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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
                                                                      a month but is only generating the company a
             RIS CRM is an ISO management system. Clients             profit of $50 a month. In reality, this merchant is
             use IRIS CRM to board new merchants, track leads,        losing the company money. In this case, releasing
             manage support tickets and pay residuals from over       the merchant is a good business decision and will
        I 40 processing networks. IRIS CRM is a PCI Level             allow management to refocus resources in more
        1 service provider with over 30 integrations. IRIS CRM        profitable areas.
        offers robust & processor agnostic reporting for clients in
        formats conducive to higher productivity and growth.        •  Profitable–A merchant is generating $500 a month
                                                                      and rarely logs support issues. This merchant
        What’s New:                                                   is even more valuable to the company than the
                                                                      $500 a month they generate because they do not
        IRIS CRM Spotlight on                                         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
                                                                waiting on a manager to deliberate on a decision. The
        your Clients and the Health                             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       Using IRIS profitability metrics allows you to see the
        agent churn, lowers hiring costs, and increases merchant   health and trajectory of your portfolio from a high level.
        approvals.                                              A residual earnings table allows ISOs to filter on 3 month,
                                                                6 month, year to date, 12 month and customized date
        As part of the residual reporting package, IRIS also    ranges when viewing portfolio earnings to analyze sales
        offers a profitability reporting module that can help you   trends. The IRIS profitability reporting module provides
        evaluate your business and develop opportunities. You   the following month over month statistics:
        can use profitability information to empower you to
        make important decisions on the fly such as deciding if     •  Monthly Volume Growth
        a merchant should receive a  free terminal or an  on-site
        visit. Profitability data can also be used to dive into your   •   Monthly Volume Growth Percentage
        portfolio and find where you can improve your business      •  Monthly Revenue Growth by Percentage
        on the entire portfolio(s) and on a per merchant basis.
                                                                    •  Monthly Revenue Growth
                                                                    •  Average Profit Per Merchant

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





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