Reading Time: 2 minutesA proxy is a person giving authority or power to a specific person to act on their behalf. Businesses have a specified workflow or guidelines which everyone needs to follow. In the absence of one … Read more
CRM
Reading Time: 3 minutesFilters 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: 2 minutesScheduling and planning goes a long way in organizing your personal and official work. Planning and managing things properly will create a smooth workflow for the day. Instead of using spreadsheets or emails for every … Read more
Reading Time: 3 minutesIn 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 minutesMobile 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 minutesWhat 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: 3 minutesOfficeClip has introduced an advanced track time feature for its Task manager. Tracking time for each task will help the employee give an insight into how effective they are while at work and will help … 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 minuteRules 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
Contact
Chat
Share