IRIS CRM ISO Management & Merchant Services Blog

Dispute Responder for Merchants of TSYS FSPs
Featured Article IRIS CRM Adds Merlink Integration to Dispute Responder for TSYS FSP ISOs

After several months of work and much anticipation, IRIS CRM is thrilled to announce the latest enhancement to our Dispute Responder — Support For TSYS FSP ISOs! From new and updated dispute notifications to electronic replies and response reminders, Dispute Responder now has everything TSYS FSP merchants need to win more of their disputes to retain […]

ISO vs PayFac ISO vs. PayFac: How the Two Most Common Types of Payment Intermediaries Differ
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Independent sales organizations (ISOs) and payment facilitators (PayFacs) both act as intermediaries between merchants and payment processors, making them parallel channels in the overall payments ecosystem. However, despite their high-level similarities, there are some major operational differences between how ISOs and PayFacs operate. These include the responsibilities they carry out, their relationships with payment processors, […]

New Feature: Merchant Dispute Responder via API New Feature: Merchant Dispute Responder via API
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We’re excited to announce IRIS CRM’s Dispute Responder is now available via API, which means IRIS CRM clients and third parties can now develop their own merchant dispute management tools using the data in their IRIS CRM site. Dispute Responder has long been empowering Fiserv First Data ISOs and merchants, through the merchant portal, to manage […]

Merchant Residual Portfolio Value – What Determines How Much an Entire Portfolio is Worth? Merchant Residual Portfolio Value – What Determines How Much an Entire Portfolio is Worth?
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No matter how much an ISO owner or independent agent loves the payment processing game, eventually, the time will come to exit. There are a variety of options for transitioning out of a business, and in the world of ISOs, one of the most popular and most lucrative is to sell an entire residual portfolio […]

What is a Payfac? What is a PayFac?
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A payment facilitator (PayFac) is a type of merchant services company that provides business owners with a way to accept electronic payments, both online and in-store. PayFacs provide a similar service to standard merchant accounts, but with a few important differences. Most important among those differences, PayFacs don’t issue each merchant their own individual account. […]

New Feature: Vantiv iQ Automated Residuals Importing and Calculations New Feature: Vantiv iQ Automated Residuals Importing and Calculations
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IRIS CRM has released a new feature for ISOs and ISVs using Worldpay from FIS, Vantiv iQ Automated Residuals Importing and Calculations! Vantiv iQ residuals reports can now be automatically imported to IRIS CRM, which means your team no longer needs to spend time downloading reports directly from Vantiv iQ and uploading them to IRIS CRM every […]

Copy Attachments New Enhancement: Copy Attachments and Notes When Duplicating a Lead
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IRIS CRM is happy to announce that users can now copy attachments and notes when duplicating a lead! Duplicating leads when setting up additional merchant locations is now easier than ever. Keep reading to learn how your sales team is able to save even more time behind the scenes. With IRIS CRM, you can add […]

TSYS Terminal Management - Close TSYS Terminals New Enhancement: Terminal Management & Deactivation For TSYS Wholesale ISOs
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We’re very happy to announce a new enhancement to IRIS CRM’s TSYS Wholesale integration, which enables TSYS Wholesale ISOs to close TSYS equipment terminals directly in IRIS CRM! IRIS CRM’s TSYS Wholesale integration comes with the ability to add and manage TSYS equipment and VARs on demand. Now, TSYS Wholesale ISOs can also close TSYS […]

Email Deliverability Metrics New Feature: Email Deliverability Metrics
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We are excited to announce another powerful tool to help ISOs improved email performance and drive business growth: Email Deliverability Metrics! To optimize your ISO for growth, you need to understand the performance of your sales emails. Without data on how your outgoing emails are being viewed and interacted with, your sales team is losing out […]

How Do ISOs Make Money? How Do ISOs Make Money?
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To the average outsider looking in, the payments industry can seem opaque. The opacity can act as a barrier to entry to entrepreneurial-minded people looking to seize on the opportunity card payments represent in today’s increasingly digital world. Independent sales organizations are arguably the easiest path into the industry for both outsiders looking to break […]

TSYS Retail Enhancements New Enhancements for TSYS Retail ISOs: Accelerated Deposit Reporting and PDF Statements
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IRIS CRM has released two exciting new enhancements for TSYS Retail ISOs, Accelerated Deposit Reporting and Retail PDF Statements! With Accelerated Deposit Reporting in IRIS CRM, TSYS Retail ISOs can now view the most recent next-day deposit information right in their CRM site. The enhancement is powered by a new reporting dataset, and the integrated […]

5 Reasons Your ISO Needs E-Signature 5 Reasons Your ISO Needs E-Signature
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It is more important now than ever for businesses to provide clients and customers with convenient, efficient solutions. The world grows more digital by the day and every business needs to keep up to thrive. For an ISO, it’s especially important to be able to close and onboard new merchants efficiently and to ensure their […]

New Feature: Threaded Email Follow-Up Sequences New Feature: Threaded Email Follow-Up Sequences
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We are excited to announce a new enhancement to IRIS CRM’s Status Triggers feature! ISOs can now set up threaded follow-up email sequences for their Status Triggers, with customizable email templates and the ability to set a specific number of days between follow-up emails in the sequence. To understand the value of threaded email follow-up sequences, […]

Retail ISO vs Wholesale ISO Understanding the Difference Retail ISO vs. Wholesale ISO: Understanding the Difference
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On the surface, the independent sales organization business model is simple: ISOs go out and find merchants on behalf of payment processors, then recruit and serve those merchants in exchange for a small slice of the transaction fees generated on each sale. The reality is that not all ISOs are alike, and the differences between […]

IRIS CRM and USAePay IRIS CRM Integrates with USAePay for Gateway Merchant Onboarding
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Merchant onboarding is a crucial part of the business for independent sales organizations (ISOs). The ability to quickly and securely board merchants is necessary to drive residual growth, which is the primary way that ISOs can generate more value for their merchant services business.  For many ISOs, merchant onboarding is a time-consuming, manual task that […]

How Do I Become a Merchant Provider? How Do I Become a Merchant Provider?
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Cash is rapidly becoming a thing of the past. With credit cards and contactless payments establishing themselves as the undisputed king in a post-COVID world, there is an enormous amount of opportunity abound in the payment processing space. One of the most prominent and relatively easy to access of those opportunities is merchant services. A […]

How to Select the Right Merchant ISO Program How to Select the Right Merchant ISO Program
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As an independent agent, you are on the front lines of the battle for market share. Your ability to effectively recruit new merchants makes you extremely valuable to the independent sales organization you work with. As such, you should never just settle on an ISO program, because not all ISOs are created equal. Maximizing your […]

2021: IRIS CRM Top 22 Features Recap 2021: IRIS CRM Top 22 Features Recap
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The team at IRIS CRM is always focused on one thing more than any other: consistently providing more value and a better user experience for our clients. That’s why we are excited to share twenty-two of our favorite features that drive a lot of value for IRIS CRM users today. The following features will help […]

Fiserv Reporting and Analytics – How IRIS CRM Adds Value to Your Numbers Fiserv Reporting and Analytics – How IRIS CRM Adds Value to Your Numbers
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Fiserv currently serves over 6 million merchants worldwide, making them a must-have payment processing partner for most ISOs looking to maximize service offerings and growth potential. IRIS CRM is designed to integrate seamlessly with Fiserv to provide your ISO with a faster, easier way to manage your Fiserv merchants, onboarding, and reporting than logging in […]

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