Archive by Author

New Year Resolutions: Weight Loss and CRM

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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W5T Radio Interview

Tune in … to our interview this evening @ 7pm on your AM dial to KDKA 1020. 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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W5T Mobile Top 10

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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Sunday morning roll call

Reflect, Plan, Relax Start your week off on a great note. Take 60 minutes on Sunday morning reviewing your active and prospective projects. With no interruptions, it’s the perfect time to sit back and reflect. What progress did you make the week before and what do you need to focus on in the week ahead? To […]

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Red Light, Green Light

As kids we played red light, green light. A simple game of stop and start, where if you were caught moving as “red light” was called, you were out of the game.  As project, business and sales managers the game has changed to become, green, yellow and red. In this context – green is due […]

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Project Management Simplicity

While attending a family celebration this past weekend I was reminded of the importance of being organized and pre-planing. When I complemented our host on how smooth and seamless the activities flowed, she thanked me and interjected that she in fact did not consider herself an organized person. What did she do that made her […]

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What does it mean to “Do it yourself”, when it comes to CRM?  You want the ability to choose what you track, manage and control. But you don’t want something that’s complicated. Who does? The simplicity of the W5Templates approach, is a single Settings page, to make it easy to define the unique data fields you […]

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Wearing a Bike Helmet and Practicing CRM

While out riding our bikes this past weekend on our favorite paved trail, I noticed the vast number of people NOT wearing bike helmets. In some cases, the kids were, but the parents weren’t. A clear case of do as I say, not as I do. From experience I can tell you that even a […]

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W5Templates Receives US Patent

FOR IMMEDIATE RELEASE  W5Templates, awarded US PTO protection for CRM Excel Dashboard Small companies can secure software patents PITTSBURGH, PA – W5Templates was awarded US Patent (9,400,777) protection for a management data processing system and dashboard sorting method operating within a third party spreadsheet application environment. The sort option is configured to determine a column […]

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Less Labor – More Day

Get more done As Labor Day approaches it’s a good time to ask the question, how can we labor less and get more out of our work days. The simple answer is “productivity”. The dictionary definition of productivity is “expressed as the ratio of output to inputs”, while a simpler definition is just do more […]

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