Reading Time: 6 minutes 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
Reading Time: 13 minutes 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
Reading Time: 5 minutes 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
Reading Time: < 1 minute OfficeClip is pleased to report that our team was included in the “Best CRM Software of 2022” list published annually by Evernest.co, one of the leading property management companies in the USA. The goal of … Read more
Reading Time: 3 minutes Filters are an easy way to group or sort contacts. This grouping will help to extract only a particular set of contacts required for: Gathering a particular information Sending campaigns, newsletters, invoices Leads analysis Customer … Read more
Reading Time: 3 minutes In today’s fast-paced world, it is impossible to remember every customer, their details, or past communication with them. When a team is working on leads or prospects, everybody needs to have access to detailed information … Read more
Reading Time: 4 minutes Mobile is the perfect example of what is enabling economic growth in the technology section. – Max Levchin As the above quote says, mobile apps and technology are all over the place. Today mobile apps … Read more
Reading Time: 2 minutes What is Workflow Automation? There are specific repetitive tasks that need to be performed daily. This kind of manual work takes up a lot of employees’ time and is prone to errors. These daily tasks … Read more
Reading Time: 4 minutes An efficient follow-up strategy is crucial to increase sales and boost revenue. Follow-up with existing customers will help to sell more, consequently follow-up with leads will increase conversion and referrals. Follow-up is not only … Read more
Reading Time: 4 minutes “The goal as a company is to have customer service that is not just the best but legendary.” Sam Walton, – Walmart In today’s world, the main aim of businesses is to keep their customers … Read more
Reading Time: < 1 minute 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
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
