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 […]
New Enhancement: Status Trigger Notifications
IRIS CRM is pleased to announce the rollout of a new enhancement to your favorite Merchant Services CRM. The new enhancement enables ISOs to send email notifications to selected users whenever a lead’s status changes—using the email address of the user who made the change. The notifications are sent out automatically via the CRM’s […]
New Feature: Live System Status Updates
We are excited to share that you can now track the system status of your favorite Merchant Services CRM via the System Status Page. The page is found at https://status.iriscrm.com and you can use it to: Check on the current uptime status of the various CRM services View real-time incident reports Subscribe to status updates Let’s take a closer look […]
All About the Worldpay Payment Gateway
Worldpay, now a subsidiary of FIS, is a global leader in electronic payment processing handling over 75 billion transactions annually worth over nine trillion dollars. Their payment solutions are used by over 20,000 businesses worldwide thanks to their product offerings and focus on providing solutions for businesses of all sizes and at all stages of […]
Understanding What Zapier Can Do When Integrates with IRIS CRM
Customer resource management is all about making sales and operations more efficient by automating what you can and supercharging the effectiveness of the rest. IRIS CRM does it better than anyone, bringing lead management, email and scheduling, billing and payments, marketing, and much more into a single platform. It even includes an industry-leading power dialer. […]
Learn More about IRIS CRM’s Advanced Paysafe Merchant Integration
Paysafe is a UK-headquartered online payments company that provides payment processing and online wallet services to companies around the globe. They offer payment solutions for online businesses as well as brick and mortar stores, and their Neteller and Skrill brands facilitate low-cost online money transfers between users. As one of the most popular processors in […]
What is an Independent Sales Organization?
Independent sales organizations – or ISOs – are an important part of the network connecting merchants to the financial services companies that handle the processing of their credit card, debit card, and ACH payments. But as ubiquitous as the term ISO has become in the digital age where electronic payment processing is king, a lot […]
Fiserv Card Payment Services – How a Synthesis of IRIS CRM and Fiserv can Benefit Your ISO
Fiserv has been providing payment solutions to forward-thinking merchants since 1984. They are now a global leader, having served thousands of institutions and millions of businesses all over the world. In 2019, Fiserv acquired First Data, another American merchant and payment services powerhouse, combining to form one of the largest payment processors in the world. […]
IRIS CRM offers Seamless Paya Services ACH Integration
Cash might not be obsolete yet, but electronic payments are already the preferred payment method of the vast majority of consumers and businesses alike. Debit and credit card payments are inarguably the most popular forms of electronic payment, but ACH payments are also extremely common. IRIS CRM, the payments industry’s leading customer resource management platform, […]
IRIS CRM Integrates Worldpay Merchant Services Seamlessly with Advanced Customer Resource Management
Worldpay Inc. was founded in 2017 when U.S. industry giant Vantiv acquired the British payment processor Worldpay for 10.4 billion dollars. Worldpay Inc. is now one of the biggest players on the world stage, processing billions of dollars in transactions around the globe annually. As a result, Worldpay is one of the most common processors […]
Why Sales Reporting is important to Independent Sales Organizations
“You can’t manage what you can’t measure.” With the immense amount of data available to businesses in the digital age, that old adage is truer now than it has ever been. Businesses now understand the importance of data in managing everything from individual employee performance to long-term capital projects and beyond. As a result, tools […]
IRIS CRM Offers the Best Phone System for Independent Sales Organizations, Built Right Into the CRM
Customer resource management tools have gained near-universal acceptance across all industries where sales and customer relations are key functions, and there are a number of great CRM tools on the market. But one unique feature that IRIS CRM brings to the table is the inclusion of a full-featured power dialer that provides a host of […]
What are MCC Codes and How Do They Impact Merchant Services?
Your clients depend on you to ensure that they receive the best merchant services possible and the best transaction rates you can possibly provide them. Merchant category codes, or MCC codes, play a big part in your ability to do both, so it’s important to understand what MCC codes are, how they’re set, how they […]