There are now more than one billion Microsoft Office users worldwide — pretty crazy, right? We’d be willing to bet that if you’re looking at this blog, you’re one of them. If that is indeed the case, you should know that…
Category: Organization
Excel Even More at Microsoft Excel
Posted in Organization, Productivity Tagged with: An Excel-Based CRM Template, business productivity, Cost effective, CRM, crm excel template, CRM Software, Microsoft Excel, Microsoft Office
Happy New Year…or Chaotic New Year?
So it’s the end of 2016 and therefore, time for year-end organization and auditing. Are you ready? Typically, going through everything from the year and making decisions regarding what worked and what didn’t is a hassle….to say the least. But…
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
W5Templates for CRM – WHAT
What do you need a CRM for? Customer relationship management tools generally are used to track 4 different types of information: (1) Clients, (2) Prospects, (3) Marketing Activities and (4) Business Operations. Small-Medium Business (SMB) owners generally just need to track…
Posted in Organization, Productivity, SMB Tagged with: An Excel-Based CRM Template, CRM Software, SMB
W5Templates for CRM – WHO
Who will benefit most from using W5Templates for their CRM needs? Small and Medium size business (SMB) owners will find the Excel based tool, plus the companion mobile app, will serve as “the administrative assistant you wish you had”. We understand…
Posted in Organization, Productivity, SMB Tagged with: An Excel-Based CRM system, CRM, free mobile app, SMB
10 min a day keeps the disorganization away
Being challenged to organize your day? Too many projects to keep track of? You’re not alone. It can be maddening to keep track of all that you have to do with just pen and paper or file folders. You need…
Posted in Organization
Happy 2016 – Time to Organize
Now that 2016 is here it’s time to get organized. Start your year off by clearing out the clutter and organizing your contacts, notes and files in a way that will save you time and make you feel better about attacking the projects on…
Say Goodbye to Late Nights: 3 Ways CRM Saves You Countless Hours
Sometimes, staying late is part of the game. You’ve spent the whole day in meetings and chatting with customers. At the end of the day, all of that data has to go somewhere; somewhere like your CRM. If you’re working…
3 Ways to Improve Your CRM for Q4
The month of October isn’t only associated with fall and Halloween. For small to medium-sized businesses October marks the beginning of the end. The fourth quarter. Crunch time. Q4 is filled with major holidays like Thanksgiving, Hanukkah, Christmas and New…
Posted in Adding Value Through ..., Organization, Productivity, SMB Tagged with: An Excel-Based CRM Template, Cost effective, CRM, Customer Relationship Management, easy, Efficient, free trial, productivity, sales, Small Business, SMB
How to Build a CRM Strategy in 5 Steps
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…