Looking for a last minute gift for that special someone and don’t know what to give him or her? How about the gift of organization, complete with a FREE mobile app? You’ve most likely read or heard of CRM (customer…
Tag: excel based crm
Herding Cats or Project Management
You start with your cats all neatly corralled on your “to do” list as the day begins. You review which ones need some attention so they don’t wander off. You feed a few by making a phone call here or…
Tagged with: business productivity, business productivity software, Cost effective, CRM, crm excel template, CRM Software, Customer Relationship Management, Customer Service, Dave Oshlag, easy, easy to customize, easy to use, Efficient, entrepreneurship, excel, Excel based CMR Template, excel based crm, excel crm, excel template crm, Excel templates, free trial, Herding Cats, Microsoft Excel, MS Excel, organization, Personal Projects, productivity, Project Management, project management dashboard, sales, Small Business, SMB, software, Time Management, W5Templates
Customer Reach Day (CRM), is Wednesday
Persistence pays off, week in and week out. So if you tried to reach that important customer on Monday, Wednesday is your day to try them back. Waiting for them to call you, will most likely not happen. The question…
Tagged with: business productivity, business productivity software, Cost effective, CRM, crm excel template, CRM Software, Customer Relationship Management, Customer Service, Dave Oshlag, easy, easy to customize, easy to use, Efficient, entrepreneurship, excel, Excel based CMR Template, excel based crm, excel crm, excel template crm, Excel templates, free trial, Microsoft Excel, MS Excel, organization, Personal Projects, productivity, Project Management, project management dashboard, sales, Small Business, SMB, software, Time Management, W5Templates
Big Picture – See the forest and the trees
How you organize and keep track of your client and project information is an integral part of what will make you successful. I’ve talked to a lot of sales folks keeping track of their business conversations via e-mail organized into…
Tagged with: Big Picture, business productivity, business productivity software, Cost effective, CRM, crm excel template, CRM Software, Customer Relationship Management, Customer Service, Dave Oshlag, easy, easy to customize, easy to use, Efficient, entrepreneurship, excel, Excel based CMR Template, excel based crm, excel crm, excel template crm, Excel templates, free trial, Microsoft Excel, MS Excel, organization, Personal Projects, productivity, Project Management, project management dashboard, sales, Small Business, SMB, software, Time Management, W5Templates
New Year Planning Starts Now
The closer we get to Thanksgiving, the closer we are to the new year. From a business planning standpoint, if you haven’t already started thinking about the who, what, where, why and when (5Ws) of your business, it’s time to…
Tagged with: Business planning for the new year, business productivity, business productivity software, Cost effective, CRM, crm excel template, CRM Software, Customer Relationship Management, Customer Service, Dave Oshlag, easy, easy to customize, easy to use, Efficient, entrepreneurship, excel, Excel based CMR Template, excel based crm, excel crm, excel template crm, Excel templates, free trial, Microsoft Excel, MS Excel, organization, Personal Projects, Planning, productivity, Project Management, project management dashboard, sales, Small Business, SMB, software, Time Management, W5Templates
How do you – To Do?
How do you capture all of those ideas that pop into your head, during those inspirational moments, whenever they happen? Are you able to remember them and write them down later or more likely as Christina Tosi comments in this…
Tagged with: business productivity, business productivity software, Cost effective, CRM, crm excel template, CRM Software, Customer Relationship Management, Customer Service, Dave Oshlag, easy, easy to customize, easy to use, Efficient, entrepreneurship, excel, Excel based CMR Template, excel based crm, excel crm, excel template crm, Excel templates, free trial, innovation, Microsoft Excel, MS Excel, organization, Personal Projects, productivity, Project Management, project management dashboard, sales, Small Business, SMB, software, Time Management, to do, to do list, W5Templates
Top 10 Project Management Dashboard Traits
Every business manager from Hospitality to Healthcare, Marketing to Mobile and Sales to Customer Support is looking for a way to see what they face for the day. A dashboard, which integrates information from multiple components into a unified display, is a great…
Tagged with: business productivity, business productivity software, Cost effective, CRM, crm excel template, CRM Software, Customer Relationship Management, Customer Service, Dashboard, Dave Oshlag, easy, easy to customize, easy to use, Efficient, entrepreneurship, excel, Excel based CMR Template, excel based crm, excel crm, excel template crm, Excel templates, free trial, Microsoft Excel, MS Excel, organization, Personal Projects, productivity, Project Management, project management dashboard, sales, Small Business, SMB, software, Time Management, W5Templates
The EA is Your Networking Superman
As an independent business owner you quickly get to know the people who can either make or break your day. One of those key people, when it comes to networking is the Executive Assistant (EA). This is the one person,…
Tagged with: business productivity, business productivity software, connecting, Cost effective, CRM, crm excel template, CRM Software, Customer Relationship Management, Customer Service, Dave Oshlag, easy, easy to customize, easy to use, Efficient, entrepreneurship, excel, Excel based CMR Template, excel based crm, excel crm, excel template crm, Excel templates, executive assistant, free trial, Microsoft Excel, MS Excel, networking, organization, Personal Projects, productivity, Project Management, project management dashboard, sales, Small Business, SMB, software, Time Management, W5Templates
Small Business Owner Quote of the Week
“If you ain’t making waves, you ain’t kickin’ hard enough.” — Unknown
Tagged with: An Excel-Based CRM Template, An Excel-Based Project Management Template, business productivity, business productivity software, Cost effective, CRM, crm excel template, CRM Software, Customer Relationship Management, Customer Service, Dave Oshlag, easy, easy to customize, easy to use, Efficient, entrepreneurship, excel, Excel based CMR Template, excel based crm, excel crm, excel template crm, Excel templates, free trial, inspirational, make waves, Microsoft Excel, MS Excel, organization, Personal Projects, productivity, Project Management, project management dashboard, sales, Small Business, SMB, software, Time Management, W5Templates
What’s Your Priority?
Some people work well with priority codes (1,2,3 or A,B,C) while others don’t. Author David Allen published an article entitled Why ABC Priority Codes Don’t Work, where he offers up an alternate formula of context, time, energy and priority for…
Tagged with: A-B-C, business productivity, business productivity software, Cost effective, CRM, crm excel template, CRM Software, Customer Relationship Management, Customer Service, Dave Oshlag, David Allen, easy, easy to customize, easy to use, Efficient, entrepreneurship, excel, Excel based CMR Template, excel based crm, excel crm, excel template crm, Excel templates, free trial, Microsoft Excel, MS Excel, organization, Personal Projects, Priorities, productivity, Project Management, project management dashboard, sales, Small Business, SMB, software, Time Management, W5Templates
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