Tag: TRANSACT 2022

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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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 […]

Why Great Salespeople Should Sell Credit Card Processing Services
September 28, 2022

Great sales professionals have no shortage of opportunities coming their way, but the opportunity to sell credit card processing services is one few ever look into seriously. Yet, a combination of factors, including huge demand for credit card processing, uniquely cumulative lifetime earnings, and sales organizations desperate for top talent in a cut-throat market all […]

What is an ISO? A 101-Level Explainer on Independent Sales Organizations
September 22, 2022

The payment processing industry is full of opportunities for entrepreneurs looking to help merchants get set up with the right payment processing for their needs, and the most common way that’s done is through an independent sales organization, or ISO. ISOs are one of the most important players in payments, bridging the gap between merchants […]

Using a Merchant Services CRM to Streamline Recruiting, Onboarding, and ISO Management
September 20, 2022

Merchant services CRMs are software tools designed to help independent sales organizations and payment facilitators work smarter, save time, and generate more residuals. They accomplish those goals by using centralization and automation to streamline and enhance all the most common aspects of selling merchant services. From recruiting new merchants to onboarding to managing residuals and […]

IRIS CRM Blog IRIS University – Unlock the Full Potential of IRIS CRM at TRANSACT ’22 April 6, 2022

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 Blog IRIS CRM Donating $50 Per Demo to Make-A-Wish at TRANSACT 2022 April 5, 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 […]
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