Read blog posts, industry news articles, and updates about Inline CRM for VSC Sales Fulfillment.
18 December 2019 Comments Off on December 2019 Newsletter Uncategorized
Inline Feature Update The HISTORY tab on ALL pages will now ONLY contain the NOTES. In order to view the Audits, Database Changes, & Completed Activities you have to click the “View History” button (highlighted in red below). There is also now the ability to Edit or Delete Notes (highlighted in green below). This is […]
30 September 2019 Comments Off on September 2019 Newsletter Uncategorized
Inline Feature Highlight Scripts, scripts and more scripts! Build as many scripts as you like using the Inline CRM scripting tool. Fronter scripts, sales scripts, customer service scripts, recap scripts. Keep your team professional and efficient with this tool. Inline CRM also records script history so you can track if the user went through the […]
30 August 2019 Comments Off on August 2019 Newsletter Uncategorized
Are You Using Velocify or Salesforce to Manage Your Leads and Paying a Ton of $$? We’d Like to Introduce You to Follow Up Management (FUM) By Inline CRM Inline has new tool for you! Our Follow Up Management tool is an add-on to your Inline CRM that allows you to manage your leads efficiently […]
1 July 2019 Comments Off on July 2019 Newsletter Uncategorized
Inline CRM Feature Highlight Delinquent Queue There’s no need to download reports from the finance company to have your team following up on delinquent policies. We can build a queue that will automatically fill every day with new delinquent policies and remove policies that have caught up on their payments! Flexible queue set-up. Easily add/remove […]
4 March 2019 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 […]
3 December 2018 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. […]
21 September 2018 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 […]
6 August 2018 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 […]
12 July 2018 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 […]
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 […]
