IRIS CRM ISO Management & Merchant Services Blog

Merchant Data Sharing
Featured Article New Feature: Merchant Data Sharing

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 […]

New Enhancement: TSYS TurboApp Card Brand MCC Participation New Enhancement: TSYS TurboApp Card Brand MCC Participation

Your favorite Merchant Services CRM has just been updated with a new addition to its TSYS TurboApp feature—the ability to set Card Brand specific MCC codes! Based on the TSYS Express Boarding SDK February update, the new feature now shows 4 new fields in the Merchant Parameters section: When the Card Brand MCC Participation option […]

New Enhancement: Quick Email Editor New Enhancement: Quick Email Editor

Your favorite Merchant Services CRM has just been updated with an improved email editor.   We added a few new features, starting with the built-in spell checker.   Words spelled incorrectly are now highlighted with a red underline. To fix the spelling simply right-click on the word and select from one of the offered alternatives: […]

New Enhancement: Helpdesk Notifications New Enhancement: Helpdesk Notifications

We have just added a couple of new enhancements to the CRM Helpdesk notifications. When you create a new ticket now you can select a new option to automatically notify all associated users on the new ticket: The associated users are users who are assigned to the ticket or the linked merchant/lead, and the user […]

IRIS CRM Zapier IRIS CRM Services and Pricing Explained

If your sales team makes up part of the 44% of salespeople still using spreadsheets and email programs to store customer data and pricing, it’s time to reevaluate. Especially in the payments processing industry, where competition is high and deals move fast, you can’t afford informality as far as your customers are concerned. The global […]

New Feature: View First Data North Real Time Authorizations in Open Batches New Feature: View First Data North Real Time Authorizations in Open Batches

Your favorite Merchant Services CRM now enables you to view real-time reports on First Data North authorizations in open batches. This includes the Nashville and Cardnet/North front-ends.   To view the report, open the Merchant Details page for any of your North merchants and click on the Pending Transactions button:     A popup window […]

API Integration Check Out Some of Our Useful Integrations

Software integrations make everyone more productive. Did you know: studies have shown that, on average, only 39% of the workday is spent on actual work? That’s right. Out of a 40-hour work week, approximately 15 hours are used on work activities pertinent to an employee’s job.  With what’s left in the week, which is quite […]

IRIS Dialer How Important Are Dialer Metrics for Your Business?

We may live in a world where texting reigns supreme and calls from robots are not out of the question. But when it comes to sales and support, there’s still something to be said about a voice-to-voice conversation. Dialer metrics can help you draw useful data from these conversations to push sales forward. 55% of […]

Back-office Operations Learn More About Our Back-Office Tools

From an internal business perspective, CRMs are most often broadly associated with the benefits they have to offer teams in sales and marketing. And understandably so, seeing as these departments rely heavily on their ability to build and maintain meaningful customer relationships. But back-office operations are just as important. With that being said, the aforementioned […]

JARON RUCKMAN Lead of Product IRIS CRM At MWAA2019 Chicago

Our Lead of product Jaron Ruckman is present at the 2019 MIDWEST ACQUIRERS ASSOCIATION (MWAA) Conference. MWAA 2019 CONFERENCE July 17-18, 2019 The Renaissance Schaumburg Convention Center Hotel 1551 N. Thoreau Dr. N. Schaumburg, IL 60173  

residual income formula Residual Income 101

Selling merchant accounts in the payment processing industry is no walk in the park. Welcome to residual income 101. For starters, the digital payment industry is still very diverse and evolving quickly. Pair this with the fact that non-cash methods of payment now dominate purchases made globally, and high demand meets high levels of competition. […]

IRIS CRM Zapier How to Use Zapier for Your Merchant Services Business

You may already be familiar with the variety of tools and services IRIS CRM integrates with. But if you haven’t checked in recently, you’ve likely missed out on some pretty big additions to the lineup. One such addition we’ve made available to our customers as of this year is Zapier. In this article, we’ll show […]

ISOs How Do Independent Sales Organizations (ISOs) Work?

We’re frequently asked, “How do independent sales organizations (ISOs) work?”. The payments processing ecosystem is undergoing some major shifts. Digital payments are the way of the future, paving the way for digital and omnichannel providers to gain prominence.  Customers are becoming more and more comfortable with varied methods of transaction (e.g., mobile-in-store, voice, and chatbots). […]

The Green Sheet The Green Sheet Online – Privacy and social media: a delicate balance

Our President, Dimitri Akhrin opinion was showcased in this issue. Dimitri Akhrin, president of IRIS CRM, concurred, stating that scrapers sometimes extract and use data in ways that companies didn’t intend when they made those sources available. As a Venmo user, he noticed Venmo profiles are public unless users toggle back the settings. Not every […]

Residual Calculations The Importance of Tracking Residuals Analytics for Your Business

It’s one thing to have a tool in place for getting a job done. It’s another to have one that helps you get the job done more efficiently and effectively. Enter: the importance of tracking residuals analytics for your business. Based on results from a survey conducted in 2018, Statista reported that only 16% of […]

Automate ISO Residual Calculations Automate ISO Residual Calculations

ISO residual calculations are central to any business in the payments processing industry. But do you automate ISO residual calculations? This is because as an ISO, you establish relationships with banks but function as an independent entity. You don’t handle merchant money flat-out but instead work as a contractor, able to set independent rates and […]

Payment Processing CRM Payment Processing CRM

If there’s one thing our team knows, it’s payment processing CRMs. But long before we developed a tool for those in the industry, our founder, Dimitri Akhrin, experienced all that was wrong with it. He was managing and running an ISO, struggling to find business management tools specific to his needs. No single web application […]

Automate Onboarding and Back-Office Operations Automate Onboarding and Back-Office Operations

Do you automate onboarding and back-office operations? If you don’t already, you really should consider it. One of the more contentious points of discussion involves its potential impact on the workforce. There are those that view emerging technology as detrimental to the job market, with the potential to eliminate as many as 800 million positions […]

How IRIS CRM Can Help Your ISO How IRIS CRM Can Help Your ISO

The question of how IRIS CRM can help your ISO take its operations to the next level is really not a question at all: It’s an answer. You see, our team has been in the payments processing industry for some time now. They’ve rolled with the changes, seen trends come and go, and have pinpointed […]

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