What Features Should a Merchant Portal Provide for Your ISO? 
 
One of the most important feature categories that an ISO management tool must provide is the merchant portal. There are many different merchant services CRM that a reliable portal needs to include. But there are only three big categories: 
 
•    Merchant tracker. The first category of features that a reliable management tool needs to have is the merchant tracker ones. These features have multiple purposes. The first one is to offer you’re the ability to detect the risks in your clients’ place and be proactive in giving them advice. This will help you retain most you’re your current clients. This includes potential revenue losses and batches that are not settled in time by your clients. 

•    White label portal. The second category contains all the features of the white label portal that you will provide to your clients. One of the best features in this category is the SMS notifications that you will be able to send to your clients when disputes arise. This will give enough time to your clients to react and increase their security against any fraud attempts and chargebacks. This feature alone is enough to increase the stickiness of your customers. 

•    Helpdesk. Obviously, you will need a helpdesk category that will help you manage all the complaints and questions of your customers. Some of the best features that you can find in this category include an automatic notification for your team when a new ticket arrives. This will give your team the ability to contact and solve every problem in the fastest time possible. And the possibility to monitor the results of your team any time. 
 
What Benefits Can You Get from a Reliable Merchant Portal? 
 
In the end, what are the benefits that you will get from using a reliable ISO management tool that provides you with a top  https://www.iriscrm.com/features/customer-support/ merchant portal ? Well, there are several of them. The results that you will get from these benefits are substantial and will make the investment seems too small.
 
•    Retain clients. One of the biggest benefits that you can expect is an increase in the collaboration period with your customers. Providing the best customer service possible will ensure that your client will become attached to your company. And it will be very hard for them to change to your competition. This means that the ability of your company to grow will increase, and it will have a much higher ceiling point than before. 

•    Increased efficiency. Your team will have all the tools that they need to increase their efficiency to the maximum. This means that they will be able to handle a much larger volume of work than before. So, you will be able to reduce the costs or simply increase the value that each member of your team can produce for the company. The difference between the use of the tools and the period before that will shock you. 

•    Increased service quality. Also, the quality of the services provided by your company will increase, especially the customer service and the white label portal that you will provide to your clients. And this will not only ensure that your clients will get stuck together with your company. But it will be easier for you to market and get new clients through the higher quality of your products and services. 

•    Increased profits. As an indirect benefit from these high-quality features provided by reliable ISO management tools, you can expect a gradual increase in your profits. Firstly, the increase in the collaboration period will increase your long profits. And the ability to market and sell your services easier and faster will increase your short-term profits as well. Overall, the financial situation of your company will have an exponential increase in the future. And you will need to focus more on the growth of your company and less on the financial situation. 
 
How to Find the Best Merchant Services CRM for Your ISO? 
  
But where can you find a management tool that provides all these https://www.iriscrm.com/features/customer-support/ merchant services CRM ? There are indeed many such tools on the market. But only a few of them can provide you with the tools and services of such high quality. But there are a few steps that you can follow to find one of the top alternatives that will take care of all your needs. 
 
•    Make a list with all the alternatives that you can find. The first step that you need to take is to search on the internet and make a list with all the ISO management tools that you can find. Do not worry about their abilities right now because it will be taken care of in another step. All you need to do in this step is to make a list as big as possible to increase your chances of finding the best alternative for your payment processing company. 

•    Make a list with all the needs that a CRM can solve. The second step is somewhat easier. You need to make another list with all the needs that a reliable CRM can take care of in your place. You need to include all the processes that can be automated. And all the ones that can have in their efficiency and quality. 

•    Exclude the alternatives that do not meet your needs. Now is the time to compare the lists and do a little research. You simply need to exclude from the list all the alternatives that can’t meet all your needs. If there is no one left on your least at the end, then you can either look for other CRMs. Or lower your expectations slightly and select the top alternatives that you found on your list. 

•    Check the reviews of the remaining alternatives. Lastly, you need to ensure that all the features and services promoted on the CRM’s website are true. So, you need to check the reviews left on the website. And, if possible, you should contact the clients of the company and find out information directly from them.