Tag: sms

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 How Your Business Can Use Automated SMS as a Sales Tool August 10, 2022

If your ISO isn’t already using SMS as a key tool for communicating with merchants, you’re failing to offer them one of the most convenient, powerful, and preferred channels available today. Despite its effectiveness, many companies fail to leverage the power of SMS because they simply don’t want to deal with managing it. But, today, […]
Featured Functionality Automated SMS Triggers For Easy Lead Follow Up July 29, 2022

Get your message directly into the palm of your lead’s hands at just the right time without manually typing or sending texts one-by-one using IRIS CRM’s new Automated SMS Status Triggers.  SMS is a great way to communicate with leads, as most people have their cell phone with them all of the time. Therefore, SMS […]
IRIS CRM Blog Compliance Action Required Soon: A2P 10DLC Business SMS August 20, 2021

With increases to spam messages and robo-calls, changes are being made in the telecommunication industry to regulate how US mobile carriers handle the sending of business-related SMS communications.  The newest standard which affects all senders of SMS is Application-to-Person 10-digit long codes, or A2P 10DLC. A2P DLC is very similar to existing 10-digit phone numbers, […]
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 New Feature: SMS Forwarding February 20, 2018

IRIS CRM now supports SMS forwarding!   Have your lead’s SMS messages forwarded to your mobile automatically and make sure you never miss a step!   You no longer need to log into IRIS CRM in order to view or respond to SMS messages. Instead, simply enable SMS forwarding in your User Settings and IRIS […]
Featured Functionality New Feature: Send And Receive SMS Messages In IRIS CRM March 1, 2017

We are pleased to announce that you can now Send And Receive SMS Messages In IRIS CRM, right from the lead form! A business owner that you have established contact with in the past is over 70% more likely to respond to an SMS versus an email in 2017.   Need to follow up with an […]
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