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 […]

IRIS CRM - Web form with post token api Featured Functionality: POST API
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  IRIS CRM provides the ability to import and create new incoming leads from your existing web form across your websites. By simply adding one line of code to your web forms, lead forms or online merchant applications, IRIS will create a new lead and notify your users automatically. Some examples of this functionality include automatically importing […]

CRM Adoption Tips Adapting to Your New Nerve Center: CRM Adoption Tips
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A CRM system serves as a vital nerve center for your business. Many businesses are able to integrate new CRM solutions seamlessly, but for some companies there are a few steps to take to help ease the transition. Below you will find some CRM Adoption Tips.   Have an effective CRM Management Structure in place. […]

Sales Metrics Featured Functionality: Opened Email Tracking
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  Have you ever wondered if a prospect read that email you sent?   Imagine seeing a report displaying the success of your email content and subject lines.  Timely follow up results in a more efficient sales team and in turn more closed merchants.   Have you ever wished you could follow up right after someone JUST read your email? […]

CRM Adoption Pain and Help for the Change-Abhorrent CRM Adoption Pain and Help for the Change-Abhorrent
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Some people just do not like change, and you know who you are. Some even find it painful but even those who relish the idea of a challenge will admit that adapting themselves to new CRM software is a process they’d just as soon save for another day. But therein lies the answer. Adjusting to […]

Authorize.net Boarding Through IRIS Authorize.Net Merchant Boarding Integration
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IRIS CRM provides ISOs with a merchant services CRM to streamline boarding of merchants to the Authorize.Net gateway, with just a few clicks.   The beauty and simplicity of the Authorize.net Merchant boarding integration eliminates the need for ISOs to perform double data-entry into the Authorize.Net re-seller portal.   Follow these easy steps to set this feature up […]

As more and more documents are sent and signed digitally, e-signatures will become increasingly prevalent. Why Merchant Applications Using Esignature Is Beneficial for ISOs
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As more and more businesses move their processes inexorably toward Cloud technology, Merchant Applications Using Esignature becomes increasingly more popular. According to Forrester Research, e-signature use is projected to grow at an annual rate of 53% for the foreseeable future. It is estimated that there will be 700 million e-signature transactions by 2017. What is E-Signature? […]

Sell Faster Sell Smarter Top 3 Merchant Services CRM Sales Tips
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The salesmanship of your business means the difference between viability and stagnation. Here are three sales tips from the IRIS Merchant Services CRM team. Cross-Reference Marketing and Sales Marketing and sales always seem at odds with each other. In order to work most effectively, the marketing team must create content based on the real-world experience […]

payment processing crm How a Payment Processing CRM System Increases Your Sales Efficiency
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Implementing a payment processing CRM at your ISO is one of the best decisions you can make for your business. We live in a fast-paced, ever-changing, big world with a lot of people. Old fashioned business techniques can no longer keep up with demands of society today. CRM systems can automate, synchronize, and organize your client information and benefit […]

residual income Better Business Management through Residual Income Reporting CRMs
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Residual income reporting can be difficult if a business’s accounting process is too complex or disorganized. A streamlined process might seem tricky for businesses owners that are unaccustomed to reporting larger incomes earned through multiple channels. CRM software better organizes residual income reporting while providing actionable data. This not only makes a business more financially transparent […]

Merchant Services CRM Sales Tips that Include a Great Merchant Services CRM
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Few companies fully recognize the link between a great Merchant Services CRM and higher sales revenue. Here are a few top sales tips that directly incorporate some of the latest and most successful Merchant Services CRM trends. Using Cloud Based Merchant Services CRM Gartner predicts that fully half of all companies in existence will have cloud CRM […]

3 Signs it's Time to Upgrade Your Payment Processing CRM 3 Signs it’s Time to Upgrade Your Payment Processing CRM
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When it comes to sales, the more tools in your belt the better. However, it would be irresponsible for a business to spend on a complex system when they are a small operation. Somewhere along the way between the lemonade stand you ran as a kid and the multi-billion dollar international conglomerate you’re working towards, […]

Payment Processing CRM Payment Processing CRM Effectiveness Increases Sales Efficiency
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Payment Processing CRM In the grand tradition of business school, marketing and sales departments both fall under the great marketing umbrella. In reality, these two departments or teams tend to be more like ships passing in the night. This is very unfortunate, because sales efficiency often relies on effective marketing. A payment processing CRM can bridge this […]

Merchant Services CRM IRIS CRM is Ahead of the Curve on Demonstrating Social ROI
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Merchant Services CRM   MarTech Advisor posted an article that marketers should work with the CRM team of their organization to measure social ROI. A particularly strong recommendation they make states, “Another way to prove social marketing value (a path less explored) is to analyze the impact of ‘persona’, behavioral, and stratification data on CRM campaigns and […]

Payment Processing CRM 4 Benefits You Provide through a Payment Processing CRM
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You understand your product and your customers, so what benefits can a Payment Processing CRM provide? Take a look at the following benefits a tailor-made system will provide your ISO. Turn Sales Into Order Processing Payments processing takes large amounts of paperwork.  A CRM custom designed for payments processors gives you the tools to efficiently process paperwork and […]

FIRST DATA and VANTIV COMPATIBLE CRM 4 Important Aspects of a First Data and Vantiv Compatible CRM
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A First Data and Vantiv Compatible CRM typically encompasses 4 areas of business that with proper attention will help your business grow.  All while you keep a handle on the pulse of your organization. Using a CRM will only help your ISO grow and improve your day to day activities. Sales You and your sales people […]

Payment Processing CRM 3 Surprising Facts About Using a Payment Processing CRM System
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There are things about Payment Processing CRM systems that might just surprise you. Three things, in fact. Growing ISOs make their Payment Processing CRM a priority A study by Merkle Group, Inc. found that high growth organizations spend a lot of resources on CRM systems. The survey found that these types of companies are 50 percent more likely to see a […]

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