Tag: Mobile App

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, […]

IRIS CRM Blog IRIS CRM Mobile App: Manage Your ISO from Anywhere December 29, 2021

IRIS CRM offers your ISO the ability to compete better in a tight payments industry by improving lead management and sales, merchant onboarding, residuals management, decision making, merchant service, and much more. But, unlike many CRMs, improving operations with IRIS CRM doesn’t tie your agents, managers, and operations staff to their desks, thanks to the […]
IRIS CRM Blog Go Mobile: Unlock the Full Power of Your Business with IRIS CRM’s New Mobile App July 15, 2020

Your customer resource management platform is the hub that brings all of your ISO’s lead management, sales operations, merchant service delivery, and administration into one, centralized point of control. That makes CRM software a mission-critical tool – one that needs to be available to your employees at all times, not just when they’re at their […]
IRIS CRM Blog Mobile CRM and the Many Advantages of Mobile Lead Management June 17, 2020

Customer resource management software is a mission-critical tool for all ISOs that prioritize growth. The sales and productivity features offered by high-end CRM platforms are invaluable to finding, signing, and serving new merchants, and, in turn, to your ISO’s residuals. But the major flaw in most traditional CRM platforms is that they’re web-only, requiring users […]
IRIS CRM Blog Redefining Mobile ISO Management with the IRIS CRM Mobile App March 25, 2020

Independent sales organizations have long looked to IRIS CRM as the ideal tool to help them reclaim time, work smarter rather than harder, and improve sales processes and operations on an organization-wide basis. But one additional feature our loyal customers have often asked for is the ability to seamlessly manage and operate their CRM system […]
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