Tag: customer relationship management

IRIS CRM - NMI
Featured Article NMI Acquires IRIS CRM, Expanding Deeper in the Commerce Value-Chain

To meet increased demand for full commerce enablement solutions, NMI and IRIS CRM’s joint offerings better enable ISO, ISV, bank and fintech partners SCHAUMBURG, IL – JANUARY 18, 2022 – NMI, a leading full commerce enablement technology company, today announced it has acquired IRIS CRM, a premier merchant services CRM and comprehensive merchant management platform […]

NMI Payment Gateway Integration Process Payments In IRIS CRM With NMI Payment Gateway
Read MoreProcess Payments In IRIS CRM With NMI Payment Gateway

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 […]

Residuals Calculations – Manual vs. Automatic with IRIS CRM Residuals Calculations – Manual vs. Automatic with IRIS CRM
Read MoreResiduals Calculations – Manual vs. Automatic with IRIS CRM

Residuals are an ISO’s reason for operating, but they can also represent a major headache, especially as a portfolio grows and processor and agent relationships become more complex. As ISOs get bigger and bigger, the time and effort required to manually manage residuals data also skyrockets. Luckily, today’s payments technology solutions, like IRIS CRM, enable […]

IRIS CRM is Now Integrated with NMI for Gateway Merchant Onboarding NMI Full Commerce Integration – IRIS CRM’s New Super Power
Read MoreNMI Full Commerce Integration – IRIS CRM’s New Super Power

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 […]

What is CRM? An ISO Approach What is CRM? An ISO Approach
Read MoreWhat is CRM? An ISO Approach

Customer resource management (CRM) describes a type of software that focuses on collecting and utilizing customer data to improve all aspects of sales and support. The modern world is data-driven, and, today, even the simplest interactions can generate a wealth of lead and customer data – data that can be mined and used for everything […]

New Feature: IRIS CRM Releases Revolutionary Merchant Import API For Easy New Acquirer Integrations IRIS CRM Releases Revolutionary Merchant Import API For Easy New Acquirer Integrations
Read MoreIRIS CRM Releases Revolutionary Merchant Import API For Easy New Acquirer Integrations

IRIS CRM is thrilled to announce our revolutionary Merchant Import API which allows third-parties to become their own datasource within IRIS CRM by creating merchant data such as transactions, deposits, retrievals, chargebacks and statements. By adding the ability to create new merchants and push merchant data into an IRIS CRM site from an external source, […]

ISO vs. ISV: What Does Each Do in the Payments Ecosystem? ISO vs. ISV: What Does Each Do in the Payments Ecosystem?
Read MoreISO vs. ISV: What Does Each Do in the Payments Ecosystem?

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 […]

What is the Payment Facilitator Model and What Benefits Does it Offer? What is the Payment Facilitator Model and What Benefits Does it Offer?
Read MoreWhat is the Payment Facilitator Model and What Benefits Does it Offer?

Payment facilitators are intermediaries that provide value to the payments industry by matching merchants with electronic payment processing services. The payment facilitator model is a relatively new one that offers some notable benefits to both the merchants they serve and themselves – namely a faster, smoother process, and more control over pricing and merchant selection.  […]

Payments CRMs – What Makes Them Different from Generalist CRMs? Payments CRMs – What Makes Them Different from Generalist CRMs?
Read MorePayments CRMs – What Makes Them Different from Generalist CRMs?

What makes a payments CRM different from the dozens of non-industry-specific tools on the market today? At the highest level, customer resource management tools are software platforms designed to help sales organizations do more with the data generated from every interaction they have with a lead or customer. CRM as a practice and a technology […]

Agreement Express Integrates With IRIS CRM To Deliver Automated Underwriting Agreement Express Integrates With IRIS CRM To Deliver Automated Underwriting
Read MoreAgreement Express Integrates With IRIS CRM To Deliver Automated Underwriting

Agreement Express has recently announced a game-changing integration with IRIS CRM to its ScanXpress automated underwriting tool that will allow mutual customers of IRIS CRM and Agreement Express to significantly streamline and even fully automate their due diligence when onboarding new merchants, enabling unparalleled speed for underwriting and time-to-revenue. In essence, the integration between Agreement […]

How Do I Become a PayFac? How Do I Become a PayFac?
Read MoreHow Do I Become a PayFac?

Much like independent sales organizations, payment facilitators are companies that act as the liaison between processors and the merchants on the frontlines of electronic payments. PayFacs exist for two reasons: to help payment processors serve far more merchants than they could on their own, and to make it faster and easier for small and medium-sized […]

Automated Helpdesk Ticket Workflows Create Automated Helpdesk Tickets Using Status Triggers For Maximum Efficiency
Read MoreCreate Automated Helpdesk Tickets Using Status Triggers For Maximum Efficiency

Save your staff time and avoid forgotten tickets that are an essential part of your sales and merchant setup workflows with new Automated Helpdesk Ticket Workflows in IRIS CRM.  Using Lead Status Age and State Triggers, tickets can be auto-created based on where a lead is in your sales funnel or how long a merchant […]

Creating a CRM Culture: How to Get Employees to Buy Into Your CRM Creating a CRM Culture: How to Get Employees to Buy Into Your CRM
Read MoreCreating a CRM Culture: How to Get Employees to Buy Into Your CRM

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 University 2022 at Transact IRIS University – Unlock the Full Potential of IRIS CRM at TRANSACT ’22
Read MoreIRIS University – Unlock the Full Potential of IRIS CRM at TRANSACT ’22

IRIS CRM is the payments industry’s leading customer resource management system, and one of the reasons it’s so popular is that it does a lot for independent sales organizations and payment facilitators. But, because IRIS CRM does so much, even our most experienced users can almost certainly find ways to unlock even more value from […]

IRIS CRM Dispute Responder Merchant Dispute Response: How Chargebacks Impact Businesses
Read MoreMerchant Dispute Response: How Chargebacks Impact Businesses

Disputes occur when customers contact their credit card companies and request a charge be forcibly reversed when a refund has been denied. Visa, Mastercard, Discover, and American Express all offer their cardholders the ability to open a dispute whenever they think that a purchase has been made fraudulently or a merchant has failed to deliver […]

Understanding Merchant Behavior with Visitor Tracking Understanding Merchants: How to Drive Growth Through Observation
Read MoreUnderstanding Merchants: How to Drive Growth Through Observation

Growth is always an uphill battle, especially in a competitive industry like payment processing. The key to driving consistent growth is finding new and novel opportunities to provide more value for end merchants, and that can be difficult in an industry that – at least on the surface – can seem very homogeneous. ISOs looking […]

IRIS CRM’s Top ISO Sales Tools IRIS CRM’s Top ISO Sales Tools
Read MoreIRIS CRM’s Top ISO Sales Tools

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 […]

Top 5 ISO Agent Programs of 2022 Top 5 ISO Agent Programs of 2022
Read MoreTop 5 ISO Agent Programs of 2022

Independent agents are a key part of the payments ecosystem. Many processors and ISOs go out of their way to build programs that enable agents and create the conditions for success because they know that attracting the best talent possible maximizes everyone’s success and earnings. The following represent five of the best ISO agent programs […]

Employee Spotlight: Support Manager Luis Feliz Employee Spotlight: Support Manager Luis Feliz
Read MoreEmployee Spotlight: Support Manager Luis Feliz

We hope that you have had a chance to interact with Luis Feliz, Support Manager at IRIS CRM. If you have not, we are excited to shine the spotlight on Luis because we are extremely proud of his hard work and dedication to client satisfaction. Luis joined IRIS CRM in April 2020, bringing with him […]

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