Have you ever needed to transfer one or merchants from another IRIS CRM site to your site to support your merchants through a single source? IRIS CRM’s Merchant Data Sharing feature is here to deliver client-to-client transfers quickly and securely without requiring IT resources to set up and maintain these data transfers. ISOs with […]
Category: ISOs
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New Feature: Merchant Data Sharing
Whatever level of management you’re in, your job is to lead those who work under you, to steer their success, and to provide them with the tools and the guidance they need to do their jobs as well as they can. Unfortunately, that’s often easier said than done, and it’s incredibly easy to fall into […]
Adopting customer resource management software is one of the simplest and most affordable ways independent sales organizations can enhance their merchant acquisition, improve service delivery, and grow residuals. But not all CRMs are created equal, so when shopping for a new system for your ISO, it’s crucial to look for one that offers a wide […]
Not all platforms are created equally, and not all are CRMs targeted specifically towards the payments industry. Selecting the right tool for the unique challenges your ISO faces is key, but with the right CRM software underpinning your operations, organization-wide improvements in productivity and work-quality can be unlocked with relative ease. A customer resource management […]
Merchant data sharing is becoming more and more important in the payments industry as independent sales organizations look for ways to diversify their revenue streams and establish partnerships both inside and outside of the payment processing space. To facilitate those new revenue streams, IRIS CRM now includes a new merchant data sharing feature that allows […]
ISOs operate in an extremely competitive environment and outperforming your competition in both recruiting and service is key to maintaining healthy growth and maximizing residuals. That makes your independent agents some of the most important members of your team, and the job they do one of the most important functions of your ISO. Any tool […]
Your customer resource management platform is the hub that brings all of your ISO’s lead management, sales operations, merchant service delivery, and administration into one, centralized point of control. That makes CRM software a mission-critical tool – one that needs to be available to your employees at all times, not just when they’re at their […]
Reporting is a big deal in the payments industry for obvious reasons. But with acquiring banks, payment processors, independent sales organizations, and merchants all playing a roll in getting money from point A to point B, even with the kind of advanced reporting and sales tools provided by platforms like IRIS CRM, keeping track of […]
Customer resource management platforms are mission-critical software tools that include a wide variety of sales, productivity, and reporting features. And while CRMs are all about cross-organization integration and centralized control of your company’s tasks, one thing they traditionally aren’t good at is talking to each other. That’s a problem for ISOs that need to move […]
It can be extremely easy to ignore your ISO’s merchant-level metrics because they drill information down to a level you may not think you need. Portfolio-wide and processor-wide metrics provide a much larger-scale overview of your ISO’s profitability, and with profitability at the top of mind, it’s tempting to dig no further. But that’s a […]
Customer resource management software is a mission-critical tool for all ISOs that prioritize growth. The sales and productivity features offered by high-end CRM platforms are invaluable to finding, signing, and serving new merchants, and, in turn, to your ISO’s residuals. But the major flaw in most traditional CRM platforms is that they’re web-only, requiring users […]
Payment processing can be a very profitable industry, and as a result, it attracts its fair share of entrepreneurial individuals. Independent sales organizations are one of the most business types for new entrants breaking into the industry because they offer both the potential for excellent earnings as well as the flexibility to operate as an […]
Merchant onboarding is one of the key functions your ISO’s team handles. Once an agent has recruited a new merchant and closed the deal with a signed MPA, it’s the boarding process that facilitates getting that merchant to a point where they’re actually processing transactions and, most importantly, earning your ISO residuals! That means handling […]
Inefficiencies drive up costs in all industries, and the cost is the mortal enemy of profit. In the payment processing industry, eliminating inefficiencies can both reduce costs and help to maximize an ISOs residual portfolio, and IRIS CRM – the payments industry’s leading customer resource management tool – has been designed specifically to help with […]
There is no shortage of calling to be done in the merchant services industry, and whether it’s outbound sales calls being made by your team of agents, or inbound support calls coming in from your client merchants, your ISO stands to benefit greatly from anything that streamlines and enhances the process. As a result, many […]
Once upon a time, cash was king, but in today’s digital world, electronic transactions have usurped the throne. According to a poll conducted by payment processing giant TSYS, 80% of consumers prefer debit and credit cards compared to just 14% who said they prefer cash. Merchants have long understood how important it is to accept […]
An extensive, healthy residual portfolio is the goal of every independent sales organization, and the independent agents working for them. So, it should come as no surprise that the way you split those all-important residuals with your agents is fundamental. Not only do split percentages and residual agreements impact your bottom line, but they also […]
Payment processing is a competitive industry, and to ensure your independent sales organization’s continuous growth and the health of your residuals portfolio, it’s crucial that you provide your team with the most modern tools available to help them succeed. IRIS CRM, the payments industry’s leading customer resource management platform, is designed specifically to help agents […]
Independent sales organizations have long looked to IRIS CRM as the ideal tool to help them reclaim time, work smarter rather than harder, and improve sales processes and operations on an organization-wide basis. But one additional feature our loyal customers have often asked for is the ability to seamlessly manage and operate their CRM system […]