Category: Industry News

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 IRIS CRM Services and Pricing Explained
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If your sales team makes up part of the 44% of salespeople still using spreadsheets and email programs to store customer data and pricing, it’s time to reevaluate. Especially in the payments processing industry, where competition is high and deals move fast, you can’t afford informality as far as your customers are concerned. The global […]

IRIS Dialer How Important Are Dialer Metrics for Your Business?
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We may live in a world where texting reigns supreme and calls from robots are not out of the question. But when it comes to sales and support, there’s still something to be said about a voice-to-voice conversation. Dialer metrics can help you draw useful data from these conversations to push sales forward. 55% of […]

JARON RUCKMAN Lead of Product IRIS CRM At MWAA2019 Chicago
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Our Lead of product Jaron Ruckman is present at the 2019 MIDWEST ACQUIRERS ASSOCIATION (MWAA) Conference. MWAA 2019 CONFERENCE July 17-18, 2019 The Renaissance Schaumburg Convention Center Hotel 1551 N. Thoreau Dr. N. Schaumburg, IL 60173  

ISOs How Do Independent Sales Organizations (ISOs) Work?
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We’re frequently asked, “How do independent sales organizations (ISOs) work?”. The payments processing ecosystem is undergoing some major shifts. Digital payments are the way of the future, paving the way for digital and omnichannel providers to gain prominence.  Customers are becoming more and more comfortable with varied methods of transaction (e.g., mobile-in-store, voice, and chatbots). […]

The Green Sheet The Green Sheet Online – Privacy and social media: a delicate balance
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Our President, Dimitri Akhrin opinion was showcased in this issue. Dimitri Akhrin, president of IRIS CRM, concurred, stating that scrapers sometimes extract and use data in ways that companies didn’t intend when they made those sources available. As a Venmo user, he noticed Venmo profiles are public unless users toggle back the settings. Not every […]

Residual Calculations The Importance of Tracking Residuals Analytics for Your Business
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It’s one thing to have a tool in place for getting a job done. It’s another to have one that helps you get the job done more efficiently and effectively. Enter: the importance of tracking residuals analytics for your business. Based on results from a survey conducted in 2018, Statista reported that only 16% of […]

Why The Right Merchant Boarding System Makes All The Difference Why The Right Merchant Boarding System Makes All The Difference
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New merchant boarding is vital for establishing lasting relationships and long-term business success. If a new customer signs a contract with your merchant services company only to find their needs unmet or misunderstood at kick-off, the reaction will be to immediately question the partnership’s viability. The right merchant boarding process is crucial to customer retention […]

Merchant Services CRM The Must-Have Features Of Any Good Merchant Services CRM
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If you work in the merchant services industry, you know all too well how many moving parts are involved in day-to-day operations. Outside of continually trying to grow your business through sales, you’re also managing your current portfolio. It’s a never-ending balancing act. And in order to keep both sides in check, you need to […]

Payment Processing CRM The Best Payment Processing CRM For Your Merchant Services Business
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It’s no surprise that non-cash payments are on the rise. Customer shopping habits have shifted with the rise of e-commerce, forcing businesses to shift their own payment processing systems alongside them. In 2015 alone, consumers made 117.5 billion payments using non-cash payments with that number surely to continue increasing as payment processing evolves worldwide. Some […]

TRANSAC19 IRIS CRM ETA TRANSACT 2019 Gold Sponsor
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From April 30th through May 2nd, the payment industry gathered in the heart of Las Vegas – Mandalay Bay Hotel for one of the most popular events of the year. TRANSACT is where everyone — from large financial institutions to tech startups and entrepreneurs — gathers for insight into what’s new. It’s a chance for […]

How Essential Software Is Accelerating The Evolution Of Payment Processing Globally How Essential Software Is Accelerating The Evolution Of Payment Processing Globally
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For a long time, the payments industry was centered around countertop terminals in brick and mortar stores. These terminals operated via telephone lines and dial up connections, meaning processing moved at a glacial pace compared to the speed of today’s methods. Eventually, payment processors went the way of automation along with many other industries, with […]

2018 ETA Star Awards Technology Innovation Winner! 2018 ETA Star Awards Technology Innovation Winner!
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  Technology Innovation, IRIS CRM IRIS CRM was recognized for their technology that provides for creative solutions that promotes customer usability, increase profitability, or otherwise enable significant advances for the industry. IRIS CRM is a cloud-based application that helps companies in the payment industry close more deals, receive valuable analytics, and access payment networks through […]

Residual Income Keeping Track of Your Residual Income: Proper Metrics to Prevent Discrepancies
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Cash flow is the absolute lifeblood of businesses today, which makes residual income all the more important to your company’s survival. The problem with making residual income is that it can easily become lost in a maze of confusion if you don’t have the proper management software. Without proper calculations, it could end up causing […]

unlimited users IRIS CRM Has Moved To An Unlimited User Model!
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In an unprecedented move for the CRM space, we will no longer be charging customers per person licenses! Our team has extensive knowledge of the credit card processing landscape and we know that our customers deal with agent churn and inactive users very frequently. With that in mind, we wanted to make an impactful change that would benefit […]

TSYS TransFirst Transaction Reporting IRIS CRM is Now Integrated with TSYS TransFirst!
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We are pleased to announce that IRIS CRM is now integrated with TSYS TransFirst for merchant portfolio reporting!  The new integration with TransFirst presents yet another milestone in our endeavor to provide our customers with a means of consolidating their day to day operations into a single tool.   This is great news for TSYS […]

iPayment Partner Conference IRIS CRM – Proud Sponsor at the 2017 iPayment Partner Conference
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IRIS CRM was thrilled to be a part of the iPayment Partner Conference this year. iPayment hosted a wonderful event and provided valuable insight into the state of the industry and how they empower their partners. The networking was outstanding and it is very clear that iPayment is poised for an exciting future! Till next […]

AI Artificial Intelligence & Payments:The Truth About it All
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What is Artificial Intelligence? Most articles, appearing at this time of the year, commence with, “What’s happening in 2017?” However, even at this early point–the payments year 2017 is already almost out-of-date! In light of that statement, the reward for this anomaly goes to Artificial Intelligence (AI), which is the newest, “essential part of the technology […]

IRIS CRM to Exhibit at the NEAA 2017 in Boston IRIS CRM to Exhibit at the NEAA 2017 in Boston
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We are pleased and excited to announce that IRIS CRM will once again be exhibiting at the Northeast Acquirers Association’s (NEAA) annual gathering. The NEAA 2017 will be held from January 31st to February 1st at the Renaissance Boston Waterfront Hotel located in Boston’s scenic and recently redeveloped Seaport District. Now in its 32nd year, […]

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