Use What You Know for Optimal CRM Productivity

W5T Logo OnlyWhat does this mean, use what you know? The #1 reason businesses fail when implementing CRM is lack of adoption. The excuses run the gamut from it’s too hard, too complicated, too expensive, too confusing … In today’s fast paced business environment, we are constantly being pressured to do more with less – less people, less budget and less time. Effectively managing your existing base of customers, to secure repeat or on-going business, is one-fifth the cost of acquiring new business. Yet the time to set up and learn a new system can be daunting. Instead of “out with the old and in with the new”, an alternate approach is “use what you already have”. What most businesses already own and use on a daily basis is Microsoft’s Office Suite which contains a mini data base – MS Excel.  When configured correctly MS Excel is an outstanding tool to help you keep track of your customer’s details – the who, what, where, why and when.  To make the process of using MS Excel in this fashion easy, W5 Templates has pre-programmed and set up a series of products which are easily customized to allow you to start keeping track of those important customer conversations. Download a free trial and take it for a test drive today. Using what you already know, will get you up and running a lot faster than having to start from scratch.

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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