Reading Time: < 1 minute OfficeClip Contact Manager / CRM has a dedicated Outlook add-in to sync with outlook contacts. This add-in is provided in the enterprise edition of OfficeClip free of cost. The basic edition users can export contacts … Read more
Reading Time: < 1 minute 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
Reading Time: 5 minutes 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
Reading Time: < 1 minute 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
Reading Time: 2 minutes 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
Reading Time: < 1 minute 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
Reading Time: < 1 minute 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
Reading Time: 4 minutes 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
Reading Time: < 1 minute 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
Reading Time: 2 minutes 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
Reading Time: 2 minutes 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
Reading Time: < 1 minute Many users have asked about a simple way to create Avery labels using the OfficeClip. Web Contact Manager allows you to create labels in few easy steps. You will need to export the contact address … Read more
