Category: Customer Relationship Management

W5Templates for CRM – WHERE

WHERE in the world is the contact information for your clients and prospects?  It might be in your phone’s address contact list … and then again it might not be.  If you’re working as part of a team and sharing

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W5 Templates Solution review on

W5 Templates is a simple solution aimed at assisting SMB’s & sales people with their CRM & Project Management needs. With over 125 users across the globe, W5 Templates is a company, which is multiplying at a rapid rate. Founder

3 Ways CRM Can Increase Your Sales

For years CRM has been helping small and large businesses alike by streamlining their sales processes, collecting information and storing that information for valuable usage. CRM can increase your business’s sales by up to 30% and is the the #1

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Why W5 Templates is Perfect for Property Management

Whether it’s a few residential houses or entire apartment complexes, managing properties means mountains of data collection. Managing that data with an easy-to-use, customizable productivity tool is crucial to make sure you’re keeping track of essential data in a responsible

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W5 Templates Leaves an Impression at Carnegie Mellon University

Last week, CMU wrote an article on the 5 W’s of Project Management which covered the origins and features of W5 Templates. Carnegie Mellon is a private research university that is widely known and respected around the globe for its

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Why Pay for CRM when You Already Have Excel?

Some of you may be wondering, “Why should I pay for a CRM tool when I already have access to excel tools like Google Sheets and Microsoft Excel?”. That’s an incredibly valid question. There are great benefits to a CRM

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TechVibe Radio Interview with Founder Dave Oshlag

The Pittsburgh Technology Council’s Audrey Russo and Jonathan Kersting interview Pittsburgh’s most dynamic technology companies and entrepreneurs. First broadcast on KDKA Radio 1020, May 8th, 2015. To listen to the complete radio interview click here.            

Are You Paying Too Much For Your CRM System?

When looking for a customer relationship management system, most businesses want one that will help them increase productivity, improve customer relationships, and ultimately, provide a return-on-investment in the form of sales. However, there are hundreds of CRM systems on the

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Trust-Franklin Press endorses W5T

Gary Friedman, President / Owner, Trust-Franklin Press Co. We implemented the W5T CRM Sales system as a way to execute our sales “cookbook” for success.  The objective was to get management and our sales team on the same page, tracking prospective

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3 Reasons It’s Important to Implement a CRM As Soon As Possible

Growth and focus is important for any Small or medium-sized business is essential if they hope to succeed. The easiest and most cost-effective way to do this is with a customer relationship management (CRM) system. If you haven’t implemented a

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