Tag: Sugar crm

The sales process can be tricky to manage and the details are important. A typical sale includes: an initial meeting, follow up appointments, pre-quotes, RFP stage, proposal submitted, negotiations, award, and delivery. Along the way you’ll need to keep track …

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  CEO, Precise Energy Partners  “We recently decided that we needed a CRM program for our business but felt that some of the more well known software programs were too complicated and expensive.  When I found your CRM Excel template …

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July 15, 2012 | David Radin | post-gazette.com Business Section | Life is too complicated — especially when your company asks you to learn a complex automation that makes it better for them but not for you. Yet, in many cases, …

W5 Templates spreadsheet ideal for CRM needs Read More »

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