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 […]

Read more...

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 […]

Read more...

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 […]

Read more...

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 […]

Read more...

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 […]

Read more...

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 […]

Read more...

IRIS CRM Sales Tools Your Team Will Use Every Day to Drive Up Conversions and Close More Deals

Payment processing is a competitive industry, and to ensure your independent sales organization’s continuous growth and the health of your residuals portfolio, it’s crucial that you provide your team with the most modern tools available to help them succeed. IRIS CRM, the payments industry’s leading customer resource management platform, is designed specifically to help agents […]

Read more...

New Enhancements: Import Line Items & Select Ticket Due Dates

Your favorite Merchant Services CRM has just received two new updates—the ability to Import Residuals Line Items and Select Ticket Due Dates.   The residuals line items help ISOs to make adjustments in their residuals reports by adding income or expense line items to users or merchants. Previously, the adjustments could only be made one […]

Read more...

Redefining Mobile ISO Management with the IRIS CRM Mobile App

Independent sales organizations have long looked to IRIS CRM as the ideal tool to help them reclaim time, work smarter rather than harder, and improve sales processes and operations on an organization-wide basis. But one additional feature our loyal customers have often asked for is the ability to seamlessly manage and operate their CRM system […]

Read more...

IRIS CRM’s Advanced Merchant Portfolio Reporting Tools

You can’t manage what you can’t measure. Knowledge is power, and your ability to manage and lead your independent sales organization is directly related to the quality of business intelligence you have available to you. IRIS CRM, the payments industry’s leading customer resource management tool, understands that, and as a result, it includes one of […]

Read more...