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 […]

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. […]

Merchant Boarding Merchant Boarding Made Effortless With TurboApp
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Growing your business is as much about everything that comes after a sale as it is the sale itself.   You can close deal after deal and add up the potential resulting revenue. But if you can’t make good on said deals and build a strong relationship with merchants from the start, you won’t reap […]

Calculating Your Residual Income Calculating Your Residual Income
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As a payment processing business, you’re monitoring any number of operational happenings on the daily. This includes everything from the appointments set and deals closed across your sales team, to the streamlined onboarding and timeliness of responses from customer support. These are necessary aspects for keeping your business alive and well in the short term. […]

PCI Compliance What is PCI Compliance?
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In the highly connected world we live in, data security has become an increasingly important aspect of business management. Especially for merchants swiping and storing their fair share of customer credit card information.   Beyond that, securing payments has become a requirement. Launched in 2006, the Payment Card Industry Security Standards Council has made it […]

Closing Ratio Boost Increase Your Closing Ratio By 300%
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“I couldn’t be happier with our decision to use IRIS CRM. Our closing ratio has increased by 300% and I owe it all to the team at IRIS!” —William Adam Boyd, CEO (toCharge)   There’s never a shortage of moving parts associated with working in sales. On any given day, you might find yourself moving […]

Why IRIS CRM is Different Why IRIS CRM is Different
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The world of payment processing is changing. Evolving technologies are putting more power — and expectations — in the hands of merchants looking to keep up. Small companies are looking to learn from big data, an increasing number of storefronts are moving towards accepting chip cards, and the need for payment security is at an […]

Embrace Radical Self Judgement Embrace Radical Self Judgement
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“It is always our own self that we find at the end of the journey. The sooner we face that self, the better.” — Ella Maillart Food For Thought Radical Judgement Might Point To A Solution “That you are having a breakdown does not mean that your life isn’t a mess. If there are issues you have successfully skirted or […]

How I Finally Beat Chronic Pain and Got My Life Back How I Finally Beat Chronic Pain and Got My Life Back
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Photo by Joshua Earle via unsplash.com I used to feel sorry for people suffering from chronic pain — then I became one of them. It’s 4:00am, and I’m sitting next to my father in a dead-quiet hospital waiting room. We’ve been here for about 30 minutes now, and there isn’t another soul in sight. We exchange small talk in between […]

12 Magnetic Ways to Generate Leads with Your Facebook Bot 12 Magnetic Ways to Generate Leads with Your Facebook Bot
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Marketers design website landing page forms to collect emails to grow their marketing lists. Sadly, landing pages are donkeys. Between 1% and 5% of people who visit a web page will typically convert by completing a form and submitting their info. Facebook Messenger offers an incredible unicorn advantage of instant lead capture from 100% of new […]

5 Ways To Avoid Common CEO Mistakes 5 Ways To Avoid Common CEO Mistakes
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As the CEO, you’re responsible for everything. You serve as the public face of your company, liaise between the board of directors and employees, and make sure your team feels heard and happy. For better or worse, your decisions impact every aspect of the business — from the bottom line to employee happiness. My experience as the […]

Free Your Mind. Become More Creative. Free Your Mind. Become More Creative.
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5 Ways to Embrace Your Inner Creative “Our idea of relaxing is all too often to plop down in front of the television set and let its pandering idiocy liquefy our brains. Shutting off the thought process is not rejuvenating; the mind is like a car battery — it recharges by running.” — Bill Watterson Food For Thought 5 Ways to […]

Why You Should Be Reading Why You Should Be Reading
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7 Habits That Reading Help You Build “All of humanity’s problems stem from man’s inability to sit quietly in a room alone.” — Blaise Pascal Food For Thought The Best Technology The most useful definition of technology we’ve heard is simply, “the ability to do more with less.” At Mission HQ, we think of books and reading as technologies. We only […]

Insights From Confucius Insights From Confucius
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12 Mind-Expanding Quotes “Our greatest glory is not in never falling, but in rising every time we fall.” — Confucius Food For Thought Monday Motivation So here’s the real question… If a quote is misattributed, does that make the profoundness of it less true…? (Okay… maybe it depends on the type of quote. 😂) Today we are highlighting the life […]

Prepare To Get Your Groove On Prepare To Get Your Groove On
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The History of Funk “Funk is the absence of any and everything you can think of, but the very essence of all that is. And saying that, I’m saying funk is anything that we create in our minds that we want to do, what we want to be, but we don’t have the resources.” — Bootsy Collins Food For Thought […]

The Evolution of Rock The Evolution of Rock
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From The King of Rock’n’Roll Onward “Rock and roll music, if you like it, if you feel it, you can’t help but move to it.” -Elvis Presley Food For Thought The Evolution of Rock Throughout time, music has been used as a way to connect people, express feelings, and tell stories. This week’s newsletters will highlight some of […]

What Makes Pop Music “Pop” What Makes Pop Music “Pop”
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Or: Why Taylor Swift Says “Shake It Off” 44 Times “Too busy dancing to get knocked off our feet.” -Taylor Swift Food For Thought Let’s Get Poppin’ Throughout time, music has been used as a way to connect people, express feelings, and tell stories. This week’s newsletters will highlight some of the most well-known and little-known musicians, music facts, […]

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