Tag: Credit card processing services

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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Customizable Merchant Tab Permissions
December 2, 2022

IRIS CRM is excited to announce that you can now fully customize the visibility of merchant tabs based on Group, User Class, and User for each processor your ISO is working with.  Previously, the visibility settings only allowed you to make a tab visible or not for all users, with no fine-grained permissions. Now, you […]

Shopping Around: What a Waning Trend in Customer Loyalty Means for Payment Companies
December 1, 2022

Like all industries, technology has unquestionably had an enormous impact on payments and financial services. But, in a sea of new apps, ecommerce systems, and digital options, perhaps the biggest impact new payments tech has had on the space has been less visible – or at least easier to ignore: waning customer loyalty. Where once […]

Automated TSYS Daily Fee Indicator Maintenance
November 30, 2022

IRIS CRM is happy to share our newest functionality for TSYS FSP ISOs to update your merchants’ Daily Fee Indicator without having to switch platforms. We have added a new ticket type – TSYS – Update Daily Fee Indicator (Auto) – that works like our other automated TSYS maintenance tickets. These ticket types allow TSYS […]

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 […]

ISOs What Does ISO Mean in Banking and Payment Processing? November 11, 2022

To the average person, ISO is the acronym used by the International Organization for Standards. To photographers, it describes the light sensitivity of a digital camera or a piece of film. But to banks and merchants it means something very different. In banking and payments, ISO stands for independent sales organization – a type of […]
IRIS CRM Blog Credit Card Processing Levels: Why Level 1, Level 2, and Level 3 Processing Matter to ISOs October 21, 2022

Credit card processing can be a complex subject at the best of times, but few merchants know that the processing they use is actually just one of three levels. On top of the credit card processing used by the vast majority of merchants, there are two additional layers – Level 2 and Level 3 – […]
Industry News JP Morgan’s Push to Modernize Payments Signals an Incoming Industry Trend October 13, 2022

While cash was once king, today, the payments space is technology driven. And, like all tech spaces, it’s changing incredibly rapidly, with new innovations and options hitting the market at an unrelenting pace. Keeping up with rapid change requires a high level of agility, and, in many ways, the payments industry is beginning to favor […]
IRIS CRM Blog 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 […]
Featured Functionality Process Payments In IRIS CRM With NMI Payment Gateway June 28, 2022

IRIS CRM is happy to share that we have added NMI’s payment gateway as an option when taking payments through IRIS CRM. The new NMI Payment Gateway integration is easy to set up, simply follow the instructions detailed below or watch our video walkthrough. You will need access to the NMI Portal and admin-level permissions […]
IRIS CRM Blog ISO vs. ISV: What Does Each Do in the Payments Ecosystem? June 1, 2022

ISO and ISV are two extremely common terms in the payments industry, but, despite a couple of common letters, the two acronyms describe companies that do very different work – independent sales organizations and independent software vendors. But while ISOs and ISVs have little in common on the surface, the rise of online digital payments […]
IRIS CRM Blog Can You Make More Than $100k/Year Selling Credit Card Processing? January 8, 2020

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 […]
Sales Efficiency Why Your CRM Should Support Call Center Software Integration March 6, 2018

Choosing a specialized CRM specifically built around credit card processing services is a far more efficient choice in contrast with generalized tools for a broader array of businesses. One of the primary features that separate IRIS from other management platforms is our call center software integration. The IRIS Dialer integrates telephone sales and support with the broader […]
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