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 […]

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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 […]

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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, […]

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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 […]

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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 […]

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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 […]

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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 […]

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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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Mobile CRM and the Many Advantages of Mobile Lead Management

Customer resource management software is a mission-critical tool for all ISOs that prioritize growth. The sales and productivity features offered by high-end CRM platforms are invaluable to finding, signing, and serving new merchants, and, in turn, to your ISO’s residuals. But the major flaw in most traditional CRM platforms is that they’re web-only, requiring users […]

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How to Become an ISO and Start Selling Merchant Services

Payment processing can be a very profitable industry, and as a result, it attracts its fair share of entrepreneurial individuals. Independent sales organizations are one of the most business types for new entrants breaking into the industry because they offer both the potential for excellent earnings as well as the flexibility to operate as an […]

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