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Spotlight Innovators

RIS CRM is an ISO management system. Clients
use IRIS CRM to board new merchants, track leads,
manage support tickets and pay residuals from over
I 40 processing networks. IRIS CRM is a PCI Level 1
service provider with over 30 integrations. IRIS CRM offers
robust & processor agnostic reporting for clients in formats
conducive to higher productivity and growth.

What’s New:
IRIS CRM Spotlight: Close More Deals

with IRIS CRM's eSignature

s an ISO, nothing is more frustrating than putting in long hours to get a prospect to sign a deal, and then not
being able to close because of paperwork issues. Or equally troubling, when you get the paperwork back from
your prospect but find out that they haven’t provided all the correct information or failed to sign in all the right
A places, and now you have to email the paperwork or travel to the merchant's location to complete the signing.
These small, infuriating administrative problems can cost you time, money, and sales.
Time is Money and Money is Time

In the payment processing industry, closing deals require a lot of effort and work due to
demanding customers and increased competition. Prospects are being offered more choices
today than ever before from competitors who sign away customers from you because they are
able to turn deals around quickly. When you use traditional methods to obtain a signature,
you may encounter the following speed bumps that could stall your deal: Your team is
limited to fax or in-person meetings Delays may occur in the signing process due to missing
information Time is lost waiting for documents to arrive in the mail Personal information on
paper isn’t secure and can be vulnerable to fraudsters if it is shared

So what if there was another way? A way to eliminate problems with paper signings forever,
and free up your time to be able to make more sales? Well, there is an answer. It's called
eSignature. IRIS CRM has eSignature capability built into its platform and it's a simple and
easy solution to use.

What is IRIS CRM eSignature?
IRIS CRM's eSignature is a digital signature that allows your sales team the freedom to sign
a deal from anywhere on the planet and through any device! IRIS CRM's eSignature lets
your sales team pre-populate agreements and automatically import new information into a
prospect’s customer record. This lessens data entry and administrative tasks so your sales
team can focus on what's most important, closing new deals!

IRIS CRM's eSignature helps reps get contracts and applications signed quicker and more
securely. It also streamlines the boarding process. Any new information entered by the
merchant using eSignature gets imported back to the lead so information is current and
complete. Submitting an app is automated, error-free and reps become more productive.

IRIS CRM's eSignature is a highly beneficial feature to ISOs for many reasons:
• You'll be able to submit a merchant 4 to 7 times faster

• Team members will be able to handle at least 5 times the workload

• Profitability of accounts will be ensured due to the elimination of data entry errors.
• Contracts get signed faster and the entire sales experience is better for the customer.

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