Tag: Phone Dialer

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 […]

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Customizable Merchant Tab Permissions
December 2, 2022

IRIS CRM is excited to announce that you can now fully customize the visibility of merchant tabs based on Group, User Class, and User for each processor your ISO is working with.  Previously, the visibility settings only allowed you to make a tab visible or not for all users, with no fine-grained permissions. Now, you […]

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 […]

IRIS CRM Blog The Top Communication Tools for Your ISO, Built Right Into an Industry-Leading CRM March 4, 2020

Your ability to communicate directly impacts all aspects of your ISO’s business. From delivering an effective sales process to prospects, to guiding new merchants through the initial stages of getting their own businesses off the ground, to managing your agents, and everything in between, the success of your ISO is heavily dependent on great communication. […]
Featured Functionality Payment Processing CRM With Integrated Phone System Auto Dialer August 13, 2019

One of the main goals of customer resource management is reducing wasted time and effort. While many CRMs do a good job of bringing together customer management tasks into a single platform, IRIS CRM, the industry leader in payment processor CRM technology, takes it a step further by including a fully-featured power dialer as well, […]
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 A Closer Look At The IRIS Dialer April 18, 2019

Whether you’re a team of tens or hundreds, supporting your merchant base with quality customer service is crucial to the long-term success of any business in the payment industry. It’s just as crucial, in fact, as an effective sales team.   Those in sales and customer service tend to possess many of the same qualities. […]
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