IRIS CRM ISO Management & Merchant Services Blog

NMI Boarding is Better Together with IRIS CRM
Featured Article NMI Boarding is Better Together with IRIS CRM

After months of hard work and collaboration the NMI and IRIS CRM teams are proud to announce significant updates to the NMI payment gateway boarding integration. You are now able to use the power of the merchant data from your CRM in combination with the full suite of NMI boarding settings to make IRIS CRM […]

Most Popular
Advanced Reports – Take Lead Reporting to the Next Level
September 29, 2022

IRIS CRM is thrilled to announce the release of our new Advanced Reports widget for taking your lead reporting to the next level. Our new Advanced Reports widget combines lead filtering functionality from existing components with brand new features in the new user interface for a powerful, all-in-one reporting tool.   Users can create complex, multi-tiered […]

Why Great Salespeople Should Sell Credit Card Processing Services
September 28, 2022

Great sales professionals have no shortage of opportunities coming their way, but the opportunity to sell credit card processing services is one few ever look into seriously. Yet, a combination of factors, including huge demand for credit card processing, uniquely cumulative lifetime earnings, and sales organizations desperate for top talent in a cut-throat market all […]

What is an ISO? A 101-Level Explainer on Independent Sales Organizations
September 22, 2022

The payment processing industry is full of opportunities for entrepreneurs looking to help merchants get set up with the right payment processing for their needs, and the most common way that’s done is through an independent sales organization, or ISO. ISOs are one of the most important players in payments, bridging the gap between merchants […]

Using a Merchant Services CRM to Streamline Recruiting, Onboarding, and ISO Management
September 20, 2022

Merchant services CRMs are software tools designed to help independent sales organizations and payment facilitators work smarter, save time, and generate more residuals. They accomplish those goals by using centralization and automation to streamline and enhance all the most common aspects of selling merchant services. From recruiting new merchants to onboarding to managing residuals and […]

Residuals How to Calculate Residuals Automatically with a CRM August 31, 2022

For a growing ISO, residuals numbers dropping mid-month can be an exciting event. It provides an opportunity to take stock of the fruits of all the hard work put in by your independent agents, managers, underwriters, and, of course, your merchants. But residuals can also represent a huge source of stress every month because some […]
IRIS CRM Blog Boost ISO Performance with NMI & Other Top Payment Gateways August 24, 2022

There are a number of things merchants need to collect payments and do business besides just a merchant account. One of the most important is a payment gateway. Whether it’s online, in-store, or at an unattended station like a parking garage or vending machine, a payment gateway of some kind is a mission-critical part of […]
IRIS CRM Blog Getting More from ISO Merchant Services Agent Programs with CRM August 17, 2022

ISO merchant services is an extremely competitive industry, and it can be difficult to navigate, as well. To make it easier for talented sales agents in the payments space to find partners to work with and to enable those agents to succeed, many registered ISOs and processing companies have launched ISO agent programs. ISO agent […]
IRIS CRM Blog How Your Business Can Use Automated SMS as a Sales Tool August 10, 2022

If your ISO isn’t already using SMS as a key tool for communicating with merchants, you’re failing to offer them one of the most convenient, powerful, and preferred channels available today. Despite its effectiveness, many companies fail to leverage the power of SMS because they simply don’t want to deal with managing it. But, today, […]
Residuals Better ISO Management Through Residuals Reporting CRMs August 3, 2022

The more you know about your operations, your residuals, and your finances, the better you and your management team can steer your ISO towards future growth and profitability. Unfortunately, the payments space is complex, and the sea of data generated from your processing partners, your residuals, your agents, and your merchants can be hard to […]
Featured Functionality Automated SMS Triggers For Easy Lead Follow Up July 29, 2022

Get your message directly into the palm of your lead’s hands at just the right time without manually typing or sending texts one-by-one using IRIS CRM’s new Automated SMS Status Triggers.  SMS is a great way to communicate with leads, as most people have their cell phone with them all of the time. Therefore, SMS […]
IRIS CRM Blog Automated Underwriting: Why It’s So Important for Wholesale ISOs July 27, 2022

In its simplest terms, underwriting describes a company taking on financial risk in exchange for a fee. It happens constantly in countless industries – underwriting is a part of every credit card application, car financing, new insurance policy, mortgage, and many other parts of daily life. It’s also a part of payment processing.  Merchant underwriting […]
Featured Functionality IRIS CRM July 2022 New Features July 25, 2022

The IRIS CRM team is off to a busy start to the summer with numerous new features that make life easier, especially for administrators, including a couple of TSYS FSP specific features.  Clients can look forward to saving more time when managing their site and additional settings for tailoring the behavior of IRIS CRM to […]
Schedule Demo