Tag: An Excel-Based CRM Template

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 …

W5Templates for CRM – WHAT Read More »

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Check it out. We’ve just released V6 of our Excel based W5Templates tools. New in this version: Dashboard page: (1) make edits directly using F2 for Windows and control-u for OS X, (2) “double click” in any cell in a …

Introducing W5Templates V6 Read More »

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In speaking with a number of prospective users this week, their biggest challenge continues to be “I don’t have time, to the take the time, to evaluate a product that will save me time”. If this sounds familiar, you are not …

Take time, to make the time, to save you time Read More »

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Nonprofit organizations are revered for their selfless natures of bettering certain causes or communities. Many nonprofit organizations are also accompanied by a chaotic environment of paperwork, funding and potential projects. Because many nonprofits cannot afford expensive organizational software, they often …

Nonprofits Can Benefit Greatly from CRM Read More »

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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 …

Say Goodbye to Late Nights: 3 Ways CRM Saves You Countless Hours Read More »

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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 …

3 Ways to Improve Your CRM for Q4 Read More »

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The Pittsburgh Technology Council is dedicated to helping tech companies succeed through business development, talent retention and visibility services. From SMBs to large companies, businesses are using Pittsburgh Technology Council to help grow a workforce and make headlines. W5 Templates …

W5 Templates Featured In Pittsburgh Technology Council’s teQ Magazine Read More »

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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 …

Trust-Franklin Press endorses W5T Read More »

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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 …

KISS for 2015 Read More »

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