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Excel Even More at Microsoft Excel

There are now more than one billion Microsoft Office users worldwide — pretty crazy, right? We’d be willing to bet that if you’re looking at this blog, you’re one of them. If that is indeed the case, you should know that there are more ways to make use of the program Microsoft Excel! One prime example […]

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Happy New Year…or Chaotic New Year?

So it’s the end of 2016 and therefore, time for year-end organization and auditing. Are you ready? Typically, going through everything from the year and making decisions regarding what worked and what didn’t is a hassle….to say the least. But with our Excel-based system, keeping track of what you’ve looked at and what’s still on […]

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Be a People Kinda Company

Content borrowed from Microsoft Community Connections, with which we are affiliated. For more information on what this means, click here. One of the greatest assets a small business has is the ability to connect with other people in a personal, genuine and authentic way. Nothing builds a business more quickly than trusted and solid relationships […]

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W5Templates for CRM – WHAT

What do you need a CRM for? Customer relationship management tools generally are used to track 4 different types of information: (1) Clients, (2) Prospects, (3) Marketing Activities and (4) Business Operations.  Small-Medium Business (SMB) owners generally just need to track clients, prospects and their related activities. As part of the WHAT, they also like to […]

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W5Templates for CRM – WHO

Who will benefit most from using W5Templates for their CRM needs? Small and Medium size business (SMB) owners will find the Excel based tool, plus the companion mobile app, will serve as “the administrative assistant you wish you had”. We understand SMBs don’t have the time or the financial resources to afford or implement a complicated […]

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10 min a day keeps the disorganization away

Being challenged to organize your day? Too many projects to keep track of? You’re not alone. It can be maddening to keep track of all that you have to do with just pen and paper or file folders. You need a single place to continuously monitor your projects – ideally being about to sort and […]

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Happy 2016 – Time to Organize

Now that 2016 is here it’s time to get organized.  Start your year off by clearing out the clutter and organizing your contacts, notes and files in a way that will save you time and make you feel better about attacking the projects on your “to-do” list. Nothing gets in the way more than old files and notes.  Take […]

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Say Goodbye to Late Nights: 3 Ways CRM Saves You Countless Hours

Sometimes, staying late is part of the game. You’ve spent the whole day in meetings and chatting with customers. At the end of the day, all of that data has to go somewhere; somewhere like your CRM. If you’re working with a clunky and complicated CRM, the process will take a long time and most […]

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3 Ways to Improve Your CRM for Q4

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 Years so it may be hard to get your employees to focus on the many […]

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How to Build a CRM Strategy in 5 Steps

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 who will be operating the software.   Here are 5 steps on how to create […]

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