No matter how fancy or sophisticated the CRM tool, it only works as well as the people who manage it. If you wish to give you business’s customers more attention you must understand not only the technology but your employees…
Category: Additional “How To” Resources
How to Build a CRM Strategy in 5 Steps
Dave Oshlag
Posted in Adding Value Through ..., Additional "How To" Resources, Examples, Organization, Productivity, SMB
Enabling Excel Macros – How To
Below, is a link to a PDF illustrating how to enable Excel macros for Windows as well as MAC based computers. Please contact us should you have an additional questions. Thanks ~ Dave Oshlag, Founder W5T Enabling Excel Macros (PDF)
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Aaron Grau, President Grau and Associates, Customer Testimonial
Tagged with: business productivity, business productivity software, Cost effective, CRM, crm excel template, CRM Software, Customer Relationship Management, Customer Service, Customer Testimonial, Dave Oshlag, easy, easy to customize, easy to use, Efficient, entrepreneurship, excel, Excel based CMR Template, excel based crm, excel crm, excel template crm, Excel templates, free trial, Microsoft Excel, MS Excel, organization, Personal Projects, productivity, Project Management, project management dashboard, sales, Small Business, SMB, software, Time Management, W5Templates
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
Introducing Version 3.0 for 2013
Dave Oshlag
Posted in Additional "How To" Resources, Customer Relationship Management, Personal & Household Applications, Project Management
Happy New Year to all. As we launch into 2013 we’re introducing W5T version 3.0 which contains the following new features and increased functionality. Users now have the added ability to modify a number of the standard contact field names,…
Accessing via the Cloud – Dropbox, CloudOn, Rock On …
To remotely access any Excel file, put it in your computer Dropbox account and then access it from your ipad or Android tablet using the web app ClouldOn. Works like a charm !
Frequently Asked Questions
Q1: What platforms does the template function on? A: Windows XP and 7: Office 2003, 2007 and 2010, and Mac OS X: Office 2011. Q2: How to get started? A: Read the “How to Use” section on the…
Tagged with: An Excel-Based CRM Template
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Nonprofits Can Benefit Greatly from CRM
Nonprofit organizations are revered for their selfless natures of bettering certain causes or communities. Many nonprofit organizations are also accompanied by a chaotic environment of paperwork, funding and potential projects. Because many nonprofits cannot afford expensive organizational software, they often…