Tag: iso automation

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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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 […]

Understanding Merchant Services
November 23, 2022

Merchant services and the payments industry as a whole are complex, with multiple layers of service providers and countless moving parts all working to ensure electronic payments are accessible to merchants and fast, frictionless, and convenient for consumers. But what exactly are merchant services? It’s a broad term that covers a lot of ground and, […]

TurboApp Automated TSYS PPM Fee Date Calculations September 30, 2022

IRIS CRM is happy to share that we’ve added more automatic fee date calculation options for the merchants of TSYS FSP ISOs in TurboApp and when updating pricing on existing merchants using IRIS CRM’s automated TSYS maintenance helpdesk tickets. The full range of fee date settings that can be found in the TSYS (Global Payments) […]
Featured Functionality Create Automated Helpdesk Tickets Using Status Triggers For Maximum Efficiency April 25, 2022

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 […]
Featured Functionality New Paysafe Reporting and TSYS Backend Boarding Integrations January 13, 2022

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 […]
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