Category: Onboarding

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 […]

Digital Merchant Onboarding Digital Merchant Onboarding — Boarding New Business with IRIS CRM and TurboApp
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Onboarding new merchants to your processing partners is one of the most important tasks your ISO handles day-in and day-out. But boarding the old way — manually transferring merchant data from an MPA into a processor’s online portal line-by-line — is slow and extremely prone to human error.  IRIS CRM eliminates both of those problems […]

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 […]

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 […]

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 […]

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?” […]

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 […]

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 […]

IRIS CRM’s Conformance Technologies Integration The Top 3 Reasons IRIS CRM’s Conformance Technologies Integration is So Game-Changing
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IRIS CRM recently announced our ground-breaking partnership with Conformance Technologies – one of the world’s leading providers of risk assessment and conformance tools for small and midsize businesses (SMBs). With this new partnership, IRIS CRM has fully integrated Conformance Technologies’ PreComm ToolKit™, one of the most powerful cloud-based due diligence tools available today.  This new […]

Better Residuals Reporting and Management Better Residuals Reporting and Management
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Your residuals are the reason your ISO is in business in the first place. They represent the majority of your revenue, and the growth and long-term success of your portfolio is also the main driver of your company’s value. They’re also the reason your independent agents are in business and the carrot that attracts the […]

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 […]

TurboApp Understanding Merchant Boarding and How IRIS CRM and TurboApp Are Revolutionizing the Process
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When a new merchant partners with an ISO and submits a signed merchant processing application (MPA), their data and supporting documentation needs to be submitted to the payment processor for verification, due diligence, and approval. That process is known as boarding, and it’s an extremely important part of the new merchant acquisition process for all […]

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 […]

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