DECEMBER 2017 NEWSLETTER

Sales team using real time refund calculator and getting back to sales.

HIGHLIGHTS: DASHBOARD WIDGETS, REPORT SCHEDULING, AND MORE!

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.

 

Setting Up Your Widgets

 

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

We 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

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

  • Integration 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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