May 2018 Newsletter

Read blog posts, industry news articles, and updates about Inline CRM for VSC Sales Fulfillment.

May 2018 Newsletter Inline CRM

22 May 2018 Voltage Creative 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 support@inlinedatasystems.com 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 new email template

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.

Office Closure

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:
cost value chart

 

  • Improved marketing campaign management and reporting to help you better understand the true value of your customers

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