New Year Resolutions: Weight Loss and CRM

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Top 10 Similarities It occurred to me yesterday, watching the endless TV ads for weight loss systems, the new year resolution for losing weight and implementing a customer relationship management (CRM) system have a lot in common. Consider the following: 1. The beginning of the new year is a great time to get started 2. Losing […]

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Excel Even More at Microsoft Excel

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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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Make Friendships More Golden than Tinsel

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Content borrowed from Microsoft Community Connections, with which we are affiliated. For more information on what this means, click here. Make it a priority to meet, and take interest in other local small business owners, even if they are not in your industry or would never become a customer of yours. These friendships will be […]

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Happy New Year…or Chaotic New Year?

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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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A Talk with Techies

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Last week, our founder and CEO Dave Oshlag had the opportunity to speak on KDKA with the hosts of TechVibe Radio. While on there, Dave spoke about our ease of use, how we match up to competitors, our main goals, and–drumroll, please–news of a new product that we will be releasing next year! But, to […]

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‘Tis a Gift to be Simple

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Thanksgiving is this week and I’m sure that you all are getting ready for lots of turkey, mashed potatoes, green beans, and pie. But, the best part about it (in my honest opinion) is getting to spend time with family and friends. Everyone gets together to eat, talk, and reminisce. It’s easy to catch up […]

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W5T Radio Interview

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Tune in … to our interview this evening @ 7pm on your AM dial to KDKA 1020. http://tunein.com/radio/NewsRadio-1020-KDKA-s32311/ Listen to founder and CEO Dave Oshlag, chat it up with the PTC’s Tech Vibe radio hosts Audrey Russo and Jonathan Kersting.

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Taking the Road Less Traveled: Business Edition

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Content borrowed from Microsoft Community Connections, with which we are affiliated. For more information on what this means, click here. Screw tactics. Do you desire to supercharge your business growth? If you answered ‘HELL YES’ then keep reading. In my experience, every time I hit the ceiling and the growth of my business slows, it […]

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W5T Mobile Top 10

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Awesome things you can do with the W5 Templates mobile app. 1. Voice record client / project notes 2. Call a client / one touch 3. Message a client 4. Record your business mileage 5. Record business expenses 6. Create a new contact 7. Edit a contact’s information 8. Have your phone navigate you to an […]

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Git’er done!

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We know, focusing and getting s*** done can be easier said than done. But, we’ve found a trick for you. According to this study, brief mental breaks are actually SUPER good for productivity levels. Here’s what Inc. has to say about it: It sounds counterintuitive, but taking scheduled breaks can actually help improve concentration. Some research […]

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