Trust-Franklin Press endorses W5T

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 and active clients using a consistent set of terms and methodology.  The benefits we see from using the W5T system (template and the smartphone app) are:

  • Keeps the sales team organized and on top of active projects 
  • Great way to monitor re-occurring jobs for priority A and B clients
  • Easy to use
  • Beneficial for production planning
  • Color coded reminders are very helpful
  • Reduced need for internal meetings as managers have visibility to due dates and client status

Dave Oshlag has been helping companies large and small stay organized and focus on the right projects for more than 25 years.  His specialty is saving hours of time wasted on disorganized systems without spending thousands of dollars. He’s best known for enabling massive changes in productivity with tools like W5 Templates that are simple, streamlined and get people organized quickly.

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