W5Templates for CRM – WHERE

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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, and it’s a waste of your valuable time.

WHERE in the sales process are you with your clients? Regardless of the sales system you follow, it’s important to know where in the classical “sales funnel” each and every prospect is.  Does the system you’re using easily present this information or do you have to drill down and hunt for it?  Another time waster if this information is not readily available.

W5Templates puts the power of the WHERE on your mobile phone so you have instant and organized access to all your client and prospect contact information.  From the Quick Actions page you can call, text, e-mail or use their address to navigate to their location.

The Details page displays WHERE in the sales process you are along with all the other strategic information you’ve captured.

Contact us for a free on-line demonstration of the mobile app. We’ll show, how you can make the WHERE of your client and prospect information easily actionable.

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About Dave Oshlag

W5Templates CEO & Founder and President of Project Marketing Associates, a company in the business of assisting leaders deliver results without increasing overhead. Dave's passion is project management. A graduate of Carnegie Mellon's Engineering and the University of Chicago's Business programs, he offers a practical and results oriented approach to CRM and Project Management based on 25+ years of experience.

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