Category: Adding Value Through …

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:

Posted in Customer Relationship Management, Productivity Tagged with: , , , ,

Excel Even More at Microsoft Excel

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

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Make Friendships More Golden than Tinsel

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

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Happy New Year…or Chaotic New Year?

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

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‘Tis a Gift to be Simple

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

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W5T Radio Interview

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.

Posted in Media Coverage, Productivity

Taking the Road Less Traveled: Business Edition

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

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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

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Git’er done!

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

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Trick or Treat?

Lots of CRM templates are serious tricks. No, really. They make promise after promise and simply don’t deliver and are beyond complicated. Want a treat instead? Check out W5 Templates free trial! We make it easy for you. No more

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