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Manage your daily call list efficiently

by vasantha 18. September 2012 14:02

Constant communication with your prospects is the is important for converting them to customers. Successful sales people uses a daily call list to call their prospects regularly. OfficeClip Contact Manager provides a way to create and manage your daily call list.

The Call List option in OfficeClip shows you all the calls that needs to be made for a particular day. Future follow-ups can be created or notes can be added. It can be created for calling periodically, like every week, after every fixed number of weeks or arbitrary dates.

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OfficeClip Products

Link Opportunities with Contacts in the Web Contact Manager

by vasantha 4. April 2011 17:40

 

Today a customer called and he wanted to link up contacts with opportunities. Although in the traditional sense opportunities are linked with accounts, in OfficeClip, there are a few ways you can create opportunities for contacts.

First let us see how the term opportunities is used in different contexts. Opportunities are usually tracked for customers in terms of their probablity of closure, who is closing them etc.

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OfficeClip Tips

Create Campaigns and Newsletter using the Contact Manager

by vasantha 15. February 2011 22:45

In the past we have received many questions about how to use the Campaign feature of OfficeClip and I thought that this blog, along with the video, will give a good idea. In short the campaign manager can do a few things:

  • Send Html or text emails to some or all your contacts
  • Ability to send campaigns made using Microsoft Word via the campaign manager (as html email)
  • Use mailmerge to merge contact information with the print campaigns made with Microsoft Word.

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OfficeClip Tips

Use MS Office(R) to create your Campaign and send it via e-mail

by vasantha 17. January 2011 20:08

Some of our customers requested us to provide an enhancement to the OfficeClip Contact Manager so that they are able to create campaigns using the Microsoft Word® and be able to send them using the html email supported in OfficeClip.

One way is to do this is to create a Word campaign and then export it to html. This creates a few issues:

  1. The html created by the word document is not clean and can cause problems in many email clients
  2. The images are stored in a different folder and so they cannot be sent via email resulting all the graphics to be replaced by placeholders
  3. Most of the email clients switches off external files (for privacy reasons) unless it is from trusted source.

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OfficeClip Tips

Use Tags to loosely organize Contacts in OfficeClip

by vasantha 19. November 2010 14:32

TagsTo organize contacts, accounts, opportunities etc. in OfficeClip Contact Manager you can use user-defined fields. This can be used when you are setting a single property to a field, say, you want to specify that an Account has a yearly Contract. However, it is not easy to represent something whenever there is a one to many relationship exists. for example, say we want to say that an Account is a reseller and a partner, whereas another account is an end user and a reseller. 

Tags can help in this situation as it allows you to put as many tags you need for any entity you like. For example, in OfficeClip Contact Manager, you can create a tag called Customer Type, and set three values under it.

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OfficeClip Tips

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

Duplicate Management in the Contact Manager

by vasantha 5. April 2010 11:21

Starting with release 8.2.3, we have implemented a duplicate management system to weed out duplicate contacts present in the OfficeClip Contact Manager. Currently there are two places where duplicates are managed:

  1. OfficeClip administrators are able to detect existing duplicate contacts and merge or remove them.
  2. While importing contacts, duplicates can be ignored at input.

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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

How to do effective Micro Outsourcing

by vasantha 1. February 2010 19:20

Outsourcing Globally

Being a small business and getting help for website creation , software development, graphics design,    or copywriting from experienced professionals is sometimes a challenge. Most small- business owners do not have the  time and energy to go through the often long process of interviewing professionals to find the "right fit" for temporary contract work. A  customer of ours called me the other day and asked if we knew anyone who could integrate his website with a Dotnet Nuke portal . I convinced him to look online for qualified professionals to do this work. 
 
The market for qualified online professionals is crowded, but it is easy to find someone . Most of the time, third-world professionals are as qualified as any professional you can hire locally, but you can often use many online services to find a local person if you prefer. We in OfficeClip use online professional help from time to time to complete customized work our clients require. Here are some tips that small-business owners can follow to use the online professional market efficiently.

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Small Business 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

Small Business - Buy the Best of the Breed or Unified Solution?

by vasantha 31. December 2009 12:07

UNified Solution

As a small business, you can run your business more efficiently using many products that are delivered today via SaaS (Software as a service) or locally installed. For example, you may need to:

  1. Manage your prospects, accounts opportunities and campaigns
  2. Create and send regular campaigns for your prospects and customers
  3. Manage customer support incidents and issues
  4. Track Time worked on various projects
  5. Track how your employees are spending time
  6. Track employee and company expenses
  7. Track internal issues
  8. Share documents with your offsite employees and customers
  9. Invoice customers
  10. Share calendar events and meetings with customers, prospects etc.

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Small Business Tips

Run your own Small Business OfficeClip Server

by vasantha 22. December 2009 15:53

Many OfficeClip users have DSL or Cable Internet access in their Office. Although OfficeClip provides SaaS (Software as a Service) as a hosted solution, many small business users choose to install OfficeClip at their own server for various reasons. This article shows that it is not very hard to implement this in your own small office.

One way to do this is using a VPN connection when accessing the OfficeClip server from outside your company. Many Wi-Fi router today supports this mode. However, VPN is difficult to setup for average users.

Another easy way is to open port 80 (http port) on your router and direct all incoming request to your OfficeClip Server. Follow these steps:

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Small Business Tips

Additional layer of security for web-based applications in OfficeClip

by vasantha 14. December 2009 12:20

Security of Web Application

We get a lot of questions about security for many of our applications. This blog attempts to organize all the security features in one place and explains various levels of security.

  • Security between Organizations
  • Privileges using Roles
  • Access Control at various levels

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OfficeClip Products

Web-Based Productivity Tools for Accountants

by vasantha 4. December 2009 07:44

Keeping track of clients, appointments, old tax returns and receipts is sometimes difficult to manage in a conventional way. Different applications in OfficeClip provide a way for Accountants to be more productive. This avoids having to maintain bunch of spreadsheets and carry out manual merging.

In this article we show some ways how OfficeClip products can be used by Accountants and Financial Professionals to make various tasks more efficient.

 

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OfficeClip Products | Small Business Tips

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