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 ISO Management & Merchant Services Blog
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New Feature: Merchant Data Sharing
We are pleased to announce the release of the Dispute Responder—IRIS CRM’s revolutionary new solution that offers complete, end-to-end dispute management. The Dispute Responder ensures that your merchants will always be alerted the instant a new dispute is entered with Fiserv so that no merchant will ever again lose a case because they failed to […]
We’re excited to announce that your favorite Merchant Services CRM now comes with the ability to perform Mass Actions on your merchants. With Mass Actions, you can now update groups, processors, data sources, assigned users, as well as perform many other actions on selected merchants. To use the new feature open the Merchant Management page […]
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 […]
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 […]
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, […]
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 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 […]
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 […]
We are pleased to announce that your favorite Merchant Services CRM now includes an Open Residuals API! Check out the latest IRIS CRM Residuals API Documentation. The Residuals API is the latest of the Open API extensions added over the last 12 months, which also include the Lead, Merchant, and Helpdesk APIs. […]
Since the beginning of 2020, IRIS CRM has been working on a complete application redesign. We are super excited to announce that your favorite Merchant Services CRM is getting a shiny new look and wanted to share some screenshots with you today during this sneak peek. We expect the design that is shown below to […]
Your favorite Merchant Services CRM has received a new enhancement—the ability to update lead assignments via the Lead Importer. The Lead Importer enables ISOs to import leads into the system from CSV files, as well as to update fields on existing leads. With the latest update, we have now added the ability to […]
Delivering top-quality support to clients on time every time is one of the hallmarks of every successful ISO. Your favorite Merchant Services CRM comes with numerous helpdesk tools to ensure that your team stays on top of their game and provides outstanding customer service at all times. A recent product update now also brings the […]
Managing the Helpdesk ticket files in your favorite Merchant Services CRM has just gotten easier! We are pleased to announce that we have released several updates to improve the way in which files are uploaded and viewed in helpdesk tickets. Users now have the ability to select multiple files to upload to a helpdesk ticket, […]
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 […]
Your favorite Merchant Services CRM has just received a new enhancement—the ability to manage Group Options on the Manage Site Domains page. The Manage Site Domains page allows ISOs to enable access to the CRM site from multiple domains. For example, by configuring your DNS and CRM settings you can have your users access […]
We are pleased to announce that IRIS CRM has completed its integration of Vantiv IQ Portfolio Reporting. ISOs can enable the Vantiv IQ Portal integration to automatically retrieve Worldpay merchants’ account information, retrievals, chargebacks, and statements on a daily basis. In addition to the Vantiv IQ Portal data source, your CRM also retrieves the merchants’ […]
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 […]
We have just added two important enhancements to the Lead Recordsets functionality in your favorite Merchant Services CRM. A Recordset is a group of fields you specify such as the business Contacts or Equipment which frequently has more than one object. Recordsets are shown on a special type of tab in IRIS CRM […]