Author: Ivan Szabo

Merchant Data Sharing
Featured Article New Feature: Merchant Data Sharing

Have you ever needed to transfer one or merchants from another IRIS CRM site to your site to support your merchants through a single source? IRIS CRM’s  Merchant Data Sharing feature is here to deliver client-to-client transfers quickly and securely without requiring IT resources to set up and maintain these data transfers.   ISOs with […]

IRIS CRM Announces Payment Industry Legend O.B. Rawls as New Strategic Advisor IRIS CRM Announces Payments Executive O.B. Rawls as New Strategic Advisor

O.B. Rawls lends his 30 years of experience in payments and merchant services, including senior executive roles with First Data, iPayment, and Paysafe, to help guide the future of IRIS CRM’s growth, product development, and service delivery to ISOs across North America. Brooklyn, New York – IRIS CRM is pleased to announce that O.B. Rawls, […]

ISO Management Solutions – How CRM Software Impacts Managers ISO Management Solutions – How CRM Software Impacts Managers

Whatever level of management you’re in, your job is to lead those who work under you, to steer their success, and to provide them with the tools and the guidance they need to do their jobs as well as they can. Unfortunately, that’s often easier said than done, and it’s incredibly easy to fall into […]

Merchant Services CRM Merchant Services CRM – What to Look For When Shopping for a New Customer Resource Management Platform

Adopting customer resource management software is one of the simplest and most affordable ways independent sales organizations can enhance their merchant acquisition, improve service delivery, and grow residuals. But not all CRMs are created equal, so when shopping for a new system for your ISO, it’s crucial to look for one that offers a wide […]

Online Prospecting and Visitor Tracking with IRIS CRM Online Prospecting and Visitor Tracking with IRIS CRM

Good lead management is all about using the data available to you to properly categorize leads and ensure each is either constantly moving forward towards a sale, being maintained long-term, or, in the case of unqualified leads, moved aside so your team can focus on hotter prospects.  Each additional piece of data you can collect […]

IRIS CRM’s Conformance Technologies Integration The Top 3 Reasons IRIS CRM’s Conformance Technologies Integration is So Game-Changing

IRIS CRM recently announced our ground-breaking partnership with Conformance Technologies – one of the world’s leading providers of risk assessment and conformance tools for small and midsize businesses (SMBs). With this new partnership, IRIS CRM has fully integrated Conformance Technologies’ PreComm ToolKit™, one of the most powerful cloud-based due diligence tools available today.  This new […]

ISOs Improvement What is Independent Sales Organization CRM Software and How Can It Help Your ISO?

Not all platforms are created equally, and not all are CRMs targeted specifically towards the payments industry. Selecting the right tool for the unique challenges your ISO faces is key, but with the right CRM software underpinning your operations, organization-wide improvements in productivity and work-quality can be unlocked with relative ease.  A customer resource management […]

Five Persistent Call Center Myths Debunked Five Persistent Call Center Myths Debunked

Considering how long it’s been around, telemarketing is still a surprisingly misunderstood field. There are a lot of misconceptions floating around, many of which are unfairly negative and paint telephone sales in a bad light. Those myths are harmful because they stop companies who would otherwise benefit from engaging with call centers from doing do, […]

Better Residuals Reporting and Management Better Residuals Reporting and Management

Your residuals are the reason your ISO is in business in the first place. They represent the majority of your revenue, and the growth and long-term success of your portfolio is also the main driver of your company’s value. They’re also the reason your independent agents are in business and the carrot that attracts the […]

Merchant Data Sharing Merchant Data Sharing and Its Importance to ISO Specialization and Revenue Sharing Partnerships

Merchant data sharing is becoming more and more important in the payments industry as independent sales organizations look for ways to diversify their revenue streams and establish partnerships both inside and outside of the payment processing space. To facilitate those new revenue streams, IRIS CRM now includes a new merchant data sharing feature that allows […]

TurboApp Understanding Merchant Boarding and How IRIS CRM and TurboApp Are Revolutionizing the Process

When a new merchant partners with an ISO and submits a signed merchant processing application (MPA), their data and supporting documentation needs to be submitted to the payment processor for verification, due diligence, and approval. That process is known as boarding, and it’s an extremely important part of the new merchant acquisition process for all […]

IRS and Coronavirus Tax Relief for Businesses IRS and Coronavirus Tax Relief for Businesses

With a reenergized COVID-19 ripping much of the southern and western U.S., businesses are once again facing the possibility that shutdown orders may be necessary to ensure public health. While the government is currently in the process of negotiating the HEALS act to provide a second round of COVID-19 tax relief, businesses currently facing hardships […]

Successful Outgoing Email Management Email and Your CRM: Best Practices for Successful Outgoing Email Management – Part 2

Part Two – Boosting Deliverability with Proper Authentication and Configuration In part one of our series on email best practices and how they impact your outgoing deliverability, we talked about domains – the identifying address your emails originate from, and how properly utilizing subdomains can protect the deliverability of your outgoing email by building walls […]

Outgoing Email Management Email and Your CRM: Best Practices for Successful Outgoing Email Management

Part One – Protecting Your Outgoing Email Reputation and Deliverability Rates with Subdomains  Email marketing is deceptively simple. You create an email or a series of messages, load them into your autoresponder, click a button, and out they go – a successful email blast! But there is so much more to it than that, and, […]

Efficient and Effective Calling is a Fundamental Driver of ISO Success Efficient and Effective Calling is a Fundamental Driver of ISO Success

ISOs operate in an extremely competitive environment and outperforming your competition in both recruiting and service is key to maintaining healthy growth and maximizing residuals. That makes your independent agents some of the most important members of your team, and the job they do one of the most important functions of your ISO. Any tool […]

Go Mobile App Go Mobile: Unlock the Full Power of Your Business with IRIS CRM’s New Mobile App

Your customer resource management platform is the hub that brings all of your ISO’s lead management, sales operations, merchant service delivery, and administration into one, centralized point of control. That makes CRM software a mission-critical tool – one that needs to be available to your employees at all times, not just when they’re at their […]

How Does the IRS Classify a Merchant Acquiring Entity How Does the IRS Classify a Merchant Acquiring Entity and What Reporting is Required?

Reporting is a big deal in the payments industry for obvious reasons. But with acquiring banks, payment processors, independent sales organizations, and merchants all playing a roll in getting money from point A to point B, even with the kind of advanced reporting and sales tools provided by platforms like IRIS CRM, keeping track of […]

Merchant Data Sharing The Importance of Merchant Data Sharing: Why Your ISO Needs Frictionless Sharing Capability

Customer resource management platforms are mission-critical software tools that include a wide variety of sales, productivity, and reporting features. And while CRMs are all about cross-organization integration and centralized control of your company’s tasks, one thing they traditionally aren’t good at is talking to each other. That’s a problem for ISOs that need to move […]

ISO Merchant-Level Metrics ISO Merchant-Level Metrics – How CRM Offers an Improved Awareness of Merchant Data and Performance

It can be extremely easy to ignore your ISO’s merchant-level metrics because they drill information down to a level you may not think you need. Portfolio-wide and processor-wide metrics provide a much larger-scale overview of your ISO’s profitability, and with profitability at the top of mind, it’s tempting to dig no further. But that’s a […]

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