Our Blog

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

Smiling query building customer support representative. March 2020 Newsletter

March 2020 Newsletter

9 March 2020 Justin Wilkerson Comments Off on March 2020 Newsletter Uncategorized

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 on […]

inline data systems cio applications Inline Data Systems Named a Top 10 Sales Technology Solution Provider of 2019

Inline Data Systems Named a Top 10 Sales Technology Solution Provider of 2019

24 February 2020 Justin Wilkerson Comments Off on Inline Data Systems Named a Top 10 Sales Technology Solution Provider of 2019 Uncategorized

Inline Data Systems has been recognized as a “Top 10 Sales Technology Solution Provider – 2019” by CIO Applications. The “Top 10 Sales Technology Solution Provider – 2019” award acknowledges prominent solution providers in the respective spaces that are at the forefront of providing sales technology solutions and transforming businesses. Our Founder and CIO, Justin […]

engagement with reports December 2019 Newsletter

December 2019 Newsletter

18 December 2019 Justin Wilkerson 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 […]

collaborative CRM reporting September 2019 Newsletter

September 2019 Newsletter

30 September 2019 Justin Wilkerson 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 […]

group of people socializing August 2019 Newsletter

August 2019 Newsletter

30 August 2019 Justin Wilkerson 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 […]

Close up of inline crm mail merge integration users. July 2019 Newsletter

July 2019 Newsletter

1 July 2019 Justin Wilkerson 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 […]

laptop with custom reporting March 2019 Newsletter

March 2019 Newsletter

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 […]

Computer with inline crm mail merge on screen. December 2018 Newsletter

December 2018 Newsletter

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. […]

Sales team member using inline crm that's integrated into their current system. September 2018 Newsletter

September 2018 Newsletter

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 […]

Support team member trains sales team users how to use inline crm. August 2018 Newsletter

August 2018 Newsletter

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 […]