Tag: An Excel-Based CRM Template

Capturing Inspirational Ideas!

Don’t Let it Get Away How many times have you woken up at night with a solution to a problem you’ve been dealing with? Or you’re driving down the highway and a great idea “popped” into your head? How often have you

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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

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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

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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

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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

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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

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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

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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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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,

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