Reading Time: 9 minutes Does my company need a CRM? How exactly will a CRM help my business? These and many questions related to CRM arise in the mind of many people. So, let us explore and try to … Read more
Reading Time: 6 minutes 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
Reading Time: 5 minutes 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
Reading Time: 7 minutes 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. It is essential to learn … Read more
Reading Time: 9 minutes 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
Reading Time: 3 minutes 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
Reading Time: 7 minutes 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
Reading Time: 3 minutes 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
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 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
Reading Time: 4 minutes A customer portal provides access to a limited set of data and functionality to your customers. You may not want to give complete access to your enterprise software to your customers due to the limitations … Read more
Reading Time: 2 minutes Are you handling too many tasks at one time? Are you worried about how to prioritize them, not sure when the deadline is? Then using the To do list templates will solve most of your … Read more
