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Tip: Customize your Header and Footer

by vasantha 28. April 2010 20:49

We have made the customization of the Login screen and footer easier. You can now use the HTML editor to insert any arbitrary html (for example your website header) in OfficeClip. In order to do this, login as site administrator and go to Manage Site Information, there you will see options for managing site header and site login.

Using the Login Screen Setup the following features can be customized:

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OfficeClip Tips

How to create a public knowledge base using OfficeClip

by vasantha 2. March 2010 15:21

Have you wondered how you can create a knowledge base using the Web Issue Tracker in OfficeClip? Creating a knowledge base can save you valuable support time by allowing your customers to handle simpler issues themselves without repeatedly answering the same questions. Using the OfficeClip Bug and Issue Tracker you can create a new binder for the knowledge base and then make the binder available to your users at your website.
 
One of the advantages of creating a knowledge base using OfficeClip is that you can make both a public as well as secured knowledge base. The public knowledge base can be kept on your website for anyone to browse. The secured knowledge base can be provided to your customers and partners so that they can use it from a password protected area.

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OfficeClip Tips

Share OfficeClip with your Customers without creating an account

by Admin 15. February 2010 15:18

You may want to share a document with your partner or a timesheet report with your customer but without giving them the OfficeClip login. 
 
OfficeClip Extranet can be used in two modes:

Public Sharing
 
Public Sharing allows you to share information by giving your customers a link. They can then click on the link and get the information. This is useful when you want to share many documents or show a calendar on your website. If, for example, you want to share a document with a partner, you can select the document and the extranet application will then give you a link to be sent to your customer, which when clicked will show the document to your partner.
 
 

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OfficeClip Products | OfficeClip Tips

How a small business became more efficient using OfficeClip

by vasantha 14. January 2010 12:55

Steve Pavent of Optimum Payments is a small-business owner who offers payment solutions to many other small businesses. Before using OfficeClip, the head office manually processed all business applications. Steve had the following requirements:

  1. Each agent should be able to view and edit their assigned contacts and leads, because agents are geographically dispersed and earn commissions from their sales. They have to work on the contacts they acquire and manage.
  2. The corporate office needs to look at all newly acquired leads and allocate them to various sales agents for further action.
  3. Each agent's work hours, as well as the amount of work, need to be captured.
  4. To maintain contact for better conversion and upselling, newsletters and periodic emails should be sent to all contacts and customers.
  5. All documents associated with contacts and customers need to be connected within the system.
  6. Careful records should be kept of all notes, events, and issues associated with any contacts.
  7. Business forms should be sent directly to all prospects.

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Small Business Tips

Web-based Software - To Buy, Build or Rent?

by Admin 11. February 2009 18:02

In recent years there has been a clear trend of businesses opting for Pay-Per-Use compared to licensing or building their own software. At OfficeClip we started with providing both the options (buy or pay-per-use), and we have noticed that a certain category of businesses opt for buy and others go for pay-per-use. Based on our experience, I would like to share some patterns here.

Buy Software (or install locally)

We have seen that companies that are in the upper scale of small business (for example have 50+ employees), who have some IT staff weigh on buying a web-based software in house and install on their server.

  • ROI - Total cost of ownership can vary depending on how much time you want to keep the software. Sometimes the software may not need many upgrades so once purchased they can be used for a long time.
  • Limitations - Installable software sometimes does not have limits on the entities that can be created (for example, no limits on number of contacts that can be created in an installed contact manager) or the number of users that can use it.
  • Customizability - Installable software is more flexible to integrate with other systems in the organization. This is because the company has the program installed on their machine and does not have to go through the security introduced by the hosting company.
  • Backup and Maintenance - Many companies have their own full backup and incremental backup scripts. This allows them to treat all their products in a similar fashion thereby reducing administrative hassles.
  • Security - Even though browsers have SSL and hosting providers claim that they have many levels of security, etc., many companies do not feel too comfortable keeping their (or their customer's) information in places where they do not have full control. Remember a few months back Barack Obama's passport information was accessed by some employees of the government. We regularly hear about stolen SS# or credit card numbers from the secured enterprises.

Rent Option (use Hosted Version or SaaS)

Mostly opted by smaller businesses or business that are geographically dispersed or do not have a full IT department.

  • No Hassle Setup - Hosted software has gained momentum because it does not need setup and general maintenance. With the use of high speed networks, development of browser technology (like AJAX etc.), browser based software is getting closer in quality and performance to software installed on a user's computer.
  • No Initial Investments - Hosted software is generally sold on a per user, per month basis, so the initial investment is low. Also, many hosting providers do not require any contracts so small companies feel more secure.
  • Standardized Security - Web applications today offer security features like SSL, password protection, role based access etc. and it is getting better with time.
  • Enough Customization - Although the customization features of the hosted software are somewhat less, small businesses most of the time do not need such customization.

Build Option

This is the final option that many SMEs do not opt for unless they have very specific requirements. Even then there are many factors that lead small business to go this way:

  • Cost of Build: Today the cost of building software is much less compared to what it was even a few years ago. This is because many companies provide ready-made business components that can be easily integrated to make a complete solution. Also, many outsourcing outlets like elance, rentacoder etc. provide a marketplace where competent offshore developers are available at a fraction of price compared to the in-house developers or even compared to buying a ready-made solution.
  • Control on the feature set - In the build option there are no restrictions on what can be done. In other words it is like a meal prepared with your recipe just for you.

OfficeClip provides a balance between these choices by offering both Buy and Pay-Per-Use Option. It also provides source code so that companies can extend the software themselves.

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Small Business Tips

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