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Deepa Kapoor
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Deepa Kapoor 2020-12-08
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Businesses have a long list of databases like contacts, projects, files, suppliers, and managing them is a big challenge.

It is essential to segment the vast amount of data to find what you need.

So people using CRM need to understand the importance of tags to help manage and segment their data in an organized manner.What are Tags?Tags are keywords or phrases created within a group to be associated with a specific set of files, contacts, organizations, or projects.It allows users to filter data for various purposes, like sending emails, campaigns, invitations for a demo, training programs, etc.

based on their location, interest, leads, campaigns, demographics.

Read the full article at Officeclip Blog

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Deepa Kapoor 2020-11-27
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Working remotely is a new reality that is here to stay for some time.

Many people are used to it while it is difficult for some of them to follow this new trend.Remote work also needs a proper schedule of work, where you need to prioritize your projects and plan the time slots for various tasks.For this reason, it is also important to understand how the working hours are spent on which project and tasks.To resolve this issue, OfficeClip has timesheet templates in various formats that will help you to record your time, work details, and projects you have worked on.

Read the full article at Officeclip Blog

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Deepa Kapoor 2020-12-06
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Contact Management is a database created to record contact details and track interactions with your contacts, clients, or accounts.

This database includes contact details, notes, tasks, events, appointments, follow-ups, documents related to a contact or your clients.

It also contains information about sales, quotes, orders, and email communications.Once the data is stored within an efficient Contact Management system, it will become easy to cater to your customers’ needs.

Detailed customer records will help understand their preferences better and will help close your deals faster.This Contact Management system will help to nurture and improve your relationship with customers.

Read the full article at Officeclip Blog

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Deepa Kapoor 2020-11-26
OfficeClip depends on SMTP (Simple Mail Transfer Protocol) to send notification messages out of OfficeClip. In the hosted version of OfficeClip, the SMTP is provided by the OfficeClip software and no settings are necessary. In the installed version of the product, the user must set up their own SMTP client which is then used by OfficeClip to send notification emails. We discuss below some options you may have for your SMTP setup. Use your own email service provider: You can get the SMTP settings from your email service provider. However, many service providers (like Gmail) puts a lot of restrictions when you are using their SMTP settings.
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Deepa Kapoor 2020-12-01
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Timesheets play a vital role in the business world.

Businesses need to record employees working hours, follow the project status, check employee utility, analyze employee performance, project budget, and actuals, manage resources allocation, and estimate budgets.There are countless online timesheet software available that helps record hours, generate reports, generate invoices, and optimize your work process.Various timesheet software has different features.

It is up to the businesses for complete work management solutions to decide what features they require for their business and how the best timesheet software fits into your budget, where time will be tracked easily without any hassles.

Here is the list of 10 Best Timesheet Software:

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Deepa Kapoor 2020-11-30
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Businesses today have to deal with a vast number of documents.

The ability to access the right documents in a timely fashion has become challenging.

In most organizations, documents are spread out in various media and devices.

For example:Some expense bills and receipts are in paper form.Invoices are created in proprietary software and sent via emails.Timesheets are stored in a database.Various types of contracts with vendors and suppliers are created in Word formats.There are financial statements, presentations, spreadsheets attached to emails.In some cases, the information is not noted down anywhere and is in people's minds.

In most small businesses, there is no uniform way to create, index, and store documents.

As a result, valuable time is wasted searching for a document.

collect
0
Deepa Kapoor 2020-12-08
img

Businesses have a long list of databases like contacts, projects, files, suppliers, and managing them is a big challenge.

It is essential to segment the vast amount of data to find what you need.

So people using CRM need to understand the importance of tags to help manage and segment their data in an organized manner.What are Tags?Tags are keywords or phrases created within a group to be associated with a specific set of files, contacts, organizations, or projects.It allows users to filter data for various purposes, like sending emails, campaigns, invitations for a demo, training programs, etc.

based on their location, interest, leads, campaigns, demographics.

Read the full article at Officeclip Blog

Deepa Kapoor 2020-12-01
img

Timesheets play a vital role in the business world.

Businesses need to record employees working hours, follow the project status, check employee utility, analyze employee performance, project budget, and actuals, manage resources allocation, and estimate budgets.There are countless online timesheet software available that helps record hours, generate reports, generate invoices, and optimize your work process.Various timesheet software has different features.

It is up to the businesses for complete work management solutions to decide what features they require for their business and how the best timesheet software fits into your budget, where time will be tracked easily without any hassles.

Here is the list of 10 Best Timesheet Software:

Deepa Kapoor 2020-11-27
img

Working remotely is a new reality that is here to stay for some time.

Many people are used to it while it is difficult for some of them to follow this new trend.Remote work also needs a proper schedule of work, where you need to prioritize your projects and plan the time slots for various tasks.For this reason, it is also important to understand how the working hours are spent on which project and tasks.To resolve this issue, OfficeClip has timesheet templates in various formats that will help you to record your time, work details, and projects you have worked on.

Read the full article at Officeclip Blog

Deepa Kapoor 2020-12-06
img

Contact Management is a database created to record contact details and track interactions with your contacts, clients, or accounts.

This database includes contact details, notes, tasks, events, appointments, follow-ups, documents related to a contact or your clients.

It also contains information about sales, quotes, orders, and email communications.Once the data is stored within an efficient Contact Management system, it will become easy to cater to your customers’ needs.

Detailed customer records will help understand their preferences better and will help close your deals faster.This Contact Management system will help to nurture and improve your relationship with customers.

Read the full article at Officeclip Blog

Deepa Kapoor 2020-11-30
img

Businesses today have to deal with a vast number of documents.

The ability to access the right documents in a timely fashion has become challenging.

In most organizations, documents are spread out in various media and devices.

For example:Some expense bills and receipts are in paper form.Invoices are created in proprietary software and sent via emails.Timesheets are stored in a database.Various types of contracts with vendors and suppliers are created in Word formats.There are financial statements, presentations, spreadsheets attached to emails.In some cases, the information is not noted down anywhere and is in people's minds.

In most small businesses, there is no uniform way to create, index, and store documents.

As a result, valuable time is wasted searching for a document.

Deepa Kapoor 2020-11-26
OfficeClip depends on SMTP (Simple Mail Transfer Protocol) to send notification messages out of OfficeClip. In the hosted version of OfficeClip, the SMTP is provided by the OfficeClip software and no settings are necessary. In the installed version of the product, the user must set up their own SMTP client which is then used by OfficeClip to send notification emails. We discuss below some options you may have for your SMTP setup. Use your own email service provider: You can get the SMTP settings from your email service provider. However, many service providers (like Gmail) puts a lot of restrictions when you are using their SMTP settings.