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 […]

IRIS CRM: Zapier Playbooks To Sell More Merchant Accounts Zapier Playbooks To Sell More Merchant Accounts
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ZAPIER: Automatic Triggers Are the First Step in Automation What is an automatic trigger? An automation trigger is an initial input that kicks off the activation of an automated workflow. In a sense, an automation trigger is, quite literally, the first step in automation. Automation triggers can kick off an entire automated process in response […]

TRANSACT Connect 2020 IRIS CRM: Track Co-Sponsor at TRANSACT Connect 2020
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IRIS CRM will be participating as an exhibitor at the upcoming TRANSACT Connect conference, and we are inviting you to see us in action via Livestream. The event is a first-of-its-kind and comes at an extremely critical time for the industry – a time when selling online has never been more important. Register here! Visit […]

Do You Use Zapier to Move Data Do You Use Zapier to Move Data? Check Out IRIS CRM’s Zapier Integration
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Zapier is a platform designed to connect different web applications to allow users to streamline their workflows and make their days easier. The company has been around since 2011, and now, nearing a decade later, their system connects more than 2,000 different applications.  Effectively, Zapier acts as a middle-man, connecting different applications APIs and making […]

ISO Credit Card Processing Payments 101: What Is ISO Credit Card Processing?
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Once upon a time, cash was king, but in today’s digital world, electronic transactions have usurped the throne. According to a poll conducted by payment processing giant TSYS, 80% of consumers prefer debit and credit cards compared to just 14% who said they prefer cash. Merchants have long understood how important it is to accept […]

Improve the Productivity and Morale in Your Call Center How to Improve the Productivity and Morale in Your Call Center to Enhance Performance
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We live in an increasingly digital world, yet, traditional call centers are still as important as ever for the simple reason that calling is still seen as the most personal and, arguably, most effective means of communication. Salespeople know that outbound calling, including ever-controversial cold calling, works. On the customer side, when people have a […]

Residual Calculations Residual Splits: The Importance of Accuracy and Clarity in Residual Calculations
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An extensive, healthy residual portfolio is the goal of every independent sales organization, and the independent agents working for them. So, it should come as no surprise that the way you split those all-important residuals with your agents is fundamental. Not only do split percentages and residual agreements impact your bottom line, but they also […]

IRIS CRM Sales Tools Your Team Will Use Every Day IRIS CRM Sales Tools Your Team Will Use Every Day to Drive Up Conversions and Close More Deals
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Payment processing is a competitive industry, and to ensure your independent sales organization’s continuous growth and the health of your residuals portfolio, it’s crucial that you provide your team with the most modern tools available to help them succeed. IRIS CRM, the payments industry’s leading customer resource management platform, is designed specifically to help agents […]

New Enhancements: Import Line Items & Select Ticket Due Dates New Enhancements: Import Line Items & Select Ticket Due Dates
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Your favorite Merchant Services CRM has just received two new updates—the ability to Import Residuals Line Items and Select Ticket Due Dates.   The residuals line items help ISOs to make adjustments in their residuals reports by adding income or expense line items to users or merchants. Previously, the adjustments could only be made one […]

IRIS CRM Mobile App Redefining Mobile ISO Management with the IRIS CRM Mobile App
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Independent sales organizations have long looked to IRIS CRM as the ideal tool to help them reclaim time, work smarter rather than harder, and improve sales processes and operations on an organization-wide basis. But one additional feature our loyal customers have often asked for is the ability to seamlessly manage and operate their CRM system […]

Merchant Portfolio Reporting Tools IRIS CRM’s Advanced Merchant Portfolio Reporting Tools
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You can’t manage what you can’t measure. Knowledge is power, and your ability to manage and lead your independent sales organization is directly related to the quality of business intelligence you have available to you. IRIS CRM, the payments industry’s leading customer resource management tool, understands that, and as a result, it includes one of […]

COVID-19 COVID-19 and Remote Work
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Coronavirus continues to dominate the news and affect our way of life. We offer our deepest sympathies to those who have already been affected somehow. As the virus continues to spread, the health and well-being of friends, family, and our IRIS CRM clients remains our highest priority. We’re sharing the below resources to help answer […]

Purchasing Residuals: The Best Way to Grow Your ISO Purchasing Residuals: The Best Way to Grow Your ISO
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Constant positive growth is the goal of every business, and for independent sales organizations, growth is all about maximizing residuals. Residuals are the lifeblood of your business, and there are a number of ways to ensure they’re constantly trending upwards. Perhaps the most obvious is to have a constant stream of new, high-quality merchants coming […]

Top Communication Tools The Top Communication Tools for Your ISO, Built Right Into an Industry-Leading CRM
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Your ability to communicate directly impacts all aspects of your ISO’s business. From delivering an effective sales process to prospects, to guiding new merchants through the initial stages of getting their own businesses off the ground, to managing your agents, and everything in between, the success of your ISO is heavily dependent on great communication. […]

ISO Residual Calculations What Does ISO Mean? An Overview of Where an Independent Sales Organization Fit in Credit Card Processing
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If you’re new to the payment processing industry, one term you’ve likely seen over and over again with no real explanation is “ISO.” ISO stands for independent sales organizations – a term for businesses that resell payment processing services on behalf of the larger players like major banks, VISA, and Mastercard. Essentially, when a new […]

Is Speed Important when Processing Merchant Applications? How TurboApp Can Help Your Team Work Faster Is Speed Important when Processing Merchant Applications? How TurboApp Can Help Your Team Work Faster
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Your merchants are everything to your ISO because it’s through them that you build the all-important residual portfolio that will drive your success not only today but well into the future as well. Your formal business relationship with those merchants generally starts with the onboarding process – getting your newly signed merchant submitted to, and […]

Merchant Accounts How to Sell More Merchant Accounts and Grow Your ISO
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The growth and success of your independent sales organization – ISO depend on your ability to consistently bring in new merchants – and not just any merchants, but ones that represent high-quality, profitable, long-term partnerships. In many ways, it’s the skill of your independent agents and sales staff that drive the process, and the following […]

IRIS CRM – Now On Your Mobile Device IRIS CRM – Now On Your Mobile Device
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Your favorite Merchant Services CRM has just gone mobile!   You can now manage leads, merchants, and helpdesk tickets right from your iOS or Android devices on the go. Additionally, you can view residuals reports and make and receive calls using the CRM Power Dialer. How to Get the Mobile App Download your IRIS CRM […]

IRIS CRM Zap What is Zapier? How This Revolutionary New Technology is Taking IRIS CRM to the Next Level
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Zapier has quietly been revolutionizing the way businesses design their workflows since the company’s launch in 2011, but, while the popularity of the service has been skyrocketing in recent years, it’s still not as well known as it deserves to be. So, what is Zapier? Simply put, it’s a platform that offers the ability to […]

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