IRIS CRM ISO Management & Merchant Services Blog

Combine PDF Documents for E-Signature
Featured Article New Feature: Combine Multiple Documents for Streamlined E-Signature

We’re proud to share that we have added a powerful new feature to IRIS CRM’s e-signature workflow – Combine Multiple Documents for E-Signature! ISOs and ISVs can now combine and stack multiple documents such as MPAs, POS agreements, lease agreements, and gateway agreements on the fly when sending documents for merchants to e-sign. In the […]

payment industry news How to Come to the Rescue of Your Merchants
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Payments Industry Fraud News… Would it surprise you to know that US merchants are experiencing fraud percentages in the neighborhood of 1.32% to 1.47%? Would it surprise you to know that even though EMV is contributing to a drop in counterfeit card fraud, card-not-present (CNP) through online channels is exponentially on the rise? Further, would it surprise […]

Merchant Applications with eSignature Merchant Applications with eSignature: 3 Reasons You Can’t Afford to Miss Out
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Merchant Applications with eSignature: 3 Reasons You Can’t Afford to Miss Out Now that many businesses are paperless (and there are a number of reasons yours should be, not the least of which is preserving the environment), software is turning to making that paperless environment more efficient–and merchant applications with eSignature is one of the many ways […]

White-Labeled Merchant Portals What is the Truth About White-Labeled Merchant Portals?
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What do you think white-labeled merchant portals means to the payments industry?  Is it just as safe to use an unlabeled portal? Not so Fast … The fact, that an independent sales organization (ISO) offers their customer (the merchant) a white-labeled portal, should be reassuring to the merchant from the get-go! White-labeled merchant portals are a […]

dialer New Dialer Feature: Call Forwarding
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IRIS Dialer users can now forward their calls to an external number. For example, a merchant dials your office number and extension and the call will be forwarded to your cell phone if you are out of the office. Each added phone number has to be verified and the user must have an extension assigned to […]

Merchant Deposits Tour New Feature: Merchant Deposits Tour
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  We have added a new tour that is merchant facing. Clients that provide merchants access to our white labeled merchant portal will know that their merchants understand the benefits of the portal.   When a merchant logs into the portal they will see an 11 step tour. The tour will take them through all the parts […]

New Feature: Pop Alert for Ticket Notification New Feature: Pop Alert for Ticket Notification
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In the interest of efficiency and producing an intuitive design, we have added the ability to notify a user by a pop in when assigned to a ticket.     This new method of ticket notification is turned on by default. If you would like to shut it off please contact support@iriscrm.com For electronic payment […]

residual income Working Hard and Gaining From It: What Is Residual Income
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You’ve probably heard the saying “The rich get richer while the poor get poorer”. This is not necessarily unfair, as those getting richer are doing so by focusing on more than just active income. They are getting richer by using residual income to supplement that which they make actively. Now, to understand what residual income […]

FinTech Can FinTech Save the World?
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Fintech gets a bad rap The disruption that fintech has caused in the market often gets a bad rap. Critics point to Amazon for disrupting everything from booksellers to the record industry. Uber is viciously targeted by Taxi-cab unions for disrupting their livelihoods. Fin Tech also gets its share of blame from disrupting the banking industry. However, the industry […]

residual income New Feature: Profitability Reporting and Enhanced Residual Income Page
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IRIS CRM is excited to debut our residual income reporting module. As well as our enhanced Residual page that is now optimized and will load extremely quickly. IRIS CRM has added profitability data to the automated residual income calculation reports we offer.  IRIS clients can use this information to make important decisions on the fly. […]

dialer New Feature: Call Queue for the IRIS Dialer
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Clients using the IRIS integrated dialer can now set up call queues   Previously, if all dialer users were busy or not answering the phone the caller would be sent to voicemail.   Users can now establish a queue and keep callers on hold until they can answer the call   Each group (ie. support, […]

how to calculate residual income 5 Tips to Help You Verify Your Residual Income Calculation
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Do you ever find yourself spending more time trying to figure out how to calculate your residual income than you do signing new merchant relationships? Before working with a new payment processor, discover their calculation and payment methods for your residual commissions. In addition, you should get information on how they provide your residual reporting detail to you. […]

New Feature: Multiple File Upload New Feature: Multiple File Upload
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  You asked and we listened! IRIS CRM clients can now upload multiple files at once. Users are now able to add files to leads, the merchant profile tab, and Helpdesk tickets by dragging and dropping them or in one batch.   You will now see a new interface in the sections listed above You […]

Electronic Payments Breaking News Is Visa Trying to Eat an Elephant in One Bite with PayPal?
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Electronic Payments Breaking News   PayPal has been quietly making all the right moves since its inception in 1998. First, as Confinity, “a company that developed security software for handheld devices.” Then, with a steady progression of fascinating but somewhat convoluted moves, PayPal evolved into the unique position it now holds in the payments industry. […]

Merchant services crm Merchant Services CRM: Walmart’s New Mobile Wallet
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 Merchant Services CRM   In merchant services CRM news, Walmart has developed its own mobile payment wallet called Walmart Pay. It is available on iOS and Android through the Walmart shopping app. Walmart Pay does not use NFC to work so there was no change in terminals needed to process payments. The app uses QR code scanning […]

residual income calculation Processor Boarding Integration Refresher
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IRIS CRM can streamline boarding for multiple processors including: First Data Vantiv Priority (TSYS/Cynergy platform) Pivotal (TSYS USA platform) iPayment   An ISO with these relationships can submit a merchant to any of these processors from their IRIS site.  No need to log into the different processor tools and re-key everything they have already collected. IRIS […]

Merchant services crm In What Hot Payments Area Do You Need to Know More?
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Highlighting Mobile Electronic Payments–Breaking News… Payments by smartphone are the hottest concept going… Current events in the merchant services CRM industry are teeming with innovation, and everybody is getting on for the ride! You gotta love it! Convenience is the Buzz Word Convenience for mobile consumers–when paying bills, shopping for merchandise in a store or online, […]

Updated Email History Page – IRIS CRM Updated Email History Page – IRIS CRM
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IRIS CRM Feature Enhancement   IRIS CRM is excited to announce a complete update to the Email History page (formerly known as the Email Queue). You now have enhanced search and filter capabilities, and the page loads and updates in seconds.     To navigate to Email History go to Manage > Administration > View […]

call center software Featured on the Twilio Blog – Dimitri Akhrin Builds A CRM That Moves As Fast As Sales Organizations
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Dimitri Akhrin calls it how he sees it. If something’s broken, he’s going to fix it — right after he finishes telling you how broken that thing is. “Traditional reporting systems looked like Windows 95,” he quips. Akhrin saw that bank-provided portals were siloed and clunky. So, he built a system to consolidate and streamline […]

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