Recent News: NMI Acquires IRIS CRM, Expanding Deeper in the Commerce Value-Chain

Tag: Independent Sales Organization

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 […]

ISO Agents: Selling Merchant Services Independently ISO Agents: Selling Merchant Services Independently
Read MoreISO Agents: Selling Merchant Services Independently

Payment processing is a lucrative industry with opportunities abound and good money to be made at all levels of involvement. The entry point for many people looking to earn a slice of the payments pie is merchant service sales as an independent agent. Independent agents play an important role in assisting the larger players in […]

Top 22 Features For 2022 Top 22 IRIS CRM Features For 2022
Read MoreTop 22 IRIS CRM Features For 2022

As your company starts 2022 with fresh energy and a strategic plan for how to achieve the year’s goals, it’s important to choose the right tools to succeed. IRIS CRM is the payment industry’s leading, all-in-one CRM solution with features to manage and automate your workflows from initial lead capture all the way through merchant […]

New Paysafe Reporting and TSYS Backend Boarding Integrations New Paysafe Reporting and TSYS Backend Boarding Integrations
Read MoreNew Paysafe Reporting and TSYS Backend Boarding Integrations

IRIS CRM is thrilled to announce new Paysafe Reporting and TSYS Backend Boarding Integrations! ISOs can now connect their Paysafe merchants, both Fiserv and TSYS, to IRIS CRM to receive daily reporting data and account information. Our Paysafe boarding integration has also been improved to allow ISOs to select TSYS as the backend when boarding […]

Remote Work in 2022: The Future of WFH as the Pandemic Winds Down Remote Work in 2022: The Future of WFH as the Pandemic Winds Down
Read MoreRemote Work in 2022: The Future of WFH as the Pandemic Winds Down

If 2021 had a theme, it was the global covid-19 pandemic transitioning from something novel and unknown to something we knew and were learning to live with. Now, with another year behind us, the theme of 2022 is set to be the application of the lessons we’ve learned throughout the pandemic in a post-pandemic world. […]

Tips for Providing The Best Customer Support Possible to Merchants Tips for Providing The Best Customer Support Possible to Merchants
Read MoreTips for Providing The Best Customer Support Possible to Merchants

Payment processing is a competitive industry. The second a merchant leaves your ISO to switch to a competitor, you lose an ongoing source of residuals, making it crucial to your ISO’s growth and long-term value that you keep your merchants as happy as possible. With that in mind, the following are four simple but highly […]

Happy Holidays From IRIS CRM Happy Holidays From IRIS CRM
Read MoreHappy Holidays From IRIS CRM

As we approach the end of 2021, the IRIS CRM team wishes everyone Happy Holidays! At this time of the year there is always much to celebrate and be thankful for. This sense of joy, appreciation, and optimism is shared by the team at IRIS CRM, especially for our clients who have helped us build […]

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 […]

Merchant Reporting Integration for Unified Payments ISOs Merchant Reporting Integration for Unified Payments ISOs
Read MoreMerchant 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 […]

What is a Payment Gateway? What is a Payment Gateway?
Read MoreWhat is a Payment Gateway?

Payment gateways are ecommerce solutions that connect customers, merchants, and payment processors to make the near-instantaneous handling of electronic payments possible. Some payment gateways are built directly into hosted ecommerce platforms, and some are third-party services that integrate with a seller’s merchant account and website. But, regardless of how a merchant employs a payment gateway, […]

ISO Startup Guide Part 1: Getting Started ISO Startup Guide Part 1: Getting Started
Read MoreISO Startup Guide Part 1: Getting Started

Payment processing is big business, and while independent sales organizations (ISOs)  only earn a fraction of a percent on each of their merchants’ transactions, those residuals add up quickly into a lucrative monthly revenue source. But, if you’re looking at entering the industry to take advantage of the opportunity electronic payments represent, you may be […]

What Can TurboApp Do For Your ISO? What Can TurboApp Do For Your ISO?
Read MoreWhat Can TurboApp Do For Your ISO?

TurboApp is IRIS CRM’s built-in automated boarding tool, which integrates with seven top payment processors and puts blazing-fast merchant onboarding at the fingertips of even the most inexperienced ISO staff. TurboApp offers ISOs like yours a wide variety of benefits, covering everything from the speed of your onboarding process, to its accuracy and success, to […]

IRIS CRM Integrations IRIS CRM – The Best Integrations in the Payments Industry
Read MoreIRIS CRM – The Best Integrations in the Payments Industry

IRIS CRM is the payments industry’s top CRM thanks to an unparalleled set of core features that enable independent sales organizations (ISOs) to streamline their operations, work smarter, and save time and money. But a big part of what makes IRIS CRM so popular is how it connects with other top platforms in the payments […]

Dispute Responder for Merchants of TSYS FSPs IRIS CRM Adds Merlink Integration to Dispute Responder for TSYS FSP ISOs
Read MoreIRIS CRM Adds Merlink Integration to Dispute Responder for TSYS FSP ISOs

After several months of work and much anticipation, IRIS CRM is thrilled to announce the latest enhancement to our Dispute Responder — Support For TSYS FSP ISOs! From new and updated dispute notifications to electronic replies and response reminders, Dispute Responder now has everything TSYS FSP merchants need to win more of their disputes to retain […]

How to Become a Registered ISO - Step by Step How to Become a Registered ISO – Step by Step
Read MoreHow to Become a Registered ISO – Step by Step

Becoming a registered ISO is a long-term goal for many independent agents that enter the payment processing game. Registered ISOs have the capability to grow and earn in ways their unregistered counterparts just can’t match, making registration extremely appealing. But what goes into the process? The following is an outline of the high-level steps you […]

Independent Sales Organizations Explained Independent Sales Organizations Explained
Read MoreIndependent Sales Organizations Explained

The payments industry can be complicated, and for something that takes a matter of seconds, there are a lot of moving parts involved in processing an electronic payment. One of those parts is the independent sales organization — or ISO. ISOs are an extremely important part of the payment processing ecosystem, but while most merchants […]

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.  […]

New Feature: Lock Lead Field Editing Permissions By Lead Status New Feature: Lock Lead Field Editing Permissions By Lead Status
Read MoreNew Feature: Lock Lead Field Editing Permissions By Lead Status

IRIS CRM is excited to announce a new feature, Lead Field Editing Permissions Based on Lead Status! Clients have long been able to segment users into user classes to restrict access to leads, merchants, and more, but this still allowed the users to make changes to a lead at any stage of the deal cycle. […]

What Is an ISO in the Payments Industry? What Is an ISO in the Payments Industry?
Read MoreWhat Is an ISO in the Payments Industry?

An independent sales organization, or ISO, is a service provider that markets and resells payment services to merchants on behalf of one or more payment processors. ISOs are an extremely important part of the payment processing ecosystem because they provide services and perform tasks that payment processors and banks can’t do effectively on their own, […]

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