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 […]

Independent Sales Organization What is an Independent Sales Organization?
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Independent sales organizations – or ISOs – are an important part of the network connecting merchants to the financial services companies that handle the processing of their credit card, debit card, and ACH payments. But as ubiquitous as the term ISO has become in the digital age where electronic payment processing is king, a lot […]

Fiserv Card Payment Services Fiserv Card Payment Services – How a Synthesis of IRIS CRM and Fiserv can Benefit Your ISO
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Fiserv has been providing payment solutions to forward-thinking merchants since 1984. They are now a global leader, having served thousands of institutions and millions of businesses all over the world. In 2019, Fiserv acquired First Data, another American merchant and payment services powerhouse, combining to form one of the largest payment processors in the world.  […]

Paya ACH IRIS CRM offers Seamless Paya Services ACH Integration
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Cash might not be obsolete yet, but electronic payments are already the preferred payment method of the vast majority of consumers and businesses alike. Debit and credit card payments are inarguably the most popular forms of electronic payment, but ACH payments are also extremely common. IRIS CRM, the payments industry’s leading customer resource management platform, […]

IRIS CRM Integrates Worldpay Merchant Services Seamlessly with Advanced Customer Resource Management IRIS CRM Integrates Worldpay Merchant Services Seamlessly with Advanced Customer Resource Management
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Worldpay Inc. was founded in 2017 when U.S. industry giant Vantiv acquired the British payment processor Worldpay for 10.4 billion dollars. Worldpay Inc. is now one of the biggest players on the world stage, processing billions of dollars in transactions around the globe annually. As a result, Worldpay is one of the most common processors […]

Sales Reporting Why Sales Reporting is important to Independent Sales Organizations
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“You can’t manage what you can’t measure.” With the immense amount of data available to businesses in the digital age, that old adage is truer now than it has ever been. Businesses now understand the importance of data in managing everything from individual employee performance to long-term capital projects and beyond. As a result, tools […]

Sales Integrated Phone System Auto Dialer IRIS CRM Offers the Best Phone System for Independent Sales Organizations, Built Right Into the CRM
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Customer resource management tools have gained near-universal acceptance across all industries where sales and customer relations are key functions, and there are a number of great CRM tools on the market. But one unique feature that IRIS CRM brings to the table is the inclusion of a full-featured power dialer that provides a host of […]

Integrating Elavon with IRIS CRM Elavon Payment Processing – A High-Value Partnership for ISOs and Merchants Alike
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Elavon is a leading global payment processor that has been providing innovative payment solutions to businesses around the world for over 25 years. Operating in ten countries around the globe and serving over 1.3 million customers, they now process over three billion transactions every year. Those numbers and their consistent rating as a top-five global […]

Payment Processing CRM Paysafe or Paypal Payments Pro – Which Offers More for Merchants and ISOs Alike?
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Choosing a payment processor is a huge decision for any merchant that understands the major impact processing fees have on profitability. Two of the most popular merchant services provider are Paysafe and PayPal. While PayPal’s standard platform isn’t well suited to serious merchants, their Payments Pro platform competes directly with Paysafe and targets small, medium, […]

IRIS CRM’s Merchant Services Power Dialer How IRIS CRM’s Merchant Services Power Dialer Actually Increases Sales
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One of the features that sets IRIS CRM apart from its competitors is the full-featured power dialer built right into the CRM. The power dialer replaces an office’s existing phone system, with the obvious benefits of saving money and streamlining calling operations. But it doesn’t stop there. The IRIS CRM power dialer actually increases a […]

ZeroBounce Provide Unmatched Email Marketing IRIS CRM and ZeroBounce Provide Unmatched Email Marketing Delivery Rates
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Mass emailing is an important part of a modern marketing mix. Email is considered less intrusive than calling, and people are often more than happy to provide their email addresses for marketing and advertising purposes. However, there are a number of pitfalls and traps that can seriously damage email marketing campaigns, making success all but […]

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 […]

API Integration Check Out Some of Our Useful Integrations
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Software integrations make everyone more productive. Did you know: studies have shown that, on average, only 39% of the workday is spent on actual work? That’s right. Out of a 40-hour work week, approximately 15 hours are used on work activities pertinent to an employee’s job.  With what’s left in the week, which is quite […]

Back-office Operations Learn More About Our Back-Office Tools
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From an internal business perspective, CRMs are most often broadly associated with the benefits they have to offer teams in sales and marketing. And understandably so, seeing as these departments rely heavily on their ability to build and maintain meaningful customer relationships. But back-office operations are just as important. With that being said, the aforementioned […]

residual income formula Residual Income 101
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Selling merchant accounts in the payment processing industry is no walk in the park. Welcome to residual income 101. For starters, the digital payment industry is still very diverse and evolving quickly. Pair this with the fact that non-cash methods of payment now dominate purchases made globally, and high demand meets high levels of competition. […]

IRIS CRM Zapier How to Use Zapier for Your Merchant Services Business
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You may already be familiar with the variety of tools and services IRIS CRM integrates with. But if you haven’t checked in recently, you’ve likely missed out on some pretty big additions to the lineup. One such addition we’ve made available to our customers as of this year is Zapier. In this article, we’ll show […]

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). […]

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 […]

Automate ISO Residual Calculations Automate ISO Residual Calculations
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ISO residual calculations are central to any business in the payments processing industry. But do you automate ISO residual calculations? This is because as an ISO, you establish relationships with banks but function as an independent entity. You don’t handle merchant money flat-out but instead work as a contractor, able to set independent rates and […]

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