Category: Sales Efficiency

NMI Boarding is Better Together with IRIS CRM
Featured Article NMI Boarding is Better Together with IRIS CRM

After months of hard work and collaboration the NMI and IRIS CRM teams are proud to announce significant updates to the NMI payment gateway boarding integration. You are now able to use the power of the merchant data from your CRM in combination with the full suite of NMI boarding settings to make IRIS CRM […]

Most Popular
Advanced Reports – Take Lead Reporting to the Next Level
September 29, 2022

IRIS CRM is thrilled to announce the release of our new Advanced Reports widget for taking your lead reporting to the next level. Our new Advanced Reports widget combines lead filtering functionality from existing components with brand new features in the new user interface for a powerful, all-in-one reporting tool.   Users can create complex, multi-tiered […]

Why Great Salespeople Should Sell Credit Card Processing Services
September 28, 2022

Great sales professionals have no shortage of opportunities coming their way, but the opportunity to sell credit card processing services is one few ever look into seriously. Yet, a combination of factors, including huge demand for credit card processing, uniquely cumulative lifetime earnings, and sales organizations desperate for top talent in a cut-throat market all […]

What is an ISO? A 101-Level Explainer on Independent Sales Organizations
September 22, 2022

The payment processing industry is full of opportunities for entrepreneurs looking to help merchants get set up with the right payment processing for their needs, and the most common way that’s done is through an independent sales organization, or ISO. ISOs are one of the most important players in payments, bridging the gap between merchants […]

Using a Merchant Services CRM to Streamline Recruiting, Onboarding, and ISO Management
September 20, 2022

Merchant services CRMs are software tools designed to help independent sales organizations and payment facilitators work smarter, save time, and generate more residuals. They accomplish those goals by using centralization and automation to streamline and enhance all the most common aspects of selling merchant services. From recruiting new merchants to onboarding to managing residuals and […]

ISOs Using a Merchant Services CRM to Streamline Recruiting, Onboarding, and ISO Management September 20, 2022

Merchant services CRMs are software tools designed to help independent sales organizations and payment facilitators work smarter, save time, and generate more residuals. They accomplish those goals by using centralization and automation to streamline and enhance all the most common aspects of selling merchant services. From recruiting new merchants to onboarding to managing residuals and […]
IRIS CRM Blog How Your Business Can Use Automated SMS as a Sales Tool August 10, 2022

If your ISO isn’t already using SMS as a key tool for communicating with merchants, you’re failing to offer them one of the most convenient, powerful, and preferred channels available today. Despite its effectiveness, many companies fail to leverage the power of SMS because they simply don’t want to deal with managing it. But, today, […]
Featured Functionality Automated SMS Triggers For Easy Lead Follow Up July 29, 2022

Get your message directly into the palm of your lead’s hands at just the right time without manually typing or sending texts one-by-one using IRIS CRM’s new Automated SMS Status Triggers.  SMS is a great way to communicate with leads, as most people have their cell phone with them all of the time. Therefore, SMS […]
Onboarding What is Merchant Boarding in CRM? June 29, 2022

Merchant boarding is the process of passing a business recruited by an ISO to a payment processor to be reviewed and set up with a new merchant account. Every business that signs up for a merchant account goes through onboarding, and while the goals of onboarding are always the same, the process may differ slightly […]
IRIS CRM Blog NMI Full Commerce Integration – IRIS CRM’s New Super Power June 15, 2022

IRIS CRM and NMI have teamed up to offer ISOs a full commerce enablement solution that makes it easier than ever to open up new revenue streams, improve service offerings, and gain an advantage over the competition.  IRIS CRM offers integrated boarding capability for NMI’s full line of gateway products and value-added services, enabling ISOs […]
IRIS CRM Blog Creating a CRM Culture: How to Get Employees to Buy Into Your CRM April 20, 2022

Customer resource management as a business philosophy describes collecting and using as much customer data as possible to improve every customer-facing aspect of operations, from marketing to sales to service and support, and beyond. CRM systems are powerful, advanced sales tools designed to help businesses achieve those goals. But as powerful as CRM is, just […]
IRIS CRM Blog IRIS CRM’s Top ISO Sales Tools March 9, 2022

Payment processing is an extremely competitive industry, and independent sales organizations (ISOs) and payment facilitators (PayFacs) that want to grow and thrive need to find ways to work smarter and outcompete the field. Building a tighter, more efficient sales process from the top of the funnel on down is one of the best ways to […]
IRIS CRM Blog Merchant Services CRM: What to Look for When Choosing a New System December 15, 2021

A merchant services CRM is a mission-critical piece of software for all modern ISOs looking to outcompete and outperform the rest of an extremely competitive industry. The core of any merchant services CRM is its suite of sales tools – lead management and sales process delivery tools that help your ISO find better leads and […]
Schedule Demo