Tag: merchant services CRM

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 […]

NMI Payment Gateway Integration Process Payments In IRIS CRM With NMI Payment Gateway
Read MoreProcess Payments In IRIS CRM With NMI Payment Gateway

IRIS CRM is happy to share that we have added NMI’s payment gateway as an option when taking payments through IRIS CRM. The new NMI Payment Gateway integration is easy to set up, simply follow the instructions detailed below or watch our video walkthrough. You will need access to the NMI Portal and admin-level permissions […]

Residuals Calculations – Manual vs. Automatic with IRIS CRM Residuals Calculations – Manual vs. Automatic with IRIS CRM
Read MoreResiduals Calculations – Manual vs. Automatic with IRIS CRM

Residuals are an ISO’s reason for operating, but they can also represent a major headache, especially as a portfolio grows and processor and agent relationships become more complex. As ISOs get bigger and bigger, the time and effort required to manually manage residuals data also skyrockets. Luckily, today’s payments technology solutions, like IRIS CRM, enable […]

IRIS CRM is Now Integrated with NMI for Gateway Merchant Onboarding NMI Full Commerce Integration – IRIS CRM’s New Super Power
Read MoreNMI Full Commerce Integration – IRIS CRM’s New Super Power

IRIS CRM and NMI have teamed up to offer ISOs a full commerce enablement solution that makes it easier than ever to open up new revenue streams, improve service offerings, and gain an advantage over the competition.  IRIS CRM offers integrated boarding capability for NMI’s full line of gateway products and value-added services, enabling ISOs […]

What is CRM? An ISO Approach What is CRM? An ISO Approach
Read MoreWhat is CRM? An ISO Approach

Customer resource management (CRM) describes a type of software that focuses on collecting and utilizing customer data to improve all aspects of sales and support. The modern world is data-driven, and, today, even the simplest interactions can generate a wealth of lead and customer data – data that can be mined and used for everything […]

Maverick Payments Reporting Integration New Integration: Maverick Payments Merchant Reporting
Read MoreNew Integration: Maverick Payments Merchant Reporting

IRIS CRM is excited to announce the release of our Maverick Payments reporting integration to bring even more merchant data directly into your IRIS CRM site.  ISOs working with Maverick Payments are now able to have merchant data automatically populated in IRIS CRM. Not only will you be able to see overall portfolio volume and […]

What is the Payment Facilitator Model and What Benefits Does it Offer? What is the Payment Facilitator Model and What Benefits Does it Offer?
Read MoreWhat is the Payment Facilitator Model and What Benefits Does it Offer?

Payment facilitators are intermediaries that provide value to the payments industry by matching merchants with electronic payment processing services. The payment facilitator model is a relatively new one that offers some notable benefits to both the merchants they serve and themselves – namely a faster, smoother process, and more control over pricing and merchant selection.  […]

Payments CRMs – What Makes Them Different from Generalist CRMs? Payments CRMs – What Makes Them Different from Generalist CRMs?
Read MorePayments CRMs – What Makes Them Different from Generalist CRMs?

What makes a payments CRM different from the dozens of non-industry-specific tools on the market today? At the highest level, customer resource management tools are software platforms designed to help sales organizations do more with the data generated from every interaction they have with a lead or customer. CRM as a practice and a technology […]

How Do I Become a PayFac? How Do I Become a PayFac?
Read MoreHow Do I Become a PayFac?

Much like independent sales organizations, payment facilitators are companies that act as the liaison between processors and the merchants on the frontlines of electronic payments. PayFacs exist for two reasons: to help payment processors serve far more merchants than they could on their own, and to make it faster and easier for small and medium-sized […]

Calculating Payment Residuals – The Old Way and the New Way Calculating Payment Residuals – The Old Way and the New Way
Read MoreCalculating Payment Residuals – The Old Way and the New Way

Calculating residuals is one of the most important tasks ISOs perform each month because residuals represent the vast majority of revenues. Monthly residuals also determine how much an ISO’s independent agents earn, so their accurate and timely calculations are extremely important to the core employees that bring in merchants and drive portfolio growth. Unfortunately, it […]

What is an Electronic Signature and How Does eSignature Help ISOs? What is an Electronic Signature and How Does eSignature Help ISOs?
Read MoreWhat is an Electronic Signature and How Does eSignature Help ISOs?

Signatures are at the heart of every business deal, but managing thousands of applications, contracts, and supporting documents is also one of the biggest headaches many independent sales organizations (ISOs) have to deal with on a regular basis. Electronic signature – or eSignature for short – is  a solution to that problem, enabling sales organizations […]

Creating a CRM Culture: How to Get Employees to Buy Into Your CRM Creating a CRM Culture: How to Get Employees to Buy Into Your CRM
Read MoreCreating a CRM Culture: How to Get Employees to Buy Into Your CRM

Customer resource management as a business philosophy describes collecting and using as much customer data as possible to improve every customer-facing aspect of operations, from marketing to sales to service and support, and beyond. CRM systems are powerful, advanced sales tools designed to help businesses achieve those goals. But as powerful as CRM is, just […]

IRIS University 2022 at Transact IRIS University – Unlock the Full Potential of IRIS CRM at TRANSACT ’22
Read MoreIRIS University – Unlock the Full Potential of IRIS CRM at TRANSACT ’22

IRIS CRM is the payments industry’s leading customer resource management system, and one of the reasons it’s so popular is that it does a lot for independent sales organizations and payment facilitators. But, because IRIS CRM does so much, even our most experienced users can almost certainly find ways to unlock even more value from […]

IRIS CRM Donating to Make-A-Wish IRIS CRM Donating $50 Per Demo to Make-A-Wish at TRANSACT 2022
Read MoreIRIS CRM Donating $50 Per Demo to Make-A-Wish at TRANSACT 2022

After a two year hiatus due to the Covid-19 pandemic, ETA’s TRANSACT conference returns to Mandalay Bay in Las Vegas, April 12th – 14th, 2022. IRIS CRM is excited to be back in-person  at the payment industry’s most prominent event as a Platinum Sponsor.  In order to celebrate our return to TRANSACT, IRIS CRM will […]

Fast Merchant Boarding – How Automated Onboarding Can Benefit ISOs Fast Merchant Boarding – How Automated Onboarding Can Benefit ISOs
Read MoreFast Merchant Boarding – How Automated Onboarding Can Benefit ISOs

Merchant boarding is one of the most important processes independent sales organizations perform on a daily basis. Today, technology allows ISOs to onboard new merchants faster and easier than ever before. Modern onboarding systems, like IRIS CRM’s TurboApp, enable ISOs to board new merchants in a matter of minutes by eliminating the most time-consuming steps […]

Understanding Merchant Behavior with Visitor Tracking Understanding Merchants: How to Drive Growth Through Observation
Read MoreUnderstanding Merchants: How to Drive Growth Through Observation

Growth is always an uphill battle, especially in a competitive industry like payment processing. The key to driving consistent growth is finding new and novel opportunities to provide more value for end merchants, and that can be difficult in an industry that – at least on the surface – can seem very homogeneous. ISOs looking […]

Payment Processing Industry Growth Forecast 2022 Payment Processing Industry Growth Forecast 2022
Read MorePayment Processing Industry Growth Forecast 2022

Key Points:  Overall digital payments growth is set to hit 17.44% CAGR between 2022 and 2026.  Total transaction value of digital payments is expected to be $7.8 billion in 2022. Overall market growth will be driven by rapid growth in users while value per user remains flat.  The payment gateway market is estimated to see […]

Payments 101: What is an ISO? Payments 101: What is an ISO?
Read MorePayments 101: What is an ISO?

ISO stands for independent sales organization – a type of company that plays an extremely important role in the payment processing ecosystem. In essence, ISOs are liaisons between merchants and payment processors who resell services on behalf of one or more partners in exchange for a small piece of the revenue from processed transactions.  ISOs […]

Top 5 ISO Agent Programs of 2022 Top 5 ISO Agent Programs of 2022
Read MoreTop 5 ISO Agent Programs of 2022

Independent agents are a key part of the payments ecosystem. Many processors and ISOs go out of their way to build programs that enable agents and create the conditions for success because they know that attracting the best talent possible maximizes everyone’s success and earnings. The following represent five of the best ISO agent programs […]

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