Category: IRIS CRM Blog

Combine PDF Documents for E-Signature
Featured Article New Feature: Combine Multiple Documents for Streamlined E-Signature

We’re proud to share that we have added a powerful new feature to IRIS CRM’s e-signature workflow – Combine Multiple Documents for E-Signature! ISOs and ISVs can now combine and stack multiple documents such as MPAs, POS agreements, lease agreements, and gateway agreements on the fly when sending documents for merchants to e-sign. In the […]

TSYS Terminal Management - Close TSYS Terminals New Enhancement: Terminal Management & Deactivation For TSYS Wholesale ISOs
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We’re very happy to announce a new enhancement to IRIS CRM’s TSYS Wholesale integration, which enables TSYS Wholesale ISOs to close TSYS equipment terminals directly in IRIS CRM! IRIS CRM’s TSYS Wholesale integration comes with the ability to add and manage TSYS equipment and VARs on demand. Now, TSYS Wholesale ISOs can also close TSYS […]

Email Deliverability Metrics New Feature: Email Deliverability Metrics
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We are excited to announce another powerful tool to help ISOs improved email performance and drive business growth: Email Deliverability Metrics! To optimize your ISO for growth, you need to understand the performance of your sales emails. Without data on how your outgoing emails are being viewed and interacted with, your sales team is losing out […]

How Do ISOs Make Money? How Do ISOs Make Money?
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To the average outsider looking in, the payments industry can seem opaque. The opacity can act as a barrier to entry to entrepreneurial-minded people looking to seize on the opportunity card payments represent in today’s increasingly digital world. Independent sales organizations are arguably the easiest path into the industry for both outsiders looking to break […]

TSYS Retail Enhancements New Enhancements for TSYS Retail ISOs: Accelerated Deposit Reporting and PDF Statements
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IRIS CRM has released two exciting new enhancements for TSYS Retail ISOs, Accelerated Deposit Reporting and Retail PDF Statements! With Accelerated Deposit Reporting in IRIS CRM, TSYS Retail ISOs can now view the most recent next-day deposit information right in their CRM site. The enhancement is powered by a new reporting dataset, and the integrated […]

5 Reasons Your ISO Needs E-Signature 5 Reasons Your ISO Needs E-Signature
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It is more important now than ever for businesses to provide clients and customers with convenient, efficient solutions. The world grows more digital by the day and every business needs to keep up to thrive. For an ISO, it’s especially important to be able to close and onboard new merchants efficiently and to ensure their […]

New Feature: Threaded Email Follow-Up Sequences New Feature: Threaded Email Follow-Up Sequences
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We are excited to announce a new enhancement to IRIS CRM’s Status Triggers feature! ISOs can now set up threaded follow-up email sequences for their Status Triggers, with customizable email templates and the ability to set a specific number of days between follow-up emails in the sequence. To understand the value of threaded email follow-up sequences, […]

Retail ISO vs Wholesale ISO Understanding the Difference Retail ISO vs. Wholesale ISO: Understanding the Difference
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On the surface, the independent sales organization business model is simple: ISOs go out and find merchants on behalf of payment processors, then recruit and serve those merchants in exchange for a small slice of the transaction fees generated on each sale. The reality is that not all ISOs are alike, and the differences between […]

IRIS CRM and USAePay IRIS CRM Integrates with USAePay for Gateway Merchant Onboarding
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Merchant onboarding is a crucial part of the business for independent sales organizations (ISOs). The ability to quickly and securely board merchants is necessary to drive residual growth, which is the primary way that ISOs can generate more value for their merchant services business.  For many ISOs, merchant onboarding is a time-consuming, manual task that […]

How Do I Become a Merchant Provider? How Do I Become a Merchant Provider?
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Cash is rapidly becoming a thing of the past. With credit cards and contactless payments establishing themselves as the undisputed king in a post-COVID world, there is an enormous amount of opportunity abound in the payment processing space. One of the most prominent and relatively easy to access of those opportunities is merchant services. A […]

How to Select the Right Merchant ISO Program How to Select the Right Merchant ISO Program
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As an independent agent, you are on the front lines of the battle for market share. Your ability to effectively recruit new merchants makes you extremely valuable to the independent sales organization you work with. As such, you should never just settle on an ISO program, because not all ISOs are created equal. Maximizing your […]

2021: IRIS CRM Top 22 Features Recap 2021: IRIS CRM Top 22 Features Recap
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The team at IRIS CRM is always focused on one thing more than any other: consistently providing more value and a better user experience for our clients. That’s why we are excited to share twenty-two of our favorite features that drive a lot of value for IRIS CRM users today. The following features will help […]

Fiserv Reporting and Analytics – How IRIS CRM Adds Value to Your Numbers Fiserv Reporting and Analytics – How IRIS CRM Adds Value to Your Numbers
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Fiserv currently serves over 6 million merchants worldwide, making them a must-have payment processing partner for most ISOs looking to maximize service offerings and growth potential. IRIS CRM is designed to integrate seamlessly with Fiserv to provide your ISO with a faster, easier way to manage your Fiserv merchants, onboarding, and reporting than logging in […]

New Integration: Merchant Reporting Through SAM by Netevia for SignaPay ISOs New Integration: Merchant Reporting Through SAM by Netevia for SignaPay ISOs
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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 […]

New Integration: Fiserv Reporting For Payment Facilitators New Integration: Fiserv Reporting For Payment Facilitators
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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 […]

Add Merchant Data for Non-Integrated Processors New Feature: Add Merchant Data From Residual Import for Non-Integrated Processors
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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 […]

Drive Results with IRIS CRM’s TSYS Wholesale Integration IRIS CRM: TurboApp Boarding & Reporting For TSYS Wholesale ISOs
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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 CRM What to Look for in a Payment Processing CRM: Reporting Features You Need to Have
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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 […]

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 […]

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