Tag: crm

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 […]

With the dog days of summer behind us and the end-of-summer blues setting in, IRIS CRM has 6 new product updates to lift your spirits. These new features bring subtle, yet impactful convenience so your brain doesn’t need to work harder than it should while soaking up the last of the summer sun.  August’s product […]

An independent sales organization, or ISO, is a service provider that markets and resells payment services to merchants on behalf of one or more payment processors. ISOs are an extremely important part of the payment processing ecosystem because they provide services and perform tasks that payment processors and banks can’t do effectively on their own, […]

IRIS CRM is proud to provide an Enhanced E-Signature Experience for both users and merchant signers. Our new enhancements benefit both single-signer and multi-signer e-signature documents.  The new features in this release include: Edits made directly within the e-signature URL will be auto-saved Preview shows the latest version of the document with all changes Separate […]

We are excited to announce that the IRIS CRM Open Deposits API now includes the ability to report on custom date ranges. Previously, month and year were the only options to select. In your query, you can now set the day for the start of your search as well as the end date.  Check out […]

Lead notes are an important part of tracking information about your leads in IRIS CRM – now you can easily find the note you’re looking for using Lead Note Search! Lead notes track everything from user comments to appointment updates to email activity and much more. Between user and system notes, the number of notes […]

ISO, MSP, VAR, MPA, EMV, POS – the payments industry has no shortage of acronyms, and keeping up can be difficult, especially for new entrants. ISO and MSP – short for independent sales organization and merchant service provider, respectively – are two of the most common acronyms both merchants and professionals within the industry come […]

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 […]

We are very happy to announce that terminal numbers have been added to IRIS CRM reporting! Merchants and ISOs can now see and reconcile batches and transactions attributed to a particular device right from their IRIS CRM site, when the data is available from the processor. The ability to view terminal numbers in IRIS CRM’s […]

Independent sales organizations are companies that partner with payment processors or more rarely banks to resell payment services directly to merchants. The primary revenue driver for most ISOs is merchant accounts – special bank accounts that enable businesses to accept credit card payments directly. When an ISO’s merchant makes a card sale through their merchant […]

Merchant services is a rapidly growing and highly competitive industry. To stay ahead of the pack, the most successful ISOs are always looking for ways to generate new competitive advantages and grab every chunk of additional market share they can. One of the most powerful ways an ISO can get an edge on the competition […]

On the surface, the independent sales organization business model is simple: ISOs go out and find merchants on behalf of payment processors, then recruit and serve those merchants in exchange for a small slice of the transaction fees generated on each sale. The reality is that not all ISOs are alike, and the differences between […]

As an independent agent, you are on the front lines of the battle for market share. Your ability to effectively recruit new merchants makes you extremely valuable to the independent sales organization you work with. As such, you should never just settle on an ISO program, because not all ISOs are created equal. Maximizing your […]