Tag: Microsoft Excel

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 »

Tagged with: , , , ,

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 »

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: , , , , , , ,

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 »

Tagged with: , , , ,

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 »

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

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 »

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

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 »

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

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 »

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

Rudyard Kipling, author of The Jungle Book (and Nobel Laureate) also wrote poetry – must have been my inadvertent inspiration. I keep six honest serving-men, They taught me all I knew; Their names are What and Why and When And …

From the Jungle Book to the Corporate Jungle Read More »

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

Insightful article in this weekend’s Wall Street Journal (5/17-18, 2014) entitled Skirting the Investment Tax, by Arden Dale.  New this year is a 3.8% investment tax on profits if business owners can’t document they are playing an “active role” in running their …

The Taxman Cometh looking for Small Business Owners – CRM to the rescue Read More »

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