The IRIS CRM Blog
New Feature: Merchant Data Sharing
Have you ever needed to transfer one or merchants from another IRIS CRM site to your site to support your merchants through a single source? IRIS CRM’s Merchant Data Sharing feature is here to deliver client-to-client transfers quickly and securely without requiring IT resources to set up and maintain these data transfers. ISOs with […]
IRS and Coronavirus Tax Relief for Businesses
With a reenergized COVID-19 ripping much of the southern and western U.S., businesses are once again facing the possibility that shutdown orders may be necessary to ensure public health. While the government is currently in the process of negotiating the HEALS act to provide a second round of COVID-19 tax relief, businesses currently facing hardships […]
New Enhancement: Group Options in Domain & Logo Settings
Your favorite Merchant Services CRM has just received a new enhancement—the ability to manage Group Options on the Manage Site Domains page. The Manage Site Domains page allows ISOs to enable access to the CRM site from multiple domains. For example, by configuring your DNS and CRM settings you can have your users access […]
New Integration: Vantiv IQ
We are pleased to announce that IRIS CRM has completed its integration of Vantiv IQ Portfolio Reporting. ISOs can enable the Vantiv IQ Portal integration to automatically retrieve Worldpay merchants’ account information, retrievals, chargebacks, and statements on a daily basis. In addition to the Vantiv IQ Portal data source, your CRM also retrieves the merchants’ […]
Email and Your CRM: Best Practices for Successful Outgoing Email Management – Part 2
Part Two – Boosting Deliverability with Proper Authentication and Configuration In part one of our series on email best practices and how they impact your outgoing deliverability, we talked about domains – the identifying address your emails originate from, and how properly utilizing subdomains can protect the deliverability of your outgoing email by building walls […]
New Enhancements: Lead Recordsets
We have just added two important enhancements to the Lead Recordsets functionality in your favorite Merchant Services CRM. A Recordset is a group of fields you specify such as the business Contacts or Equipment which frequently has more than one object. Recordsets are shown on a special type of tab in IRIS CRM […]
Email and Your CRM: Best Practices for Successful Outgoing Email Management
Part One – Protecting Your Outgoing Email Reputation and Deliverability Rates with Subdomains Email marketing is deceptively simple. You create an email or a series of messages, load them into your autoresponder, click a button, and out they go – a successful email blast! But there is so much more to it than that, and, […]
Efficient and Effective Calling is a Fundamental Driver of ISO Success
ISOs operate in an extremely competitive environment and outperforming your competition in both recruiting and service is key to maintaining healthy growth and maximizing residuals. That makes your independent agents some of the most important members of your team, and the job they do one of the most important functions of your ISO. Any tool […]
Go Mobile: Unlock the Full Power of Your Business with IRIS CRM’s New Mobile App
Your customer resource management platform is the hub that brings all of your ISO’s lead management, sales operations, merchant service delivery, and administration into one, centralized point of control. That makes CRM software a mission-critical tool – one that needs to be available to your employees at all times, not just when they’re at their […]
New Feature: Helpdesk API
We are excited to announce that your favorite Merchant Services CRM now features a Helpdesk API. The latest API extensions come as an addition to our extensive Lead and Merchant API which can be used to create and manage leads and merchants. The Helpdesk API now enables you to manage and update your IRIS […]