Reading Time: 7 minutesCRM filters cut through the clutter in your CRM, letting you focus on what matters most. This saves time, improves targeting for sales and marketing, and helps you deliver better customer service. OfficeClip CRM filters … Read more
CRM
Reading Time: 6 minutesBusinesses 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 minutesIn 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 minutesWeb 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 minuteOfficeClip 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 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: 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