New Enhancement: User Notification Settings

Your favorite Merchant Services CRM has received a new enhancement to the User Settings page, enabling users to exercise more control over the email and popup notifications they receive.   The email and popup notifications can now be enabled or disabled for every type of event that can occur in the CRM:     With the […]

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New Enhanchement: Global Search

We are back with a very quick and very useful new update to your favorite Merchant Services CRM.   The Global Search box in the CRM’s top navigation bar has just been updated to show the 5 most recently viewed Accounts, Leads, and Helpdesk Tickets.   To view the recently viewed items simply click on the […]

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IRIS CRM Revolutionizes Phone Support and Customer Service

While customer service and support are continuously moving towards online-only systems, most customers still prefer contact with a human support agent over the phone. Being denied that service is incredibly frustrating, and your ISO’s valued merchants deserve better. That’s why IRIS CRM’s built-in power dialer is such a powerful tool for ISOs looking to elevate […]

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IRIS CRM 9th Anniversary – Kevin O’Leary “Mr. Wonderful” from Shark Tank Congratulates IRIS CRM

Last week on November 1st, IRIS CRM became nine years old. Our team, partners, and friends sent us many good wishes, but we want to highlight this special message from Kevin O’Leary “Mr. Wonderful” check it out:

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Fiserv First Data Omaha AccessOne Integration

In 2019, Fiserv acquired First Data, at that time the world’s biggest payment technology firm. The newly merged giants now serve over six million merchants and thousands of financial institutions in over 100 countries. With over $15 billion in annual revenues, reselling Fiserv payment processing solutions represents an enormous opportunity to independent sales organizations, just […]

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The Leading CRM Solution for the TSYS Integrated Payment Processing Gateway

TSYS is one of the world’s most popular payment processors, serving over 800,000 merchants around the globe. That reach makes it a key partner for independent sales organizations looking to maintain a steady stream of new merchants to ensure maximized growth. IRIS CRM, the leading TSYS merchant services CRM, is designed to integrate seamlessly with […]

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Benefits of Using a Call Recorder in a Telephone Sales Environment

As the old adage goes: if it ain’t broke, don’t fix it. And that perfectly describes telephone sales – a sales medium seen by some as archaic and outdated, but one which the numbers show is still as effective as ever. As a result, companies continue to use telemarketing, phone sales and prospecting as effective […]

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New Feature: Track Call Outcomes

Tracking your organization’s sales and customer support call outcomes can have a huge impact on call center productivity and user collaboration. By tracking the call outcomes your sales managers can get valuable information on call performances and use that information to optimize the sales process further.   We are pleased to announce that your favorite […]

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Fiserv PASO Reporting

As Fiserv on the Omaha and North platforms are aware, Fiserv is moving from the Legacy Residual reports to PASO (Product Reporting And Sales Compensation Overhaul) reporting.   PASO is a complete overhaul to the Fiserv residual program. One of PASO’s primary goals is to reduce the number of reports needed to reconcile an account, […]

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3 Effective Ways to Become a More Successful Independent Sales Organization

Independent sales organizations are an important part of the payment processing ecosystem, representing payment processors and acting as a bridge between them and the merchants that utilize payment processing services. ISOs often work with a number of different payment processors, a team of independent agents, and a small sea of merchants. That can make keeping […]

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