I’m the very definition of a type-A personality. I like everything neat, clean, and in order. However, even I fall by the wayside sometimes and find the dishes piling up or the laundry find it’s way out of the closet…
Category: 5Ws
THE TOP TEN: What I Love About W5T
I’m an organized person. I write everything down, need things in a special order, and even color code my highlighters/Sharpie pens according to the activity/the importance of it. Slightly OCD? Maybe. But most of the time, it works in my…
Tagged with: An Excel-Based CRM Template, business productivity, Cost effective, CRM, CRM Software, excel, simple, top ten
A Talk with Techies
Last week, our founder and CEO Dave Oshlag had the opportunity to speak on KDKA with the hosts of TechVibe Radio. While on there, Dave spoke about our ease of use, how we match up to competitors, our main goals,…
W5T Goes Mobile (Pt. 3): CRM That Is More Flexible Than Your Schedule
We all have those days when we just don’t seem to have a moment to sit down between meetings, meetings and more meetings. This leaves very little time to focus on anything other that what is happening in those conference…
W5Templates for CRM – WHY
Why bother. Why do you need a CRM tool? The answer is simple. The importance of the client, prospect and project information is vital to your business. What would you do with out it. Quick and easy access to e-mail,…
KISS for 2015
KISS – Keeping it Simple Stupid is a phrase often cited by business leaders, however it’s harder to act on than most realize. What does KISS mean to you? Start by making a list of business activities that you’re looking…
Curiosity
Healthy inquisitiveness is at the root of who, what, when, where, how and especially why. Eleanor Roosevelt opined, “I think, at a child’s birth, if a mother could ask a fairy godmother to endow it with the most useful gift,…
Tagged with: An Excel-based software, applications, business productivity, Cost effective, CRM, CRM Excel, CRM Software, CRM Systems, CRM Template, curiosity, Customer Relationship Management, Customer Service, documentation, easy, Efficient, excel, excel crm, Excel spreadsheet system, Excel templates, fast, free trial, manage, Microsoft Excel, MS Excel, organization, Portfolio Management, productivity, Project Management, ROI, sales, saves time, Small Business, SMB, Time Management, W5 Templates, W5T
From the Jungle Book to the Corporate Jungle
Rudyard Kipling, author of The Jungle Book (and Nobel Laureate) also wrote poetry – must have been my inadvertent inspiration. I keep six honest serving-men, They taught me all I knew; Their names are What and Why and When And…
Tagged with: 5Ws, An Excel-based software, applications, business productivity, Cost effective, CRM, CRM Software, CRM Systems, CRM Template, Customer Relationship Management, Customer Service, documentation, easy, Efficient, excel, Excel spreadsheet system, Excel templates, fast, free trial, manage, Microsoft Excel, MS Excel, organization, Portfolio Management, productivity, Project Management, ROI, Rudyard Kipling, sales, saves time, Small Business, SMB, Time Management, W5 Templates, W5T
You want me to do What ?
What are you doing? What are you asking me to do? What exactly has to happen? Here we have another powerful word with what. As so often is the case, the more you specify, the better. Clarifying expectations and requirements…
Tagged with: An Excel-based software, applications, business productivity, Cost effective, CRM, CRM Software, CRM Systems, CRM Template, Customer Relationship Management, Customer Service, documentation, easy, Efficient, excel, Excel spreadsheet system, Excel templates, fast, free trial, manage, Microsoft Excel, MS Excel, organization, Portfolio Management, productivity, Project Management, ROI, sales, saves time, Small Business, SMB, Time Management, W5 Templates, W5T, What
When – timing matters
Thomas Edison declared, “Vision without execution is hallucination.” When something needs to happen tends to be very tactical, yet it holds a potent influence on success. The funny thing about when something needs to happen is that different deadlines for…
Tagged with: An Excel-based software, applications, business productivity, Cost effective, CRM, CRM Software, CRM Systems, CRM Template, Customer Relationship Management, Customer Service, documentation, easy, Efficient, excel, Excel spreadsheet system, Excel templates, fast, free trial, manage, Microsoft Excel, MS Excel, organization, Portfolio Management, productivity, Project Management, ROI, sales, saves time, Small Business, SMB, Time Management, W5 Templates, W5T, When
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