From Salesforce to IRIS CRM

A robust CRM (customer relationship management) solution is vital for success in today's rapidly evolving merchant landscape. CRMs streamline workflows and provide critical insights into customer behaviors. This allows teams to focus on boosting sales and providing each customer with a consultative experience.

The CRM market is projected to grow substantially in the coming years, driven by customer demands for helpful, customized interactions. A recent study by McKinsey & Company revealed that 71% of consumers anticipate personalized experiences from the brands they do business with, and 76% feel frustrated when those companies underdeliver.

Unfortunately, for ISOs (independent sales organizations), banks and PayFacs (payment facilitators), generic CRMs like Salesforce often fall short. Instead, businesses offering merchant services need a solution with industry-specific features like advanced merchant management, residuals tracking and automated onboarding. That’s where IRIS CRM (an NMI company) comes in.

In this whitepaper, we explore how two ISOs, USB Payment Processing and Best Card, transformed their operations by moving from Salesforce to IRIS CRM. With our unique solution, they boosted productivity, streamlined merchant management and unlocked competitive customer analytics.

Download the full whitepaper to learn more.