15 July 2020
Justin Wilkerson
Customer Service
WHEN IT COMES TO OUR CRM CAPABILITIES… To be active and stay relevant in your customer’s lives, your business needs to remain accessible. CRM (Customer Relationship Management) software is a tool used by many to streamline communications between businesses and their customer base. However, choosing and implementing the right CRM for your industry can sometimes […]
29 June 2020
Justin Wilkerson
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
Justin Wilkerson
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
Justin Wilkerson
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 […]
24 February 2020
Justin Wilkerson
Announcement
JUSTIN WILKERSON, FOUNDER AND CIO, FEATURED ON THE COVER OF CIO APPLICATION’S MAGAZINE 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 […]
18 December 2019
Justin Wilkerson
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
Justin Wilkerson
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
Justin Wilkerson
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
Justin Wilkerson
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
Justin Wilkerson
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 […]
