Why IRIS CRM is Different

Sales Efficiency
CRM

The world of payment processing is changing. Evolving technologies are putting more power — and expectations — in the hands of merchants looking to keep up.

Small companies are looking to learn from big data, an increasing number of storefronts are moving towards accepting chip cards, and the need for payment security is at an all-time high. And for those in the payment processing industry, keeping up with these changes while growing a business is its own kind of challenge.

Luckily, there’s IRIS CRM. Built specifically with the payments processing industry in mind, IRIS offers a suite of solutions designed to maximize your business management processes.

Here’s what makes IRIS CRM different than other management systems on the market.

Simplicity, Simplicity, Simplicity

The merchant lifecycle can be a long and winding road. From lead to customer, every stage requires its own set of to dos. But tracking and managing them along the way doesn’t have to be overly complex.

In fact, IRIS is an acronym that stands for “Integrated Reporting is Simple.” A mix of automation, smart reporting, integrations, and tools for expedited merchant onboarding merges simplicity with advanced business management capabilities. With more functionality at your fingertips, you can more readily serve every merchant across the lifespan of an account.

One Centralized Ecosystem

You can find a tool for sales. You can find a tool for customer support. But if you’re looking for a tool that covers all of that and then some, look no further than IRIS CRM.

Our extensive set of tools covers the bases from marketing to merchant retention. You no longer need to spread departments thin and siloed across many platforms. With one centralized ecosystem, IRIS keeps teams in sync, while making it possible to learn and grow from automatically generated reports along the way.

Proactive Merchant Tracking

Managing quality relationships across your merchant base is as much about the reactive as it is the proactive. And while best-laid plans can account for both, there’s often not enough time in the day available for pinpointing problems before they become problems.

With IRIS CRM’s Merchant Tracker, however, you can automate processes for monitoring flight risks, identifying unsettled batches — setting up relevant notifications. These customer features allow you to better serve merchants in the moment and retain them for longer with personalized, proactive support efforts along the way.

Streamlined Data

Spend less time in spreadsheets and more time selling merchants on your services. Automated calculations eliminate the need for endless data entry on behalf of your sales team, giving them more time for what matters most.

Additionally, you reduce the risk of data duplicates and outdated merchant information. This gives your team the ability to better streamline merchant boarding processes. It provides fewer chances for human error and a single point of reference across multiple departments.

Ready to see how IRIS CRM can make a difference in managing the business operations of your payment processing solution? Take a free 30-minute tour or contact us today to schedule a customized demo.