Featured Functionality: Proposal Generator

Anything that an ISO owner could do to help sales reps close more accounts in a quick and easy way is paramount.  Creating proposals are one of those things. However, we all know that creating those proposals may not be the easiest or pleasant thing your team members have to do. Well not anymore! Our easy to use proposal […]

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First Data IPO: Big, but not as big as hoped

First Data knows how to go big. Handling nearly half of all card transactions in the U.S., it is a major force. All totaled, the company provides services for six million business locations and 4,000 financial institutions in 118 countries. The payment-processing giant made more big news this fall. October 15, 2015, First Data began […]

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How to Improve Your Customer Engagement in the New Year

As we wrap up this year, businesses are game planning their moves for the next. Perhaps your goals revolve around increasing your marketing strategies while reducing the costs or acquiring more leadership training. But have you given much thought into building your customer relationships and customer engagement strategies? Engaging with your customers places trust between the […]

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Featured Functionality: Integrated Agent Residual Income Payouts

Calculating agent payouts and getting accurate residual income reports can be a nightmare. IRIS CRM can provide residual income reporting for over 40 processors and ACH payments directly to sales reps. The agent residual payouts feature is an integration with SAGE ACH (previously known as GETI).  To get started with this feature simply contact SAGE […]

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Struggling With Your Merchant Services CRM? 4 Signs It May Be Time for a Change

Do you struggle with your merchant services CRM?   There are a few common areas where a merchant services CRM can go awry. Consider the following points when analyzing your CRM to see if a change is in order:   1) Your CRM is not adaptable.   Businesses change and CRM solutions must change with them. If […]

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