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 […]

Merchant Services Dialer Merchant Services Dialer – Feature Update
Read More

IRIS CRM added a great improvement to our integrated merchant services dialer this week. Our merchant services dialer now allows for the enabling and disabling of call recording based on area code and by outgoing or incoming calls. According to DMLP, at this time, eleven states require the consent of every party to a phone call or […]

residual income formula #MWAA2016 Roars in on the Heels of the 2016 R.N.C.! Will U be There?
Read More

The folks in Cleveland, Ohio will hardly have time to catch their breath after the 2016 Republican National Convention when the #MWAA2016 arrives on the scene–a mere four days later–bringing with it a feature-packed agenda to the Renaissance Cleveland Hotel, located right on Public Square in downtown Cleveland! From the afternoon of Tuesday the 26th of […]

FinTech What Everyone Needs to Know About FinTech
Read More

Hypothetically speaking, it is early on a Monday morning, and a banker in Thailand just woke up with another headache. It was like having had his worst nightmare—but for real! The fintech digerati had gone from nibbling at his assets to eating them up in great bytes! What is Fintech? The term, fintech, a contraction for […]

MWAA IRIS CRM Welcomes You to the Midwest Acquirers Association Trade Show
Read More

One of the best ways to network and find new strategic alliances in your business is attending trade shows. IRIS CRM understands this and we are going to be attending the MWAA tradeshow at the end of July. We look forward to the time where we get to meet new contacts and continue networking with our previous customers. […]

Building Relationships Through CRM Building Relationships Through CRM
Read More

One aspect of CRM that often gets overlooked, is the capacity for building relationships with customers. A huge complaint that many customers are having across the board, is that they are tired of talking to a computer; or a person that may as well just be a computer. No one enjoys getting canned responses. It […]

Mass Assigning Leads Mass Assigning Leads
Read More

Featured Functionality: Mass Assigning Leads   Last week we discussed how to mass upload a list of leads using the IRIS CRM Lead Importer. This week we will talk about how to mass assign those leads to your sales reps using our Manage Unassigned Leads tool.   To get started please navigate to Leads > […]

Brexit The Brexit: A Fintech Industry Shake Up?
Read More

Currently, London is a major hub of FinTech. It has secured $5.4 billion dollars alone, and dominates the scene. Through their central location, and access to the entirety of the European Union they are able to quickly spread their technology to the entirety of the area. It is this access to the EU that originally […]

Fin Tech FinTech Products Revolutionizes the Financial Industry
Read More

New financial technology firms are threatening the traditional financial areas such as insurance, banking, and asset management by making new financial products that meet the needs of this fast changing world at a lower cost and with greater efficiency. PricewaterhouseCoopers released a report named “Financial services technology 2020 and beyond” (http://www.pwc.com/gx/en/industries/financial-services/publications/financial-services-technology-2020-and-beyond-embracing-disruption.html) According to the PricewaterhouseCoopers report, financial […]

Lead Importer Featured Functionality: Lead Importer
Read More

  Clients can mass upload a list of their leads to their IRIS CRM site using the built in Lead Importer tool. Leads can be grouped by Campaign, Lead Source, Group and Status State during the import.   Pre-Import Preparation:   Prior to importing a lead list is a great time to make sure that your […]

5 Reasons to Accept E-Signature 5 Reasons to Accept E-Signature
Read More

Not too long ago, a person’s word was their bond. And most of them signed contracts with an X. That’s one reason many contracts needed co-signatures from witnesses, though many of them also signed with an X. Even when education improved to the point where almost everybody could sign their name, that didn’t mean they […]

Integrated Dialer Three Benefits of Integrating a Dialer With Your CRM
Read More

Integrating a dialer with your CRM platform is an ideal way to streamline and grow your business. These systems are often integrated together because of the benefits they provide. The following are just a few benefits of having a dialer integrated with your CRM. It helps you get organized. By integrating your dialer system with […]

Featured Functionality: PCI Compliance Boarding Featured Functionality: PCI Compliance Boarding
Read More

Automate Boarding Merchants to ControlScan and PCI Compliance LLC   First Data ISOs can automate another typically manual process by using IRIS CRM‘s PCI compliance integrations. After you connect ControlScan or PCI Compliance LLC to your IRIS CRM site, you can automatically board new merchants and remove closed accounts. Your ISO will have one less task […]

Integrated Dialer The Benefits of Using an Integrated Dialer
Read More

CRM, or Customer Relationship Management, allows businesses to form more personal relationships with customers, and in the long run increase sales. Using an integrated dialer with a CRM has many benefits to the company. Listed below are three reasons having a dialer coupled with the CRM will benefit your business. It can record calls to help […]

Featured Functionality: Custom CSS Featured Functionality: Custom CSS
Read More

Customize Site Styling with CSS   Moving forward you can customize more than just your company logo.   We have seen clients do some gnarly customization and hope you will too!   You can change the color scheme, background image, hover effects of the menus and more.   To customize CSS go to Manage > […]

eSignature Three Reasons You Should Use E-Signature
Read More

The electronic signature process enables businesses to simplify the task of obtaining a signature. The following are a few reasons you should choose to use e-signature rather than using physical documents to obtain signatures.   It is safe and secure. Electronically signed documents are safer and more secure when compared to paper documents. E-signed documents […]

Featured Funtionality: Appointment Board Featured Funtionality: Appointment Board
Read More

IRIS CRM has the ability to track the appointments set by your sales reps and telemarketers. The appointment board can be used as a competitive motivator for call centers.  The appointment board can be put on a TV in a call center and show the callers all their stats for the week. The board tracks […]

3 reasons that you should use a niche CRM 3 reasons You Should Use A Niche CRM
Read More

There are many Customer Relationship Management (CRM) systems out there in a variety of sizes and costs that do different functions needed for any business, especially for those that are sales and customer based. However, there are some great advantages to using a niche CRM software vs some of the bigger brands like Salesforce. A niche CRM is […]

Residual income How to Tell if Your Residual Income Reporting is Accurate
Read More

One of the most important aspects of doing business to an ISO is residual income reporting. Without accurate payments, ISOs do not have the discretionary income to budget and plan their business well. As a result, they can not scale and grow efficiently. Residual Income reporting must be clear with limited surprises and tune ups. For all parties […]

Schedule Demo