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 […]

Featured Functionality: MerchantTracker Featured Functionality: MerchantTracker
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IRIS CRM has a host of retention and proactive customer service tools. Today we are going to talk about MerchantTracker. Retention and customer service are very important in the payments industry and IRIS clients gain an edge on other ISOs. Clients that are working with supported processors can take advantage of MerchantTracker right out of the […]

AccessOne Integration IRIS CRM Now Integrated with AccessOne!
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Integrated Reporting is Simple (IRIS CRM) is proud to announce our merchant services CRM system is now integrated with First Data’s AccessOne solution. IRIS enables automatic boarding of merchants through TurboApp, as well as the ability to view transactions and other account information for merchants placed with First Data and other networks. IRIS integration’s provide additional value for our client base, […]

Document Storage Featured Functionality: Document Storage
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IRIS CRM provides document storage for its clients. Clients can create categories with sub categories and store commonly used documents in the appropriate location.  Visibility to certain documents or categories can be controlled by permission. Document storage is useful for things like merchant applications, technical support documents and sales/marketing materials.  It gives users a centralized destination […]

Electronic Payments Breaking News Vantiv to stop processing payments for Draftkings and FanDuel
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Daily fantasy sports crowded the airwaves for the past year. Millions of people flocked to these sites to draft players and earn money. Daily fantasy sites have made a huge sum of money, but the tables are turning. Several state governments are classifying daily fantasy sports as gambling, and now companies are starting to react. […]

Clover Go is an innovative new mobile payment system that has incorporated an EMV reader. First Data Introduces Clover Go
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First Data has been a leader in the payment processing industry for years. The company prides themselves on their payment being efficient and secure. Mobile payment systems are a growing trend, as entrepreneurs look for new ways to make sales. First Data has recognized this trend and they recently announced Clover Go, a new mobile […]

Marketing Pop-ups Featured Functionality: Marketing Pop-ups
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IRIS CRM clients are able to upload media such as click-able images to appear when users log in.  The feature is extremely useful for marketing value added services to merchants when they first log into their merchant portal.  Another creative way to use marketing pop-ups is to notify agents of necessary updates or training when they first […]

Sales Efficiency Tips to Improve Communication with Your Sales Team Four Sales Efficiency Tips to Improve Communication with Your Sales Team
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Trying to create sales efficiency with your CRM goes beyond just improving customer service in your company. While it’s essential to keep up communication with your sales leads, properly linking up with your sales team is mandatory to help increase profits. Attempting to get every department on the same page was once a Herculean task back […]

First Data Announces End of Life for MSO and MAE+ First Data Announces End of Life for MSO and MAE+ Tools
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This week, First Data announced that the official end of life for boarding tools used by Retail ISOs, MSO and MAE+, is approaching in Q2 of 2016. All clients using these tools will need to migrate by 04/01/2016 to the One Stop merchant on-boarding tool via AccessOne℠. IRIS CRM is the first third party to […]

Liability and EMV: The Need For Upgrades Liability and EMV: The Need For Upgrades
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Earlier this year, at least fifty people were reported to be victims of credit card fraud at a San Anselmo gas station in California. According to Marin Independent Journal, physical skimming devices were the culprits of this security breach and had to be removed from the pumps. Similar incidents are being investigated in adjacent counties. […]

New Feature Announcment! Voicemail Drop New Feature Announcement: IRIS CRM Voicemail Drop
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Voicemail Drop Feature Description: IRIS CRM has added a great new feature to our integrated dialer, voicemail drop, to assist sales teams by automating the manual and repetitive process of leaving a voicemail. Through our research, we learned that almost 30% of outbound phone calls made result in an answering machine being reached. Every opportunity to […]

NEAA 2016 NEAA 2016
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Dimitri Akhrin and Jason Weinberger receiving the first place award in the Catapult competition at the NEAA 2016

Sales Tools 4 Great Lead Generation Sales Tools
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Cold calling is an old yet trusted method of lead generation. However, it is often frustrating and time-consuming. There are more efficient and effective ways of generating sales leads in today’s market. Below are four great lead generation sales tools.   Trade shows and exhibits – This provides a great opportunity for businesses to have face-to-face […]

CRM Adoption Tips Our New Year’s CRM Adoption Tips
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The New Year is a great time to get employees focused on new ways to rev up sales. Check out some of our easy CRM Adoption Tips. If your company has a customer relationship management (CRM) system as an ongoing resource, it includes many tools for your sales team. We love these tips to help your company get started in the New […]

This is an image of the IRIS CRM Helpdesk Task reminder functionality. Featured Functionality: Helpdesk Tasks
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IRIS CRM is proud to announce that we have added a new feature to our Helpdesk system called “Helpdesk Tasks”.   This will be useful for when a ticket is waiting on something. For example, a response back from a processor or a rep needing to collect a document.   Users can create a task so that […]

CRM Adoption Tips Seven CRM Adoption Tips You Can’t Live Without
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Selecting the right CRM for your organization is a big step.  After the endless internal meetings to discuss and convince the appropriate people it’s justified and the external research to find the right vendor, the last thing you want is for the implementation to go wrong. Unfortunately, study-after-study has shown the failure rate of CRM adoption […]

ISOs Express Diversity and Watch Your Business Grow: Advantages to Breaking Language Barriers
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Have you asked yourself how business could be better? There comes a time where every established business owner stumbles upon this question, not necessarily because they’re unsuccessful or not working hard enough. Sales could be great! But, there’s always some new, exciting way to attract more clients and sometimes more customer relations are what a business needs. With […]

Proposal Generator Featured Functionality: Proposal Generator
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Anything that an ISO owner could do to help sales reps close more accounts in a quick and easy way is paramount.  Creating proposals are one of those things. However, we all know that creating those proposals may not be the easiest or pleasant thing your team members have to do. Well not anymore! Our easy to use proposal […]

First Data IPO First Data IPO: Big, but not as big as hoped
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First Data knows how to go big. Handling nearly half of all card transactions in the U.S., it is a major force. All totaled, the company provides services for six million business locations and 4,000 financial institutions in 118 countries. The payment-processing giant made more big news this fall. October 15, 2015, First Data began […]

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