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 »

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 »

Gary Friedman, President / Owner, Trust-Franklin Press Co. We implemented the W5T CRM Sales system as a way to execute our sales “cookbook” for success.  The objective was to get management and our sales team on the same page, tracking prospective …

Trust-Franklin Press endorses W5T Read more »

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 »

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 »

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 »

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 »

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 »

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 »