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 […]

Merchant Services Business ISO Sales Tips to Help Grow Your Merchant Services Business
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Ecommerce is rapidly becoming the go-to shopping method for an entirely new generation of consumers. In 2018, almost 40% of holiday sales were made on the web, and brick and mortar stores all over the world are feeling the pressure of online competitors ranging from giants like Amazon to the smallest mom-and-pop web stores. As […]

Call Center Software Call Outcomes: What Are They Good For?
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Calling is an important part of the sales process and a key tool for delivering elevated customer service. But successful calling programs, especially when it comes to sales, require careful management. Since you can’t manage what you can’t measure, any data points that can be pulled from both successful and unsuccessful calls are of great […]

Get IRIS CRM API Integration Documentation for Fiserv First Data, TSYS, WorldPay, and Vantiv ISOs Get IRIS CRM API Integration Documentation for Fiserv First Data, TSYS, WorldPay, and Vantiv ISOs
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IRIS CRM is the leading customer resource management software in the payments industry thanks to its robust set of productivity, sales, and administration features designed specifically with the needs of independent sales organizations, merchants, and other financial institutions in mind. But IRIS CRM’s functionality doesn’t stop with the CRM itself, because IRIS CRM’s open application […]

Phone Support and Customer Service IRIS CRM Revolutionizes Phone Support and Customer Service
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While customer service and support are continuously moving towards online-only systems, most customers still prefer contact with a human support agent over the phone. Being denied that service is incredibly frustrating, and your ISO’s valued merchants deserve better. That’s why IRIS CRM’s built-in power dialer is such a powerful tool for ISOs looking to elevate […]

IRIS CRM 9th Anniversary – Kevin O’Leary “Mr. Wonderful” from Shark Tank Congratulates IRIS CRM IRIS CRM 9th Anniversary – Kevin O’Leary “Mr. Wonderful” from Shark Tank Congratulates IRIS CRM
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Last week on November 1st, IRIS CRM became nine years old. Our team, partners, and friends sent us many good wishes, but we want to highlight this special message from Kevin O’Leary “Mr. Wonderful” check it out:

Fiserv Card Payment Services Fiserv First Data Omaha AccessOne Integration
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In 2019, Fiserv acquired First Data, at that time the world’s biggest payment technology firm. The newly merged giants now serve over six million merchants and thousands of financial institutions in over 100 countries. With over $15 billion in annual revenues, reselling Fiserv payment processing solutions represents an enormous opportunity to independent sales organizations, just […]

IRIS CRM and TSYS – A Powerful Integration The Leading CRM Solution for the TSYS Integrated Payment Processing Gateway
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TSYS is one of the world’s most popular payment processors, serving over 800,000 merchants around the globe. That reach makes it a key partner for independent sales organizations looking to maintain a steady stream of new merchants to ensure maximized growth. IRIS CRM, the leading TSYS merchant services CRM, is designed to integrate seamlessly with […]

Sales Integrated Phone System Auto Dialer Benefits of Using a Call Recorder in a Telephone Sales Environment
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As the old adage goes: if it ain’t broke, don’t fix it. And that perfectly describes telephone sales – a sales medium seen by some as archaic and outdated, but one which the numbers show is still as effective as ever. As a result, companies continue to use telemarketing, phone sales and prospecting as effective […]

User Notification Settings New Enhancement: User Notification Settings
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Your favorite Merchant Services CRM has received a new enhancement to the User Settings page, enabling users to exercise more control over the email and popup notifications they receive.   The email and popup notifications can now be enabled or disabled for every type of event that can occur in the CRM:     With the […]

Track Call Outcomes New Feature: Track Call Outcomes
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Tracking your organization’s sales and customer support call outcomes can have a huge impact on call center productivity and user collaboration. By tracking the outcomes your sales managers can get valuable information on call performances and use that information to optimize the sales process further.   We are pleased to announce that your favorite Merchant […]

Outlook Emails New Enhancement: Sync Outlook Emails
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Your favorite Merchant Services CRM now automatically syncs your Outlook emails with CRM leads! The new enhancement is a part of the Microsoft Outlook Integration which was released earlier this year.  The integration enables ISOs to: Send emails to leads from a personal Outlook account.  Set up Outlook email for group notifications when new lead notes are posted. […]

Fiserv PASO Fiserv PASO Reporting
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As Fiserv ISOs on the Omaha and North platforms are aware, Fiserv is moving from the Legacy Residual reports to PASO (Product Reporting And Sales Compensation Overhaul) reporting.   PASO is a complete overhaul to the Fiserv residual program. One of PASO’s primary goals is to reduce the number of reports needed to reconcile an […]

Successful Independent Sales Organization 3 Effective Ways to Become a More Successful Independent Sales Organization
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Independent sales organizations are an important part of the payment processing ecosystem, representing payment processors and acting as a bridge between them and the merchants that utilize payment processing services. ISOs often work with a number of different payment processors, a team of independent agents, and a small sea of merchants. That can make keeping […]

All About the Worldpay Payment Gateway All About the Worldpay Payment Gateway
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Worldpay, now a subsidiary of FIS, is a global leader in electronic payment processing handling over 75 billion transactions annually worth over nine trillion dollars. Their payment solutions are used by over 20,000 businesses worldwide thanks to their product offerings and focus on providing solutions for businesses of all sizes and at all stages of […]

Understanding What Zapier Can Do When Integrated with IRIS CRM Understanding What Zapier Can Do When Integrated with IRIS CRM
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Customer resource management is all about making sales and operations more efficient by automating what you can and supercharging the effectiveness of the rest. IRIS CRM does it better than anyone, bringing lead management, email and scheduling, billing and payments, marketing, and much more into a single platform. It even includes an industry-leading power dialer. […]

Paysafe Learn More about IRIS CRM’s Advanced Paysafe Merchant Integration
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Paysafe is a UK-headquartered online payments company that provides payment processing and online wallet services to companies around the globe. They offer payment solutions for online businesses as well as brick and mortar stores, and their Neteller and Skrill brands facilitate low-cost online money transfers between users. As one of the most popular processors in […]

Independent Sales Organization What is an Independent Sales Organization?
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Independent sales organizations – or ISOs – are an important part of the network connecting merchants to the financial services companies that handle the processing of their credit card, debit card, and ACH payments. But as ubiquitous as the term ISO has become in the digital age where electronic payment processing is king, a lot […]

Fiserv Card Payment Services Fiserv Card Payment Services – How a Synthesis of IRIS CRM and Fiserv can Benefit Your ISO
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Fiserv has been providing payment solutions to forward-thinking merchants since 1984. They are now a global leader, having served thousands of institutions and millions of businesses all over the world. In 2019, Fiserv acquired First Data, another American merchant and payment services powerhouse, combining to form one of the largest payment processors in the world.  […]

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