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CRM Spring Cleaning

Ten steps to better focus on your customers and prospects: Make sure your master file of customer and prospect records is synced and current. Review your customer categories, status and priority settings; update to make more current and meaningful to the way you’re doing business today. Keep in mind, when organizing, less is more. Filter to show […]

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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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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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Politics suck, but CRM doesn’t

The nation is pretty split right now as a result of the upcoming presidential election. People are arguing and the world is watching with bated breath. It feels as though no one quite agrees on what to do. But you know what people can agree on? The need to maintain good relationships with their customers. […]

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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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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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Out With the Old, In With the New

August is here and it’s time to start prepping for fall– it seems crazy to think about right now with these insane temperatures and humidity indexes, but trust us: it’s for the best. Getting ready for busier seasons in the realm of CRM takes so some serious thought and work. But the best way to […]

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Lists on Lists on Lists

Have you ever looked at your desks and had your head just start to spin because you have so many sticky notes and scraps of paper covered in to-do lists? It’s not a good feeling. Somehow, lists have gone from being helpful to horrifying. But, we have a way to fix the mess and avoid […]

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Quick Solutions for Busy People

Today’s society is all about moving as quickly as possible while doing as many things as possible. Mobility and promptness are key for everything, from food to business. Although we can’t help with making your coffee and breakfast sandwich prep time, we can make your CRM a lot quicker–and easier. We allow for easy development […]

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