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President of Project Marketing Associates (www.projectma.com), a company in the business of assisting leaders deliver results without increasing overhead. David's passion is project management. A graduate of Carnegie Mellon's Engineering and the University of Chicago's Business programs, he offers a practical and results oriented approach to project management based on 25+ years of experience.

Super Stars Aren’t Born They’re Organized

I have heard  many “Sales Experts”  contend that sales super stars are born not made.   I am not sold on that proposition.  Some of the best sales people I ever met didn’t possess the best “ people skills”, have the

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Settings Page Examples

Link to screen captures of all our current products Setting Pages (click here) CRM Sales Small Business Real Estate Management Project Management Product Development Marketing – Brands/Products Job Searches College Applications

User Testimonials

  CEO, Precise Energy Partners  “We recently decided that we needed a CRM program for our business but felt that some of the more well known software programs were too complicated and expensive.  When I found your CRM Excel template

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W5 Templates spreadsheet ideal for CRM needs

July 15, 2012 | David Radin | post-gazette.com Business Section | Life is too complicated — especially when your company asks you to learn a complex automation that makes it better for them but not for you. Yet, in many cases,

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YouTube Videos

Introduction to W5 Templates (link) Dashboard Page Overview (link) Settings Page (coming soon) Contact Page (coming soon) Useful Excel Tips & Tricks – Part 1 (coming soon) Sales – CRM Productivity (coming soon) Project Management Productivity (coming soon) Real Estate

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Excel Tips from Users

Importing Contacts From the Dashboard page, export (using the Export All Contacts button) your existing information using Export Method #1, saving the file to your desktop. This creates a .csv file named contact_export.csv Open up the file and delete the rows

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