Category: Onboarding
IRIS CRM’s Advanced Merchant Portfolio Reporting Tools
You can’t manage what you can’t measure. Knowledge is power, and your ability to manage and lead your independent sales organization is directly related to the quality of business intelligence you have available to you. IRIS CRM, the payments industry’s leading customer resource management tool, understands that, and as a result, it includes one of […]
What Does ISO Mean? An Overview of Where an Independent Sales Organization Fit in Credit Card Processing
If you’re new to the payment processing industry, one term you’ve likely seen over and over again with no real explanation is “ISO.” ISO stands for independent sales organizations – a term for businesses that resell payment processing services on behalf of the larger players like major banks, VISA, and Mastercard. Essentially, when a new […]
Is Speed Important when Processing Merchant Applications? How TurboApp Can Help Your Team Work Faster
Your merchants are everything to your ISO because it’s through them that you build the all-important residual portfolio that will drive your success not only today but well into the future as well. Your formal business relationship with those merchants generally starts with the onboarding process – getting your newly signed merchant submitted to, and […]
Merchant Account ISOs Explained – What Are They, How Do They Work, and How Do They Make Money
Independent sales organizations are companies that partner with payment processors to resell their services to merchants. ISOs act as representatives of the payment processors, acting as intermediaries and handling customer service and merchant management while the payment processors handle the actual credit card transactions. Many ISOs also employ independent agents to act on their behalf […]
Fiserv Credit Card Processing – Is It Good for My Business?
The key to success as an independent sales organization is establishing and nurturing strong partnerships with leading payment processors to ensure that you can offer your existing merchants and prospects the best possible payment solutions to meet their needs. Fiserv, which acquired First Data in July of 2019, is one of the world leaders in […]
What is Merchant Boarding? An Overview of the Onboarding Process and How to Make it Better
Getting as many new, high-quality merchants as possible signed up for payment processing services is the key to success for independent agents, independent sales organizations, and payment processors alike. But many would-be merchants are hesitant to get started due to an inherent lack of understanding of how the entire process of getting signed-up works. Instead, […]
IRIS CRM 2019 Released Features
If you’re familiar with IRIS CRM, the payments industry’s leading customer resource management platform, then you know we never stop improving and adding features, and 2019 was another big year! Our development team added a lot of exciting new features to the CRM in response to the needs of our valued customers, ranging from improvements […]
Helping Agents: Merchant Services CRM for ISOs
As an independent sales organization, ensuring a steady stream of new, quality merchants are constantly being brought on board is the key to growing your residuals portfolio and maximizing profitability. The heavy lifters in accomplishing that goal are your agents, and keeping them happy and productive is crucial to your success. That means, whenever possible, […]
Fiserv First Data Omaha AccessOne Integration
In 2019, Fiserv acquired First Data, at that time the world’s biggest payment technology firm. The newly merged giants now serve over six million merchants and thousands of financial institutions in over 100 countries. With over $15 billion in annual revenues, reselling Fiserv payment processing solutions represents an enormous opportunity to independent sales organizations, just […]
The Leading CRM Solution for the TSYS Integrated Payment Processing Gateway
TSYS is one of the world’s most popular payment processors, serving over 800,000 merchants around the globe. That reach makes it a key partner for independent sales organizations looking to maintain a steady stream of new merchants to ensure maximized growth. IRIS CRM, the leading TSYS merchant services CRM, is designed to integrate seamlessly with […]