What is CRM software for Accountants? CRM(Customer Relationship Management) software for accountants will help store all the client’s data, tax documents, and their conversations securely, which will improve the way you interact with your clients. … Read more
At first glance, you might think that contact management systems are just the same as customer relationship management (CRM). And while both might have some similarities, each functions differently from the other. Without a proper … Read more
Customer Relationship Management(CRM) is more about managing and improving customer relationships. CRM system is a technology that will help you deliver experiences and give your business an edge over competitors. CRM trends from OfficeClip It … Read more
Get in-depth information about what CRM is, how it will help you provide better customer service, and why businesses need CRM solutions. Table of Contents: What is a CRM solution? What should an efficient CRM … Read more
Businesses have a long list of databases like contacts, projects, files, suppliers, and managing them is a big challenge. It is essential to segment the vast amount of data to find what you need. So … Read more
With Release 10.3 we introduced advanced filters in OfficeClip Contact Manager and CRM. I have heard from customers on creating a write up on how to use the advanced filter features for contacts and accounts. … 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
While in a business, it is essential to organize data efficiently. For example, while following up with a customer, you should have all information in one place instead of searching it in different sheets. What … Read more
Statistically, follow-ups increase the chances of sales tremendously. According to statistics: 50% of all sales happen after the 5th contact (InsideSales) Only 2% of the sales happen in the first meeting. (MarketingDonut) The issue with … Read more
Purchasing goods online has become a trend among people worldwide. Whenever you have ordered something online, there are chances that you may have used an online webform. As per data, in 2021, over 2.14 billion … Read more
