Category: Sales Efficiency

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 […]

Efficient and Effective Calling is a Fundamental Driver of ISO Success Efficient and Effective Calling is a Fundamental Driver of ISO Success
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ISOs operate in an extremely competitive environment and outperforming your competition in both recruiting and service is key to maintaining healthy growth and maximizing residuals. That makes your independent agents some of the most important members of your team, and the job they do one of the most important functions of your ISO. Any tool […]

Go Mobile App Go Mobile: Unlock the Full Power of Your Business with IRIS CRM’s New Mobile App
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Your customer resource management platform is the hub that brings all of your ISO’s lead management, sales operations, merchant service delivery, and administration into one, centralized point of control. That makes CRM software a mission-critical tool – one that needs to be available to your employees at all times, not just when they’re at their […]

How Does the IRS Classify a Merchant Acquiring Entity How Does the IRS Classify a Merchant Acquiring Entity and What Reporting is Required?
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Reporting is a big deal in the payments industry for obvious reasons. But with acquiring banks, payment processors, independent sales organizations, and merchants all playing a roll in getting money from point A to point B, even with the kind of advanced reporting and sales tools provided by platforms like IRIS CRM, keeping track of […]

Merchant Data Sharing The Importance of Merchant Data Sharing: Why Your ISO Needs Frictionless Sharing Capability
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Customer resource management platforms are mission-critical software tools that include a wide variety of sales, productivity, and reporting features. And while CRMs are all about cross-organization integration and centralized control of your company’s tasks, one thing they traditionally aren’t good at is talking to each other. That’s a problem for ISOs that need to move […]

Mobile Lead Management Mobile CRM and the Many Advantages of Mobile Lead Management
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Customer resource management software is a mission-critical tool for all ISOs that prioritize growth. The sales and productivity features offered by high-end CRM platforms are invaluable to finding, signing, and serving new merchants, and, in turn, to your ISO’s residuals. But the major flaw in most traditional CRM platforms is that they’re web-only, requiring users […]

How to Become an ISO and Start Selling Merchant Services How to Become an ISO and Start Selling Merchant Services
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Payment processing can be a very profitable industry, and as a result, it attracts its fair share of entrepreneurial individuals. Independent sales organizations are one of the most business types for new entrants breaking into the industry because they offer both the potential for excellent earnings as well as the flexibility to operate as an […]

Does Your Business Use Voicemail Drop? Does Your Business Use Voicemail Drop?
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How IRIS CRM can Save You Time by Eliminating “Waiting for the Beep.” Telephone sales is a numbers game in which an agent’s success is highly influenced by how many sales calls they can make each day. But in a high-volume environment, for every lead that picks up and engages in a call, there’s an […]

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 […]

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 […]

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 […]

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 […]

Purchasing Residuals: The Best Way to Grow Your ISO Purchasing Residuals: The Best Way to Grow Your ISO
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Constant positive growth is the goal of every business, and for independent sales organizations, growth is all about maximizing residuals. Residuals are the lifeblood of your business, and there are a number of ways to ensure they’re constantly trending upwards. Perhaps the most obvious is to have a constant stream of new, high-quality merchants coming […]

Top Communication Tools The Top Communication Tools for Your ISO, Built Right Into an Industry-Leading CRM
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Your ability to communicate directly impacts all aspects of your ISO’s business. From delivering an effective sales process to prospects, to guiding new merchants through the initial stages of getting their own businesses off the ground, to managing your agents, and everything in between, the success of your ISO is heavily dependent on great communication. […]

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