Why Are People Still Using Outlook in 2019?

Outlook is still one of, if not the most popular email tools being used in offices. That might seem confusing to Google and Apple users, to whom Outlook might seem like an outdated application. And, to be fair, Outlook has been around for a long, long time, and it didn’t always have the greatest reputation […]

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Is Your ISO Looking for a Paysafe CRM? IRIS CRM is the Leader in Paysafe Customer Resource Management

Paysafe is a global leader in electronic payment processing, providing services to merchants all over the globe, both direct and through independent sales organizations like yours. Their robust set of merchant solutions makes them a popular choice for both online and in-store processing, and more recently, even in-game payments. Partnered ISOs reselling Paysafe’s services benefit […]

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Get IRIS CRM API Integration Documentation for Fiserv First Data, TSYS, WorldPay, and Vantiv ISOs

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 […]

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IRIS CRM Revolutionizes Phone Support and Customer Service

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 […]

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Fiserv First Data Omaha AccessOne Integration

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 […]

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Benefits of Using a Call Recorder in a Telephone Sales Environment

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 […]

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New Enhancement: User Notification Settings

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 […]

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New Feature: Track Call Outcomes

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 call 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 […]

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Fiserv PASO Reporting

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 […]

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