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 […]

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Rising Dispute Risk in 2023: How ISOs Can Stay Ahead
February 2, 2023

Online transaction disputes became both more frequent and more expensive in 2022, and merchants and ISOs have felt the impact. According to Sift’s Q4 2022 Trust & Safety Index, there were 35% more disputes in Q3 2022 than just a year and a half earlier, and the average value rose 16%, to $192.53, between 2021 […]

Unlocking Latent Revenue: How Your ISO Can Earn More on Each Merchant
January 25, 2023

Recruiting new merchants is so important to residuals growth that ISOs can occasionally become completely focused on looking outwards for new sources of revenue. But it’s rare for any ISO’s portfolio to be perfectly optimized, meaning you may find that some of the best growth opportunities available for an ISO actually come from your existing […]

Payment Options: Why Choice is More Important Than Ever
January 18, 2023

Not long ago, there were really only three ways to pay the vast majority of merchants: you could hand over cash, swipe your credit or debit card at the checkout counter, or enter your credit card details online. Today, advances in payment technology have seen the options available to both consumers and B2B customers explode. […]

Payments 2023: How the Economy Might Impact Merchant Acquisition and Portfolio Growth in the Year Ahead
January 11, 2023

A “hard market” is an insurance industry term describing a time when market conditions and risk appetites limit growth and things become particularly difficult for the front-line professionals – agents and brokers – looking to acquire new business. It’s an equally apt term to describe what the payments industry may be facing in 2023 and […]

ISOs How ISO Agent Programs Help Sales Professionals Succeed in Payments November 28, 2022

ISO agent programs help pair talented salespeople with independent sales organizations (ISOs) looking for help recruiting new merchants. They’re just one method of entry into the merchant services space, but they offer some notable benefits to independent agents, including simplicity, structure, security, and more. The following is a brief rundown of what ISO agent programs […]
Featured Functionality Complete Web Forms With E-Signature November 4, 2022

Coming hot on the heels of the initial release of our Web Form Builder, we are pleased to announce the addition of E-Signature capabilities for a complete web form experience.  With E-Signature you can instantly transform your simple merchant data collection form into an end-to-end merchant processing application (MPA) that can quickly and easily be […]
Featured Functionality Streamline Partner Collaboration With New Lead Data Sharing October 27, 2022

IRIS CRM is proud to announce our latest feature release to streamline collaboration between clients – Lead Data Sharing. Lead Data Sharing eliminates the tedious processes of manual lead data entry, exporting and importing lead reports, or API development for IRIS CRM clients sharing leads with one another.  Lead data can be sent with the […]
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 […]
IRIS CRM Blog Gmail & Outlook Tips and Email Integrations to Save Time November 5, 2021

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 […]
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