Tag Archives: An Excel-Based CRM Template

Doing Your Best

“I do the very best I know how – the very best I can; and I mean to keep on doing so until the end.” Happy Presidents Day, everyone! One of my favorite presidents has always been Abraham Lincoln. He’s a man that stuck to his guns and always seemed to have good things to […]

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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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It really doesn’t have to be hard…

When it comes to life, you can do things the hard way or the easy way. You can…. hand write checks or you can do online banking hit the snooze button or wake up with your first alarm wait a month to do your laundry and have it take hours or do it once a […]

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Aiming to Please

Content borrowed from Microsoft Community Connections, with which we are affiliated. For more information on what this means, click here. Taking your business to the next level doesn’t mean doing the same thing you’ve been doing in greater quantity or at lower cost. It means finding out what your customers need most, then becoming the […]

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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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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 there are more ways to make use of the program Microsoft Excel! One prime example […]

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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 in your industry or would never become a customer of yours. These friendships will be […]

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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 with our Excel-based system, keeping track of what you’ve looked at and what’s still 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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‘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 and friends. Everyone gets together to eat, talk, and reminisce. It’s easy to catch up […]

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