Jason Weinberger

Recent Posts

Featured Functionality: Marketing Pop-ups

IRIS CRM clients are able to upload media such as click-able images to appear when users log in.  The feature is extremely useful for marketing value added services to merchants when they first log into their merchant portal.  Another creative way to use marketing pop-ups is to notify agents of necessary updates or training when they first log into IRIS CRM.

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Four Sales Efficiency Tips to Improve Communication with Your Sales Team

Trying to create sales efficiency with your CRM goes beyond just improving customer service in your company. While it's essential to keep up communication with your sales leads, properly linking up with your sales team is mandatory to help increase profits. Attempting to get every department on the same page was once a Herculean task back in the age before CRM. With more demands and competition, you can't just rely on running from department to department to get everyone coordinated.

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