Tips

During customer pre-qualification stage your representative needs to use consistent scripts. In OfficeClip you can create templates that can be used multiple times to record the pre-qualification conversations. In OfficeClip you can create the script … Read more

Note: If you are using OfficeClip from AWS Marketplace, you *DO NOT* need to follow the instructions given below. Your initial password of the created instance is abcd1234@ which must be changed before using the software. Amazon … Read more

I have gotten a few requests on how to make appointments on behalf of someone else in OfficeClip Calendar. Here is a quick video:   SK DuttaSK Dutta is a software architect and creator of … Read more

  By now you must have heard that someone has hacked (or fooled) the credit reporting agencies and published the credit report of celebrities like Aston Kucher, Vice President Joe Biden, Michelle Obama etc. on … Read more

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

Today I got a query from a customer who is in a business where you they have users or agents in multiple states and he wants to make sure that they work on their own … Read more

Information distance is becoming more and more independent of geographical distance. Outsourcing projects and virtual teams are becoming commonplace in software development and other related business.  Project management in virtual teams is a challenge because … Read more

Do you need to notify your team members that the meeting which is going to start in 30 minutes is rescheduled? When there is a need to notify people urgently, group SMS (or mobile text … Read more

  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 … Read more

Many of our customers have requested to host their installed version of OfficeClip outside their company. In this article we present a simple way to host OfficeClip on the Amazon EC2 cloud. OfficeClip uses Windows … Read more