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
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 […]
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, […]
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 […]
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 […]
We are excited to announce that your favorite Merchant Services CRM now features a Helpdesk API. The latest API extensions come as an addition to our extensive Lead and Merchant API which can be used to create and manage leads and merchants. The Helpdesk API now enables you to manage and update your IRIS […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]