We’re excited to announce the release of IRIS CRM’s NMI Gateway Boarding Integration! NMI is a leading unified commerce enablement platform that enables ISOs to add additional value for their merchants and serves as a private label payment gateway that provides many additional cutting-edge features to create new revenue. The latest capability of boarding merchants […]
IRIS CRM ISO Management & Merchant Services Blog
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New Integration: IRIS CRM Releases Direct Boarding To NMI Gateway
One of the easiest ways you can grow your ISO is by improving your merchant boarding process. Merchant boarding, also known as merchant onboarding, is the process that occurs after a sales agent has recruited a new merchant and closed the deal. The onboarding process kicks off once a merchant signs their MPA, or merchant […]
We’re excited to announce a new feature for IRIS CRM: Custom Tooltips for Lead Fields! ISOs using IRIS CRM can now set up custom tooltips for lead fields. The custom tooltips will appear as an icon next to a lead field, which can be hovered over to gain additional information. With the ability to […]
When measuring the success of your Independent Sales Organization (ISO), there are a few important metrics to consider. The metrics can include tangible ones like revenue and market share, to the more difficult to measure metrics including brand reputation and awareness. Whether the success metrics are tangible or not, they are a strong way to […]
NMI is one of the payments industry’s top gateway service providers, offering businesses the electronic payment solutions necessary to link their merchant accounts with their end customers both online and in-store. NMI’s powerful gateway software offers merchants everything they could possibly need to power their electronic payment processing, including a virtual terminal that can be […]
2020 was a rough year for everyone, and it’s safe to say that most people are happy it’s now behind us. With vaccines rolling out and a return to “normal” on the horizon, the time has come to look forward to what 2021 has to offer your ISO. The unexpected pandemic meant 2020 was largely defined by […]
A standard operating procedure (SOP) is a codified set of step-by-step instructions designed to demonstrate to workers how tasks or workflows are performed. They take a high-level process and break it down into clear and concise steps, ensuring that repetitive tasks are performed the same way by all employees every time they occur. SOPs are […]
Hard work is a crucial ingredient for success in all industries, especially during the early phases when a business is just getting off the ground. But the companies that not only survive startup, but go on to thrive, grow, and dominate their industries are often the ones that find a way to quickly replace pure […]
To register or to remain unregistered? That’s a decision every independent agent will be faced with at some point in their career, and it’s one with big implications, both for short-term operations, and the long-term prospects for everything from marketing to company structure to growth, and beyond. The million-dollar question is, “is it worth it?” […]
We’re proud to share an exciting new feature for your favorite Merchant Services CRM – the ability to set default ticket priorities! One of the most important things for ISOs is the ability to quickly respond to merchants when they are in need of assistance. By providing timely service and solutions, merchants are far more […]
We’re proud to announce an exciting new feature for your favorite Merchant Services CRM. Now ISOs can set their leads to automatically update to a Signed Lead Status of choice after the lead e-signs and submits an application. Manually updating lead data in your CRM takes up your administrative team’s time and attention. IRIS CRM […]
We’re excited to announce the addition of several new features for the IRIS CRM mobile app! IRIS CRM’s recently updated mobile app is a powerful on-the-go solution for ISO administrators, sales agents, and merchants. Sales agents are often on the move, so it’s important that they are able to access and update key information from […]
According to McKinsey’s 2020 Global Payments Report, cash use is way down in the wake of COVID-19, and consumer demand for electronic payment options is driving a huge surge in demand for merchant services among SMEs. On the front lines of that explosion in demand are the independent sales organizations – or ISOs – that […]
Getting as many new, high-quality merchants boarded as quickly as possible is a key growth metric for payments companies. Independent agents, independent sales organizations (ISOs), and payment facilitators alike are focused on a mission to sign up as many merchants as possible to generate processing volume in their portfolios. Many of the would-be merchants are […]
The payments industry is fairly complex, and even experienced merchants with years of experience in the game often don’t understand the inner workings of how a payment gets from a customer’s card to their bank account, or what each player in the process contributes to the whole. Independent sales organizations (ISOs) are particularly poorly understood, […]
Merchant services is a lucrative and fast-growing industry that attracts a large number of hungry entrepreneurs every year. But before a new independent sales organization can jump into the deep end and begin signing up merchants, they need to make a key decision – whether to operate as a registered or unregistered ISO. Effectively, the […]
Onboarding new merchants is one of the most important tasks your ISO’s team handles on a day-to-day basis. The ability to board merchants both efficiently and effectively ensures that your ISO can grow quickly without worrying about bottlenecks or breakdowns in the process. But that’s easier said than done because boarding in the traditional way […]
TSYS offers an enormous range of services, so much so that it isn’t uncommon for merchants and even staff at ISOs to be unfamiliar with how they actually function as a part of the payments ecosystem. While TSYS offers services covering everything from payment hardware to risk and compliance to prepaid debit cards and more, […]
Chargebacks and retrievals are part of doing business, and no merchant can avoid them in the long term. But, while the card issuers require merchants to submit a thorough and timely defense, the dispute response process is not designed to be merchant-friendly. It isn’t designed to work against merchants either, but the unfortunate reality is […]