New Enhancement: Helpdesk Ticket Checklists
We have just released two new enhancements in your favorite Merchant Services CRM, enabling users to add comments in Helpdesk Checklists and to reorder the checklist items. A Helpdesk Checklist consists of one or more tasks that need to be completed before a helpdesk ticket can be changed to a Resolved status. Each checklist […]
New Feature: Client Invoicing
We are excited to share that your favorite Merchant Services CRM now comes with support for client invoicing! Generate one-off or repeating invoices from the lead and send them to your clients in just a couple of clicks. The clients can pay for the invoices using a credit card or ACH payment. A complete history of […]
New Feature: TSYS ELAPP Boarding Integration
We are proud to announce that your favorite Merchant Services CRM now supports the TSYS ELAPP processing platform for merchant boarding! TSYS ISOs can now submit a merchant from their CRM site without having to log into the different processor tools and re-key the data that’s already collected. CRM-direct onboarding will save you time, […]
New Integration: Merchant e-Solutions Portfolio Reporting
We are happy to announce that IRIS CRM has completed its integration of Merchant e-Solutions (MES) transaction reporting. MES ISOs are now able to view merchants’ deposits, batches, account status, retrievals, and chargebacks right inside the Merchant Services CRM. Below are a few highlights of the new integration. Viewing Merchant Deposits To view the merchant’s […]
New Enhancement: User Notification Settings
Your favorite Merchant Services CRM has received a new enhancement to the User Settings page, enabling users to exercise more control over the email and popup notifications they receive. The email and popup notifications can now be enabled or disabled for every type of event that can occur in the CRM: With the […]
New Enhanchement: Global Search
We are back with a very quick and very useful new update to your favorite Merchant Services CRM. The Global Search box in the CRM’s top navigation bar has just been updated to show the 5 most recently viewed Accounts, Leads, and Helpdesk Tickets. To view the recently viewed items simply click on the […]
Merchant Account ISOs Explained – What Are They, How Do They Work, and How Do They Make Money
Independent sales organizations are companies that partner with payment processors to resell their services to merchants. ISOs act as representatives of the payment processors, acting as intermediaries and handling customer service and merchant management while the payment processors handle the actual credit card transactions. Many ISOs also employ independent agents to act on their behalf […]
Fiserv Credit Card Processing – Is It Good for My Business?
The key to success as an independent sales organization is establishing and nurturing strong partnerships with leading payment processors to ensure that you can offer your existing merchants and prospects the best possible payment solutions to meet their needs. Fiserv, which acquired First Data in July of 2019, is one of the world leaders in […]
Can You Make More Than $100k/Year Selling Credit Card Processing?
Independent sales organizations are third-party businesses that resell payment processing services from the major merchant services companies like Fiserv, TSYS, Worldpay, and many others. Independent agents work on behalf of the ISOs and do the sales work of bringing in new merchants to sign. When a merchant signs on with an ISO, their payments are […]
How to Become an Independent Sales Organization
Independent sales organizations are essentially payment processing resellers that act as middle-men between the major processors and merchants in need of processing services. It’s a potentially lucrative field, and as such, there are constantly new entrants looking to jump into the game to claim their slice of the payment processing pie. The rules for becoming […]
What is Merchant Boarding? An Overview of the Onboarding Process and How to Make it Better
Getting as many new, high-quality merchants as possible signed up for payment processing services is the key to success for independent agents, independent sales organizations, and payment processors alike. But many would-be merchants are hesitant to get started due to an inherent lack of understanding of how the entire process of getting signed-up works. Instead, […]
IRIS CRM 2019 Released Features
If you’re familiar with IRIS CRM, the payments industry’s leading customer resource management platform, then you know we never stop improving and adding features, and 2019 was another big year! Our development team added a lot of exciting new features to the CRM in response to the needs of our valued customers, ranging from improvements […]