It seems like there’s a new CRM hitting the market every day. After all, 90% of businesses with more than 10 employees rely on a CRM, so there’s no shortage of need.
With so many options to choose from, how do you know your choice will work best for your business? What are the must-have factors and call center solutions your CRM should include?
Let’s find out!
You Can Customize It
Your competitors might sell the same things as you, but they aren’t the same as you. Your business will have different focuses, different goals or priorities—and you need a CRM (like ours!) that allows you to be as flexible as you like.
We find that customers who use custom fields, custom email templates and even custom queues of data can boost profits by as much as 95%! And our advanced API can also help you customize just about anything exactly how you want, especially your all-important dashboard.
You Can Integrate 3rd Parties
No CRM can do everything (but ours comes close). That’s why your CRM should be able to integrate software from other parties to keep your sales agents on top of their game. And since a sale doesn’t happen without communication, you should ideally be able to integrate:
- Lead generation software to fill your prospect pipeline
- Email platforms from Outlook to Gmail
- Calendars, especially since 70% of adults rely on digital notifications to manage their life
When you have all the tools you need integrated in one location, you’ll be much more productive.
You Can Use It Anywhere
Can you believe some CRMs still require downloads and only operate offline? There’s no excuse for this, especially in 2022.
Old systems like those usually require an IT staff to maintain and run updates, not to mention their legacy infrastructure usually means they can’t adapt or integrate the applications mentioned three inches above.
New systems like ours are easily accessible wherever you have internet or data—even on mobile.
After all, you never know when or where you’ll need information to help seal a deal.
All-In-One Customer Profiles
Let’s pretend you have a customer who owns a home, a car, a motorcycle and an RV.
That could make for a pretty big extended warranty sale, right?
But if you’re using the wrong CRM, it could also lead to a pretty big headache. That’s because some CRMs (not ours!) will make you click around and around to get to the same customer profile. Wouldn’t it be easier if you could just sell that customer profile and manage those opportunities from a dropdown menu like this?
With Inline, you can!
Sure, you could work in some workarounds, but then everything wouldn’t be in the same workflow. And that seems like a lot of needless busywork.
Buy Now Functionality
37% of people have hidden a purchase from their spouse.
Some people won’t give their credit card number over the phone.
No matter the reason, you have to take away all the obstacles standing between you and a “Yes” to make a sale.
Our BUY NOW functionality does just that.
Now your prospects can complete their order online once you send them a quote to their inbox.
It’s easy, convenient, and a proven way to sell more policies than with other extended warranty CRMs.
If you had to answer with 100% certainty what your top selling product was, could you do it?
What about your close rate? Your cancel rate?
The fact is, you can’t get better if you don’t why you should be better—and the right report can tell you.
The right CRM can tell you anything you want to know and how to improve.
Maybe you’re calling people at the wrong time of day or focusing on older ranch style homes when cabins have a higher close rate.
You can create literally just about any report you want with our CRM. Did you just think of one? Yes, even that kind.
It’s been estimated that sales reps should make 60 calls per day.
That’s… a lot.
So, how should you prioritize those calls?
A lead management system will tell you—and our CRM has one.
Now you can assign certain leads to certain groups, know exactly when or how to follow up with a customer based on their place in the funnel and a lot, lot more.
With this functionality, who knows? Maybe your sales reps will be able to make 70 calls a day.
Automatic Commission and Cancel Calculations
There is an almost infinite amount of ways you could structure commissions and bonuses. By the number of policies sold. The amount of the policies. The type of policy. All of those conditions combined.
The list goes on and on.
That level of complexity could make even the most seasoned accountant feel dizzy.
With Inline we can help you code the precise commission payout based on whatever criteria you want, including cancellation rates.
And it happens automatically.
Simply put, you won’t find that functionality in any other industry CRM.
Okay, this bit of technology is a little analog.
Somewhere along the way, you’re going to have a question, an issue, or problem that needs to be taken care of right away.
And if it isn’t taken care of to your liking, there’s a good chance you’ll end up canceling.
That’s why we bend over backwards to answer as soon as you call or email. Because even the best CRM can’t replace help from real people in real time.
Is there a feature your CRM needs that we didn’t cover? Schedule a test drive and we can show you all the bells and whistles that come with Inline.