Tips

You can now track history of all the changes your coworkers made to OfficeClip. These changes can be seen in a consolidated form within OfficeClip’s history window. Changes to individual applications can be seen from … Read more

OfficeClip Contact Manager provides integration with Skype. This enables you to call your contact via skype using one click. To enable this feature do the following: 1. From Settings > Entire Site click on Options … Read more

In OfficeClip Contact Manager, we do not have a status field for each contacts. The CRM software is configurable enough that you can add an user-defined field called Status and use it to manage status … Read more

Efficient management and resolution of support tickets is key to customer delight and retention. OfficeClip Issue Tracker provides a free self-service support ticket management capability to manage your customer issues. This article explains how to … Read more

If your organization provides professional services, it may be useful for your website to allow your visitors create an appointment. This tutorial walks you through the entire process of how to implement this using Group … Read more

Customer service, an often ignored or outsourced service, is key to an organization’s growth and survival. In today’s connected world, where prospective customers perform web searches before buying a product, the quality of the service … Read more

Today most Fortune 500 companies have offices in other countries like China and India. Small businesses can compete by using virtual teams to complete development projects. The challenge is how to manage projects where all … Read more

Finding the right contacts from a list of, say 10,000 contacts, is time consuming. Filters are sometimes difficult for understand and use.   Consider the following: You want to send newsletters to all non-customers in … Read more

OfficeClip Contact Manager / CRM has a dedicated Outlook add-in to sync with outlook contacts. This add-in is provided in the enterprise edition of OfficeClip free of cost. The basic edition users can export contacts … Read more

During customer pre-qualification stage your representative needs to use consistent scripts. In OfficeClip you can create templates that can be used multiple times to record the pre-qualification conversations. In OfficeClip you can create the script … Read more