Tag: crm

When independent sales organization Best Card realized it was time for a new CRM, it made the switch to IRIS CRM after being a Salesforce user for nearly a decade. By migrating from Salesforce to IRIS CRM, Best Card gained an entire suite of industry-specific payments features designed to solve the exact problems that were […]

It’s been a big, eventful year for the payments industry’s top CRM. The holiday season is finally upon us and 2022 is quickly drawing to a close. The whole IRIS CRM team would like to wish all of our customers, partners, and the entire payments industry a joyous holiday season and a prosperous new year […]

2022 was an interesting year for the credit card industry. Painful economic conditions like rapid inflation and rising interest rates saw many of the positive trends observed over the course of the COVID-19 pandemic start to reverse. Now, with many of those economic conditions set to persist into 2023, the industry is getting ready for […]

IRIS CRM is proud to announce our latest feature release to streamline collaboration between clients – Lead Data Sharing. Lead Data Sharing eliminates the tedious processes of manual lead data entry, exporting and importing lead reports, or API development for IRIS CRM clients sharing leads with one another.  Lead data can be sent with the […]

The CRM a payments company chooses has a huge impact on its ability to outcompete other ISOs and PayFacs for merchant attention and to maximize the profitability of a portfolio. CRMs are mission-critical software in the payments industry – as they are in all sales environments – and, because the CRM sits at the center […]

The IRIS CRM team is off to a busy start to the summer with numerous new features that make life easier, especially for administrators, including a couple of TSYS FSP specific features.  Clients can look forward to saving more time when managing their site and additional settings for tailoring the behavior of IRIS CRM to […]

Customer resource management (CRM) describes a type of software that focuses on collecting and utilizing customer data to improve all aspects of sales and support. The modern world is data-driven, and, today, even the simplest interactions can generate a wealth of lead and customer data – data that can be mined and used for everything […]

Signatures are at the heart of every business deal, but managing thousands of applications, contracts, and supporting documents is also one of the biggest headaches many independent sales organizations (ISOs) have to deal with on a regular basis. Electronic signature – or eSignature for short – is  a solution to that problem, enabling sales organizations […]

As we approach the end of 2021, the IRIS CRM team wishes everyone Happy Holidays! At this time of the year there is always much to celebrate and be thankful for. This sense of joy, appreciation, and optimism is shared by the team at IRIS CRM, especially for our clients who have helped us build […]

A merchant services CRM is a mission-critical piece of software for all modern ISOs looking to outcompete and outperform the rest of an extremely competitive industry. The core of any merchant services CRM is its suite of sales tools – lead management and sales process delivery tools that help your ISO find better leads and […]

In part one, we discussed the basics of getting your ISO off the ground, and the significant amount of time, work, and money that goes into becoming a registered ISO. In part two, we’ll look at what happens once you’re registered and it’s time to start recruiting. As difficult as the registration was, the real […]

IRIS CRM — the payments industry’s number one customer resource management (CRM) platform — is known for its wide set of sales and productivity features, one of which is an integrated call center that provides all the functionality of a leading power dialer while connecting with and enhancing the CRM more seamlessly than any competing […]