Tag: merchant

Merchant Reporting Integration for Unified Payments ISOs
Featured Article Merchant 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 […]

Merchant Reporting By Card Type Merchant Reporting By Card Type
Read MoreMerchant Reporting By Card Type

Dive deeper into your merchant reporting with the additional breakdown of card type volume and transaction count. From the My Merchants page, you can now add the volume and transaction for the major card brands to your merchant reporting, plus other trackable card types including Fleet Cards, Pin-Debit, EBT, and Gift Cards, as well as […]

How Do I Become a Merchant Provider? How Do I Become a Merchant Provider?
Read MoreHow Do I Become a Merchant Provider?

Cash is rapidly becoming a thing of the past. With credit cards and contactless payments establishing themselves as the undisputed king in a post-COVID world, there is an enormous amount of opportunity abound in the payment processing space. One of the most prominent and relatively easy to access of those opportunities is merchant services. A […]

Merchant Services CRM Merchant Services CRM – What to Look For When Shopping for a New Customer Resource Management Platform
Read MoreMerchant Services CRM – What to Look For When Shopping for a New Customer Resource Management Platform

Adopting customer resource management software is one of the simplest and most affordable ways independent sales organizations can enhance their merchant acquisition, improve service delivery, and grow residuals. But not all CRMs are created equal, so when shopping for a new system for your ISO, it’s crucial to look for one that offers a wide […]

How Does the IRS Classify a Merchant Acquiring Entity How Does the IRS Classify a Merchant Acquiring Entity and What Reporting is Required?
Read MoreHow Does the IRS Classify a Merchant Acquiring Entity and What Reporting is Required?

Reporting is a big deal in the payments industry for obvious reasons. But with acquiring banks, payment processors, independent sales organizations, and merchants all playing a roll in getting money from point A to point B, even with the kind of advanced reporting and sales tools provided by platforms like IRIS CRM, keeping track of […]

ISO Merchant-Level Metrics ISO Merchant-Level Metrics – How CRM Offers an Improved Awareness of Merchant Data and Performance
Read MoreISO Merchant-Level Metrics – How CRM Offers an Improved Awareness of Merchant Data and Performance

It can be extremely easy to ignore your ISO’s merchant-level metrics because they drill information down to a level you may not think you need. Portfolio-wide and processor-wide metrics provide a much larger-scale overview of your ISO’s profitability, and with profitability at the top of mind, it’s tempting to dig no further. But that’s a […]

Merchant Accounts How to Sell More Merchant Accounts and Grow Your ISO
Read MoreHow to Sell More Merchant Accounts and Grow Your ISO

The growth and success of your independent sales organization – ISO depend on your ability to consistently bring in new merchants – and not just any merchants, but ones that represent high-quality, profitable, long-term partnerships. In many ways, it’s the skill of your independent agents and sales staff that drive the process, and the following […]

IRIS CRM and TSYS – A Powerful Integration ISO & Agent Partner Program at TSYS
Read MoreISO & Agent Partner Program at TSYS

TSYS is one of the world’s most popular payment processors, serving over 800,000 merchants and processing a combined 32 billion transactions representing $4 billion in revenue in 2018 alone. A big driver of the company’s success is their commitment to developing a strong network of independent sales partners, a job TSYS takes seriously. The TSYS […]

New Integration: Merchant e-Solutions Portfolio Reporting New Integration: Merchant e-Solutions Portfolio Reporting
Read MoreNew Integration: Merchant e-Solutions Portfolio Reporting

We are happy to announce that IRIS CRM has completed its integration of Merchant e-Solutions (MES) transaction reporting. MES ISOs are now able to view merchants’ deposits, batches, account status, retrievals, and chargebacks right inside the Merchant Services CRM. Below are a few highlights of the new integration.   Viewing Merchant Deposits To view the merchant’s […]

Merchant Services Business ISO Sales Tips to Help Grow Your Merchant Services Business
Read MoreISO Sales Tips to Help Grow Your Merchant Services Business

Ecommerce is rapidly becoming the go-to shopping method for an entirely new generation of consumers. In 2018, almost 40% of holiday sales were made on the web, and brick and mortar stores all over the world are feeling the pressure of online competitors ranging from giants like Amazon to the smallest mom-and-pop web stores. As […]

Merchant Services MCC Codes What are MCC Codes and How Do They Impact Merchant Services?
Read MoreWhat are MCC Codes and How Do They Impact Merchant Services?

Your clients depend on you to ensure that they receive the best merchant services possible and the best transaction rates you can possibly provide them. Merchant category codes, or MCC codes, play a big part in your ability to do both, so it’s important to understand what MCC codes are, how they’re set, how they […]

merchant management Turbocharge Onboarding and Merchant Management
Read MoreTurbocharge Onboarding and Merchant Management

To maintain growth, companies need sales. But in order to support the staff and operations needed to secure those sales, they also need to maintain their current customer base, as well – merchant management. Nurturing merchants currently set up in the system, in fact, is far more cost-effective than acquiring new ones. This is because […]

IRIS CRM and TSYS – A Powerful Integration IRIS CRM and TSYS – The Powerful Integration Between the Industry Leader in Customer Resource Management and A Global Leader in Payment Processing
Read MoreIRIS CRM and TSYS – The Powerful Integration Between the Industry Leader in Customer Resource Management and A Global Leader in Payment Processing

With over 821,000 merchant outlets across the globe utilizing their solutions, and processed transactions totaling over four billion dollars in 2018 alone, TSYS is without a doubt one of the world’s leading payment processors. IRIS CRM understands how widely-used TSYS payment processing services are, and that’s why we’ve expanded our customer relationship management tool to […]

Merchant Services CRM The Must-Have Features Of Any Good Merchant Services CRM
Read MoreThe Must-Have Features Of Any Good Merchant Services CRM

If you work in the merchant services industry, you know all too well how many moving parts are involved in day-to-day operations. Outside of continually trying to grow your business through sales, you’re also managing your current portfolio. It’s a never-ending balancing act. And in order to keep both sides in check, you need to […]

New Feature: Merchant API New Feature: Merchant API
Read MoreNew Feature: Merchant API

We have just added a major new feature in your favorite Merchant Services CRM — the Merchant API!   Move your game to a whole new level by integrating your in-house or third-party applications with IRIS CRM.   The Merchant API provides numerous functions to access or to update your merchants’ information using simple REST […]

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