What is Merchant Boarding? An Overview of the Onboarding Process and How to Make it Better

Getting as many new, high-quality merchants as possible signed up for payment processing services is the key to success for independent agents, independent sales organizations, and payment processors alike. But many would-be merchants are hesitant to get started due to an inherent lack of understanding of how the entire process of getting signed-up works. Instead, […]

Read more...

IRIS CRM 2019 Released Features

If you’re familiar with IRIS CRM, the payments industry’s leading customer resource management platform, then you know we never stop improving and adding features, and 2019 was another big year! Our development team added a lot of exciting new features to the CRM in response to the needs of our valued customers, ranging from improvements […]

Read more...

Helping Agents: Merchant Services CRM for ISOs

As an independent sales organization, ensuring a steady stream of new, quality merchants are constantly being brought on board is the key to growing your residuals portfolio and maximizing profitability. The heavy lifters in accomplishing that goal are your agents, and keeping them happy and productive is crucial to your success. That means, whenever possible, […]

Read more...

Why Are People Still Using Outlook in 2019?

Outlook is still one of, if not the most popular email tools being used in offices. That might seem confusing to Google and Apple users, to whom Outlook might seem like an outdated application. And, to be fair, Outlook has been around for a long, long time, and it didn’t always have the greatest reputation […]

Read more...

Residual Income Definition – What Are Residuals and Why Are They So Important to Independent Sales Organizations?

Residuals are the lifeblood of independent sales organizations, and understandably, ISOs and agents alike have a vested interest in ensuring the health and consistent growth of their residual portfolios. But residuals aren’t straightforward, and new agents and ISO employees often lack a clear picture of exactly what residuals are or how they impact ISOs and […]

Read more...

Is Your ISO Looking for a Paysafe CRM? IRIS CRM is the Leader in Paysafe Customer Resource Management

Paysafe is a global leader in electronic payment processing, providing services to merchants all over the globe, both direct and through independent sales organizations like yours. Their robust set of merchant solutions makes them a popular choice for both online and in-store processing, and more recently, even in-game payments. Partnered ISOs reselling Paysafe’s services benefit […]

Read more...

ISO Sales Tips to Help Grow Your Merchant Services Business

Ecommerce is rapidly becoming the go-to shopping method for an entirely new generation of consumers. In 2018, almost 40% of holiday sales were made on the web, and brick and mortar stores all over the world are feeling the pressure of online competitors ranging from giants like Amazon to the smallest mom-and-pop web stores. As […]

Read more...

Call Outcomes: What Are They Good For?

Calling is an important part of the sales process and a key tool for delivering elevated customer service. But successful calling programs, especially when it comes to sales, require careful management. Since you can’t manage what you can’t measure, any data points that can be pulled from both successful and unsuccessful calls are of great […]

Read more...

Get IRIS CRM API Integration Documentation for Fiserv First Data, TSYS, WorldPay, and Vantiv ISOs

IRIS CRM is the leading customer resource management software in the payments industry thanks to its robust set of productivity, sales, and administration features designed specifically with the needs of independent sales organizations, merchants, and other financial institutions in mind. But IRIS CRM’s functionality doesn’t stop with the CRM itself, because IRIS CRM’s open application […]

Read more...

IRIS CRM Revolutionizes Phone Support and Customer Service

While customer service and support are continuously moving towards online-only systems, most customers still prefer contact with a human support agent over the phone. Being denied that service is incredibly frustrating, and your ISO’s valued merchants deserve better. That’s why IRIS CRM’s built-in power dialer is such a powerful tool for ISOs looking to elevate […]

Read more...