Category: Sales Efficiency

IRIS CRM is Now Integrated with NMI for Gateway Merchant Onboarding
Featured Article New Integration: IRIS CRM Releases Direct Boarding To NMI Gateway

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 […]

ISO North Star Metric How To Establish Your ISO’s North Star Metric

When measuring the success of your Independent Sales Organization (ISO), there are a few important metrics to consider. The metrics can include tangible ones like revenue and market share, to the more difficult to measure metrics including brand reputation and awareness. Whether the success metrics are tangible or not, they are a strong way to […]

Remote Work Remote Work: Start 2021 Strong!

2020 was a rough year for everyone, and it’s safe to say that most people are happy it’s now behind us. With vaccines rolling out and a return to “normal” on the horizon, the time has come to look forward to what 2021 has to offer your ISO. The unexpected pandemic meant 2020 was largely defined by […]

CRM SOP CRM SOP: Why It’s Important to Codify Your Workflows

A standard operating procedure (SOP) is a codified set of step-by-step instructions designed to demonstrate to workers how tasks or workflows are performed. They take a high-level process and break it down into clear and concise steps, ensuring that repetitive tasks are performed the same way by all employees every time they occur.  SOPs are […]

Announcing 3 Exciting New Features for the IRIS CRM Mobile App IRIS CRM Q4 Mobile Application Enhancements and Easy Download Link

We’re excited to announce the addition of several new features for the IRIS CRM 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 […]

Merchant Boarding What is Merchant Boarding? An Overview of the Onboarding Process and How to Make it Better

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 […]

IRIS CRM and TSYS – A Powerful Integration What Exactly Does TSYS Do and How Can IRIS CRM Help?

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, […]

ISO Management Solutions – How CRM Software Impacts Managers ISO Management Solutions – How CRM Software Impacts Managers

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 […]

IRIS CRM’s Conformance Technologies Integration The Top 3 Reasons IRIS CRM’s Conformance Technologies Integration is So Game-Changing

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 […]

ISOs Improvement What is Independent Sales Organization CRM Software and How Can It Help Your ISO?

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 […]

Five Persistent Call Center Myths Debunked Five Persistent Call Center Myths Debunked

Considering how long it’s been around, telemarketing is still a surprisingly misunderstood field. There are a lot of misconceptions floating around, many of which are unfairly negative and paint telephone sales in a bad light. Those myths are harmful because they stop companies who would otherwise benefit from engaging with call centers from doing do, […]

Better Residuals Reporting and Management Better Residuals Reporting and Management

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

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

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 […]

IRS and Coronavirus Tax Relief for Businesses IRS and Coronavirus Tax Relief for Businesses

With a reenergized COVID-19 ripping much of the southern and western U.S., businesses are once again facing the possibility that shutdown orders may be necessary to ensure public health. While the government is currently in the process of negotiating the HEALS act to provide a second round of COVID-19 tax relief, businesses currently facing hardships […]

Successful Outgoing Email Management Email and Your CRM: Best Practices for Successful Outgoing Email Management – Part 2

Part Two – Boosting Deliverability with Proper Authentication and Configuration In part one of our series on email best practices and how they impact your outgoing deliverability, we talked about domains – the identifying address your emails originate from, and how properly utilizing subdomains can protect the deliverability of your outgoing email by building walls […]

Outgoing Email Management Email and Your CRM: Best Practices for Successful Outgoing Email Management

Part One – Protecting Your Outgoing Email Reputation and Deliverability Rates with Subdomains  Email marketing is deceptively simple. You create an email or a series of messages, load them into your autoresponder, click a button, and out they go – a successful email blast! But there is so much more to it than that, and, […]

Efficient and Effective Calling is a Fundamental Driver of ISO Success Efficient and Effective Calling is a Fundamental Driver of ISO Success

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

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 […]

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