All posts by Justin Wilkerson

March 2019 Newsletter

March 2019 Newsletter Inline CRM

4 March 2019 Justin Wilkerson Comments Off on March 2019 Newsletter Uncategorized

Inline CRM Enhancements

Are your teams spending countless hours responding to chargebacks? It’s a time consuming part of our industry and we’ve made it easier for your teams to efficiently handle chargebacks.

Inline CRM now contains two letter templates and one email template that can be used to respond to chargebacks!

  • Send a letter to your customer letting them know their coverage is in jeopardy.
  • Send a quick detailed response to your credit card processing company to let them know the charge was valid and you stay on top of these disputes.

Email support@inlinedatasystems.com to get the new chargeback response letters released to your database.

Inline CRM Feature Highlight

Do you need to gather data daily and your still doing data dumps into Microsoft Excel? You should check out the Tab feature in your Inline CRM database!

We can query the data you need and present it in a tab that is easily accessible from your home page. Let us make your data review an efficient and simple process!

tab feature screenshot for Inline CRM

Email our support team to get your tabs set up today!

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December 2018 Newsletter

December 2018 Newsletter Inline CRM

3 December 2018 Justin Wilkerson Comments Off on December 2018 Newsletter Uncategorized

Inline CRM Enhancements

You asked and we listened… We have added additional policy statuses to allow you to run your business in the most efficient way possible.

  • Scheduled Postdate
  • Postdate Declined
  • ACH Pending
  • Down Payment Chargeback
    • *Post Dated Policies can be reversed if the down payment declines and there have been no other funds captured.

The additional statuses allow you to report specifically on your policies and make management decisions.

Currently, this enhancement will only apply to policies going forward.

Feel free to reach out to your support team if you have questions regarding the policy status updates.

Enhancing Your Support Experience

You can now email our support team directly from your Inline CRM. Just click the email icon at the top of your screen to open an email dialogue window and send. Our team will receive your request immediately and begin to resolve.

email support team directly

Holiday Hours

Our office will be closed on the following days to observe the upcoming holidays:

  • December 24th, 2018 – Office Closed
  • December 25th, 2018 – Office Closed
  • January 1st, 2019 – Office Closed

We hope you and your teams have a Merry Christmas and a Happy New Year!

colorful candy canes for Christmas

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Sales team member using inline crm that's integrated into their current system.

September 2018 Newsletter

September 2018 Newsletter Inline CRM

21 September 2018 Justin Wilkerson Comments Off on September 2018 Newsletter Uncategorized

Inline Feature Highlight

Buy Now Button

Is your team sending quote emails to your customers? Make sure they are letting the customer know they can complete the sale online. Our quote emails have a “Buy Now” button that takes the customer to a purchase portal where they can view terms, agree to policy terms and down payment, enter their credit card and complete the sale. Your sales team can walk in the door in the AM with deals on the board!

buy now button in inline CRM

Inline CRM Enhancements

We’ve added a link to see notes in the report section. No more clicking into the record to view the notes. Just click the post-it icon and view the notes to decide if you want to open the record.

reporting section link to see notes

Our Inline CRM App has been updated to include performance reporting by manager. Get a quick look at how your call center teams are doing, even when you’re away from the office.

performance reporting dashboard

performance reporting total sales score

 

 

 

 

 

 

 

 

 

 

 

 

performance reporting capabilities

 

 

 

 

 

 

 

 

 

 

 

In the Works

We are working on making it easier to get the support you need from our team. Soon you will be able to email our support team directly from your Inline CRM!

email support from within the CRM

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Support team member trains sales team users how to use inline crm.

August 2018 Newsletter

August 2018 Newsletter Inline CRM

6 August 2018 Justin Wilkerson Comments Off on August 2018 Newsletter Uncategorized

Inline Feature Highlight

Multi-Product Sales

Did you know Inline CRM allows you to sell a few different types of extended warranties with the ease of a system that was built for that function? If you’re thinking of adding Home Warranty, RV, and Motorcycle sales to your product base, it will be a simple drop-down box on any of your existing customers or new leads you create. Add as many products as you can sell to a customer.

multi product sales drop down

 

multi product sales dashboard

Inline CRM Enhancements

We’ve added tons of new widgets! If you’d like to add widgets to a user, go to Set-Up > Manage Users > User Widgets. We’ve added some new helpful links to assist your sales teams – Zillow, Google Map Home, & Car Complaints are now available.

New Widgets Available!

user extensions widgets

total sales by manager leaderboard widget

total sales leaderboard widget

In the Works

We are working on making it easier to get the support you need from our team. Soon you will be able to email our support team directly from your Inline CRM!

email support from within the CRM

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Your Customers. Your Data. Total Control.

Your Customers. Your Data. Total Control. Inline CRM

12 July 2018 Justin Wilkerson Comments Off on Your Customers. Your Data. Total Control. Uncategorized

Your Customers. Your Data. Total Control

At Inline Data Systems, we have the tools for you to take control of your customers, data and direct marketing activities, while having the flexibility to be used anywhere. Don’t be scared to switch providers. Be done with these outdated processes. Come over to Inline Data Systems. Our CRM provides you the ability to sell extended warranty contracts, manage marketing campaigns, automate your commission payments and so much more. Schedule a test drive with us today!

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May 2018 Newsletter

May 2018 Newsletter Inline CRM

22 May 2018 Justin Wilkerson 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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April 2018 Newsletter

April 2018 Newsletter Inline CRM

13 April 2018 Justin Wilkerson Comments Off on April 2018 Newsletter Uncategorized

Inline New Feature

Dynamic Scripting

We are excited to present our dynamic scripting feature in Inline CRM! Data shows that using dynamic scripts can increase sales by at least 30% and reduce new sales person training by 70%. Our new feature allows you to build an unlimited number of scripts for your team. The easy script builder allows anyone to build and maintain the scripts. Email or call us today to discuss setting up scripts in Inline CRM.

Dynamic Scripting Features

  • Build an Unlimited Number of Scripts
  • Flexible Script Options
  • Assign Scripts to User Groups by Role
  • Build Scripting to Fit Your Work Queues
  • Easy Walk Through Program to Build the Script
  • User Friendly Screen Presentation

Email us at support@inlinedatasystems.com to get your SCRIPTING set up

Inline CRM Enhancements

We are always striving to ensure Inline CRM is the best system in the industry so we have been working hard this year to enhance our platform! The enhancements to our platform are complete and you will notice improvement in the areas below:

  • Lightning Fast Search
  • Faster than Instant Rates
  • Super Fast Page Loads
  • Fastest Report and Aggregate Number Population in the Industry

Did you know?

We are always working to make Inline CRM as advanced and cutting edge as possible for your business. Our system developers are required to complete 12 hours of training every month to stay current with ever changing technologies and development process. We want the best for you so we invest the time to make the system the best in the industry!

Dynamic Scripts

Check out some snapshots of our dynamic script tools released this month!

cost value chart

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

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Inline CRM Payroll Commissions

Inline CRM Payroll Commissions Inline CRM

30 March 2018 Justin Wilkerson Comments Off on Inline CRM Payroll Commissions Uncategorized

Inline CRM Payroll Commissions

Inline CRM for VSC sales and extended warranty sales fulfillment has the payroll calculator for you. See for yourself!

Inline CRM’s payroll tools allow for more flexibility for your call center. Generate commissions in just a few clicks with the ability to see the real time effect of price drops and finance changes. Due to the fact that sales reps can see this data in real time, it will motivate them to sell because they can see their commission being impacted by a change in price on a deal.

Taking full advantage of the unlimited pay schedules and flexible parameters will translate to being more efficient so you and your team can focus on the business of selling.

Are you ready for a fulfillment CRM that works for you and a payroll calculator that will allow you to be more creative with your commission structure? If so, schedule a test drive today!

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Call team member using inline crm followup queue.

March 2018 Newsletter

March 2018 Newsletter Inline CRM

19 March 2018 Justin Wilkerson Comments Off on March 2018 Newsletter Uncategorized

Inline Feature Improvements

Payroll

Recent improvements to our payroll calculator allows for more flexibility for your call center. You can now be more creative with your commission structure. Our automated payroll calculator gives you all the function below without the headache of downloading multiple reports, copying and pasting data, or having your sales team downloading sales reports throughout the month to figure out where they are in commissions. Automation allows you and your team to focus on the business of selling!

Payroll Calculator Features

  • Live Commission on each Quote
  • User Sales Pay Reports on Demand
  • Flexible Commission Schedules
  • Easy Commission Calculations and Reporting
  • Flexible Commission Disbursement Options
  • Integrated Timeclock

Email us at support@inlinedatasystems.com to get your commission payroll set up

Inline Feature Highlight

Have you used our work management queues to get leads into the right user’s hands?  Our queues allow web leads to automatically be assigned to specific users that you designate or allows delinquent accounts to automatically show up and be assigned to users based on days delinquent or almost any other parameter you can imagine!  Your managers can see the history of how leads or accounts are being worked.  Individual users can color code their leads to organize and prioritize their work. Get your work queues set up today.

Did you know?

Inline has been in business since 2011 and our developers have over 15 years experience in call center system management.

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:

pen and paper graphic

  • Build dynamic sales scripting into your Inline CRM soon
    • Automated sales scripting can improve your sales by 30% and decrease training time by 70%cost value chart
  • Improved marketing campaign management and reporting to help you better understand the true value of your customers

 

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See Our Newest Widgets!

See Our Newest Widgets! Inline CRM

28 February 2018 Justin Wilkerson Comments Off on See Our Newest Widgets! Uncategorized

See The Latest Widgets Released To Our CRM!

Inline CRM for VSC sales and extended warranty sales fulfillment just released new widgets to our powerful CRM. See them for yourself!

With the new widgets, you can see everything you need to know when you log in. You can view key items such as company-wide sales and individual revenue earned by each member of your staff.

Flexible search criteria allows you to filter your data the way you want to: you can filter by date, including by week, month, and even over a custom period of time. For example, you can sort your sales revenue data by policy type over a 45 day window.

Company-wide goals can be tracked to keep everyone motivated. From there, you can use the social sharing section of the dashboard to keep everyone motivated to improve productivity, thus raise morale with your staff.

Ultimately, you will be able to take control of your customers and your data by keeping your call center team motivated and engaged. If you are ready to learn more, schedule a test drive today!

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