Category: IRIS CRM Blog

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 […]

IRIS CRM Call Center Software Features and Benefits IRIS CRM Call Center Software Features and Benefits
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IRIS CRM — the payments industry’s number one customer resource management (CRM) platform — is known for its wide set of sales and productivity features, one of which is an integrated call center that provides all the functionality of a leading power dialer while connecting with and enhancing the CRM more seamlessly than any competing […]

August 2021 Product Updates August 2021 Product Updates
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With the dog days of summer behind us and the end-of-summer blues setting in, IRIS CRM has 6 new product updates to lift your spirits. These new features bring subtle, yet impactful convenience so your brain doesn’t need to work harder than it should while soaking up the last of the summer sun.  August’s product […]

Independent Sales Organizations Explained Independent Sales Organizations Explained
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The payments industry can be complicated, and for something that takes a matter of seconds, there are a lot of moving parts involved in processing an electronic payment. One of those parts is the independent sales organization — or ISO. ISOs are an extremely important part of the payment processing ecosystem, but while most merchants […]

Unified Lead & Helpdesk File Management Unified Lead & Helpdesk File Management
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After several feature requests and numerous weeks of work, IRIS CRM is thrilled to announce multiple new features for improving file management within your CRM. These improvements include: Helpdesk Files Linked to Lead Records Editing File Names and Labels Helpdesk File Permissions Helpdesk Files Linked to Lead Records Previously when a file was uploaded to […]

NMI Integration with IRIS CRM for Gateway Onboarding NMI Integration with IRIS CRM for Gateway Onboarding
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IRIS CRM, the payments industry’s leading CRM, is known for its constant development and innovative feature additions. The IRIS team has answered the call of ISOs once again by adding an NMI integration that seamlessly connects the CRM’s ticketing system to NMI’s merchant onboarding system.  With the new NMI integration, IRIS CRM ISOs can now […]

Merchant Onboarding Tips: Improve New Merchant Boarding Efficiency Merchant Onboarding Tips: Improve New Merchant Boarding Efficiency
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Merchant onboarding is the process of getting a freshly recruited merchant both approved and set up for payment processing with an acquiring bank. The merchant onboarding process happens both on the ISO and processor sides and sees the merchant go through initial submission, underwriting, eventual approval or denial, and the granting of a merchant account.  […]

Additional Lead Status Restrictions for User Classes are Now Available! Additional Lead Status Restrictions for User Classes are Now Available!
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Further building on our recently released feature Locking Lead Editing Based On Lead Status, we’re excited to announce additional lead status settings for controlling which user classes can use a status and/or see the leads within a status, allowing you to focus your team on the statuses and leads they need to work efficiently.  The […]

Payments 101: What is a Wholesale ISO? Payments 101: What is a Wholesale ISO?
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ISOs are companies that resell merchant services on behalf of payment processors, handling merchant acquisition and ongoing service. They act as a middle layer between merchants and processors, allowing a small handful of major payment processors worldwide to interact with millions of merchants — something that would be impossible for most processors to do effectively […]

IRIS CRM Welcomes Ashvin Dhawan as Senior VP of Sales IRIS CRM Welcomes Ashvin Dhawan as Senior VP of Sales
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IRIS CRM is excited to announce our new Senior Vice President of Sales, Ashvin Dhawan. Ashvin is a seasoned sales professional with experience in the merchant services and retail banking industries. Prior to joining IRIS CRM, Ashvin was with Fiserv for over 6 years as a Senior Sales Director. Ashvin began his career with Washington […]

New Feature: Lock Lead Field Editing Permissions By Lead Status New Feature: Lock Lead Field Editing Permissions By Lead Status
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IRIS CRM is excited to announce a new feature, Lead Field Editing Permissions Based on Lead Status! Clients have long been able to segment users into user classes to restrict access to leads, merchants, and more, but this still allowed the users to make changes to a lead at any stage of the deal cycle. […]

What Is an ISO in the Payments Industry? What Is an ISO in the Payments Industry?
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An independent sales organization, or ISO, is a service provider that markets and resells payment services to merchants on behalf of one or more payment processors. ISOs are an extremely important part of the payment processing ecosystem because they provide services and perform tasks that payment processors and banks can’t do effectively on their own, […]

What Is Underwriting? Everything ISOs Need to Know What Is Underwriting? Everything ISOs Need to Know
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Underwriting is the process of due diligence and risk analysis that payment processors use to ensure new merchants are trustworthy, capable, and safe to work with. Every time a credit card transaction is processed, financial risk exists, and good underwriting minimizes the chances of that risk causing damage to anyone involved in processing the payment […]

All About Digital Merchant Onboarding All About Digital Merchant Onboarding
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The merchant onboarding process is the first exposure an independent sales organization’s (ISO’s) payment processing partners get to a new merchant. It’s an important touch because it launches the underwriting process that determines whether or not working with the new merchant is worth the risk. Payment processors aren’t desperate, and they can afford to be […]

Improved TSYS Retail Reporting Integration Improved TSYS Retail Reporting Integration
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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, […]

What is a PayFac? -- Understanding the Differences with ISOs What is a PayFac? — Understanding the Differences with ISOs
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A Payment Facilitator, or PayFac, is a company that provides payment processing services to merchants looking to accept credit and debit cards. PayFacs work under one or more payment processors, operating in a layer of the industry between processors and merchants. They offer merchants a variety of services, including merchant accounts, ongoing support, payment hardware […]

What is an Unregistered ISO? What is an Unregistered ISO?
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Registered and Unregistered ISOs fill a very important need in the payment processing industry – the need to connect millions of merchants around the globe with a relatively small number of payment processors.  ISOs resell merchant services on behalf of the payment processors so the processors can focus on handling the millions upon millions of […]

Independent Sales Organization Merchant Recruiting Tips Independent Sales Organization Merchant Recruiting Tips
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Competition in the payments industry is fierce, and independent sales organizations looking to rise to the top and maximize growth need to find ways to consistently recruit more, higher-quality merchants than the competition. The following represent three simple, but effective tactics your independent sales organization can use to beat the competition by finding more leads, […]

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