W5Templates for CRM – WHERE

W5T Mobile V2 images

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

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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