The Top Communication Tools for Your ISO, Built Right Into an Industry-Leading CRM

Your ability to communicate directly impacts all aspects of your ISO’s business. From delivering an effective sales process to prospects, to guiding new merchants through the initial stages of getting their own businesses off the ground, to managing your agents, and everything in between, the success of your ISO is heavily dependent on great communication. […]

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What is Zapier? How This Revolutionary New Technology is Taking IRIS CRM to the Next Level

Zapier has quietly been revolutionizing the way businesses design their workflows since the company’s launch in 2011, but, while the popularity of the service has been skyrocketing in recent years, it’s still not as well known as it deserves to be. So, what is Zapier? Simply put, it’s a platform that offers the ability to […]

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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 […]

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Can You Make More Than $100k/Year Selling Credit Card Processing?

Independent sales organizations are third-party businesses that resell payment processing services from the major merchant services companies like Fiserv, TSYS, Worldpay, and many others. Independent agents work on behalf of the ISOs and do the sales work of bringing in new merchants to sign. When a merchant signs on with an ISO, their payments are […]

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How to Become an Independent Sales Organization

Independent sales organizations are essentially payment processing resellers that act as middle-men between the major processors and merchants in need of processing services. It’s a potentially lucrative field, and as such, there are constantly new entrants looking to jump into the game to claim their slice of the payment processing pie.  The rules for becoming […]

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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, […]

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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 […]

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Why Are People Still Using Outlook in 2019?

Outlook is still one of, if not the most popular email tools being used in offices. That might seem confusing to Google and Apple users, to whom Outlook might seem like an outdated application. And, to be fair, Outlook has been around for a long, long time, and it didn’t always have the greatest reputation […]

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Residual Income Definition – What Are Residuals and Why Are They So Important to Independent Sales Organizations?

Residuals are the lifeblood of independent sales organizations, and understandably, ISOs and agents alike have a vested interest in ensuring the health and consistent growth of their residual portfolios. But residuals aren’t straightforward, and new agents and ISO employees often lack a clear picture of exactly what residuals are or how they impact ISOs and […]

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