We hope you had a wonderful Labor Day weekend filled with fun, family, friends and good food. Many people think of Labor Day as an extended weekend that marks the end of summer; the last chance to jump in the…
Category: Organization
Embrace Technology and Grow Your Business
We’re currently in the midst of a startup revolution. People are constantly leaving their stable jobs to try to make it on their own in their own way. Many of these startup companies are in the technology sector, meaning they’re…
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…
Keep Your SMB Efficient and Organized with These 3 Tips
Organizational skills may be the most overlooked and underrated aspect of small businesses. SMBs are working with less manpower and simpler technologies which means organizing files and workflow can easily fall to the wayside. Luckily, CRM tools are readily available…
3 Reasons It’s Important to Implement a CRM As Soon As Possible
Dave Oshlag
Posted in Customer Relationship Management, Organization, Productivity, Project Management
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…
Give the Gift of Organization
Looking for a last minute gift for that special someone and don’t know what to give him or her? How about the gift of organization, complete with a FREE mobile app? You’ve most likely read or heard of CRM (customer…
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…
Who … you gonna call?
Right now, I’m thinking about “who.” You can come at “who” from a couple angles. I’m going to focus on the person or people involved in carrying out an initiative. Consider everything a project – launching a new gadget into…
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, Who
Crisis Management – are you ready?
Something happens at work where you as a manager need to get a hold of information for a co-worker or something happens to your business or product line. Where do you turn? This is one of those times when the…
Tagged with: An Excel-based software, applications, business productivity, Cost effective, crisis management, 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
Help for Personal Medical Record Keeping
One out of two American adults deal with a chronic condition. In 2020, 157 million Americans will be affected by an illness. If you or a loved one deal with a serious or chronic illness you know how hard it…
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, Medical Record Keeping, Microsoft Excel, MS Excel, organization, Portfolio Management, productivity, Project Management, ROI, sales, saves time, Small Business, SMB, Time Management, W5 Templates, W5T
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