Category: Industry News

Improved TSYS Retail Reporting Integration
Featured Article Improved TSYS Retail Reporting Integration

IRIS CRM is proud to share that we have released an improved version of our TSYS Retail Reporting Integration for ISOs and agents. We have updated the deposit reporting logic to utilize the exact transaction and ACH dates to improve the accuracy of the data displayed.  IRIS CRM now automatically reconciles the merchant’s transactions and […]

Compliance Action Required Soon: A2P 10DLC Business SMS Compliance Action Required Soon: A2P 10DLC Business SMS
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With increases to spam messages and robo-calls, changes are being made in the telecommunication industry to regulate how US mobile carriers handle the sending of business-related SMS communications.  The newest standard which affects all senders of SMS is Application-to-Person 10-digit long codes, or A2P 10DLC. A2P DLC is very similar to existing 10-digit phone numbers, […]

IRIS CRM Receives SOC 2 Type 2 Certification IRIS CRM Receives SOC 2 Type 2 Certification
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IRIS CRM is proud to announce that after a thorough, months-long audit completed by Assure Professional, we have received our SOC 2 Type 2 Certification! Completion of the audit certifies that IRIS CRM meets the security standards established by the AICPA. Merchant services providers using IRIS CRM will benefit from our certification by being able […]

Charles Bishota IRIS CRM Announces Charles Bishota, Payments Attorney as New Strategic Advisor
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Charles Bishota joins IRIS CRM as a Strategic Advisor, bringing his many years of valuable payments experience with Chase Paymentech, First Data, and now as founder of his own practice, Bishota Law, PLLC. to assist IRIS CRM’s product strategy, service, and overall growth. Brooklyn, New York – Today, IRIS CRM welcomes Charles Bishota, Payments Attorney […]

2021 Ecommerce Taxes 2021 E-Commerce Sales Tax: Impact for ISOs
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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 […]

What is an ISO What Is an ISO?
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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. […]

ISO North Star Metric How To Establish Your ISO’s North Star Metric
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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 […]

Independent Sales Organization 101 – A Basic Primer on ISOs Independent Sales Organization 101 – A Basic Primer on ISOs
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According to McKinsey’s 2020 Global Payments Report, cash use is way down in the wake of COVID-19, and consumer demand for electronic payment options is driving a huge surge in demand for merchant services among SMEs. On the front lines of that explosion in demand are the independent sales organizations – or ISOs – that […]

IRIS CRM Announces Payment Industry Legend O.B. Rawls as New Strategic Advisor IRIS CRM Announces Payments Executive O.B. Rawls as New Strategic Advisor
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O.B. Rawls lends his 30 years of experience in payments and merchant services, including senior executive roles with First Data, iPayment, and Paysafe, to help guide the future of IRIS CRM’s growth, product development, and service delivery to ISOs across North America. Brooklyn, New York – IRIS CRM is pleased to announce that O.B. Rawls, […]

IRIS CRM’s Conformance Technologies Integration The Top 3 Reasons IRIS CRM’s Conformance Technologies Integration is So Game-Changing
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IRIS CRM recently announced our ground-breaking partnership with Conformance Technologies – one of the world’s leading providers of risk assessment and conformance tools for small and midsize businesses (SMBs). With this new partnership, IRIS CRM has fully integrated Conformance Technologies’ PreComm ToolKit™, one of the most powerful cloud-based due diligence tools available today.  This new […]

TRANSACT Connect 2020 IRIS CRM: Track Co-Sponsor at TRANSACT Connect 2020
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IRIS CRM will be participating as an exhibitor at the upcoming TRANSACT Connect conference, and we are inviting you to see us in action via Livestream. The event is a first-of-its-kind and comes at an extremely critical time for the industry – a time when selling online has never been more important. Register here! Visit […]

COVID-19 COVID-19 and Remote Work
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Coronavirus continues to dominate the news and affect our way of life. We offer our deepest sympathies to those who have already been affected somehow. As the virus continues to spread, the health and well-being of friends, family, and our IRIS CRM clients remains our highest priority. We’re sharing the below resources to help answer […]

Fiserv Card Payment Services Fiserv First Data Omaha AccessOne Integration
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In 2019, Fiserv acquired First Data, at that time the world’s biggest payment technology firm. The newly merged giants now serve over six million merchants and thousands of financial institutions in over 100 countries. With over $15 billion in annual revenues, reselling Fiserv payment processing solutions represents an enormous opportunity to independent sales organizations, just […]

Fiserv PASO Fiserv PASO Reporting
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As Fiserv ISOs on the Omaha and North platforms are aware, Fiserv is moving from the Legacy Residual reports to PASO (Product Reporting And Sales Compensation Overhaul) reporting.   PASO is a complete overhaul to the Fiserv residual program. One of PASO’s primary goals is to reduce the number of reports needed to reconcile an […]

All About the Worldpay Payment Gateway All About the Worldpay Payment Gateway
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Worldpay, now a subsidiary of FIS, is a global leader in electronic payment processing handling over 75 billion transactions annually worth over nine trillion dollars. Their payment solutions are used by over 20,000 businesses worldwide thanks to their product offerings and focus on providing solutions for businesses of all sizes and at all stages of […]

Fiserv Card Payment Services Fiserv Card Payment Services – How a Synthesis of IRIS CRM and Fiserv can Benefit Your ISO
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Fiserv has been providing payment solutions to forward-thinking merchants since 1984. They are now a global leader, having served thousands of institutions and millions of businesses all over the world. In 2019, Fiserv acquired First Data, another American merchant and payment services powerhouse, combining to form one of the largest payment processors in the world.  […]

Merchant Services MCC Codes What are MCC Codes and How Do They Impact Merchant Services?
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Your clients depend on you to ensure that they receive the best merchant services possible and the best transaction rates you can possibly provide them. Merchant category codes, or MCC codes, play a big part in your ability to do both, so it’s important to understand what MCC codes are, how they’re set, how they […]

IRIS CRM’s Paysafe Payment Processing Integration Supercharges Boarding and Reporting for ISOs and Agents IRIS CRM’s Paysafe Payment Processing Integration Supercharges Boarding and Reporting for ISOs and Agents
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Paysafe is a leading provider of electronic payment solutions offering payment processing for both online and brick and mortar businesses. They offer fully integrated solutions direct to merchants as well as through partners agents and independent sales organizations (ISOs), and the company has recently taken steps to break into the lucrative and rapidly expanding in-game […]

Client eMerchantView Shutdown Leads IRIS CRM To Integrate AccessOne Reporting Client eMerchantView Shutdown Leads IRIS CRM To Integrate AccessOne Reporting
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At IRIS CRM, we’re constantly looking for new integrations to add to our customer resource management platform to improve its functionality and the value it provides to our valued users. In late-July 2016, First Data, one of the world’s leading merchant services providers, retired their eMerchantView reporting product. That retirement gave IRIS CRM the chance […]

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