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Spotlight Innovators




                                                                The profitability module assigns a clear and visual dollar
                                                                value to each merchant customer in your portfolio(s). This
                                                                empowers you to fully understand the opportunity cost
                                                                of each of your existing merchants and maximize where
                                                                your time is best spent. Here are two real life examples:
                                                                    •  Not Profitable–A merchant logs 50 support tickets
              RIS CRM is an ISO management system. Clients             a month but is only generating the company a
              use IRIS CRM to board new merchants, track leads,        profit of $50 a month. In reality, this merchant is
              manage support tickets and pay residuals from over       losing the company money. In this case, releasing
        I 40 processing networks. IRIS CRM is a PCI Level              the merchant is a good business decision and will
        1 service provider with over 30 integrations. IRIS CRM         allow management to refocus resources in more
        offers robust & processor agnostic reporting for clients in    profitable areas.
        formats conducive to higher productivity and growth.        •  Profitable–A merchant is generating $500 a month
        What’s New:                                                    and rarely logs support issues. This merchant
                                                                       is even more valuable to the company than the
        IRIS CRM Spotlight on                                          $500 a month they generate because they do not
                                                                       take up much time or effort. A good business
                                                                       decision would be to assign a top customer service
        Profitability Reporting                                        representative to this merchant and send them a
                                                                       gift basket from time to time.

        Module – Gain Insight into                              Using profitability data empowers your team to make
                                                                snap decisions on the spot and stop wasting valuable time
        your Clients and the Health                             waiting on a manager to deliberate on a decision. The
                                                                quick decision making makes new and existing blue-chip
                                                                merchants happy.
        of Your Portfolio to Save


        Time and Make More Money


              RIS CRM's residual income reporting tool offers
              ISOs a unique management capability that improves
              the transparency, accuracy, and timing of month-
        I ly residual payouts. Residual reporting reduces
        agent churn, lowers hiring costs, and increases merchant   Using IRIS profitability metrics allows you to see the
        approvals.                                              health and trajectory of your portfolio from a high level.
                                                                A residual earnings table allows ISOs to filter on 3 month,
        As part of the residual reporting package, IRIS also    6 month, year to date, 12 month and customized date
        offers a profitability reporting module that can help you   ranges when viewing portfolio earnings to analyze sales
        evaluate your business and develop opportunities. You   trends. The IRIS profitability reporting module provides
        can use profitability information to empower you to     the following month over month statistics:
        make important decisions on the fly such as deciding if
        a merchant should receive a  free terminal or an  on-site   •  Monthly Volume Growth
        visit. Profitability data can also be used to dive into your   •   Monthly Volume Growth Percentage
        portfolio and find where you can improve your business
        on the entire portfolio(s) and on a per merchant basis.     •  Monthly Revenue Growth by Percentage

                                                                    •  Monthly Revenue Growth
                                                                    •  Average Profit Per Merchant

                                                                    •  Average Basis Points Profit Per Merchant
                                                                    •  Monthly Basis Points Margin Growth Percentage





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