Case Study: USB Payment Processing achieves improved productivity and streamlined merchant onboarding with IRIS CRM

USB Payment Processing Improves Productivity With IRIS CRM After Decade With Salesforce

USB Payment Processing, a Maryland-based payment processor with over 25 years in the industry, faced limitations after a decade on Salesforce: missing merchant-services features (turnkey eSignature, direct-to-processor boarding, integrated merchant reporting, and residual income calculations) and costly per-user licensing. After evaluating options and hearing recommendations, USB Payment Processing chose IRIS CRM for its industry-specific CRM, TSYS integrations (TurboApp/ELAPP), Adobe Sign eSignature, and an unlimited-user / per-active-merchant pricing model.

IRIS CRM executed a detailed Salesforce data migration with a dedicated implementation manager and delivered a tailored solution including TSYS-compliant eSignatures, TurboApp direct processor boarding, daily portfolio reporting, a residuals calculation module, a private-label merchant portal, and integrated phone/support tools. As a result, USB Payment Processing reports increased productivity, all team members and its extended sales network now have access without per-user fees, residuals can be calculated in minutes, and onboarding and reporting are automated — eliminating manual work and reducing ongoing costs thanks to IRIS CRM.

USB Payment Processing

Jennifer Shore

Client Relaons Manager