Tag: turboapp

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 […]

What is Merchant Boarding in CRM? What is Merchant Boarding in CRM?
Read MoreWhat is Merchant Boarding in CRM?

Merchant boarding is the process of passing a business recruited by an ISO to a payment processor to be reviewed and set up with a new merchant account. Every business that signs up for a merchant account goes through onboarding, and while the goals of onboarding are always the same, the process may differ slightly […]

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 […]

New Paysafe Reporting and TSYS Backend Boarding Integrations New Paysafe Reporting and TSYS Backend Boarding Integrations
Read MoreNew Paysafe Reporting and TSYS Backend Boarding Integrations

IRIS CRM is thrilled to announce new Paysafe Reporting and TSYS Backend Boarding Integrations! ISOs can now connect their Paysafe merchants, both Fiserv and TSYS, to IRIS CRM to receive daily reporting data and account information. Our Paysafe boarding integration has also been improved to allow ISOs to select TSYS as the backend when boarding […]

What Can TurboApp Do For Your ISO? What Can TurboApp Do For Your ISO?
Read MoreWhat Can TurboApp Do For Your ISO?

TurboApp is IRIS CRM’s built-in automated boarding tool, which integrates with seven top payment processors and puts blazing-fast merchant onboarding at the fingertips of even the most inexperienced ISO staff. TurboApp offers ISOs like yours a wide variety of benefits, covering everything from the speed of your onboarding process, to its accuracy and success, to […]

August 2021 Product Updates August 2021 Product Updates
Read MoreAugust 2021 Product Updates

With the dog days of summer behind us and the end-of-summer blues setting in, IRIS CRM has 6 new product updates to lift your spirits. These new features bring subtle, yet impactful convenience so your brain doesn’t need to work harder than it should while soaking up the last of the summer sun.  August’s product […]

Merchant Onboarding Tips: Improve New Merchant Boarding Efficiency Merchant Onboarding Tips: Improve New Merchant Boarding Efficiency
Read MoreMerchant Onboarding Tips: Improve New Merchant Boarding Efficiency

Merchant onboarding is the process of getting a freshly recruited merchant both approved and set up for payment processing with an acquiring bank. The merchant onboarding process happens both on the ISO and processor sides and sees the merchant go through initial submission, underwriting, eventual approval or denial, and the granting of a merchant account.  […]

TSYS Partner Program -- How TSYS and Global Payments Put ISOs First TSYS Partner Program — How TSYS and Global Payments Put ISOs First
Read MoreTSYS Partner Program — How TSYS and Global Payments Put ISOs First

Payment processors provide the services that independent sales organizations (ISOs) resell to merchants, making them a core partner in the ISO business model. Likewise, without ISOs, processors would have to spend more time, money, and effort recruiting merchants than it’s worth for them, making the ISO-processor partnership a truly symbiotic relationship. But not all processors […]

Digital Merchant Onboarding Digital Merchant Onboarding — Boarding New Business with IRIS CRM and TurboApp
Read MoreDigital Merchant Onboarding — Boarding New Business with IRIS CRM and TurboApp

Onboarding new merchants to your processing partners is one of the most important tasks your ISO handles day-in and day-out. But boarding the old way — manually transferring merchant data from an MPA into a processor’s online portal line-by-line — is slow and extremely prone to human error.  IRIS CRM eliminates both of those problems […]

Effective Merchant Onboarding – Three Key Areas of Focus for Improved Boarding Effective Merchant Onboarding – Three Key Areas of Focus for Improved Boarding
Read MoreEffective Merchant Onboarding – Three Key Areas of Focus for Improved Boarding

Onboarding new merchants is one of the most important tasks your ISO’s team handles on a day-to-day basis. The ability to board merchants both efficiently and effectively ensures that your ISO can grow quickly without worrying about bottlenecks or breakdowns in the process. But that’s easier said than done because boarding in the traditional way […]

TurboApp Understanding Merchant Boarding and How IRIS CRM and TurboApp Are Revolutionizing the Process
Read MoreUnderstanding Merchant Boarding and How IRIS CRM and TurboApp Are Revolutionizing the Process

When a new merchant partners with an ISO and submits a signed merchant processing application (MPA), their data and supporting documentation needs to be submitted to the payment processor for verification, due diligence, and approval. That process is known as boarding, and it’s an extremely important part of the new merchant acquisition process for all […]

TurboApp Merchant Boarding – How IRIS CRM’s Revolutionary Boarding Tool Can Benefit Your ISO TurboApp Merchant Boarding – How IRIS CRM’s Revolutionary Boarding Tool Can Benefit Your ISO
Read MoreTurboApp Merchant Boarding – How IRIS CRM’s Revolutionary Boarding Tool Can Benefit Your ISO

Merchant onboarding is one of the key functions your ISO’s team handles. Once an agent has recruited a new merchant and closed the deal with a signed MPA, it’s the boarding process that facilitates getting that merchant to a point where they’re actually processing transactions and, most importantly, earning your ISO residuals! That means handling […]

Upload Lead Files To TurboApp New Enhancement: Upload Lead Files To TurboApp
Read MoreNew Enhancement: Upload Lead Files To TurboApp

The TurboApp has just received a new enhancement—the ability to upload lead files in new applications. The TurboApp offers a merchant boarding platform, enabling ISOs to board merchants to most of the major processors four to seven times faster than traditional manual entry, resulting in capacity improvements of up to 500%. With today’s update, we […]

Is Speed Important when Processing Merchant Applications? How TurboApp Can Help Your Team Work Faster Is Speed Important when Processing Merchant Applications? How TurboApp Can Help Your Team Work Faster
Read MoreIs Speed Important when Processing Merchant Applications? How TurboApp Can Help Your Team Work Faster

Your merchants are everything to your ISO because it’s through them that you build the all-important residual portfolio that will drive your success not only today but well into the future as well. Your formal business relationship with those merchants generally starts with the onboarding process – getting your newly signed merchant submitted to, and […]

New Feature: Update Lead Status On TurboApp Status Change New Feature: Update Lead Status On TurboApp Status Change
Read MoreNew Feature: Update Lead Status On TurboApp Status Change

We’re back with a new feature update! IRIS CRM now provides the ability to automatically update a lead’s status whenever the related TurboApp application’s status is changed. For example, when a TurboApp application is approved, you can now move the related lead record automatically into a new status, such as “Conversion Pending”. Furthermore, once the […]

IRIS CRM and TSYS – A Powerful Integration IRIS CRM and TSYS – The Powerful Integration Between the Industry Leader in Customer Resource Management and A Global Leader in Payment Processing
Read MoreIRIS CRM and TSYS – The Powerful Integration Between the Industry Leader in Customer Resource Management and A Global Leader in Payment Processing

With over 821,000 merchant outlets across the globe utilizing their solutions, and processed transactions totaling over four billion dollars in 2018 alone, TSYS is without a doubt one of the world’s leading payment processors. IRIS CRM understands how widely-used TSYS payment processing services are, and that’s why we’ve expanded our customer relationship management tool to […]

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