Tag: Small Business

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 »

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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 »

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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 »

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We hope you had a wonderful Labor Day weekend filled with fun, family, friends and good food. Many people think of Labor Day as an extended weekend that marks the end of summer; the last chance to jump in the …

The True Meaning of Labor Day Read More »

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Organizational skills may be the most overlooked and underrated aspect of small businesses. SMBs are working with less manpower and simpler technologies which means organizing files and workflow can easily fall to the wayside. Luckily, CRM tools are readily available …

Keep Your SMB Efficient and Organized with These 3 Tips Read More »

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Record business mileage using the W5T mobile app by creating a project entitled “Business Miles Log” and naming yourself as the contact.  Once entered and synced to your Excel W5 Template, you can copy the mileage information and paste it …

W5T Productivity – Business Mileage Log Read More »

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KISS – Keeping it Simple Stupid is a phrase often cited by business leaders, however it’s harder to act on than most realize. What does KISS mean to you?  Start by making a list of business activities that you’re looking …

KISS for 2015 Read More »

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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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