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 […]
New Enhancement: Set Helpdesk Ticket SLAs In Business Days
We have just released a new enhancement to the IRIS CRM Helpdesk. Users can now set Helpdesk Ticket SLAs in business days on Helpdesk Ticket Types. Helpdesk Ticket Types are custom types of tickets that you can set up with different workflows for resolving specific types of issues. For example, a ticket type used […]
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 […]
New Feature: TSYS Equipment and VAR Management on Demand
We are excited to share that your favorite Merchant Services CRM now comes with the ability to Manage TSYS Equipment and VARs On Demand. TSYS Wholesale ISOs can now view up to date information on merchants’ TSYS terminals and software, as well as add new equipment as required. You can find the list of the […]
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 […]
New Feature: Copy Existing Email Templates
Your favorite Merchant Services CRM has just received a new feature update—the ability to copy existing Email Templates. By creating email templates in your CRM, you can save your sales reps tons of time and ensure consistent messaging from your team to your clients. You can also add your brand identity to your messages […]
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 […]
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 […]
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 […]
New Feature: Shape IRIS CRM’s Roadmap by Voting on Feature Requests and Bug Fixes
We are super excited to share that your favorite Merchant Services CRM now comes with a built-in feedback tool! CRM users can now share their feedback with the IRIS CRM team and other users by sending feature requests or bug reports right from the CRM. We encourage users to use the new feedback tool to […]