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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Why Are People Still Using Outlook in 2019?

Outlook is still one of, if not the most popular email tools being used in offices. That might seem confusing to Google and Apple users, to whom Outlook might seem like an outdated application. And, to be fair, Outlook has been around for a long, long time, and it didn’t always have the greatest reputation […]

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Residual Income Definition – What Are Residuals and Why Are They So Important to Independent Sales Organizations?

Residuals are the lifeblood of independent sales organizations, and understandably, ISOs and agents alike have a vested interest in ensuring the health and consistent growth of their residual portfolios. But residuals aren’t straightforward, and new agents and ISO employees often lack a clear picture of exactly what residuals are or how they impact ISOs and […]

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Is Your ISO Looking for a Paysafe CRM? IRIS CRM is the Leader in Paysafe Customer Resource Management

Paysafe is a global leader in electronic payment processing, providing services to merchants all over the globe, both direct and through independent sales organizations like yours. Their robust set of merchant solutions makes them a popular choice for both online and in-store processing, and more recently, even in-game payments. Partnered ISOs reselling Paysafe’s services benefit […]

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ISO Sales Tips to Help Grow Your Merchant Services Business

Ecommerce is rapidly becoming the go-to shopping method for an entirely new generation of consumers. In 2018, almost 40% of holiday sales were made on the web, and brick and mortar stores all over the world are feeling the pressure of online competitors ranging from giants like Amazon to the smallest mom-and-pop web stores. As […]

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Call Outcomes: What Are They Good For?

Calling is an important part of the sales process and a key tool for delivering elevated customer service. But successful calling programs, especially when it comes to sales, require careful management. Since you can’t manage what you can’t measure, any data points that can be pulled from both successful and unsuccessful calls are of great […]

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Get IRIS CRM API Integration Documentation for Fiserv First Data, TSYS, WorldPay, and Vantiv ISOs

IRIS CRM is the leading customer resource management software in the payments industry thanks to its robust set of productivity, sales, and administration features designed specifically with the needs of independent sales organizations, merchants, and other financial institutions in mind. But IRIS CRM’s functionality doesn’t stop with the CRM itself, because IRIS CRM’s open application […]

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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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