Tag: dialer

Web Form Enhancements
Featured Article Web Form Enhancements May 2023

IRIS CRM (an NMI company) is excited to announce the latest round of enhancements to our Web Forms functionality that will save users time and reduce the effort required from merchants. We have added new features that include generating a Web Form based on an E-Sign document, sending existing leads forms with their data pre-filled […]

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What the Collapse of Silicon Valley Bank Can Teach ISOs About Single Points of Failure
May 23, 2023

In early March 2023, Silicon Valley Bank (SVB), the 16th largest bank in the United States and the largest bank by deposits in Silicon Valley, filed for bankruptcy, sending shockwaves throughout the financial industry. SVB, a cornerstone of the region’s economy for decades, fell victim to a classic bank run – albeit one with a […]

Web Form Enhancements May 2023
May 16, 2023

IRIS CRM (an NMI company) is excited to announce the latest round of enhancements to our Web Forms functionality that will save users time and reduce the effort required from merchants. We have added new features that include generating a Web Form based on an E-Sign document, sending existing leads forms with their data pre-filled […]

Merchant Acquiring for ISVs: How a Payments CRM Can Help Software Companies Bring Payment Processing In-House
May 11, 2023

From shopping to banking to business and beyond, the modern digital experience is all about convenience. The lower friction a solution is, the more attractive it is to end users. For independent software vendors (ISVs) serving businesses, reducing friction and taking the end-user experience to the next level increasingly means offering their users the ability […]

Recruiting ISVs: How a Payments CRM Can Help ISOs Target a Rapidly Emerging Sector
May 11, 2023

In a world where software drives so many aspects of daily life, independent software vendors (ISVs) are becoming an increasingly important target for merchant services. For independent sales organizations (ISOs), ISVs represent a two-sided opportunity. On one hand, with so many apps and software platforms on the market, many ISVs are in need of a […]

IRIS CRM Blog What to Look for in a Merchant Services Calling Center Platform May 13, 2020

There is no shortage of calling to be done in the merchant services industry, and whether it’s outbound sales calls being made by your team of agents, or inbound support calls coming in from your client merchants, your ISO stands to benefit greatly from anything that streamlines and enhances the process. As a result, many […]
Sales Efficiency How IRIS CRM’s Merchant Services Power Dialer Actually Increases Sales August 27, 2019

One of the features that sets IRIS CRM apart from its competitors is the full-featured power dialer built right into the CRM. The power dialer replaces an office’s existing phone system, with the obvious benefits of saving money and streamlining calling operations. But it doesn’t stop there. The IRIS CRM power dialer actually increases a […]
Featured Functionality How Important Are Dialer Metrics for Your Business? July 23, 2019

We may live in a world where texting reigns supreme and calls from robots are not out of the question. But when it comes to sales and support, there’s still something to be said about a voice-to-voice conversation. Dialer metrics can help you draw useful data from these conversations to push sales forward. 55% of […]
Featured Functionality New Enhancement: CRM Dialer Contacts Tab March 3, 2017

We’ve been at it again. Making things smoother, faster and more efficient. This time we’ve introduced several enhancements on the IRIS CRM dialer, making it easier for you to search and manage your contacts. Here’s what’s new.   The Contacts Tab   Previously, there was a Contacts tab on the IRIS dialer which displayed a […]
Featured Functionality Dialer Enhancement: Local Presence November 16, 2016

IRIS CRM is proud to introduce Local Presence to its integrated dialer. IRIS Dialer users now have the ability to automatically show up as a local phone number on a prospect’s caller ID. When local presence is enabled and you own a phone number with a matching area code to the number being dialed, that […]
Featured Functionality New Dialer Feature: Call Forwarding September 23, 2016

IRIS Dialer users can now forward their calls to an external number. For example, a merchant dials your office number and extension and the call will be forwarded to your cell phone if you are out of the office. Each added phone number has to be verified and the user must have an extension assigned to […]
Featured Functionality New Feature: Call Queue for the IRIS Dialer September 14, 2016

Clients using the IRIS integrated dialer can now set up call queues   Previously, if all dialer users were busy or not answering the phone the caller would be sent to voicemail.   Users can now establish a queue and keep callers on hold until they can answer the call   Each group (ie. support, […]
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