Tag: reporting

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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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 […]

Featured Functionality Advanced Reports – Take Lead Reporting to the Next Level September 29, 2022

IRIS CRM is thrilled to announce the release of our new Advanced Reports widget for taking your lead reporting to the next level. Our new Advanced Reports widget combines lead filtering functionality from existing components with brand new features in the new user interface for a powerful, all-in-one reporting tool.   Users can create complex, multi-tiered […]
Residuals How to Calculate Residuals Automatically with a CRM August 31, 2022

For a growing ISO, residuals numbers dropping mid-month can be an exciting event. It provides an opportunity to take stock of the fruits of all the hard work put in by your independent agents, managers, underwriters, and, of course, your merchants. But residuals can also represent a huge source of stress every month because some […]
IRIS CRM Blog Common Issues with ISO Residual Income Reporting July 20, 2022

Managing residuals is one of the most important aspects of maintaining ISO growth and maximizing long-term portfolio value. Unfortunately for many ISOs, the data they have access to on their own residuals is dense, jumbled, and poorly organized. Because of that, ISOs run into common problems when trying to use monthly residuals reports either as […]
Featured Functionality New Integration: Maverick Payments Merchant Reporting June 7, 2022

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 […]
Residuals MM101 Support Automates Fiserv FSP ISO Residuals Reporting May 1, 2022

IRIS CRM is happy to share that we have expanded residuals reporting functionality for Fiserv FSP ISOs by adding support for the MM101 file to calculate residuals income.  Fiserv FSP ISOs can now use IRIS CRM to automatically calculate their monthly residuals income using the MM101 file. By eliminating manual calculations, ISOs can scale their […]
IRIS CRM Blog Fiserv Reporting and Analytics – How IRIS CRM Adds Value to Your Numbers February 16, 2021

Fiserv currently serves over 6 million merchants worldwide, making them a must-have payment processing partner for most ISOs looking to maximize service offerings and growth potential. IRIS CRM is designed to integrate seamlessly with Fiserv to provide your ISO with a faster, easier way to manage your Fiserv merchants, onboarding, and reporting than logging in […]
IRIS CRM Blog New Integration: Merchant Reporting Through SAM by Netevia for SignaPay ISOs February 11, 2021

We are excited to announce that IRIS CRM has completed an integration for Merchant Reporting Through SAM by Netevia for SignaPay ISOs! ISOs can now view SignaPay merchant account statuses, deposits, chargebacks, and statements right in IRIS CRM. IRIS CRM’s Netevia SignaPay integration brings your Netevia SignaPay reporting into IRIS CRM’s reporting suite, allowing you to […]
IRIS CRM Blog New Integration: Fiserv Reporting For Payment Facilitators February 11, 2021

We are pleased to announce that IRIS CRM is now integrated with Fiserv reporting for payment facilitators! Payment facilitators can now view Fiserv merchant account information, deposits, adjustments, retrievals, and chargebacks right from within IRIS CRM. IRIS CRM’s Fiserv Reporting for Payment Facilitators integration ensures that you have a stable, fast, and automated data feed […]
IRIS CRM Blog What to Look for in a Payment Processing CRM: Reporting Features You Need to Have February 1, 2021

Payment processing is an industry that operates on thin margins. The slice of the pie your ISO receives from each transaction is tiny, and while those slices can add up quickly across your entire portfolio, it is still important that you maintain a constant and clear picture of your ISO’s financials at all times. Even […]
IRIS CRM Blog How To Establish Your ISO’s North Star Metric January 13, 2021

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 […]
IRIS CRM Blog What Exactly Does TSYS Do and How Can IRIS CRM Help? November 11, 2020

TSYS offers an enormous range of services, so much so that it isn’t uncommon for merchants and even staff at ISOs to be unfamiliar with how they actually function as a part of the payments ecosystem.  While TSYS offers services covering everything from payment hardware to risk and compliance to prepaid debit cards and more, […]
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 […]
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