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 […]

Payment Processing CRM Payment Processing CRM
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If there’s one thing our team knows, it’s payment processing CRMs. But long before we developed a tool for those in the industry, our founder, Dimitri Akhrin, experienced all that was wrong with it. He was managing and running an ISO, struggling to find business management tools specific to his needs. No single web application […]

Automate Onboarding and Back-Office Operations Automate Onboarding and Back-Office Operations
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Do you automate onboarding and back-office operations? If you don’t already, you really should consider it. One of the more contentious points of discussion involves its potential impact on the workforce. There are those that view emerging technology as detrimental to the job market, with the potential to eliminate as many as 800 million positions […]

How IRIS CRM Can Help Your ISO How IRIS CRM Can Help Your ISO
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The question of how IRIS CRM can help your ISO take its operations to the next level is really not a question at all: It’s an answer. You see, our team has been in the payments processing industry for some time now. They’ve rolled with the changes, seen trends come and go, and have pinpointed […]

Integrating Elavon with IRIS CRM Integrating Elavon with IRIS CRM: How Two of the Payment Industry’s Leaders Come Together to Benefit Your ISO
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For 25 years, Elavon has offered merchant and payment services for companies at every level, from the smallest businesses to the largest enterprises. Their ability to provide the right payment solutions, at the right scale and the right price has made Elavon’s merchant services the go-to choice for over one million businesses. They now process […]

merchant management Turbocharge Onboarding and Merchant Management
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To maintain growth, companies need sales. But in order to support the staff and operations needed to secure those sales, they also need to maintain their current customer base, as well – merchant management. Nurturing merchants currently set up in the system, in fact, is far more cost-effective than acquiring new ones. This is because […]

IRIS CRM and TSYS – A Powerful Integration IRIS CRM and TSYS – The Powerful Integration Between the Industry Leader in Customer Resource Management and A Global Leader in Payment Processing
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With over 821,000 merchant outlets across the globe utilizing their solutions, and processed transactions totaling over four billion dollars in 2018 alone, TSYS is without a doubt one of the world’s leading payment processors. IRIS CRM understands how widely-used TSYS payment processing services are, and that’s why we’ve expanded our customer relationship management tool to […]

Sell Faster Sell Smarter Sell Faster, Sell Smarter & Grow Your Portfolio with IRIS CRM
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CRMs make their fair share of big promises to those working in sales and customer support. This is understandably so when considering the level of competition many are up against. It’s the biggest software market in the world with continued growth that’s expected to reach more than $80 billion in revenues by 2020. As a […]

Enhance Portfolio Management with IRIS CRM Enhance Portfolio Management with IRIS CRM
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Things move fast in the payment processing industry. From increased competition among processors to mobile payment innovations, there’s no shortage of changes fueling growth and opportunity for businesses eager to hop on the bandwagon. But finding success as a payment services provider requires more than just getting in at the right time. You also need […]

Eliminate Manual Onboarding and Back-Office Processes with IRIS CRM Eliminate Manual Onboarding and Back-Office Processes with IRIS CRM
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In the world of business, personnel often fall into one of two camps: those who bring in the customers and those who deliver on the products and/or services that were sold. Specifically, we’re referring to your sales team and those working operations, back-office. Often times, these parties end up at odds with each other. Salespeople […]

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 […]

Let’s Talk About Our Gmail Extension Let’s Talk About Our Gmail Extension
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If you’re already familiar with IRIS CRM’s extensive list of integrations, then you know how easy it is to utilize the tool alongside many of those already in use on a daily basis. From Gmail, Adobe Sign to Authorize.Net, Outlook to ZipRecruiter, we created our tool to help you with streamlining systems and processes already […]

Residuals Reporting Why Residual Calculations Are Important
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People that work in sales do residual calculations for a variety of reasons. There’s the thrill of the chase — of moving contacts through the sales funnel, from prospect to closed deal. Then there are the fast-paced days that are always changing and challenging agents to think on their feet. All of these factors play […]

Sell Faster Sell Smarter Sell Faster. Sell Smarter.
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As a salesperson in the payments industry, it’s easy to get caught up in time. “If I only had more time,” you think to yourself, “I could sell…” “…finish this proposal.” “…send off ten more emails.” “…reach out to these leads for follow up.” “…research new potential leads.” However you choose to fill-in-the-blank at any […]

API Integration What Is An API Integration?
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Webopedia defines the term API Integration by first defining what an API is within computer programming.   An application programming interface (API) is a “set of routines, protocols, and tools for building software applications … it specifies how software components should interact.”   In simpler terms, think of API as a means of shipping messages […]

Business Sales Improvement How Can IRIS CRM Help Your Business?
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Your business is operating. Merchants appear to be happy. You’re bringing in steady revenue every month.   All of the above may be true for many companies in the payment industry. They’re keeping operations afloat with few red flags and functioning processes within each individual department. Growth is minimal but the basic needs of customers […]

IRIS Dialer A Closer Look At The IRIS Dialer
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Whether you’re a team of tens or hundreds, supporting your merchant base with quality customer service is crucial to the long-term success of any business in the payment industry. It’s just as crucial, in fact, as an effective sales team.   Those in sales and customer service tend to possess many of the same qualities. […]

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