How CRM Software Can Help Businesses Excel

W5T Logo OnlyYou may be asking yourself if CRM software is really worth the investment. Check out this article taken from Smart Business on how CRM software can help businesses excel.

In the article, CRM consultant Gina Rosen is asked what the most compelling reasons an organization would implement CRM technology are. She reports on three main reasons:

  1. To establish data-based metrics for sales and marketing.
  2. To proactively communicate with customers.
  3. For custom-targeted sales and marketing.

Check out our Sales and Marketing excel templates to help you properly track, control and succeed by managing the who, what, where, why and when of every potential or active customer.


Dave Oshlag has been helping companies large and small stay organized and focus on the right projects for more than 25 years.  His specialty is saving hours of time wasted on disorganized systems without spending thousands of dollars. He’s best known for enabling massive changes in productivity with tools like W5 Templates that are simple, streamlined and get people organized quickly.

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