Tag: excel crm

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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Happy Labor Day to all. Wouldn’t it be nice to have more of your day and work a little less? To accomplish this “productivity” is the answer. In the course of our busy days, we often don’t take time to …

More Day less Labor Read More »

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Perhaps I was 8 years old. My mother was toting me along and stopped by a store on Merriman Avenue with the whimsical name, Serendipity. I hadn’t heard the word before, and I recall how I felt saying it, the …

Serendipity – Secret to Success Read More »

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Healthy inquisitiveness is at the root of who, what, when, where, how and especially why. Eleanor Roosevelt opined, “I think, at a child’s birth, if a mother could ask a fairy godmother to endow it with the most useful gift, …

Curiosity Read More »

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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 …

Herding Cats or Project Management Read More »

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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 …

Customer Reach Day (CRM), is Wednesday Read More »

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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 …

Big Picture – See the forest and the trees Read More »

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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 …

New Year Planning Starts Now Read More »

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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 …

How do you – To Do? Read More »

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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 …

Top 10 Project Management Dashboard Traits Read More »

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