Tag: Merchant Accounts

IRIS CRM is Now Integrated with NMI for Gateway Merchant Onboarding
Featured Article New Integration: IRIS CRM Releases Direct Boarding To NMI Gateway

We’re excited to announce the release of IRIS CRM’s NMI Gateway Boarding Integration! NMI is a leading unified commerce enablement platform that enables ISOs to add additional value for their merchants and serves as a private label payment gateway that provides many additional cutting-edge features to create new revenue. The latest capability of boarding merchants […]

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New Feature: Custom Tooltips for Lead Fields

  We’re excited to announce a new feature for IRIS CRM: Custom Tooltips for Lead Fields! ISOs using IRIS CRM can now set up custom tooltips for lead fields. The custom tooltips will appear as an icon next to a lead field, which can be hovered over to gain additional information.  With the ability to […]

How To Establish Your ISO's North Star Metric

When measuring the success of your Independent Sales Organization (ISO), there are a few important metrics to consider. The metrics can include tangible ones like revenue and market share, to the more difficult to measure metrics including brand reputation and awareness. Whether the success metrics are tangible or not, they are a strong way to […]

NMI and Your ISO – How NMI’s Gateway Services Open Up New Revenue Streams and Maximize Merchant Convenience

NMI is one of the payments industry’s top gateway service providers, offering businesses the electronic payment solutions necessary to link their merchant accounts with their end customers both online and in-store.  NMI’s powerful gateway software offers merchants everything they could possibly need to power their electronic payment processing, including a virtual terminal that can be […]

Remote Work: Start 2021 Strong!

2020 was a rough year for everyone, and it’s safe to say that most people are happy it’s now behind us. With vaccines rolling out and a return to “normal” on the horizon, the time has come to look forward to what 2021 has to offer your ISO. The unexpected pandemic meant 2020 was largely defined by […]

Merchant Services CRM Merchant 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 […]

Merchant Data Sharing The Importance of Merchant Data Sharing: Why Your ISO Needs Frictionless Sharing Capability

Customer resource management platforms are mission-critical software tools that include a wide variety of sales, productivity, and reporting features. And while CRMs are all about cross-organization integration and centralized control of your company’s tasks, one thing they traditionally aren’t good at is talking to each other. That’s a problem for ISOs that need to move […]

IRIS CRM: Zapier Playbooks To Sell More Merchant Accounts Zapier Playbooks To Sell More Merchant Accounts

ZAPIER: Automatic Triggers Are the First Step in Automation What is an automatic trigger? An automation trigger is an initial input that kicks off the activation of an automated workflow. In a sense, an automation trigger is, quite literally, the first step in automation. Automation triggers can kick off an entire automated process in response […]

New Integration: Merchant e-Solutions Portfolio Reporting New 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 […]

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