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!![Dashboard of Inline CRM, showing sales goals, social feeds, to-do lists](data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAABAAAAAHzAQAAAACWWFI+AAAAAnRSTlMAAHaTzTgAAABVSURBVHja7cExAQAAAMKg9U9tDB+gAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAA4G/tzAAHrZVJYAAAAAElFTkSuQmCC)
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.
It’s easy, convenient, and a proven way to sell more policies than with other extended warranty CRMs.
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.![Dashboard of Inline CRM, showing sales goals, social feeds, to-do lists](https://inlinedatasys.wpengine.com/wp-content/uploads/2022/01/Inline-CRM-Dashboard.png)
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
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?![Add vehicle, RV, Home and motorcycle to customer profile from dropdown menu](https://inlinedatasys.wpengine.com/wp-content/uploads/2022/01/Inline-CRM-Customer-Profile-Dropdown.png)
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.![Buy extended warranty online functionality](https://inlinedatasys.wpengine.com/wp-content/uploads/2022/01/Buy-Online.png)