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Keeping track of w….?

I’m the very definition of a type-A personality. I like everything neat, clean, and in order. However, even I fall by the wayside sometimes and find the dishes piling up or the laundry find it’s way out of the closet and on the floor instead. In my personal life, I can do my best to […]

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THE TOP TEN: What I Love About W5T

I’m an organized person. I write everything down, need things in a special order, and even color code my highlighters/Sharpie pens according to the activity/the importance of it. Slightly OCD? Maybe. But most of the time, it works in my favor. As a highly organized person, W5T is great. I could go on and on, […]

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A Talk with Techies

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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W5T Goes Mobile (Pt. 3): CRM That Is More Flexible Than Your Schedule

We all have those days when we just don’t seem to have a moment to sit down between meetings, meetings and more meetings. This leaves very little time to focus on anything other that what is happening in those conference rooms or what is on the radio as you drive from location to location. When […]

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W5Templates for CRM – WHY

Why bother. Why do you need a CRM tool?  The answer is simple.  The importance of the client, prospect and project information is vital to your business. What would you do with out it.  Quick and easy access to e-mail, phone numbers, web site and street address all immediately become available from the Quick Actions […]

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KISS for 2015

KISS – Keeping it Simple Stupid is a phrase often cited by business leaders, however it’s harder to act on than most realize. What does KISS mean to you?  Start by making a list of business activities that you’re looking to simplify – emails, text messages, app alerts, to do lists, project action items, customer […]

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Healthy inquisitiveness is at the root of who, what, when, where, how and especially why. Eleanor Roosevelt opined, “I think, at a child’s birth, if a mother could ask a fairy godmother to endow it with the most useful gift, that gift would be curiosity.” In fact, this sense of curiosity does seem innate to […]

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From the Jungle Book to the Corporate Jungle

Rudyard Kipling, author of The Jungle Book (and Nobel Laureate) also wrote poetry – must have been my inadvertent inspiration. I keep six honest serving-men, They taught me all I knew; Their names are What and Why and When And How and Where and Who. ~Rudyard Kipling Kipling reminds us to cherish curiosity, an idea […]

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You want me to do What ?

What are you doing? What are you asking me to do? What exactly has to happen? Here we have another powerful word with what. As so often is the case, the more you specify, the better. Clarifying expectations and requirements goes a long way to building a happy result. I’ll illustrate with a simple situation. […]

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When – timing matters

Thomas Edison declared, “Vision without execution is hallucination.”  When something needs to happen tends to be very tactical, yet it holds a potent influence on success. The funny thing about when something needs to happen is that different deadlines for the same project or need can be appropriate.  A lot depends on the risk you’re […]

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