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Per Month
How much time can your ISO save with IRIS CRM?
IRIS CRM significantly optimized the process of residual income reporting. Thanks to this, our users can easily calculate residual income in a few minutes. In addition, the system allows you to create a complete overview of income for your purpose.
Our overview showed that most popular CRM systems do not have such functionality. A survey among other merchants showed that bulky Excel tables are most often used to obtain residual reports. It is time-consuming and increases the probability of error.
IRIS CRM is able to significantly accelerate the merchant onboarding process for both the merchant and the ISO. This is possible thanks to the integration of our system with the merchant boarding portals of the major payment processing companies.
Other CRM systems cannot boast having such functionality. You can only perform the onboarding process manually.
It’s no secret that sending emails can take a huge amount of time. With our CRM, you can quickly send pre-prepared email templates to your reps, leads, and merchants. You can create the required number of templates and edit them as needed.
Most CRM systems are limited in the ability to create email templates by user type. In addition, according to our survey, 80% of ISO companies still continue to send all letters manually using the usual mail service.
IRIS CRM is also tooled with automatic sending SMS messages. Your sales reps can send a message directly from the card with information about each lead in two clicks. Users can create an unlimited number of templates that will provide a process of continuous communication.
Most CRM systems are limited in the ability to create email templates by user type. In addition, according to our survey, 80% of ISO companies still continue to send all letters manually using the usual mail service.
IRIS CRM has an integrated call center, including a huge variety of useful communicational tools. The system allows you to contact up to 3 times as many merchants, save conversation records, review and measure agent production.
Call center functionality is not an innovation; you can meet it in any CRM system. But, unfortunately, not all of those solutions have such useful functionality as real-time monitoring & reporting, measuring agent production, speech recognition and more.
Thanks to IRIS CRM, you can quickly send agreements to your customers and leads in a few clicks. And getting them back already signed is significantly faster.
Paper deals are long gone. The process of signing a paper agreement is time-consuming and involves a number of difficulties.
IRIS CRM allows you to generate an invoice for a client in just a few clicks. For your convenience, you can create invoice templates in the system and edit the information in them. You can set the invoice sending frequencies and view the sending history.
Usually, the invoicing functionality is not integrated with the CRM system. For this, special accounting programs are used for which special skills of use are needed. At the same time, many companies still issue paper invoices to customers.
The Proposal Generator empowers your agents to easily provide clear and detailed proposals for your merchants. The user has the opportunity to generate a document directly in the lead card or use a pre-prepared template.
Creating a proposal from scratch for each merchant takes a lot of effort from a sales manager. This is not only labor-intensive but can also take a substantial part of the working time.
Customer management is an important, albeit routine, manager task. IRIS CRM has found a way to optimize this process as much as possible. The ticket system and user-friendly interface help as quickly as possible to solve all the questions that arise for users.
Without a systematic approach and special tools, customer management can turn into chaos for any company. This not only takes the time of employees but also carries serious reputation risks.
Above, we presented 9 most important functions that will help your employees get rid of the routine and save up to 488 hours of working time (per month). This is 122 hours a week and 24 hours a day.
Note that this is only a small part of the extensive IRIS CRM functionality. So, according to our research, ISOs which abandoned spreadsheets and use our CRM system, save up to 700 hours per month for employees of various departments.
Automation of the company’s employee’s activities can reduce employee errors when conducting transactions, such as an untimely call to the client, which entailed the loss of the order, the wrong discount amount.
In addition, our studies showed that ISOs that implemented IRIS CRM increased their merchant approvals by 30% during the 2019 year.
Get ready to see a demo of exactly how IRIS CRM helps businesses grow and receive your personal proposal.
Schedule a time to talk with an industry expert today by completing this form.
Sell more and work less. Send electronic contracts in seconds while streamlining your sales and and merchant boarding cycles.
Simply click to place a call! Automatically log and record all your calls while using metrics to improve your teams’ performance.
IRIS CRM Data Migration helps your business migrate all of its records from an existing CRM into IRIS CRM.
