This article addresses why employees should be given paid time off for personal purposes and how tracking those is essential. But, unfortunately many businesses end up losing money as they don’t track and calculate the … Read more
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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
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
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
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
Today businesses have to deal with extensive usage of documents on a day-to-day basis. These documents can be related to contracts, invoices, proposals, documentation, company guidelines, and the list is endless. The functioning of every … Read more
Whenever a user logs into a system, he has many tasks to do in a day. Some of which he may forget or some of which he may not be aware of. Like the user … Read more
One important use of the Call list is to keep in touch with your current and potential customers. The reason may be to follow up on the leads, discussions about ongoing projects, overdue payments, calling customers … Read more
A Contact Manager is a software program that enables businesses to store and fetch information related to their customers, suppliers, channel partners, and vendors. Previously, without any technology, businesses could not store all the detailed … Read more