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
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
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
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
What is Contact Management? Contact Management Software helps businesses effectively manage customer interactions. It can store contact details, notes, tasks, appointments, sales data, and more in one central database. It also contains information about sales, … Read more
What is Permission-based email marketing? Permission-based email marketing is when people choose to receive your emails. This consent helps you send emails that they actually want to read. When you build your email list this … Read more
Businesses collect a wide range of customer and prospect data, including contact information, files, supplier information, active customers, and potential buyers. Managing this data can be challenging, especially as businesses grow and their customer base … Read more
What is Productivity? Productivity is simply getting the most out of your time and effort. It’s about achieving your goals efficiently, whether at work or in your personal life. Here are some key points to … Read more
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
Web forms are essential for businesses that want to interact with their customers and potential clients. Webform is a tool placed on one’s website, that allows users enter their personal information and receive answer to … Read more
OfficeClip creates software products to manage contacts, customers and employees.