IRIS CRM ISO Management & Merchant Services Blog

We are excited to announce that IRIS CRM has completed an integration for Merchant Reporting Through SAM by Netevia for SignaPay ISOs! ISOs can now view SignaPay merchant account statuses, deposits, chargebacks, and statements right in IRIS CRM. IRIS CRM’s Netevia SignaPay integration brings your Netevia SignaPay reporting into IRIS CRM’s reporting suite, allowing you to […]

We are pleased to announce that IRIS CRM is now integrated with Fiserv reporting for payment facilitators! Payment facilitators can now view Fiserv merchant account information, deposits, adjustments, retrievals, and chargebacks right from within IRIS CRM. IRIS CRM’s Fiserv Reporting for Payment Facilitators integration ensures that you have a stable, fast, and automated data feed […]

We’re excited to announce a new feature for your favorite Merchant Services CRM! Merchant data imported via Residual Import will now be incorporated into IRIS CRM’s advanced reporting suite, even if the merchant is using a processor that is not integrated into IRIS CRM. Every ISO owner needs to be able to quickly and accurately see […]

As one of the world’s leading payment processors, TSYS (now a part of Global Payments) offers a lot of value for merchants looking to offer convenient, innovative payment methods for customers. Wholesale ISOs can benefit by offering TSYS services to merchants, but it’s not always easy to incorporate a new processor into their workflow.  In a […]

Payment processing is an industry that operates on thin margins. The slice of the pie your ISO receives from each transaction is tiny, and while those slices can add up quickly across your entire portfolio, it is still important that you maintain a constant and clear picture of your ISO’s financials at all times. Even […]

For e-commerce merchants, dealing with sales tax can be quite a headache. Customers can purchase goods from across the United States, which means that merchants have to collect sales tax in every state that they sell products in – so long as they meet the scale requirements. For smaller merchants, this is not generally a […]

Most people in the merchant services industry are very familiar with Authorize.Net. The popular gateway provider has been providing quality service to the marketplace since 1996, driving billions of transactions to processing networks in the years since. Merchants are also likely to be familiar with Authorize.Net as one of the most established brands in the […]

When you are in the payments industry, one thing is absolutely crucial: data security. Banking information, personal data, and more are being transmitted through the systems your ISO uses every day, and ensuring that the data is secure and protected is of extreme importance.  The importance of data security is even greater when using external […]

IRIS CRM is excited to announce the release of a new feature for your favorite Merchant Services CRM! ISOs using IRIS CRM can now copy the permissions from an existing user profile when creating a new user in their CRM instead of having to add them manually each time. Creating new users in your CRM […]

We live in a digital world and a post-pandemic payment ecosystem, where cash has fallen out of favor and card payments have quickly become a consumer favorite. Payment processing is a huge source of opportunity for entrepreneurs looking to get a piece of the $100-billion-plus in card transactions done in the U.S. alone each year. […]

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 set […]

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?” […]