is the goal of every independent sales organization, and the independent agents working for them. So, it should come as no surprise that the way you split those all-important residuals with your agents is fundamental. Not only do split percentages and residual agreements impact your bottom line, but they also […]

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