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
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
Rules in CRM and Timesheet helps to set up conditional functionalities for various fields. The rules will help set up a condition for a particular field that will trigger another field based on the condition.. … Read more
As COVID-19 hit, things transformed overnight. The pandemic changed the situation at home and in the workplace. It changed the pace and working of all the businesses. The necessity of working remotely has become more … Read more
What is Contact Management? Contact Management Software allows you to record contact details and track interactions with your contacts, clients, or accounts. This database includes contact information, notes, tasks, events, appointments, follow-up schedules, documents. It … Read more
