Tag Archives: CRM Software

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 been rinsing the shampoo out of your hair in the shower, and had an epiphany? […]

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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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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: 1. The beginning of the new year is a great time to get started 2. Losing […]

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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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W5Templates for CRM – WHERE

WHERE in the world is the contact information for your clients and prospects?  It might be in your phone’s address contact list … and then again it might not be.  If you’re working as part of a team and sharing contact information, your colleague could have it and you don’t.  It’s frustrating when this happens, […]

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W5Templates for CRM – WHAT

What do you need a CRM for? Customer relationship management tools generally are used to track 4 different types of information: (1) Clients, (2) Prospects, (3) Marketing Activities and (4) Business Operations.  Small-Medium Business (SMB) owners generally just need to track clients, prospects and their related activities. As part of the WHAT, they also like to […]

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Nonprofits Can Benefit Greatly from CRM

Nonprofit organizations are revered for their selfless natures of bettering certain causes or communities. Many nonprofit organizations are also accompanied by a chaotic environment of paperwork, funding and potential projects. Because many nonprofits cannot afford expensive organizational software, they often suffer undeserved consequences.   With a simple, straight-forward CRM software program like W5 Templates, nonprofits […]

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

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 […]

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W5 Templates Featured In Pittsburgh Technology Council’s teQ Magazine

The Pittsburgh Technology Council is dedicated to helping tech companies succeed through business development, talent retention and visibility services. From SMBs to large companies, businesses are using Pittsburgh Technology Council to help grow a workforce and make headlines. W5 Templates made headlines in Pittsburgh Technology Council’s teQ Magazine last month. For over two decades, teQ […]

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W5 Templates – Productivity Made Simple – now with Mobile Sync

PITTSBURGH, August 27, 2014 – W5 Templates, a provider of easy-to-use and easy-to-install client and project management tools, leveraging the wide knowledge of MS Excel, today announces the release of its mobile version, available in the Apple, Android and Amazon Kindle app stores. Users spoke. W5T said yes.  The mobile version has arrived. W5T continues […]

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