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Who are we?

A conversation with our founder and CEO, Dave Oshlag… What made you decide to create this system for CRM? I needed something for my marketing consulting clients and prospects, that was simple to use and that I could easily personalize for myself. As an engineer I was trained to think logically and in buckets, so […]

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Another Success Story …

After trying the W5T demo I was sold!!!  The program is easy to use, intuitive and best of all colorful!!! I especially enjoy the mobile app as it allows me to quickly take notes after meeting with a client or giving a presentation which allows me to capture ideas/thoughts/impressions as they are fresh in my […]

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Serendipity – Secret to Success

Perhaps I was 8 years old. My mother was toting me along and stopped by a store on Merriman Avenue with the whimsical name, Serendipity. I hadn’t heard the word before, and I recall how I felt saying it, the words just dancing off my tongue. Then I asked its meaning, and I was forever […]

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A thought for the day

“Just because nobody complains, doesn’t mean all parachutes are perfect” ~ Benny Hill, Comedian

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Monday Motivation

Motivation: Our greatest weakness lies in giving up. The most certain way to succeed is always to try just one more time ~ Thomas A. Edison

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How do you – To Do?

How do you capture all of those ideas that pop into your head, during those inspirational moments, whenever they happen?  Are you able to remember them and write them down later or more likely as Christina Tosi comments in this weekend’s WSJ Soapbox on Innovation you “grab whatever’s convenient” and capture the thought as it […]

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Scott Adams writes about “Having a System”

Great article in the Sat/Sun (Oct 12-13, 2013) edition of the Wall Street Journal, written by DILBERT author Scott Adams, entitled FAIL YOUR WAY TO SUCCESS. You have to like an author who states “Success is entirely accessible, even if you happen to be a huge screw-up 95% of the time.” Another wonderful quote provided […]

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Entrepreneurship = mc2

What’s one of the keys to being a successful entrepreneur? Believe it or not, it’s as simple as remembering E (entrepreneurship) is Managing Change Confidently (E=mc2). The definition of entrepreneurship according to “a person who organizes and manages any enterprise, especially a business, usually with considerable initiative and risk.”  The key skills “organizing” and “managing”.  The challenge – how to do them […]

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Entrepreneurs Need Organization too

Recently read an article entitled Teaching Entrepreneurship in in the Start up Phase in the 9/12 edition of the WSJ.  Author Bill Aulet does a nice job explaining that students are looking for courses in how to be a successful entrepreneur. One of the keys to his article was an opinion that stated “to succeed, they […]

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