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 […]

TSYS Equipment and VAR Management on Demand New Feature: TSYS Equipment and VAR Management on Demand
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We are excited to share that your favorite Merchant Services CRM now comes with the ability to Manage TSYS Equipment and VARs On Demand. TSYS Wholesale ISOs can now view up to date information on merchants’ TSYS terminals and software, as well as add new equipment as required. You can find the list of the […]

ISO Merchant-Level Metrics ISO Merchant-Level Metrics – How CRM Offers an Improved Awareness of Merchant Data and Performance
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It can be extremely easy to ignore your ISO’s merchant-level metrics because they drill information down to a level you may not think you need. Portfolio-wide and processor-wide metrics provide a much larger-scale overview of your ISO’s profitability, and with profitability at the top of mind, it’s tempting to dig no further. But that’s a […]

Copy Existing Email Templates New Feature: Copy Existing Email Templates
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Your favorite Merchant Services CRM has just received a new feature update—the ability to copy existing Email Templates.   By creating email templates in your CRM, you can save your sales reps tons of time and ensure consistent messaging from your team to your clients. You can also add your brand identity to your messages […]

Mobile Lead Management Mobile CRM and the Many Advantages of Mobile Lead Management
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Customer resource management software is a mission-critical tool for all ISOs that prioritize growth. The sales and productivity features offered by high-end CRM platforms are invaluable to finding, signing, and serving new merchants, and, in turn, to your ISO’s residuals. But the major flaw in most traditional CRM platforms is that they’re web-only, requiring users […]

How to Become an ISO and Start Selling Merchant Services How to Become an ISO and Start Selling Merchant Services
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Payment processing can be a very profitable industry, and as a result, it attracts its fair share of entrepreneurial individuals. Independent sales organizations are one of the most business types for new entrants breaking into the industry because they offer both the potential for excellent earnings as well as the flexibility to operate as an […]

Feature Requests and Bug Fixes New Feature: Shape IRIS CRM’s Roadmap by Voting on Feature Requests and Bug Fixes
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We are super excited to share that your favorite Merchant Services CRM now comes with a built-in feedback tool! CRM users can now share their feedback with the IRIS CRM team and other users by sending feature requests or bug reports right from the CRM. We encourage users to use the new feedback tool to […]

Does Your Business Use Voicemail Drop? Does Your Business Use Voicemail Drop?
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How IRIS CRM can Save You Time by Eliminating “Waiting for the Beep.” Telephone sales is a numbers game in which an agent’s success is highly influenced by how many sales calls they can make each day. But in a high-volume environment, for every lead that picks up and engages in a call, there’s an […]

Aurora Payments Integration New Integration: Aurora Payments Merchant Portfolio Reporting
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We have just completed the integration of Aurora Payments Merchant Reporting into your favorite Merchant Services CRM!   ISOs can now add a new Aurora Payments datasource in the CRM and use it for retrieving transaction reporting data for accounts that are processing through the Fiserv (First Data) and TSYS networks.   Let’s see how you can enable […]

Priority Payments MX New Integration: Priority Payments MX Connect Reporting
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We are pleased to announce that IRIS CRM has completed its integration of Priority Payments MX Connect Merchant Portfolio Reporting!   ISOs can now view MX Connect merchant information, chargebacks, and daily batches with transactions right inside their Merchant Services CRM.   Enabling the new integration on your site takes only a couple of easy steps. […]

TRANSACT CONNECT 2020 - Webinar Replay TRANSACT CONNECT 2020 – Webinar Replay
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IRIS CRM participated as an exhibitor & co-sponsor at the TRANSACT Connect conference. The event was a first-of-its-kind and it came at an extremely critical time for the industry – a time when selling online has never been more important.   During the event, IRIS CRM explained, how to use our Zapier Integration to help you sell […]

TurboApp Merchant Boarding – How IRIS CRM’s Revolutionary Boarding Tool Can Benefit Your ISO TurboApp Merchant Boarding – How IRIS CRM’s Revolutionary Boarding Tool Can Benefit Your ISO
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Merchant onboarding is one of the key functions your ISO’s team handles. Once an agent has recruited a new merchant and closed the deal with a signed MPA, it’s the boarding process that facilitates getting that merchant to a point where they’re actually processing transactions and, most importantly, earning your ISO residuals! That means handling […]

Google Maps Integration New Enhancement: Google Maps Integration
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Entering a client’s address information has just gotten easier. We are pleased to announce that your favorite Merchant Services CRM now integrates with Google Maps. The new integration enables you to automatically fill in the address fields by selecting matching search results returned by Google Maps.   Simply start typing the address in the address […]

Automated Fiserv North Boarding Pricing Warnings Automated Fiserv North Boarding Pricing Warnings
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We have now added an additional layer of data validation for Fiserv North merchants, to ensure that the International and Association fees are filled in correctly before submitting an application. An application for boarding new merchants to a payment processor typically consists of hundreds of fields that need to be filled in. If you’ve ever […]

Upload Lead Files To TurboApp New Enhancement: Upload Lead Files To TurboApp
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The TurboApp has just received a new enhancement—the ability to upload lead files in new applications. The TurboApp offers a merchant boarding platform, enabling ISOs to board merchants to most of the major processors four to seven times faster than traditional manual entry, resulting in capacity improvements of up to 500%. With today’s update, we […]

View Ticket Comments History New Feature: View Ticket Comments History
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We are back with a quick update. Your favorite Merchant Services CRM now comes with the ability to show the history of the Helpdesk ticket comments.   Viewing the history of the ticket’s comments is useful when you need to retrace your steps in order to get a better understanding of what has been happening […]

Send Secure PDFs New Feature: Send Secure PDFs
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We are pleased to announce that the E-Signature feature in your favorite Merchant Services CRM now comes with the ability to send the agreements as secure PDFs.   E-signature technology allows you to: automate a large portion of your workflows related to document preparation and management securely store and retrieve documents as needed from anywhere […]

ISOs Improvement IRIS CRM Helps ISOs Improve Their Operational Efficiency
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Inefficiencies drive up costs in all industries, and the cost is the mortal enemy of profit. In the payment processing industry, eliminating inefficiencies can both reduce costs and help to maximize an ISOs residual portfolio, and IRIS CRM – the payments industry’s leading customer resource management tool – has been designed specifically to help with […]

Merchant Services Calling Center Platform What to Look for in a Merchant Services Calling Center Platform
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There is no shortage of calling to be done in the merchant services industry, and whether it’s outbound sales calls being made by your team of agents, or inbound support calls coming in from your client merchants, your ISO stands to benefit greatly from anything that streamlines and enhances the process. As a result, many […]

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