Category: ISOs

Improved TSYS Retail Reporting Integration
Featured Article Improved TSYS Retail Reporting Integration

IRIS CRM is proud to share that we have released an improved version of our TSYS Retail Reporting Integration for ISOs and agents. We have updated the deposit reporting logic to utilize the exact transaction and ACH dates to improve the accuracy of the data displayed.  IRIS CRM now automatically reconciles the merchant’s transactions and […]

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?” […]

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 […]

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 […]

What Is an ISO’s Role in Credit Card Processing? What Is an ISO’s Role in Credit Card Processing?
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The payments industry is fairly complex, and even experienced merchants with years of experience in the game often don’t understand the inner workings of how a payment gets from a customer’s card to their bank account, or what each player in the process contributes to the whole. Independent sales organizations (ISOs) are particularly poorly understood, […]

What is the Process Involved in Becoming a Registered ISO? What is the Process Involved in Becoming a Registered ISO?
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Merchant services is a lucrative and fast-growing industry that attracts a large number of hungry entrepreneurs every year. But before a new independent sales organization can jump into the deep end and begin signing up merchants, they need to make a key decision – whether to operate as a registered or unregistered ISO. Effectively, the […]

Effective Merchant Onboarding – Three Key Areas of Focus for Improved Boarding Effective Merchant Onboarding – Three Key Areas of Focus for Improved Boarding
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Onboarding new merchants is one of the most important tasks your ISO’s team handles on a day-to-day basis. The ability to board merchants both efficiently and effectively ensures that your ISO can grow quickly without worrying about bottlenecks or breakdowns in the process. But that’s easier said than done because boarding in the traditional way […]

IRIS CRM and TSYS – A Powerful Integration What Exactly Does TSYS Do and How Can IRIS CRM Help?
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TSYS offers an enormous range of services, so much so that it isn’t uncommon for merchants and even staff at ISOs to be unfamiliar with how they actually function as a part of the payments ecosystem.  While TSYS offers services covering everything from payment hardware to risk and compliance to prepaid debit cards and more, […]

Traditional Dispute Management is Tedious and Slow, But IRIS CRM is Here to Help Traditional Dispute Management is Tedious and Slow, But IRIS CRM is Here to Help
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Chargebacks and retrievals are part of doing business, and no merchant can avoid them in the long term. But, while the card issuers require merchants to submit a thorough and timely defense, the dispute response process is not designed to be merchant-friendly. It isn’t designed to work against merchants either, but the unfortunate reality is […]

ISO Management Solutions – How CRM Software Impacts Managers ISO Management Solutions – How CRM Software Impacts Managers
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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 […]

Merchant Services CRM Merchant Services CRM – What to Look For When Shopping for a New Customer Resource Management Platform
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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 […]

ISOs Improvement What is Independent Sales Organization CRM Software and How Can It Help Your ISO?
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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 Merchant Data Sharing and Its Importance to ISO Specialization and Revenue Sharing Partnerships
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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 […]

Efficient and Effective Calling is a Fundamental Driver of ISO Success Efficient and Effective Calling is a Fundamental Driver of ISO Success
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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 […]

Go Mobile App Go Mobile: Unlock the Full Power of Your Business with IRIS CRM’s New Mobile App
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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 […]

How Does the IRS Classify a Merchant Acquiring Entity How Does the IRS Classify a Merchant Acquiring Entity and What Reporting is Required?
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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 […]

Merchant Data Sharing The Importance of Merchant Data Sharing: Why Your ISO Needs Frictionless Sharing Capability
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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 […]

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