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