Tag: CRM Software

Don’t Let it Get Away How many times have you woken up at night with a solution to a problem you’ve been dealing with? Or you’re driving down the highway and a great idea “popped” into your head? How often have you …

Capturing Inspirational Ideas! Read More »

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I’m an organized person. I write everything down, need things in a special order, and even color code my highlighters/Sharpie pens according to the activity/the importance of it. Slightly OCD? Maybe. But most of the time, it works in my …

THE TOP TEN: What I Love About W5T Read More »

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Top 10 Similarities It occurred to me yesterday, watching the endless TV ads for weight loss systems, the new year resolution for losing weight and implementing a customer relationship management (CRM) system have a lot in common. Consider the following: …

New Year Resolutions: Weight Loss and CRM Read More »

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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 …

Excel Even More at Microsoft Excel Read More »

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WHERE in the world is the contact information for your clients and prospects?  It might be in your phone’s address contact list … and then again it might not be.  If you’re working as part of a team and sharing …

W5Templates for CRM – WHERE Read More »

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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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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 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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PITTSBURGH, August 27, 2014 – W5 Templates, a provider of easy-to-use and easy-to-install client and project management tools, leveraging the wide knowledge of MS Excel, today announces the release of its mobile version, available in the Apple, Android and Amazon …

W5 Templates – Productivity Made Simple – now with Mobile Sync Read More »

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