Read blog posts, industry news articles, and updates about Inline CRM for Service Contract Sales Fulfillment.
31 July 2020 Comments Off on JULY 2020 NEWSLETTER Newsletter
INLINE NEW FEATURE HIGHLIGHT Automated Payroll in Inline Our automated payroll calculator gives you all the functions 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 […]
29 June 2020 Comments Off on JUNE 2020 NEWSLETTER Newsletter
INLINE NEW FEATURE HIGHLIGHT 2 Factor Authentication Inline CRM’s new 2 Factor Authentication uses the email address you list in the user’s profile to send an authentication code to the user. Authentications are specific to IP addresses and are only valid for 30 days. You now have two ways to secure your database! You can whitelist an […]
29 May 2020 Comments Off on MAY 2020 NEWSLETTER Newsletter
INLINE NEW FEATURE Automatic Finance Program Assignment Take control of your business using Inline CRM’s new feature that allows you to dynamically assign a financed policy to the finance program that best fits your business needs! Maximum control of your business No need to manually change finance programs – Set it and leave it Choose […]
9 March 2020 Comments Off on MARCH 2020 NEWSLETTER Newsletter
INLINE FEATURE HIGHLIGHT Did you know you can build all of your scripts into Inline for your sales team to follow as they quote a customer? This feature is user friendly and easy to build. Build scripts for sales, screeners, verification agents, customer service and so many more… Script sessions are recorded and stored […]
18 December 2019 Comments Off on DECEMBER 2019 NEWSLETTER Newsletter
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 Newsletter
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 Newsletter
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 Newsletter
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 Newsletter
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 Newsletter
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. […]