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Stay connected to our collaborative and trusting community, ensuring you always have easy access to our latest informational updates, tools, and resources designed to help you continue learning and your company thriving.

News & Insights

Is RPM the CRM You've Been Looking For? Here's How We Use It ...

Jeremy Wilcox -  
14 October 2024
Is RPM a CRM? The answer is… solid maybe. It depends on what your business needs. Here's how we use RPM as a CRM and how it interacts with our other systems to keep everything ...

What’s New - RPM 33.1

Jacky Huynh -  
14 October 2024
Hide Customer Aliases for Agency Users With this new setting, you have more control over what customer data your agency users can see. We know that on commission spreadsheets, ...

Integrate RPM and Salesforce via API and Unlock Seamless Data ...

Jacky Huynh -  
14 October 2024
Harnessing the power of integrated software systems can be the key to streamlining operations, enhancing accuracy, and ultimately driving growth. Integrating RPM with Salesforce ...

Enhancements

Data Warehouse

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Auto Order Renewal

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Webinars

Orders

This webinar covers the idea of using multiple processes to better assist in Order management in your RPM Telco subscription.

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Auto Renewal/Comm Carry-Over

This webinar describes API enhancements that can support your RPM Telco subscription.

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SPIFF, Adjustments, One Times in RPM Telco

Topics include covering how SPIFFS/Adjustments/One Times are added to RPM.

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Agency Perspective Webinar

A webinar going over the ins and outs of using an RPM Telco Agent login as an Agent user.

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Guides

Step-by-Step Guide to Setting up RPM Telco

This guide is meant to assist in getting your RPM Telco Subscription up and running..

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Step-by-Step Monthly Commission Duties

A step-by-step guide for managing monthly commissions in RPM, from adding suppliers to generating reports.

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