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Issue Tracker: How to Capture Customer Cases via Email

by Admin 19. June 2010 14:53

Web Issue Tracker allows you to publish an email address so that your customers and prospects can report issues to the tracker via email. The following features are available:

  • Email Attachments are converted to documents in the issue tracker and linked with the issue.
  • The subject line of the email is imported to the Title of the issue of the body of the email is imported to the description of the issue.
  • Defaults can be set for the issues created from the email.
  • The scan rate of the POP account can be controlled.

More...

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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

Go Green: Manage your business with the Web!

by Admin 9. September 2008 17:09

There's a lot of discussion about going green, but many articles I've come across advising small businesses on how to go green have focused on actual products they can buy to use in their offices. These include light bulbs, recycled paper, electronic equipment, cleaning supplies, etc., which are very good ideas and most certainly helpful to the environment. But what about actually helping your business run better and being green at the same time?! This is where web based business management software comes in.

Perhaps one of the biggest "green" benefits of web based business software comes from the almost complete lack of paper needed for things like old timesheets. Employees and contractors alike can enter their hours for projects from any web browser on any computer, cell phone, laptop, etc.  Stacks of paper with everyone's hours are no longer needed-so the paper is being saved, along with money, AND time is managed effectively and tracked in real-time.

According to Business Wire, there are many Fortune 1000 clients that have implemented online timesheets and contact manager software to reduce paper, increase organization and improve customer relations. Web software is affordable for SMEs as well...OfficeClip's Premium Suite can be downloaded for $80 per user or hosted online for $10 a month.

And the ways to go green with web management software don't stop there...another HUGE benefit is the ability of employees to access their data from anywherePatricia Faulhabber mentions telecommuting as a great way for small businesses to easily compete with the larger companies that are going green. Enabling employees to telecompute from their homes once or twice a month or even once a week will save them money in gas, wear and tear on their vehicles and give them greater flexibility in their schedules, which can lead to improved productivity.  

Web software provides all the means to make this happen and so, while making your company more productive, organized and efficient, and your employees happier, you can also boast being green.

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