Take Control of Your Onboarding and Merchant Management

Providing payment processing services isn’t as simple as making a sale and waiting on residual checks. Lead management, merchant boarding, underwriting and reporting all take considerable resources, and so does ongoing support. In a merchant processing market this competitive, the tools and processes you use decide whether you grow or stall.

That’s why more ISOs and software platforms are consolidating onboarding and merchant management into a single payments-focused customer relationship management (CRM) platform. Merchant Central (formerly IRIS CRM) is built to do exactly that.

Managing your pipeline by hand, building proposals one at a time and pulling sales metrics together can turn into a full-time job. Merchant Central automates the sales side of your payments offering. Merchant agreements pre-populate with lead data, and electronic signatures remove the delays caused by incomplete applications. You can generate proposals in minutes. Real-time metrics show you what your team is doing and give you the data to act on it.

Centralized merchant boarding lets you submit new merchants four to seven times faster, so your team clears far more applications in the same amount of time. Reporting tools and live notifications help you catch problems early and lower attrition through better service. Dispute reporting puts retrievals and chargebacks in a single view, and dashboards show portfolio performance and residual contribution per user.

Retention starts with support. Merchant Central tracks and resolves support tickets in one queue, so nothing sits unanswered. It also flags at-risk merchants, so you can step in early. Every service can run through your own branded merchant portal, which keeps your business in front of merchants and makes your relationship harder to leave.

Residual reporting handles your income calculations in minutes. Agents get paid directly through ACH transfers, and profitability metrics track growth and margin at both the merchant and portfolio level. Automating residuals frees your team to spend that time winning new accounts.

Strong merchant relationships fall apart over poor communication. A built-in dialer, chat and speech recognition let your team dictate emails and notes, reach more prospects by text message, work through issues together and make more calls in less time.

Solution providers need every advantage available. Bringing sales, boarding, support, residuals and communication into one payments-focused platform positions you to sell faster, serve merchants better and protect margin as you scale. Take a closer look at Merchant Central, or talk to our team to see how it fits your business.