Tag: merchant portfolio

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 […]

Most Popular
Customizable Merchant Tab Permissions
December 2, 2022

IRIS CRM is excited to announce that you can now fully customize the visibility of merchant tabs based on Group, User Class, and User for each processor your ISO is working with.  Previously, the visibility settings only allowed you to make a tab visible or not for all users, with no fine-grained permissions. Now, you […]

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 […]

IRIS CRM Blog IRIS CRM’s Advanced Merchant Portfolio Reporting Tools March 18, 2020

You can’t manage what you can’t measure. Knowledge is power, and your ability to manage and lead your independent sales organization is directly related to the quality of business intelligence you have available to you. IRIS CRM, the payments industry’s leading customer resource management tool, understands that, and as a result, it includes one of […]
Featured Functionality IRIS CRM Streamlines WorldPay Merchant Boarding and Portfolio Reporting September 2, 2019

In January 2018, Vantiv acquired WorldPay Group to form WorldPay Inc. in a blockbuster merger. Today, WorldPay is owned by FIS Global, a behemoth player in payment processing and money transfer that moves nine trillion dollars around the globe annually. WorldPay’s payment processing solutions are used by thousands upon thousands of merchants in the United […]
Sales Efficiency Learn More About Our Back-Office Tools July 19, 2019

From an internal business perspective, CRMs are most often broadly associated with the benefits they have to offer teams in sales and marketing. And understandably so, seeing as these departments rely heavily on their ability to build and maintain meaningful customer relationships. But back-office operations are just as important. With that being said, the aforementioned […]
Featured Functionality Enhance Portfolio Management with IRIS CRM June 6, 2019

Things move fast in the payment processing industry. From increased competition among processors to mobile payment innovations, there’s no shortage of changes fueling growth and opportunity for businesses eager to hop on the bandwagon. But finding success as a payment services provider requires more than just getting in at the right time. You also need […]
Featured Functionality New Integration: Elavon Merchant Portfolio Reporting June 21, 2017

We are happy to announce that IRIS CRM has completed its integration of Elavon Merchant Portfolio Reporting! With the new integration Elavon ISOs are now able to view monthly merchant information, chargebacks and daily batches with transactions right inside their Merchant Services CRM. IRIS users can see how to enable the Elavon integration on our […]
Schedule Demo