Tag: Customer Relationship Management

I’m the very definition of a type-A personality. I like everything neat, clean, and in order. However, even I fall by the wayside sometimes and find the dishes piling up or the laundry find it’s way out of the closet …

Keeping track of w….? Read More »

Tagged with: , , , ,

So it’s the end of 2016 and therefore, time for year-end organization and auditing. Are you ready? Typically, going through everything from the year and making decisions regarding what worked and what didn’t is a hassle….to say the least. But …

Happy New Year…or Chaotic New Year? Read More »

Tagged with: , , , , , , ,

Last week, our founder and CEO Dave Oshlag had the opportunity to speak on KDKA with the hosts of TechVibe Radio. While on there, Dave spoke about our ease of use, how we match up to competitors, our main goals, …

A Talk with Techies Read More »

Tagged with: , , , , ,

Thanksgiving is this week and I’m sure that you all are getting ready for lots of turkey, mashed potatoes, green beans, and pie. But, the best part about it (in my honest opinion) is getting to spend time with family …

‘Tis a Gift to be Simple Read More »

Tagged with: , , , , ,

Lots of CRM templates are serious tricks. No, really. They make promise after promise and simply don’t deliver and are beyond complicated. Want a treat instead? Check out W5 Templates free trial! We make it easy for you. No more …

Trick or Treat? Read More »

Tagged with: , , , , , , ,

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 »

Tagged with: , , , , , ,

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 »

Tagged with: , , , , , , ,

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 »

Tagged with: , , , , , , , , , ,

No matter how fancy or sophisticated the CRM tool, it only works as well as the people who manage it. If you wish to give you business’s customers more attention you must understand not only the technology but your employees …

How to Build a CRM Strategy in 5 Steps Read More »

Tagged with: , , , , ,

For years CRM has been helping small and large businesses alike by streamlining their sales processes, collecting information and storing that information for valuable usage. CRM can increase your business’s sales by up to 30% and is the the #1 …

3 Ways CRM Can Increase Your Sales Read More »

Tagged with: , , , , ,