Thanks again to Scot MacTaggart @ Pitchwerks Podcast and the team at Epicast for a great podcast interview. I invite you to listen. I talk about business productivity, saving time & money and the commitment it takes to implementing CRM…
Category: Customer Relationship Management
CRM Spring Cleaning
Ten steps to better focus on your customers and prospects: Make sure your master file of customer and prospect records is synced and current. Review your customer categories, status and priority settings; update to make more current and meaningful to the…
Posted in Customer Relationship Management, Productivity
New Year Resolutions: Weight Loss and CRM
Top 10 Similarities It occurred to me yesterday, watching the endless TV ads for weight loss systems, the new year resolution for losing weight and implementing a customer relationship management (CRM) system have a lot in common. Consider the following:…
Posted in Customer Relationship Management, Productivity Tagged with: CRM Excel, CRM Software, Microsoft Excel, New Year, weight loss
Red Light, Green Light
As kids we played red light, green light. A simple game of stop and start, where if you were caught moving as “red light” was called, you were out of the game. As project, business and sales managers the game…
Posted in Customer Relationship Management, Productivity, Project Management Tagged with: Cost effective, CRM, free trial, productivity, Project Management
Politics suck, but CRM doesn’t
The nation is pretty split right now as a result of the upcoming presidential election. People are arguing and the world is watching with bated breath. It feels as though no one quite agrees on what to do. But you…
Posted in Customer Relationship Management Tagged with: CRM, free trial, Free Trial Download, on the go, politics
Be a People Kinda Company
Content borrowed from Microsoft Community Connections, with which we are affiliated. For more information on what this means, click here. One of the greatest assets a small business has is the ability to connect with other people in a personal,…
Posted in Business Networking, Organization, Productivity Tagged with: An Excel-Based CRM system, client relationships, CRM, easy, Microsoft Community Connection
DIY CRM
What does it mean to “Do it yourself”, when it comes to CRM? You want the ability to choose what you track, manage and control. But you don’t want something that’s complicated. Who does? The simplicity of the W5Templates approach, is…
Posted in Customer Relationship Management, Productivity, SMB Tagged with: An Excel-Based CRM Template, CRM, DIY, excel, Microsoft
Wearing a Bike Helmet and Practicing CRM
While out riding our bikes this past weekend on our favorite paved trail, I noticed the vast number of people NOT wearing bike helmets. In some cases, the kids were, but the parents weren’t. A clear case of do as…
Posted in Customer Relationship Management Tagged with: An Excel-Based CRM Template, bike helmets, business productivity, SMB
Out With the Old, In With the New
August is here and it’s time to start prepping for fall– it seems crazy to think about right now with these insane temperatures and humidity indexes, but trust us: it’s for the best. Getting ready for busier seasons in the…
Posted in Customer Relationship Management, Productivity Tagged with: CRM, excel, free trial, habit forming, habits, productivity management, Project Management, template
Lists on Lists on Lists
Have you ever looked at your desks and had your head just start to spin because you have so many sticky notes and scraps of paper covered in to-do lists? It’s not a good feeling. Somehow, lists have gone from…
Posted in Customer Relationship Management, Productivity Tagged with: CRM, excel, free trial, lists, organization, productivity, Project Management, template
