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IRIS CRM Spotlight: Close More Deals with IRIS CRM's eSignature

As 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 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:

It is a no-brainer to incorporate digital signature into your sales process. If you are already doing so then kudos! You can take this to the next level by integrating eSignature into your CRM.

IRIS CRM | Payment Processing | Residual Income from Dimitri Akhrin on Vimeo.


Integrated Reporting is Simple (IRIS CRM) is a premier sales automation software company servicing clients in the payments industry. The platform was created for ISOs (sellers of electronic payment services) to track leads, appointments, tickets, commissions and live accounts from processing networks. With over 30 current integrations, IRIS CRM also offers robust reporting for clients in formats conducive to determining productivity and growth. Clients do not install IRIS CRM, but instead access it through a secure website built and hosted by IRIS CRM, a certified PCI Level 1 Compliant Service Provider.

Headquartered in Brooklyn, New York, IRIS CRM offers a fast-paced and stimulating corporate culture and a team environment that leverages the latest technologies to deliver reporting and business process automation services to our clients in the payment processing industry.

A typical client is an ISO that is looking to consolidate their day to day operations into a single tool. IRIS CRM provides a single portal to handle every process from the time that a lead is a seed - all the way through the lifespan of an account.

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