Category: Sales Efficiency

Merchant Reporting Integration for Unified Payments ISOs
Featured Article Merchant Reporting Integration for Unified Payments ISOs

IRIS CRM has added yet another reporting integration to automate your portfolio management.  We are thrilled to announce that our Unified Payments reporting integration is now live! For ISOs working with Unified Payments, having reporting data populated directly to your IRIS CRM site is now possible. All you have to do is contact Unified Payments […]

Merchant Services CRM: What to Look for When Choosing a New System Merchant Services CRM: What to Look for When Choosing a New System
Read MoreMerchant Services CRM: What to Look for When Choosing a New System

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 […]

Gmail & Outlook Tips and Email Integrations to Save Time Gmail & Outlook Tips and Email Integrations to Save Time
Read MoreGmail & Outlook Tips and Email Integrations to Save Time

Email is a necessity of modern business, but despite the level of dependence we have on it, it’s notoriously inefficient. Gmail and Outlook are the two undisputed kings of business email today, and both include tools designed to help you chip away at the inefficiencies of the medium. The following is a list of five […]

Merchant Onboarding Tips: Improve New Merchant Boarding Efficiency Merchant Onboarding Tips: Improve New Merchant Boarding Efficiency
Read MoreMerchant Onboarding Tips: Improve New Merchant Boarding Efficiency

Merchant onboarding is the process of getting a freshly recruited merchant both approved and set up for payment processing with an acquiring bank. The merchant onboarding process happens both on the ISO and processor sides and sees the merchant go through initial submission, underwriting, eventual approval or denial, and the granting of a merchant account.  […]

Independent Sales Organization Merchant Recruiting Tips Independent Sales Organization Merchant Recruiting Tips
Read MoreIndependent Sales Organization Merchant Recruiting Tips

Competition in the payments industry is fierce, and independent sales organizations looking to rise to the top and maximize growth need to find ways to consistently recruit more, higher-quality merchants than the competition. The following represent three simple, but effective tactics your independent sales organization can use to beat the competition by finding more leads, […]

Digital Merchant Onboarding Digital Merchant Onboarding — Boarding New Business with IRIS CRM and TurboApp
Read MoreDigital Merchant Onboarding — Boarding New Business with IRIS CRM and TurboApp

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 […]

New Enhancement: Workflows for Start Processing and Closed Merchants New Enhancement: Workflows for Start Processing and Closed Merchants
Read MoreNew Enhancement: Workflows for Start Processing and Closed Merchants

Automating processes, big or small, is a great way to save your organization time and ensure your data is consistent and accurate. Our latest exciting feature does just that by automating the workflows for merchants that have started processing or closed! Rather than manually checking in on which merchants have started processing, then making updates […]

Top 10 IRIS CRM Integrations Top 10: IRIS CRM Integrations
Read MoreTop 10: IRIS CRM Integrations

Customer resource management (CRM) tools are all about saving time by letting users do more throughout the day from a single, centralized point of control. With that in mind, IRIS CRM has been developed with built-in integrations with many of the most important third-party service providers that ISOs interact with daily. Those integrations enable IRIS […]

5 Reasons Your ISO Needs E-Signature 5 Reasons Your ISO Needs E-Signature
Read More5 Reasons Your ISO Needs E-Signature

It is more important now than ever for businesses to provide clients and customers with convenient, efficient solutions. The world grows more digital by the day and every business needs to keep up to thrive. For an ISO, it’s especially important to be able to close and onboard new merchants efficiently and to ensure their […]

Drive Results with IRIS CRM’s TSYS Wholesale Integration IRIS CRM: TurboApp Boarding & Reporting For TSYS Wholesale ISOs
Read MoreIRIS CRM: TurboApp Boarding & Reporting For TSYS Wholesale ISOs

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 […]

ISO North Star Metric How To Establish Your ISO’s North Star Metric
Read MoreHow 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!
Read MoreRemote 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
Read MoreCRM 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
Read MoreIRIS CRM Q4 Mobile Application Enhancements and Easy Download Link

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 […]

Merchant Boarding What is Merchant Boarding? An Overview of the Onboarding Process and How to Make it Better
Read MoreWhat 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?
Read MoreWhat 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
Read MoreISO 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
Read MoreThe 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?
Read MoreWhat 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 […]

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