Reading Time: 3 minutes What is Recruitment CRM? In the ever-changing world of recruitment, a strong talent management system is crucial for finding and keeping top talent. A Recruitment CRM system emerges as a powerful tool to effectively manage … Read more
Reading Time: 8 minutes What is a nonprofit organization? A Nonprofit organization is a legal entity organized and operated for social purposes rather than profit. They include a wide range of organizations, such as churches, hospitals, orphanages, nursing homes, … Read more
Reading Time: 7 minutes A CRM software can help you keep all the information about your clients, such as their data, tax documents, and messages, in a safe place. This can make your communication with your clients better. You … Read more
Reading Time: < 1 minute OfficeClip is pleased to report that our team was included in the “Best CRM Software of 2022” list published annually by Evernest.co, one of the leading property management companies in the USA. The goal of … Read more
Reading Time: 5 minutes At first glance, you might think that contact management systems are just the same as customer relationship management (CRM). And while both might have some similarities, each functions differently from the other. Without a proper … Read more
Reading Time: 7 minutes Customer Relationship Management(CRM) is more about managing and improving customer relationships. CRM system is a technology that will help you deliver experiences and give your business an edge over competitors. It is essential to learn … Read more
Reading Time: 9 minutes Get in-depth information about what a CRM software is, how it will help you provide better customer service, and why do businesses need a CRM. Table of Contents: What does CRM stand for? Problems businesses … Read more
Reading Time: 7 minutes With Release 10.3 we introduced advanced filters in OfficeClip Contact Manager and CRM. I have heard from customers on creating a write up on how to use the advanced filter features for contacts and accounts. … Read more
Reading Time: 3 minutes Every business has different needs when it comes to tracking contacts, customers, opportunities, campaigns, etc. OfficeClip Contact Manager and CRM allow you to customize these entities in various ways. Following are few of … Read more
Reading Time: < 1 minute OfficeClip version 10.1 includes a CRM workflow module that was requested by our customers. Drip marketing allows pre-created messages to be sent to prospects and customers at regular intervals. OfficeCip Workflow adds the ability to … Read more
Reading Time: < 1 minute In most CRM you can relate Contacts with other entities like Accounts or Opportunities. What if you wanted to relate a contact with another instance of contact? Why this is important? These kinds of relationships … Read more
Reading Time: 15 minutes In today’s fast-paced business world, efficiency is critical. This is especially true when it comes to managing customer data. Imagine trying to follow up with a customer only to find their information scattered across different … Read more
