Category: IRIS CRM 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 […]

Priority Payments MX New Integration: Priority Payments MX Connect Reporting
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We are pleased to announce that IRIS CRM has completed its integration of Priority Payments MX Connect Merchant Portfolio Reporting!   ISOs can now view MX Connect merchant information, chargebacks, and daily batches with transactions right inside their Merchant Services CRM.   Enabling the new integration on your site takes only a couple of easy steps. […]

TRANSACT CONNECT 2020 - Webinar Replay TRANSACT CONNECT 2020 – Webinar Replay
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IRIS CRM participated as an exhibitor & co-sponsor at the TRANSACT Connect conference. The event was a first-of-its-kind and it came at an extremely critical time for the industry – a time when selling online has never been more important.   During the event, IRIS CRM explained, how to use our Zapier Integration to help you sell […]

TurboApp Merchant Boarding – How IRIS CRM’s Revolutionary Boarding Tool Can Benefit Your ISO TurboApp Merchant Boarding – How IRIS CRM’s Revolutionary Boarding Tool Can Benefit Your ISO
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Merchant onboarding is one of the key functions your ISO’s team handles. Once an agent has recruited a new merchant and closed the deal with a signed MPA, it’s the boarding process that facilitates getting that merchant to a point where they’re actually processing transactions and, most importantly, earning your ISO residuals! That means handling […]

Google Maps Integration New Enhancement: Google Maps Integration
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Entering a client’s address information has just gotten easier. We are pleased to announce that your favorite Merchant Services CRM now integrates with Google Maps. The new integration enables you to automatically fill in the address fields by selecting matching search results returned by Google Maps.   Simply start typing the address in the address […]

Automated Fiserv North Boarding Pricing Warnings Automated Fiserv North Boarding Pricing Warnings
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We have now added an additional layer of data validation for Fiserv North merchants, to ensure that the International and Association fees are filled in correctly before submitting an application. An application for boarding new merchants to a payment processor typically consists of hundreds of fields that need to be filled in. If you’ve ever […]

Upload Lead Files To TurboApp New Enhancement: Upload Lead Files To TurboApp
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The TurboApp has just received a new enhancement—the ability to upload lead files in new applications. The TurboApp offers a merchant boarding platform, enabling ISOs to board merchants to most of the major processors four to seven times faster than traditional manual entry, resulting in capacity improvements of up to 500%. With today’s update, we […]

View Ticket Comments History New Feature: View Ticket Comments History
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We are back with a quick update. Your favorite Merchant Services CRM now comes with the ability to show the history of the Helpdesk ticket comments.   Viewing the history of the ticket’s comments is useful when you need to retrace your steps in order to get a better understanding of what has been happening […]

Send Secure PDFs New Feature: Send Secure PDFs
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We are pleased to announce that the E-Signature feature in your favorite Merchant Services CRM now comes with the ability to send the agreements as secure PDFs.   E-signature technology allows you to: automate a large portion of your workflows related to document preparation and management securely store and retrieve documents as needed from anywhere […]

ISOs Improvement IRIS CRM Helps ISOs Improve Their Operational Efficiency
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Inefficiencies drive up costs in all industries, and the cost is the mortal enemy of profit. In the payment processing industry, eliminating inefficiencies can both reduce costs and help to maximize an ISOs residual portfolio, and IRIS CRM – the payments industry’s leading customer resource management tool – has been designed specifically to help with […]

Merchant Services Calling Center Platform What to Look for in a Merchant Services Calling Center Platform
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There is no shortage of calling to be done in the merchant services industry, and whether it’s outbound sales calls being made by your team of agents, or inbound support calls coming in from your client merchants, your ISO stands to benefit greatly from anything that streamlines and enhances the process. As a result, many […]

IRIS CRM: Zapier Playbooks To Sell More Merchant Accounts Zapier Playbooks To Sell More Merchant Accounts
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ZAPIER: Automatic Triggers Are the First Step in Automation What is an automatic trigger? An automation trigger is an initial input that kicks off the activation of an automated workflow. In a sense, an automation trigger is, quite literally, the first step in automation. Automation triggers can kick off an entire automated process in response […]

TRANSACT Connect 2020 IRIS CRM: Track Co-Sponsor at TRANSACT Connect 2020
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IRIS CRM will be participating as an exhibitor at the upcoming TRANSACT Connect conference, and we are inviting you to see us in action via Livestream. The event is a first-of-its-kind and comes at an extremely critical time for the industry – a time when selling online has never been more important. Register here! Visit […]

Do You Use Zapier to Move Data Do You Use Zapier to Move Data? Check Out IRIS CRM’s Zapier Integration
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Zapier is a platform designed to connect different web applications to allow users to streamline their workflows and make their days easier. The company has been around since 2011, and now, nearing a decade later, their system connects more than 2,000 different applications.  Effectively, Zapier acts as a middle-man, connecting different applications APIs and making […]

ISO Credit Card Processing Payments 101: What Is ISO Credit Card Processing?
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Once upon a time, cash was king, but in today’s digital world, electronic transactions have usurped the throne. According to a poll conducted by payment processing giant TSYS, 80% of consumers prefer debit and credit cards compared to just 14% who said they prefer cash. Merchants have long understood how important it is to accept […]

Improve the Productivity and Morale in Your Call Center How to Improve the Productivity and Morale in Your Call Center to Enhance Performance
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We live in an increasingly digital world, yet, traditional call centers are still as important as ever for the simple reason that calling is still seen as the most personal and, arguably, most effective means of communication. Salespeople know that outbound calling, including ever-controversial cold calling, works. On the customer side, when people have a […]

Residual Calculations Residual Splits: The Importance of Accuracy and Clarity in Residual Calculations
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An extensive, healthy residual portfolio is the goal of every independent sales organization, and the independent agents working for them. So, it should come as no surprise that the way you split those all-important residuals with your agents is fundamental. Not only do split percentages and residual agreements impact your bottom line, but they also […]

IRIS CRM Sales Tools Your Team Will Use Every Day IRIS CRM Sales Tools Your Team Will Use Every Day to Drive Up Conversions and Close More Deals
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Payment processing is a competitive industry, and to ensure your independent sales organization’s continuous growth and the health of your residuals portfolio, it’s crucial that you provide your team with the most modern tools available to help them succeed. IRIS CRM, the payments industry’s leading customer resource management platform, is designed specifically to help agents […]

New Enhancements: Import Line Items & Select Ticket Due Dates New Enhancements: Import Line Items & Select Ticket Due Dates
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Your favorite Merchant Services CRM has just received two new updates—the ability to Import Residuals Line Items and Select Ticket Due Dates.   The residuals line items help ISOs to make adjustments in their residuals reports by adding income or expense line items to users or merchants. Previously, the adjustments could only be made one […]

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