Tag: CRM

Productivity, is not complicated

A recent Op-ed in the WSJ entitled The Great Productivity Slowdown talks about how current economic productivity remains lackluster. What’s astonishing is the statement that US productivity growth has been in a free fall, for the last 7 years, since

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L-O-V-E

Today is Valentine’s Day! Typically it is used to show your love and appreciation for your significant other. But what if we were to flip that around a bit? Use today not only to show how much you care to

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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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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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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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Sunday morning roll call

Reflect, Plan, Relax Start your week off on a great note. Take 60 minutes on Sunday morning reviewing your active and prospective projects. With no interruptions, it’s the perfect time to sit back and reflect. What progress did you make the

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Be Prepared

It’s essential to have a networking plan. Allowing networking efforts to just happen can mean missed opportunities, wasted time and drained personal energy for owners. This is especially true for introverted entrepreneurs, for whom networking can already feel like a

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Fall-ing for Organization

This morning when I woke up, there was frost on my car. FROST! Imagine that. We’ve hit that time of year. Another time of year that we’ve hit? The busy season for businesses. Sales are going to start booming and

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