22 May 2018 Comments Off on May 2018 Newsletter Uncategorized
Inline Feature Highlight
Purchase Confirmation Emails
Did you know you can send automated emails to every customer who purchases a contract? You can also include a transaction receipt and PDF copy of their policy booklet. This can be sent the next day on every policy you sell. Sending next day confirmation has proven to reduce chargebacks and buyer’s remorse. You can easily use one of our templates in the CRM or create your own with logo and unique text.
Purchase confirmation emails can help your business!
- Legitimize the sale
- Provide useful information
- Reduce the number of credit card chargebacks
Email us at firstname.lastname@example.org to get your purchase confirmation emails set up
Purchase Confirmation Template
Use our template or design your own. You have the flexibility to fit your business.
Inline CRM Enhancements
We are adding widgets to the database. You will soon be able to show sales leaderboards for second and third users so you can immediately see performance of your fronters and TO reps.
We will be closed for the Memorial Day holiday on Monday, May 28, 2018. We hope everyone enjoys the holiday and takes a moment to remember and honor all those who have given their lives in service of our country.
In the Works
We are working hard to improve Inline CRM for you and your business! Keep your eyes out for the below improvements coming soon:
- Improved marketing campaign management and reporting to help you better understand the true value of your customers