Category: ISOs

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 […]

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 […]

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 […]

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 […]

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 […]

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 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 […]

ISO stands for independent sales organization – a type of company that plays an extremely important role in the payment processing ecosystem. In essence, ISOs are liaisons between merchants and payment processors who resell services on behalf of one or more partners in exchange for a small piece of the revenue from processed transactions.  ISOs […]

An ISO’s profitability depends on having a large portfolio of top-quality merchants. Acquiring those merchants is no easy task in an industry as competitive as payments, making it extremely important that ISOs look for any advantage they can get. Customer resource management systems represent a powerful and cost-effective way for ISOs to gain that all-important […]

Residuals are a driving force behind one of the most important parts of the payments industry – independent sales organizations (ISOs). Residuals represent the reward that brings ISOs and new independent agents into the space, without whom a small handful of payment processors would be left to try to handle the millions of merchants across […]

Payment processing is a lucrative industry with opportunities abound and good money to be made at all levels of involvement. The entry point for many people looking to earn a slice of the payments pie is merchant service sales as an independent agent. Independent agents play an important role in assisting the larger players in […]

As your company starts 2022 with fresh energy and a strategic plan for how to achieve the year’s goals, it’s important to choose the right tools to succeed. IRIS CRM is the payment industry’s leading, all-in-one CRM solution with features to manage and automate your workflows from initial lead capture all the way through merchant […]

IRIS CRM is thrilled to announce new Paysafe Reporting and TSYS Backend Boarding Integrations! ISOs can now connect their Paysafe merchants, both Fiserv and TSYS, to IRIS CRM to receive daily reporting data and account information. Our Paysafe boarding integration has also been improved to allow ISOs to select TSYS as the backend when boarding […]

Whether you’re an ISO or a merchant, chargebacks are costly to you in more ways than one. First and foremost, they cost you money. But, when they get out of hand, they also damage your reputation with the card companies and create a perception of risk that you don’t want hanging over your business. Traditionally, […]

A merchant services CRM is a mission-critical piece of software for all modern ISOs looking to outcompete and outperform the rest of an extremely competitive industry. The core of any merchant services CRM is its suite of sales tools – lead management and sales process delivery tools that help your ISO find better leads and […]

In part one, we discussed the basics of getting your ISO off the ground, and the significant amount of time, work, and money that goes into becoming a registered ISO. In part two, we’ll look at what happens once you’re registered and it’s time to start recruiting. As difficult as the registration was, the real […]

IRIS CRM has added yet another reporting integration to automate your portfolio management.  We are thrilled to announce that our Unified Payments reporting integration is now live! For ISOs working with Unified Payments, having reporting data populated directly to your IRIS CRM site is now possible. All you have to do is contact Unified Payments […]

Payment processing is big business, and while independent sales organizations (ISOs)  only earn a fraction of a percent on each of their merchants’ transactions, those residuals add up quickly into a lucrative monthly revenue source. But, if you’re looking at entering the industry to take advantage of the opportunity electronic payments represent, you may be […]