Tag: email

NMI Boarding is Better Together with IRIS CRM
Featured Article NMI Boarding is Better Together with IRIS CRM

After months of hard work and collaboration the NMI and IRIS CRM teams are proud to announce significant updates to the NMI payment gateway boarding integration. You are now able to use the power of the merchant data from your CRM in combination with the full suite of NMI boarding settings to make IRIS CRM […]

Most Popular
Shopping Around: What a Waning Trend in Customer Loyalty Means for Payment Companies
December 1, 2022

Like all industries, technology has unquestionably had an enormous impact on payments and financial services. But, in a sea of new apps, ecommerce systems, and digital options, perhaps the biggest impact new payments tech has had on the space has been less visible – or at least easier to ignore: waning customer loyalty. Where once […]

Automated TSYS Daily Fee Indicator Maintenance
November 30, 2022

IRIS CRM is happy to share our newest functionality for TSYS FSP ISOs to update your merchants’ Daily Fee Indicator without having to switch platforms. We have added a new ticket type – TSYS – Update Daily Fee Indicator (Auto) – that works like our other automated TSYS maintenance tickets. These ticket types allow TSYS […]

How ISO Agent Programs Help Sales Professionals Succeed in Payments
November 28, 2022

ISO agent programs help pair talented salespeople with independent sales organizations (ISOs) looking for help recruiting new merchants. They’re just one method of entry into the merchant services space, but they offer some notable benefits to independent agents, including simplicity, structure, security, and more. The following is a brief rundown of what ISO agent programs […]

Understanding Merchant Services
November 23, 2022

Merchant services and the payments industry as a whole are complex, with multiple layers of service providers and countless moving parts all working to ensure electronic payments are accessible to merchants and fast, frictionless, and convenient for consumers. But what exactly are merchant services? It’s a broad term that covers a lot of ground and, […]

IRIS CRM Blog Gmail & Outlook Tips and Email Integrations to Save Time November 5, 2021

Email is a necessity of modern business, but despite the level of dependence we have on it, it’s notoriously inefficient. Gmail and Outlook are the two undisputed kings of business email today, and both include tools designed to help you chip away at the inefficiencies of the medium. The following is a list of five […]
IRIS CRM Blog Email and Your CRM: Best Practices for Successful Outgoing Email Management – Part 2 July 31, 2020

Part Two – Boosting Deliverability with Proper Authentication and Configuration In part one of our series on email best practices and how they impact your outgoing deliverability, we talked about domains – the identifying address your emails originate from, and how properly utilizing subdomains can protect the deliverability of your outgoing email by building walls […]
IRIS CRM Blog Email and Your CRM: Best Practices for Successful Outgoing Email Management July 29, 2020

Part One – Protecting Your Outgoing Email Reputation and Deliverability Rates with Subdomains  Email marketing is deceptively simple. You create an email or a series of messages, load them into your autoresponder, click a button, and out they go – a successful email blast! But there is so much more to it than that, and, […]
Featured Functionality New Features: Mass Lead Actions & Email Template Improvements February 4, 2020

We are pleased to announce the release of two important features in your favorite Merchant Services CRM! The first feature enables users to send out Mass Lead Email and SMS Messages to leads selected on the My Leads or the Calendar page. The second one is an updated email template editor, which now makes it much […]
Featured Functionality New Feature: Email Preview Text With Preheaders March 12, 2018

Your favorite Merchant Services CRM now supports Email Preview Text with Preheaders!   An email preview text is a short summary text which follows the subject line when an email is viewed in the inbox. If you do not add a preview text to your email, then the recipient’s mailbox will show the first line of your […]
Schedule Demo