W5Templates for CRM – WHAT

ID-10097475 by Stuart Miles

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 track each clients’ next steps and action items as they happen.

Unique to W5Templates, each product allows the Manager (Admin) to define up to 8 unique data fields essential for the way they want to track their information. Examples for SMB’s include: Short Project Description, Project Sub Elements, Start Date, Target End Date, Budget, Key Team Members, Admin Contact Info, Key Next Step … Examples for a number of the W5T Settings pages appear out on the W5T web site (click here)

With the enormous number of opened and unopened e-mails, using a CRM tool to track the key details and tasks keeps the information organized and provides the user a dedicated and focused system for managing and accessing client and prospect details.

WHAT each SMB decides to track is unique to their business. The simplicity of the single W5T Settings page makes it easy to modify and start-up quickly.

Contact us today for a free on-line demonstration. Implementing a CRM system doesn’t have to be hard or complicated. Let us show you how.

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About Dave Oshlag

Dave Oshlag has been helping companies large and small stay organized and focus on the right projects for more than 25 years.  His specialty is saving hours of time wasted on disorganized systems without spending thousands of dollars. He’s best known for enabling massive changes in productivity with tools like W5 Templates that are simple, streamlined and get people organized quickly.

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