Why Pay for CRM when You Already Have Excel?
Some of you may be wondering, “Why should I pay for a CRM tool when I already have access to excel tools like Google Sheets and Microsoft Excel?”. That’s an incredibly valid question. There are great...
View ArticleEmbrace Technology and Grow Your Business
We’re currently in the midst of a startup revolution. People are constantly leaving their stable jobs to try to make it on their own in their own way. Many of these startup companies are in the...
View ArticleThe True Meaning of Labor Day
We hope you had a wonderful Labor Day weekend filled with fun, family, friends and good food. Many people think of Labor Day as an extended weekend that marks the end of summer; the last chance to jump...
View ArticleHow to Build a CRM Strategy in 5 Steps
No matter how fancy or sophisticated the CRM tool, it only works as well as the people who manage it. If you wish to give you business’s customers more attention you must understand not only the...
View Article3 Ways to Improve Your CRM for Q4
The month of October isn’t only associated with fall and Halloween. For small to medium-sized businesses October marks the beginning of the end. The fourth quarter. Crunch time. Q4 is filled with major...
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Improve Your Bottom Line Through Project Management
Lead your company to greater success and an improved bottom line by developing your project management skills. Wednesday, November 4, Pittsburgh PA | 8-10 am | Homewood Suites by Hilton, Pittsburgh...
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W5 Templates Solution review on Ruudle.com
W5 Templates is a simple solution aimed at assisting SMB’s & sales people with their CRM & Project Management needs. With over 125 users across the globe, W5 Templates is a company, which is...
View ArticleSay 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...
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Happy 2016 – Time to Organize
Now that 2016 is here it’s time to get organized. Start your year off by clearing out the clutter and organizing your contacts, notes and files in a way that will save you time and make you feel...
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Take time, to make the time, to save you time
In speaking with a number of prospective users this week, their biggest challenge continues to be “I don’t have time, to the take the time, to evaluate a product that will save me time”. If this sounds...
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Introducing W5Templates V6
Check it out. We’ve just released V6 of our Excel based W5Templates tools. New in this version: Dashboard page: (1) make edits directly using F2 for Windows and control-u for OS X, (2) “double click”...
View Article10 min a day keeps the disorganization away
Being challenged to organize your day? Too many projects to keep track of? You’re not alone. It can be maddening to keep track of all that you have to do with just pen and paper or file folders. You...
View ArticleW5Templates for CRM – WHO
Who will benefit most from using W5Templates for their CRM needs? Small and Medium size business (SMB) owners will find the Excel based tool, plus the companion mobile app, will serve as “the...
View ArticleW5Templates 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...
View ArticleW5Templates 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...
View ArticleW5Templates for CRM – WHY
Why bother. Why do you need a CRM tool? The answer is simple. The importance of the client, prospect and project information is vital to your business. What would you do with out it. Quick and easy...
View ArticleDefining CRM
Customer Relationship Management (noun): A management philosophy according to which a company’s goals can be best achieved through identification and satisfaction of the customers’ stated and unstated...
View ArticleWho are we?
A conversation with our founder and CEO, Dave Oshlag… What made you decide to create this system for CRM? I needed something for my marketing consulting clients and prospects, that was simple to use...
View ArticleHelp US help YOU
Hi. We’re W5 Templates and we work to make customer relationship management simpler. You know what would make it even easier, though? Knowing exactly what you, our customers, need. Help US help YOU....
View ArticleThe Bottom Line: We’re Simple!
When working with CRM, you don’t want things to be complicated. In fact, you don’t even want them to be a tiny bit confusing. What you really need is something that is clean, clear-cut and easy to use....
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