How to Manage a Growing Small Business

The good news is – your customer base is growing, the bad news is – how in the world are you supposed to manage it? “A customer relationship management tool (CRM) is one of the best investments that your business can make to increase sales and boost customer loyalty.”

Check out SCORE‘s six benefits that CRM software can provide your growing small business with:

  1. Automate Tasks That Can Impact Your Bottom Line
  2. Marketing Becomes a Breeze
  3. Get Insight into Your Business in Minutes
  4. Help Your Entire Team Collaborate and Be Service-Oriented
  5. Integrate Your Customer Communication Systems
  6. The Bottom Line: Keep Your CRM Tool Simple and Evolve It As You Go

Check out our W5 Template for Small Businesses. It’s a dynamic Excel-based template designed to help SMBs keep track of clients, projects, budgets, team members, suppliers and more. And – it’s a one-time user license fee with NO recurring monthly fees.

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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