Say Goodbye to Late Nights: 3 Ways CRM Saves You Countless Hours

working late

Sometimes, staying late is part of the game. You’ve spent the whole day in meetings and chatting with customers. At the end of the day, all of that data has to go somewhere; somewhere like your CRM. If you’re working with a clunky and complicated CRM, the process will take a long time and most likely keep you in the office past 5pm.


You can get those late nights and long weekends back by implementing a simple, easy-to-use excel-based CRM that requires minimal training. Here are three ways that a small business CRM like W5 Templates can save you countless hours.


  1. Quickly Organize and Prioritize Your Day

Many studies have shown that setting up a road map or to-do list for your entire day will make your tasks much easier to accomplish. When you have a simple, easy-to-use CRM it’s a breeze to figure out which tasks need to be accomplished. Time management becomes much more manageable when you have tool that organizes all of your essential information. When starting your day don’t agonize, organize.


  1. The Right Kind of CRM Makes All the Difference

Not all businesses are the same, so why should CRMs be treated any different? That’s why W5 Templates offers differently themed CRMs to fit with your way of doing business. We offer Sales CRM, Small Business CRM, Customer Complaint Tracking and Property Management Software. When you’re working with a CRM that falls in line with your type of business you’ll find that unnecessary features and functions are cut out.


  1. Access Your CRM Anytime from Anywhere with the Cloud

A cloud-based CRM allows you to keep one database without running the risk of duplication. When a company has salespeople in the field, it’s imperative that they have access to the CRM system so they can input and pull the information they need to be successful. It’s a tough feeling to be out in the field all day taking care of business then having to go back into the office to input your day’s work into a CRM. When you’re working with the cloud, you don’t have to worry about that.


You can cut down on your hours in the office by organizing and prioritizing your day, using the correct kind of CRM, and taking advantage of the cloud when necessary. Not only will a CRM system like W5 Templates save you time, but it will also reduce costs and increase efficiency.


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About Dave Oshlag

W5Templates CEO & Founder and President of Project Marketing Associates, a company in the business of assisting leaders deliver results without increasing overhead. Dave's passion is project management. A graduate of Carnegie Mellon's Engineering and the University of Chicago's Business programs, he offers a practical and results oriented approach to CRM and Project Management based on 25+ years of experience.

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