IRIS CRM ISO Management & Merchant Services Blog

Merchant Data Sharing
Featured Article New Feature: Merchant Data Sharing

Have you ever needed to transfer one or merchants from another IRIS CRM site to your site to support your merchants through a single source? IRIS CRM’s  Merchant Data Sharing feature is here to deliver client-to-client transfers quickly and securely without requiring IT resources to set up and maintain these data transfers.   ISOs with […]

Integrating Elavon with IRIS CRM Elavon Payment Processing – A High-Value Partnership for ISOs and Merchants Alike

Elavon is a leading global payment processor that has been providing innovative payment solutions to businesses around the world for over 25 years. Operating in ten countries around the globe and serving over 1.3 million customers, they now process over three billion transactions every year. Those numbers and their consistent rating as a top-five global […]

Global Search New Enhanchement: Global Search

We are back with a very quick and very useful new update to your favorite Merchant Services CRM. The Global Search box in the CRM’s top navigation bar has just been updated to show the 5 most recently viewed Accounts, Leads, and Helpdesk Tickets.   To view the recently viewed items simply click on the search […]

Status Trigger Notifications New Enhancement: Status Trigger Notifications

IRIS CRM is pleased to announce the rollout of a new enhancement to your favorite Merchant Services CRM. The new enhancement enables ISOs to send email notifications to selected users whenever a lead’s status changes—using the email address of the user who made the change.   The notifications are sent out automatically via the CRM’s Status […]

Payment Processing CRM Paysafe or Paypal Payments Pro – Which Offers More for Merchants and ISOs Alike?

Choosing a payment processor is a huge decision for any merchant that understands the major impact processing fees have on profitability. Two of the most popular merchant services provider are Paysafe and PayPal. While PayPal’s standard platform isn’t well suited to serious merchants, their Payments Pro platform competes directly with Paysafe and targets small, medium, […]

Customer Resource Management Payments The Benefits of Payment Integration with Customer Resource Management Tools like IRIS CRM

Customer resource management tools provide a wide variety of productivity and sales benefits for companies in all industries, and one area where advanced CRM tools like IRIS CRM really shine is in facilitating payments. IRIS CRM features a full billing and payments suite that enables users to take electronic payments right through the CRM. That […]

IRIS CRM Streamlines WorldPay Merchant Boarding and Portfolio Reporting IRIS CRM Streamlines WorldPay Merchant Boarding and Portfolio Reporting

In January 2018, Vantiv acquired WorldPay Group to form WorldPay Inc. in a blockbuster merger. Today, WorldPay is owned by FIS Global, a behemoth player in payment processing and money transfer that moves nine trillion dollars around the globe annually. WorldPay’s payment processing solutions are used by thousands upon thousands of merchants in the United […]

Integrating Elavon with IRIS CRM IRIS CRM’s Advanced Merchant Services Software Provides Elavon ISOs with Transaction Reporting and Portfolio Management Dashboards

Elavon is one of the world’s most popular payment processors, serving over one million businesses and processing over three billion transactions annually. Naturally, we’ve designed IRIS CRM to integrate seamlessly with Elavon, providing partnered ISOs and agents with a way to centralize their access to important account information, automate the data retrieval process, better manage […]

IRIS CRM’s Merchant Services Power Dialer How IRIS CRM’s Merchant Services Power Dialer Actually Increases Sales

One of the features that sets IRIS CRM apart from its competitors is the full-featured power dialer built right into the CRM. The power dialer replaces an office’s existing phone system, with the obvious benefits of saving money and streamlining calling operations. But it doesn’t stop there. The IRIS CRM power dialer actually increases a […]

IRIS CRM’s Paysafe Payment Processing Integration Supercharges Boarding and Reporting for ISOs and Agents IRIS CRM’s Paysafe Payment Processing Integration Supercharges Boarding and Reporting for ISOs and Agents

Paysafe is a leading provider of electronic payment solutions offering payment processing for both online and brick and mortar businesses. They offer fully integrated solutions direct to merchants as well as through partners agents and independent sales organizations (ISOs), and the company has recently taken steps to break into the lucrative and rapidly expanding in-game […]

Feature Spotlight: POST API File Upload Feature Spotlight: POST API File Upload

Your favorite Merchant Services CRM’s POST API feature enables you to have new incoming leads created automatically using the data collected from your web forms. For example, the following contact form can be used to collect information from your website visitors:     When a visitor submits the contact form, a new lead is created, […]

Client eMerchantView Shutdown Leads IRIS CRM To Integrate AccessOne Reporting Client eMerchantView Shutdown Leads IRIS CRM To Integrate AccessOne Reporting

At IRIS CRM, we’re constantly looking for new integrations to add to our customer resource management platform to improve its functionality and the value it provides to our valued users. In late-July 2016, First Data, one of the world’s leading merchant services providers, retired their eMerchantView reporting product. That retirement gave IRIS CRM the chance […]

New Feature: Live System Status Updates New Feature: Live System Status Updates

We are excited to share that you can now track the system status of your favorite Merchant Services CRM via the System Status Page. The page is found at https://status.iriscrm.com and you can use it to: Check on the current uptime status of the various CRM services View real-time incident reports Subscribe to status updates Let’s take a closer look […]

First Data First Data File Gateway Integration Migration Following Client eMerchantView Sunset

On July 26th, 2019, First Data finally completed the sunsetting of the Client eMerchantView reporting platform. While that retirement makes way for a new generation of account access and reporting tools, a major platform change is still often jarring for users. For non-CRM users, the eMarchantView portal is still up, but logging in simply directs […]

IRIS CRM Featured In The American Dream TV Show On Bloomberg IRIS CRM Featured In The American Dream TV Show On Bloomberg

This Saturday, August 17th, 2019 be sure to tune in to Bloomberg Television at 5:00 PM ET and catch the first episode of season two of The American Dream on Bloomberg!   The American Dream is a show that inspires its audience by telling the story of humble beginnings and delving into each entrepreneur’s journey. […]

Sales Integrated Phone System Auto Dialer Payment Processing CRM With Integrated Phone System Auto Dialer

One of the main goals of customer resource management is reducing wasted time and effort. While many CRMs do a good job of bringing together customer management tasks into a single platform, IRIS CRM, the industry leader in payment processor CRM technology, takes it a step further by including a fully-featured power dialer as well, […]

New Enhancement: Merchant SIC Code New Enhancement: Merchant SIC Code

Managing your merchants’ Standard Industrial Classification (SIC) codes has just gotten easier!   Your favorite Merchant Services CRM has received a new enhancement which provides the ability to assign SIC codes to merchants right from the Manage Merchant page.    To add the merchant’s SIC code click on the Edit Merchant link on the Manage […]

Feature Spotlight: Continuous Autodialing With Outbound Call Queues Feature Spotlight: Continuous Autodialing With Outbound Call Queues

Sales automation takes everyday manual and time-consuming tasks and automates them, enabling sales reps to spend more quality time on leads. Your favorite Merchant Services CRM comes with many cool automation features that help accelerate your sales process.   One such feature is the ability to assign Outbound Call Queues to sales reps in our Integrated […]

ZeroBounce Provide Unmatched Email Marketing IRIS CRM and ZeroBounce Provide Unmatched Email Marketing Delivery Rates

Mass emailing is an important part of a modern marketing mix. Email is considered less intrusive than calling, and people are often more than happy to provide their email addresses for marketing and advertising purposes. However, there are a number of pitfalls and traps that can seriously damage email marketing campaigns, making success all but […]

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