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 […]

IRIS and Authorize.Net How to Start Reselling Authorize.net Gateway Services with IRIS CRM
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Most people in the merchant services industry are very familiar with Authorize.Net. The popular gateway provider has been providing quality service to the marketplace since 1996, driving billions of transactions to processing networks in the years since. Merchants are also likely to be familiar with Authorize.Net as one of the most established brands in the […]

IRIS CRM Data Compliance IRIS CRM Achieves PCI Compliance, HIPAA Compliance, and Google Restricted Scope Approval
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When you are in the payments industry, one thing is absolutely crucial: data security. Banking information, personal data, and more are being transmitted through the systems your ISO uses every day, and ensuring that the data is secure and protected is of extreme importance.  The importance of data security is even greater when using external […]

Copy User Profiles New Feature: Copy User Profiles
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IRIS CRM is excited to announce the release of a new feature for your favorite Merchant Services CRM! ISOs using IRIS CRM can now copy the permissions from an existing user profile when creating a new user in their CRM instead of having to add them manually each time. Creating new users in your CRM […]

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. […]

TurboApp: Your Merchant Boarding Solution TurboApp: Your Merchant Boarding Solution
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One of the easiest ways you can grow your ISO is by improving your merchant boarding process. Merchant boarding, also known as merchant onboarding, is the process that occurs after a sales agent has recruited a new merchant and closed the deal. The onboarding process kicks off once a merchant signs their MPA, or merchant […]

Custom Tooltips for Lead Fields New Feature: Custom Tooltips for Lead Fields
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We’re excited to announce a new feature for IRIS CRM: Custom Tooltips for Lead Fields! ISOs using IRIS CRM can now set up custom tooltips for lead fields. The custom tooltips will appear as an icon next to a lead field, which can be hovered over to gain additional information.  With the ability to set […]

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 […]

IRIS CRM is Now Integrated with NMI for Gateway Merchant Onboarding NMI and Your ISO – How NMI’s Gateway Services Open Up New Revenue Streams and Maximize Merchant Convenience
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NMI is one of the payments industry’s top gateway service providers, offering businesses the electronic payment solutions necessary to link their merchant accounts with their end customers both online and in-store.  NMI’s powerful gateway software offers merchants everything they could possibly need to power their electronic payment processing, including a virtual terminal that can be […]

Remote Work Remote Work: Start 2021 Strong!
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2020 was a rough year for everyone, and it’s safe to say that most people are happy it’s now behind us. With vaccines rolling out and a return to “normal” on the horizon, the time has come to look forward to what 2021 has to offer your ISO. The unexpected pandemic meant 2020 was largely defined by […]

CRM SOP CRM SOP: Why It’s Important to Codify Your Workflows
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A standard operating procedure (SOP) is a codified set of step-by-step instructions designed to demonstrate to workers how tasks or workflows are performed. They take a high-level process and break it down into clear and concise steps, ensuring that repetitive tasks are performed the same way by all employees every time they occur.  SOPs are […]

Work Smarter, Not Harder How IRIS CRM Will Change the Way Your ISO Works Work Smarter, Not Harder: How IRIS CRM Will Change the Way Your ISO Works
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Hard work is a crucial ingredient for success in all industries, especially during the early phases when a business is just getting off the ground. But the companies that not only survive startup, but go on to thrive, grow, and dominate their industries are often the ones that find a way to quickly replace pure […]

Is an Unregistered ISO the Right Structure for Your Merchant Acquisition Business Is an Unregistered ISO the Right Structure for Your Merchant Acquisition Business?
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To register or to remain unregistered? That’s a decision every independent agent will be faced with at some point in their career, and it’s one with big implications, both for short-term operations, and the long-term prospects for everything from marketing to company structure to growth, and beyond. The million-dollar question is, “is it worth it?” […]

New Feature: Set Default Helpdesk Ticket Priorities New Feature: Set Default Helpdesk Ticket Priorities
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We’re proud to share an exciting new feature for your favorite Merchant Services CRM – the ability to set default ticket priorities! One of the most important things for ISOs is the ability to quickly respond to merchants when they are in need of assistance. By providing timely service and solutions, merchants are far more […]

New Feature: Automatic Lead Status Update After E-Sign New Feature: Automatic Lead Status Update After Electronic Signature
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We’re proud to announce an exciting new feature for your favorite Merchant Services CRM. Now ISOs can set their leads to automatically update to a Signed Lead Status of choice after the lead e-signs and submits an application. Manually updating lead data in your CRM takes up your administrative team’s time and attention. IRIS CRM […]

Announcing 3 Exciting New Features for the IRIS CRM Mobile App IRIS CRM Q4 Mobile Application Enhancements and Easy Download Link
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We’re excited to announce the addition of several new features for IRIS CRM’s mobile app!  IRIS CRM’s recently updated mobile app is a powerful on-the-go solution for ISO administrators, sales agents, and merchants.  Sales agents are often on the move, so it’s important that they are able to access and update key information from the […]

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 is Now Integrated with NMI for Gateway Merchant Onboarding New Integration: IRIS CRM Releases Direct Boarding To NMI Gateway
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We’re excited to announce the release of IRIS CRM’s NMI Gateway Boarding Integration! NMI is a leading unified commerce enablement platform that enables ISOs to add additional value for their merchants and serves as a private label payment gateway that provides many additional cutting-edge features to create new revenue. The latest capability of boarding merchants […]

Merchant Boarding What is Merchant Boarding? An Overview of the Onboarding Process and How to Make it Better
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Getting as many new, high-quality merchants boarded as quickly as possible is a key growth metric for payments companies. Independent agents, independent sales organizations (ISOs), and payment facilitators alike are focused on a mission to sign up as many merchants as possible to generate processing volume in their portfolios. Many of the would-be merchants are […]

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