All posts by Justin Wilkerson

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Integrate Your Extended Warranty Fulfillment Contracts Into Your CRM

Integrate Your Extended Warranty Fulfillment Contracts Into Your CRM Inline CRM

9 February 2018 Justin Wilkerson Comments Off on Integrate Your Extended Warranty Fulfillment Contracts Into Your CRM Uncategorized

Do you have to fit your Home, RV, and Motorcycle sales into a CRM only made for car warranty sales? Inline CRM has all the tools you need to sell all your extended warranty fulfillment contracts.

Inline CRM is built around flexibility and convenience. Our CRM for extended warranty fulfillment uses cutting-edge technology. Because it is a browser-based system, our CRM can be used anywhere at anytime. In fact, we recently released our powerful VSC and extended warranty sales CRM into the app store, which means you can integrate your extended warranty fulfillment contracts into your CRM on the go!

Our competitors built their systems to sell car warranties and they have not been quick to update to meet the needs of our ever changing industry. Inline CRM is built on the most flexible and innovative platform, which allows you to get the tools you need when you decide to start running new campaigns for new products, like home, RV, and motorcycle warranties.

Don’t get stuck band aiding a system that wasn’t built to meet your need. Instead, use a system that will allow you to take control of your customers and your data so you can increase profit for you and your business. Take a test drive today and see how much you can improve your business with a system built for you by people who know your business.

 

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December 2017 Newsletter

December 2017 Newsletter Inline CRM

18 December 2017 Justin Wilkerson Comments Off on December 2017 Newsletter Uncategorized

This year has been a huge year of growth for Inline Data Systems! From moving offices to expanding our extended warranty sales fulfillment capabilities, we have continued to raise the stakes for VSC sales fulfillment software. Here are some of the latest developments coming in the following weeks:

Dashboard Widgets

Our new dashboard widgets give you and your sales team an immediate view of your sales, goals, and recent records.  We’ve even built a social feed to keep all of your company connected and motivated.  You can decide which users can see which widgets or allow them to see no widgets at all.

dashboard widgets

Setting Up Your Widgets

setting up widget instructions

Inline Feature Highlight

Did you know you can schedule any report to run daily and automatically send to your email?  It’s as simple as setting up the schedule and the report will be emailed to anyone you designate every morning.  You can even set a custom time for the report to be sent.  Any Inline CRM report can be scheduled automatically. Feel free to reach out to us at support@inlinedatasystems.com and we can walk you through your first one.

Holiday Schedule

christmas bowWe will be closed for business on the following days in December and January:

  1. December 25th, 2017 – Christmas Day
  2. January 1st, 2018 – New Year’s Day

We’d like to wish you and your family a safe and wonderful Christmas and a Happy New Year!

In the Works

slack logoWe are working hard to improve Inline CRM for you and your business!  Keep your eyes out for the below improvements coming soon:

  • cost value chartIntegration with Slack which allows for improved chat functionality
  • Improved marketing campaign management and reporting to help you better understand the true value of your customers

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Automatically Send Emails to Every Quote Who Didn’t Buy a Contract

Automatically Send Emails to Every Quote Who Didn’t Buy a Contract Inline CRM

21 November 2017 Justin Wilkerson Comments Off on Automatically Send Emails to Every Quote Who Didn’t Buy a Contract Uncategorized

At Inline Data Systems, we are dedicated to innovation. As the premier CRM for VSC sales fulfillment, Inline Data Systems provides an intuitive, customizable CRM that will take your VSC sales process and fulfillment to the next level. Every single day, we look for new ways to help you improve your business. So don’t get left behind with antiquated CRM software! Check out a couple of our new features in our Mail Merge function below:

Automated Quote Follow-up with Customizable Email Templates

Control the destiny of your call center with Inline CRM. No other CRM gives you the flexibility to trigger emails to potential buyers based on your parameters. You decide when you want to send a follow-up email and we will assist you in getting it done. You can create as many triggers and email templates as you like or you can use our effective standard templates. You won’t have to worry about following up ever again!

Purchase Confirmation Email Templates

There’s nothing more professional than a quick follow-up with a new customer, especially when you can design it with your brand. With this feature, you have the ability to send templates individually if a customer requests a confirmation, or you can set up an automated email that goes out each time a policy is purchased. In the end, you are in the driver’s seat with how you want to configure your extended warranty sales fulfillment CRM.

If you would like more information about these software updates or are looking to schedule a test drive, contact us today to book an appointment!

 

 

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Inline Data Systems November 2017 Newsletter

Inline Data Systems November 2017 Newsletter Inline CRM

9 November 2017 Justin Wilkerson Comments Off on Inline Data Systems November 2017 Newsletter Uncategorized

New Features In Inline CRM!

Automated Check Writing

Our new check management process allows you to print customer down payment checks or customer refund checks in a batch, instead of printing them individually on each customer policy screen:

 automatic check writing setup
  • To print customer down payments, you must purchase blank check stock from your office supply company or local store.
  • To print refund check, we recommend purchasing check stock that has a completely different number than your normal checks to avoid duplication of check numbers.

 

Purchase Confirmation Email Templates

Inline CRM now has 3 templates for purchase confirmation emails. You can send them individually if a customer requests the confirmation or set up an automated email to go out each time a policy is purchased.

purchase confirmation email template

If you’d like to have them automatically on every sale, contact us and we will get it set up for you.

 

Cancel Refund Confirmation Email Template

Inline CRM now has an email that can help reduce charge-backs and customer complaints. The cancel refund template can be sent to once a refund has been issued. It gives the customer the amount of the refund and a time frame for when they should expect to receive the refund. It is customize to give information based on the type of refund that has been processed (credit card or check).

cancel email summary

If you’d like to have the emails sent automatically when a refund is issued, contact us and we will get it set up for you.

 

Inline CRM Reporting App is in the Apple and Google Play Stores!

Inline CRM has taken mobile reporting to a whole new place with an unmatched reporting app. Get all the sales data you need, whether you’re a marketer, administrator or finance company.

Download the app today! All you need to log in is your company Inline URL, your username and password. If you are a finance company or administrator, contact us and we will get a user set up for you.

itunes download

Google Play download

Coming Soon…

We are going Widget crazy here at Inline! Some of you may have already noticed. Our widgets will be fully released in December 2017 so although they are available now, we are still working out the bugs.

inline crm thanksgiving logoHoliday Schedule

We will be closed for business on the following days in November:

  • November 23rd, 2017 – Thanksgiving Holiday
  • November 24th, 2017 – Day after Thanksgiving

We’d like to wish you and your family a safe and wonderful Thanksgiving!

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Inline Data Systems Releases Mobile App For Apple And Android!

Inline Data Systems Releases Mobile App For Apple And Android! Inline CRM

19 October 2017 Justin Wilkerson Comments Off on Inline Data Systems Releases Mobile App For Apple And Android! Uncategorized

Inline Data Systems just released its all-powerful, technically advanced vsc sales fulfillment CRM to both the Apple Store and Google Play Store. As an industry leader in web-based sales fulfillment software, we are excited to give you and your customers the opportunity to have a convenient and tech-savvy way to take your business into the 21st century.

With this new mobile application, you and your customers will have the ability to access all the different reports that are supported by your data in the Inline CRM platform. Once you download the app, you will initially be able to create a profile as a marketer, administrator, or finance company. With this functionality, you will be able to access a customized app experience that is tailored to the needs of you and your customer base.

On top of that, you will have easy access to critical sales figures in any configuration. Whether you are a marketer, administrator, or finance company, you will be able to see important figures such as the total sales in any given day. From here, you will have the ability to drill down to sales figures by user, allowing you greater knowledge and total control of vsc sales fulfillment activities for your business.

With this mobile app, you will be able to take quick control of your customers and your data from anywhere at anytime. If you are interested in learning more about our new mobile app, please contact us today to schedule a test drive.

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Welcome To The 21st Century Of Employee Management

Welcome To The 21st Century Of Employee Management Inline CRM

18 September 2017 Justin Wilkerson Comments Off on Welcome To The 21st Century Of Employee Management Uncategorized

In today’s day and age, it is not just an option to have a CRM that allows you to manage your employees and keeps up with the demands of a growing business in the digital age: it is a requirement. That’s right: if your sales are going to be fulfilled, you need a fulfillment software that can manage your call center employees’ workflows in a way that keeps up with the demands of a constantly evolving marketplace.

Continue reading Welcome To The 21st Century Of Employee Management

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2017: Where Clean, Precise, and Flexible Data Management is Mandatory!

2017: Where Clean, Precise, and Flexible Data Management is Mandatory! Inline CRM

1 September 2017 Justin Wilkerson Comments Off on 2017: Where Clean, Precise, and Flexible Data Management is Mandatory! Reporting

Are you using a VSC fulfillment CRM that allows you to be in control of your data? In control of your customers and marketing campaigns? Inline CRM allows you to manage your data by many different variables like; lead source, campaign type, and affiliate program. You can manage each channel a lead or sale is coming from with little time and energy from you or your team. Inline CRM also allows you to enter your marketing costs up front when you are setting up lead providers and campaigns, which means you only have to click a button to get reports that show your campaign profitability and lets you set profit goals specific to your business.

Continue reading 2017: Where Clean, Precise, and Flexible Data Management is Mandatory!

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Benefits To Our VSC Fulfillment Reporting

Benefits To Our VSC Fulfillment Reporting Inline CRM

24 August 2017 Justin Wilkerson Comments Off on Benefits To Our VSC Fulfillment Reporting Reporting, Visual Reporting

Imagine if your fulfillment software created amazing reports for you so you don’t have to spend hours in excel making pivot tables and graphs. Picture insights that your current VSC sales fulfillment software cannot show you, and then picture yourself achieving success from those new insights. With visual reporting from Inline CRM for VSC sales fulfillment, you get the best visual reporting in the industry in terms of flexibility and accuracy.

Continue reading Benefits To Our VSC Fulfillment Reporting

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Time to Switch VSC Sales Fulfillment Providers

Time to Switch VSC Sales Fulfillment Providers Inline CRM

16 August 2017 Justin Wilkerson Comments Off on Time to Switch VSC Sales Fulfillment Providers Customer Service, Customer Support

We know how easy it is to stick with what you have always used. We understand how easy it is to use a CRM for your VSC sales fulfillment that you know has been around for a long time. But what if it’s all an illusion? What if instead of fulfilling your VSC Sales fulfillment needs, you’re simply fulfilling the profits of your large VSC fulfillment provider that does not take your needs into account?

Continue reading Time to Switch VSC Sales Fulfillment Providers

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4 Reasons Why You Should Use A Browser-Based CRM

4 Reasons Why You Should Use A Browser-Based CRM Inline CRM

9 August 2017 Justin Wilkerson Comments Off on 4 Reasons Why You Should Use A Browser-Based CRM Browser

In today’s world a browser-based VSC fulfillment system means freedom. It can be accessed anywhere, anytime, and can deliver fast, customized results. With Inline CRM for VSC sales fulfillment you can do just that. Because it is a browser based application, you can open Inline CRM on any device, desktop or mobile, and you can access it anytime anywhere, with only a browser and internet connection.

Continue reading 4 Reasons Why You Should Use A Browser-Based CRM

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