IRIS CRM Professional Services – Gain access to the complete expertise and experience of IRIS CRM

One-on-one consulting designed to ensure your organization’s CRM is ready to meet your needs no matter how much your business or the platform may change.

IRIS CRM PROSERV

Introducing the IRIS CRM Professional Services (ProServ) division – a team combining the totality of IRIS CRM’s organizational knowledge and experience created specifically to meet our clients’ need for one-on-one attention, advice, and assistance with their mission-critical CRM software.

As clients grow and their business models, service offerings, and long-term strategies change, it can be easy for their application of customer resource management to lag behind, reducing the value they get out of their systems and hampering the CRM’s ability to help them achieve their goals.

That’s where the new IRIS CRM Professional Services division comes into play.

IRIS CRM’s ProServ Consulting and Site Audit services are designed specifically to help our clients identify opportunities for improved use and take their CRM application to the next level.

Dimitri Akhrin President of IRIS CRM

If your ISO needs one-on-one assistance with the expansion or application of IRIS CRM, just a few of the areas IRIS CRM’s Professional Services division is available to help you with include

CRM Professional Services
  • CRM adaptation during times of growth, service expansion, or business model adjustment.
  • Development and build-out of new modules or custom features.
  • Additional staff training.
  • CRM considerations for long-term strategy.
  • Improved application of existing features.
  • Expanded use of new features introduced since initial setup.
  • Optimization for improved results and higher return on use.

…and much more.

Flexible Package Options

With flexible package options designed to meet your needs no matter how straightforward or complex they may be, IRIS CRM Professional Services represents an affordable and highly effective answer to the consulting needs of many of our clients. It brings an enormous amount of value to the table considering the importance of customer resource management software to the operation and success of independent sales organizations, and we’re excited to be able to offer this important new service to our valued partners.

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IRIS CRM ProServ Consulting

Engage the Experts to Help Your Company Meet Your Customer Resource Management Goals

Technical Support

At IRIS CRM, we always ensure that every single one of our new users receives the technical support and training they need to meet their organizational goals with our software from day one. But business isn’t static, and as companies grow and goals and business models change, the CRM needs of our clients often grow and change too.

Our new Professional Services division is designed specifically to service that new, expanded need through individualized, one-on-one consulting – one of the most frequent requests we’ve received from our highest-growth clients over the years.

When you engage IRIS CRM Professional Services, our time becomes your time and our team becomes your team. Whether you’re looking for consulting on the CRM, help with technical topics like building out new site modules, additional training for your team, or assistance with strategy and planning, we can help. In essence, engaging our Professional Services team makes the full breadth of our organizational expertise and experience available to your organization. That ensures your mission-critical CRM goals will always be successfully met, regardless of their complexity.

With IRIS CRM Professional Services

With IRIS CRM Professional Services, you can ensure that no matter how your ISO’s business model adapts to your growth or shifting market conditions, your CRM will always be ready to grow along with you, to augment and enhance every aspect of your operations, and to ensure the healthiest possible residuals and merchant relationships.

You simply provide the agenda for what issues, problems, or questions you’d like to cover during your time, and our ProServ team will bring the knowledge and experience to the table necessary to ensure you walk away with the answers you need.

For more information on one-on-one IRIS CRM ProServ Consulting, click here to reach out to a member of our team now.

IRIS CRM ProServ Site Audit

A Deep-Dive Look Into Getting More Out of Your CRM

IRIS CRM high-value service

The entire team at IRIS CRM prides ourselves on the fact that we constantly add new features to our customer resource management platform based on the needs and requests of our clients. That means two things; first and foremost, it means that when you choose IRIS CRM, your ISO will always have the most up-to-date, modern CRM tool available. But it also means that the CRM platform you use today is potentially much more advanced than it was when you first signed up.

To ensure our clients are getting the absolute most out of their customer resource management systems, we’ve introduced Professional Services Site Audits – a high-value service that puts your ISO’s CRM and your organizational use under a microscope to identify any and all areas in which you could be getting more out of the myriad features already included in IRIS CRM.

Where Does an IRIS Professional Services Site Audit Focus?

A complete site audit combs over your ISO’s IRIS CRM installation and usage with a fine-toothed comb and looks for areas of inefficiency or underuse based on the deep knowledge our Professional Services team has of both the system and the payments industry as a whole. The following are just a few of the common areas in which site audits can identify new opportunities.

  • Low Hanging Fruit: A site audit often identifies instances of some of IRIS CRM’s most common and most useful features sitting dormant. These unused core features represent opportunities for improvements that the client can put to use right away, offering immediate organization-wide benefits.

    Low Hanging Fruit: A site audit often identifies instances of some of IRIS CRM’s most common and most useful features sitting dormant. These unused core features represent opportunities for improvements that the client can put to use right away, offering immediate organization-wide benefits.

  • Configuration

    Configuration Optimization: While IRIS CRM is already designed to be the most user-friendly CRM on the market, the reality is that the platform does a lot. With that in mind, it’s only natural that many clients don’t have the features they use on a day to day basis fully optimized. An audit identifies those inefficiencies, making it easy for clients to tweak their CRMs for maximum performance.

  • New Features

    New Features: We constantly add new features to IRIS CRM – so many that, understandably, it can be difficult for some users to keep on top of every new tool that becomes available. A site audit analyzes the user’s adoption of new features that have been added since their initial setup and training, ensuring they’re aware of and utilizing every new tool that has the potential to make a difference in their operations.

For more information on a detailed IRIS CRM ProServ Site Audit, click here to reach out to a member of our team now.

IRIS CRM ProServ Packages

IRIS CRM offers our Professional Services packages in blocks of four hours to ensure our clients have the access and flexibility they need, no matter how big or small, straightforward or complex their needs may be.

Clients can purchase either a four- or eight-hour block to be used on a single business day, and blocks can be purchased on as many consecutive days as the client desires. Once a block of ProServ time has been purchased, the client can utilize it in any way they like.

Site audits can be purchased individually, in combination with a four-hour consulting package, or – for the best value – through an IRIS CRM Pinnacle Insights Package.

4-Hour block
$1200
4-Hour IRIS CRM ProServ Consulting Package
Four hours of
one-on-one consultation with IRIS CRM’s dedicated Professional Services team.

All four hours must be used within the same business day and are yours to apply to anything from strategy, to training, to technical assistance, and beyond.
8-Hour block
$2400
8-Hour IRIS CRM ProServ
Consulting Package
Eight hours of one-on-one consultation with IRIS CRM’s dedicated Professional Services team for clients with more complex issues or larger-scale needs.

All eight hours must be used within the same business day and are yours to apply to anything from strategy, to training, to technical assistance, and beyond.
Full Site audit
$3500
IRIS CRM ProServ
Complete Site Audit
Let IRIS CRM’s Professional Services team put our deep knowledge of IRIS CRM and the payments industry to work analyzing your company’s CRM usage.

Identify areas for expanded use, improved module optimization, potential future business applications, and more.

IRIS CRM ProServ Pinnacle Insights Package

Gain the Deepest Knowledge of How IRIS CRM Can Help Maximize Your Immediate Success and Ensure Your Long-Term Growth

IRIS CRM Pinnacle Insights Package

If you’re looking to maximize the knowledge your organization can gain into IRIS CRM and the role the system can play in facilitating your ISO’s success, the IRIS CRM Pinnacle Insights Package offers the powerful combination and unbeatable value of a complete site audit paired with an eight-hour consultation and training day.

Regardless of what your goals for engaging the IRIS CRM Professional Services team may be, combining a site audit with your consultation ensures two things:

1) That the IRIS CRM team will have the deepest possible understanding of your organization’s CRM use so that our team can offer the most effective and custom-tailored solutions and advice possible.

2) That your organization will gain valuable knowledge and insight into your current and potential CRM use even beyond what you’d initially expected or the specific issues you’d planned to bring to the table.

The result is that you’ll not only receive the best possible recommendations for the issues you know about, you’ll also walk away understanding how to fix the issues you didn’t know about.

IRIS CRM Professional Services Pinnacle Insights Package

CRM software is mission-critical equipment, and the value of that kind of complete situational awareness and insight into your organization’s CRM usage really can’t be overstated.

Not only does the Pinnacle Insights package represent the most effective engagement of the IRIS CRM Professional Services team, it also represents the best value on an hourly basis. That ensures your team will get not only the best solution possible to meet the needs of your growing ISO, but also the most cost-effective solution as well.

The IRIS CRM ProServ Pinnacle Insights Package combines a complete detailed site audit with 8-hours of ProServ consulting for only $2400.

For more information on the IRIS CRM Pinnacle Insights Package, click here to reach out to a member of our team now.

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