Category: IRIS CRM Blog

IRIS CRM - NMI
Featured Article NMI Acquires IRIS CRM, Expanding Deeper in the Commerce Value-Chain

To meet increased demand for full commerce enablement solutions, NMI and IRIS CRM’s joint offerings better enable ISO, ISV, bank and fintech partners SCHAUMBURG, IL – JANUARY 18, 2022 – NMI, a leading full commerce enablement technology company, today announced it has acquired IRIS CRM, a premier merchant services CRM and comprehensive merchant management platform […]

Residuals Calculations – Manual vs. Automatic with IRIS CRM Residuals Calculations – Manual vs. Automatic with IRIS CRM
Read MoreResiduals Calculations – Manual vs. Automatic with IRIS CRM

Residuals are an ISO’s reason for operating, but they can also represent a major headache, especially as a portfolio grows and processor and agent relationships become more complex. As ISOs get bigger and bigger, the time and effort required to manually manage residuals data also skyrockets. Luckily, today’s payments technology solutions, like IRIS CRM, enable […]

IRIS CRM is Now Integrated with NMI for Gateway Merchant Onboarding NMI Full Commerce Integration – IRIS CRM’s New Super Power
Read MoreNMI Full Commerce Integration – IRIS CRM’s New Super Power

IRIS CRM and NMI have teamed up to offer ISOs a full commerce enablement solution that makes it easier than ever to open up new revenue streams, improve service offerings, and gain an advantage over the competition.  IRIS CRM offers integrated boarding capability for NMI’s full line of gateway products and value-added services, enabling ISOs […]

What is CRM? An ISO Approach What is CRM? An ISO Approach
Read MoreWhat is CRM? An ISO Approach

Customer resource management (CRM) describes a type of software that focuses on collecting and utilizing customer data to improve all aspects of sales and support. The modern world is data-driven, and, today, even the simplest interactions can generate a wealth of lead and customer data – data that can be mined and used for everything […]

Maverick Payments Reporting Integration New Integration: Maverick Payments Merchant Reporting
Read MoreNew Integration: Maverick Payments Merchant Reporting

IRIS CRM is excited to announce the release of our Maverick Payments reporting integration to bring even more merchant data directly into your IRIS CRM site.  ISOs working with Maverick Payments are now able to have merchant data automatically populated in IRIS CRM. Not only will you be able to see overall portfolio volume and […]

New Feature: IRIS CRM Releases Revolutionary Merchant Import API For Easy New Acquirer Integrations IRIS CRM Releases Revolutionary Merchant Import API For Easy New Acquirer Integrations
Read MoreIRIS CRM Releases Revolutionary Merchant Import API For Easy New Acquirer Integrations

IRIS CRM is thrilled to announce our revolutionary Merchant Import API which allows third-parties to become their own datasource within IRIS CRM by creating merchant data such as transactions, deposits, retrievals, chargebacks and statements. By adding the ability to create new merchants and push merchant data into an IRIS CRM site from an external source, […]

ISO vs. ISV: What Does Each Do in the Payments Ecosystem? ISO vs. ISV: What Does Each Do in the Payments Ecosystem?
Read MoreISO vs. ISV: What Does Each Do in the Payments Ecosystem?

ISO and ISV are two extremely common terms in the payments industry, but, despite a couple of common letters, the two acronyms describe companies that do very different work – independent sales organizations and independent software vendors. But while ISOs and ISVs have little in common on the surface, the rise of online digital payments […]

What is the Payment Facilitator Model and What Benefits Does it Offer? What is the Payment Facilitator Model and What Benefits Does it Offer?
Read MoreWhat is the Payment Facilitator Model and What Benefits Does it Offer?

Payment facilitators are intermediaries that provide value to the payments industry by matching merchants with electronic payment processing services. The payment facilitator model is a relatively new one that offers some notable benefits to both the merchants they serve and themselves – namely a faster, smoother process, and more control over pricing and merchant selection.  […]

Payments CRMs – What Makes Them Different from Generalist CRMs? Payments CRMs – What Makes Them Different from Generalist CRMs?
Read MorePayments CRMs – What Makes Them Different from Generalist CRMs?

What makes a payments CRM different from the dozens of non-industry-specific tools on the market today? At the highest level, customer resource management tools are software platforms designed to help sales organizations do more with the data generated from every interaction they have with a lead or customer. CRM as a practice and a technology […]

Zero-Code Web Form Builder Instant Merchant Onboarding With Zero-Code Web Forms!
Read MoreInstant Merchant Onboarding With Zero-Code Web Forms!

Create a seamless account creation process using IRIS CRM’s new Zero-Code Web Form Builder to instantly board merchants.  Our new Web Form Builder allows any of your admins, with zero coding skills necessary, to build a fully functional web form that is mapped to your lead fields in minutes. The end result is a clean, […]

Agreement Express Integrates With IRIS CRM To Deliver Automated Underwriting Agreement Express Integrates With IRIS CRM To Deliver Automated Underwriting
Read MoreAgreement Express Integrates With IRIS CRM To Deliver Automated Underwriting

Agreement Express has recently announced a game-changing integration with IRIS CRM to its ScanXpress automated underwriting tool that will allow mutual customers of IRIS CRM and Agreement Express to significantly streamline and even fully automate their due diligence when onboarding new merchants, enabling unparalleled speed for underwriting and time-to-revenue. In essence, the integration between Agreement […]

How Do I Become a PayFac? How Do I Become a PayFac?
Read MoreHow Do I Become a PayFac?

Much like independent sales organizations, payment facilitators are companies that act as the liaison between processors and the merchants on the frontlines of electronic payments. PayFacs exist for two reasons: to help payment processors serve far more merchants than they could on their own, and to make it faster and easier for small and medium-sized […]

Calculating Payment Residuals – The Old Way and the New Way Calculating Payment Residuals – The Old Way and the New Way
Read MoreCalculating Payment Residuals – The Old Way and the New Way

Calculating residuals is one of the most important tasks ISOs perform each month because residuals represent the vast majority of revenues. Monthly residuals also determine how much an ISO’s independent agents earn, so their accurate and timely calculations are extremely important to the core employees that bring in merchants and drive portfolio growth. Unfortunately, it […]

MM101 Support Automates Fiserv FSP Residuals Reporting MM101 Support Automates Fiserv FSP ISO Residuals Reporting
Read MoreMM101 Support Automates Fiserv FSP ISO Residuals Reporting

IRIS CRM is happy to share that we have expanded residuals reporting functionality for Fiserv FSP ISOs by adding support for the MM101 file to calculate residuals income.  Fiserv FSP ISOs can now use IRIS CRM to automatically calculate their monthly residuals income using the MM101 file. By eliminating manual calculations, ISOs can scale their […]

What is an Electronic Signature and How Does eSignature Help ISOs? What is an Electronic Signature and How Does eSignature Help ISOs?
Read MoreWhat is an Electronic Signature and How Does eSignature Help ISOs?

Signatures are at the heart of every business deal, but managing thousands of applications, contracts, and supporting documents is also one of the biggest headaches many independent sales organizations (ISOs) have to deal with on a regular basis. Electronic signature – or eSignature for short – is  a solution to that problem, enabling sales organizations […]

Automated Helpdesk Ticket Workflows Create Automated Helpdesk Tickets Using Status Triggers For Maximum Efficiency
Read MoreCreate Automated Helpdesk Tickets Using Status Triggers For Maximum Efficiency

Save your staff time and avoid forgotten tickets that are an essential part of your sales and merchant setup workflows with new Automated Helpdesk Ticket Workflows in IRIS CRM.  Using Lead Status Age and State Triggers, tickets can be auto-created based on where a lead is in your sales funnel or how long a merchant […]

Creating a CRM Culture: How to Get Employees to Buy Into Your CRM Creating a CRM Culture: How to Get Employees to Buy Into Your CRM
Read MoreCreating a CRM Culture: How to Get Employees to Buy Into Your CRM

Customer resource management as a business philosophy describes collecting and using as much customer data as possible to improve every customer-facing aspect of operations, from marketing to sales to service and support, and beyond. CRM systems are powerful, advanced sales tools designed to help businesses achieve those goals. But as powerful as CRM is, just […]

IRIS University 2022 at Transact IRIS University – Unlock the Full Potential of IRIS CRM at TRANSACT ’22
Read MoreIRIS University – Unlock the Full Potential of IRIS CRM at TRANSACT ’22

IRIS CRM is the payments industry’s leading customer resource management system, and one of the reasons it’s so popular is that it does a lot for independent sales organizations and payment facilitators. But, because IRIS CRM does so much, even our most experienced users can almost certainly find ways to unlock even more value from […]

IRIS CRM Donating to Make-A-Wish IRIS CRM Donating $50 Per Demo to Make-A-Wish at TRANSACT 2022
Read MoreIRIS CRM Donating $50 Per Demo to Make-A-Wish at TRANSACT 2022

After a two year hiatus due to the Covid-19 pandemic, ETA’s TRANSACT conference returns to Mandalay Bay in Las Vegas, April 12th – 14th, 2022. IRIS CRM is excited to be back in-person  at the payment industry’s most prominent event as a Platinum Sponsor.  In order to celebrate our return to TRANSACT, IRIS CRM will […]

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