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 […]

Another Helpdesk Enhancement! Another Helpdesk Enhancement!
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Flexible Status States   We have released another enhancement to the IRIS CRM Helpdesk. Users can now move a ticket back forth between the available Ticket Status states listed below:   New – ticket has just been created. Probably not assigned and not yet being worked on. Open – ticket is seen by users and […]

Residual Income Reporting Residual Income Reporting Issues – Top 4 Improvements
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ISOs are constantly trying to get a more granular understanding of their merchants. With more information, they are able to better manage their portfolios and initiate more compelling marketing campaigns.  Together, these efforts lead to more sales and profits for the ISO. Getting the right info requires sophisticated residual income reporting systems. Fortunately, there are now new platforms that improve […]

enhanced helpdesk Featured Functionality – Enhanced Helpdesk Is Now Merchant Facing!
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New and Enhanced Helpdesk   We have released a new, enhanced version of our internal Helpdesk tool! Besides some great visual enhancements and speed, we have also added the ability for merchants to open tickets directly through your portal. Merchants and your staff can learn about the new Helpdesk by pressing the Take a Tour […]

Electronic Payments Breaking News Study Finds Electronic Payments Have Positive Economic Impact
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A late 2015 study conducted by economic and financial analysis firm The Perryman Group found that electronic payments have added more than 23 million permanent jobs and an additional 12 percent to the gross domestic product (GDP).      The Daily Caller reported the electronic payments breaking news, sharing that there are two reasons that electronic payments are contributing to […]

Manage Voicemail Schedules New Feature Announcement!
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Manage Voicemail Schedules   We are excited to announce an enhancement to the integrated dialer in IRIS CRM. Users that have the dialer enabled can now setup multiple voicemail messages on different schedules to suit their needs. This further extends the capabilities of the integrated dialer and we are proud to show you how simple it […]

Electronic Payments Breaking News 5 Shocking Stories
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The breaking news about electronic payments are all over the board, ranging from data breaches to what’s going on with some of the biggest companies. Explore some of the stories going on now. Ashley Madison Experiences Major Data Breach Ashley Madison is an online dating website that promotes having an affair. They are still cleaning […]

merchant management Worldpay Security Risks Found
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Electronic Payments Breaking News: Worldpay security risks have been found with their electronic payment gateway set-up, as well as other trouble spots that have been outlined by security firms globally. Poor security seals on credit card details have been cited by a security researcher, and that’s just the tip of the iceberg. Watchers in the […]

New Feature Announcement! New Feature Announcement!
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Merchant Portal Signup – Through The HelpDesk   We have added the ability for any user with access to the helpdesk to invite a merchant to enroll in IRIS and gain access to their merchant reporting. Previously, only admin users were able to invite merchants to enroll. Step 1 To invite a merchant to enroll simply […]

Twitter AMA #IRISCRMchat: ISOs Discussing IRIS CRM for Scaling Sales Teams Twitter AMA #IRISCRMchat: ISOs Discussing IRIS CRM for Scaling Sales Teams
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STARTS IN [wpdevart_countdown text_for_day=”D” text_for_hour=”H” text_for_minut=”M” text_for_second=”S” countdown_end_type=”date” end_date=”15-04-2016 12:00″ start_time=”1460475704″ end_time=”0,1,1″ action_end_time=”hide” content_position=”center” top_ditance=”10″ bottom_distance=”10″ ][/wpdevart_countdown]   IRIS CRM will be hosting a Twitter Chat in the form of an Ask Me Anything session with the President of IRIS CRM, Dimitri Akhrin. The Twitter hashtag #IRISCRMchat will be used on April 15th at 12:00PM ET / 9:00AM […]

P2P Instant Payment Options P2P Instant Payment Options Electronic Payments Breaking News
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In a world where people want everything to happen faster and easier, instant person-to-person (P2P) electronic payments are a much sought after option. Listening to their clients, seven major U.S. banks are launching a mobile P2P Instant Payment Option that is expected to compete with PayPal and Facebook. Normally a P2P transaction can take one to three days to complete. […]

Residual Reporting Simplifying Your Residual Income Reporting
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Simplifying Your Residual Income Reporting As electronic payment options evolve, it’s almost impossible to run a profitable business without the ability to accept credit, debit and even gift cards. This means there are good, profitable opportunities out there right now for people interested in marketing credit card processing services to businesses. Accurate and transparent residual income […]

Study Shows the Positive Impact on the Global Economy Study Shows the Positive Impact on the Global Economy
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A recently announced study gave solid evidence for something those of us in the electronic payment industry have known all along – electronic payments are good for the economy. The study found that increased use of electronic payment products added $296 billion to GDP in the 70 countries in the study and raised household consumption […]

Portfolio Activity Monitoring (1) Featured Functionality: Portfolio Activity Monitoring
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Portfolio Activity Monitoring provides our clients with the information they need to make sure their portfolio is growing. Your success depends not only on how many businesses you sign, but how many you keep! Clients are able to see metrics in terms of transactions and volume. The booked volume chart shows clients how much volume […]

New Technology Combats Credit Card Fraud New Technology Combats Credit Card Fraud
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Combatting credit card fraud is a huge issue in electronic payments. According to an article published on March 3, 2016 by Market Wired, “A recent survey conducted by Vantiv and Socratic Technologies found more than 40 percent of consumers have fallen victim to either credit or debit card theft or fraud.” Most credit card companies have moved […]

Featured Functionality: Datawire Provisioning Featured Functionality: Datawire Provisioning
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IRIS CRM has an integration that allows Datawire Provisioning for our First Data clients. Once a merchant cycles and appears in the system our clients can provision Datawire accounts for many terminals. Below is a small sample of terminals we support. We recently added support for the FD130 and VX520, two popular terminals that support EMV. […]

Apple Pay Now Available in China Apple Pay Now Available in China
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In mid-February, Apple announced that Apple Pay is now available in China. This is breaking news in electronic payments since China is now Apple’s second-largest market, and may eclipse the Americas as Apple’s largest market by 2017, if growth continues.  Apple recently opened its 33rd retail location in Qingdao, China on January 30, 2016. China is likely to be a huge […]

Featured Functionality: Deposit Exceptions Featured Functionality: Deposit Exceptions
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Don’t let the name fool you. Our Deposit Exceptions report deals with way more than deposits. This report is another great retention tool specifically for our First Data ISO clients. IRIS has a wealth of experience with First Data.  We know the keywords they like to use to describe the most common issues your merchants face. […]

Visa recently made their Token Service available to auto manufacturers, with the hope of increasing car-based commerce. Visa Enables Electronic Payments Right From Your Car
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With the advent of wearable technology, smart phones, and electronic payments, paying for everyday purchases has become incredibly easy. A simple swipe of the wrist or pass of your phone and you’re good to go. Could it be any easier? Visa seems to think so. In fact, their most recent innovation makes payment so easy, […]

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