Tag: sales efficiency

IRIS CRM - NMI
Featured Article NMI Acquires IRIS CRM, Expanding Deeper in the Commerce Value-Chain

To meet increased demand for full commerce enablement solutions, NMI and IRIS CRM’s joint offerings better enable ISO, ISV, bank and fintech partners SCHAUMBURG, IL – JANUARY 18, 2022 – NMI, a leading full commerce enablement technology company, today announced it has acquired IRIS CRM, a premier merchant services CRM and comprehensive merchant management platform […]

Unassign User With Status Age Trigger Unassign User With Status Age Trigger
Read MoreUnassign User With Status Age Trigger

A new lead comes in and is automatically assigned to a rep to start working. One day passes… then another… a full week goes by and the lead’s status still hasn’t changed. IRIS CRM allows you to automatically assign another user to work the lead, however, the initial user remains assigned – until now! Automatically […]

IRIS CRM Call Center Software Features and Benefits IRIS CRM Call Center Software Features and Benefits
Read MoreIRIS CRM Call Center Software Features and Benefits

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 […]

Merchant Onboarding Tips: Improve New Merchant Boarding Efficiency Merchant Onboarding Tips: Improve New Merchant Boarding Efficiency
Read MoreMerchant Onboarding Tips: Improve New Merchant Boarding Efficiency

Merchant onboarding is the process of getting a freshly recruited merchant both approved and set up for payment processing with an acquiring bank. The merchant onboarding process happens both on the ISO and processor sides and sees the merchant go through initial submission, underwriting, eventual approval or denial, and the granting of a merchant account.  […]

New Enhancement: Workflows for Start Processing and Closed Merchants New Enhancement: Workflows for Start Processing and Closed Merchants
Read MoreNew Enhancement: Workflows for Start Processing and Closed Merchants

Automating processes, big or small, is a great way to save your organization time and ensure your data is consistent and accurate. Our latest exciting feature does just that by automating the workflows for merchants that have started processing or closed! Rather than manually checking in on which merchants have started processing, then making updates […]

Esquire Bank Document Upload Automation for ISOs New Integration: Esquire Bank Document Upload Automation for ISOs
Read MoreNew Integration: Esquire Bank Document Upload Automation for ISOs

IRIS CRM is very proud to announce a new integration to accelerate the merchant boarding process, Esquire Bank Document Upload Automation for ISOs! Many ISOs submit compliance documents to Esquire Bank as part of their TSYS onboarding process. In the past, administrators needed to download the necessary data for the batch of merchants they were […]

Drive Results with IRIS CRM’s TSYS Wholesale Integration IRIS CRM: TurboApp Boarding & Reporting For TSYS Wholesale ISOs
Read MoreIRIS CRM: TurboApp Boarding & Reporting For TSYS Wholesale ISOs

As one of the world’s leading payment processors, TSYS (now a part of Global Payments) offers a lot of value for merchants looking to offer convenient, innovative payment methods for customers. Wholesale ISOs can benefit by offering TSYS services to merchants, but it’s not always easy to incorporate a new processor into their workflow.  In a […]

Remote Work Remote Work: Start 2021 Strong!
Read MoreRemote Work: Start 2021 Strong!

2020 was a rough year for everyone, and it’s safe to say that most people are happy it’s now behind us. With vaccines rolling out and a return to “normal” on the horizon, the time has come to look forward to what 2021 has to offer your ISO. The unexpected pandemic meant 2020 was largely defined by […]

CRM SOP CRM SOP: Why It’s Important to Codify Your Workflows
Read MoreCRM SOP: Why It’s Important to Codify Your Workflows

A standard operating procedure (SOP) is a codified set of step-by-step instructions designed to demonstrate to workers how tasks or workflows are performed. They take a high-level process and break it down into clear and concise steps, ensuring that repetitive tasks are performed the same way by all employees every time they occur.  SOPs are […]

New Feature: Set Default Helpdesk Ticket Priorities New Feature: Set Default Helpdesk Ticket Priorities
Read MoreNew Feature: Set Default Helpdesk Ticket Priorities

We’re proud to share an exciting new feature for your favorite Merchant Services CRM – the ability to set default ticket priorities! One of the most important things for ISOs is the ability to quickly respond to merchants when they are in need of assistance. By providing timely service and solutions, merchants are far more […]

New Feature: Automatic Lead Status Update After E-Sign New Feature: Automatic Lead Status Update After Electronic Signature
Read MoreNew Feature: Automatic Lead Status Update After Electronic Signature

We’re proud to announce an exciting new feature for your favorite Merchant Services CRM. Now ISOs can set their leads to automatically update to a Signed Lead Status of choice after the lead e-signs and submits an application. Manually updating lead data in your CRM takes up your administrative team’s time and attention. IRIS CRM […]

Announcing 3 Exciting New Features for the IRIS CRM Mobile App IRIS CRM Q4 Mobile Application Enhancements and Easy Download Link
Read MoreIRIS CRM Q4 Mobile Application Enhancements and Easy Download Link

We’re excited to announce the addition of several new features for IRIS CRM’s mobile app!  IRIS CRM’s recently updated mobile app is a powerful on-the-go solution for ISO administrators, sales agents, and merchants.  Sales agents are often on the move, so it’s important that they are able to access and update key information from the […]

Payment Processing CRM Payment Processing CRM Effectiveness Increases Sales Efficiency
Read MorePayment Processing CRM Effectiveness Increases Sales Efficiency

Payment Processing CRM In the grand tradition of business school, marketing and sales departments both fall under the great marketing umbrella. In reality, these two departments or teams tend to be more like ships passing in the night. This is very unfortunate, because sales efficiency often relies on effective marketing. A payment processing CRM can bridge this […]

FIRST DATA and VANTIV COMPATIBLE CRM 4 Important Aspects of a First Data and Vantiv Compatible CRM
Read More4 Important Aspects of a First Data and Vantiv Compatible CRM

A First Data and Vantiv Compatible CRM typically encompasses 4 areas of business that with proper attention will help your business grow.  All while you keep a handle on the pulse of your organization. Using a CRM will only help your ISO grow and improve your day to day activities. Sales You and your sales people […]

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