Title: Techno Granny, Growth Conference Preview, 5 Steps to Implement CRM
Episode Notes: This morning a preview of one of the many workshops at 15th Annual Entrepreneurs Growth Conference. Listen as David A. Oshlag, President - Project Marketing Associates discusses: Brand and Project Management, Market Research & Data Analysis, Business Plans & Analysis, and New Product Development........He will also provide TechnoGrannyShow Listeners with the hows and why's of Customer Relationship Mangagement and a 5 Step Formula to Implement. Without giving away the workshop at the EGC, you will learn a lot today to help move your business forward. Today we will expose some of the Secrets About Success using CRM.
interaction a company has with its customer, whether it be sales or service
I started the company in 2011, and shortly after pulled Justin Wagner (a fellow CMU alumni) along with me as our lead developer. We’re continuing to refine the products as more people take them on.
It’s a pre-customized, easily modified Excel spreadsheet system for Customer Relationship Management (CRM) and Project Management.
W5T has digitized the classic “5 W’s” approach for everyday project and lifestyle management. W5T’s Excel based templates help users to easily track, control and succeed in project management by managing the Who, What, Where, Why and When of every and any type of engagement.
Our platform is very easy and simple to navigate. If users have a good basic working knowledge of Excel they’re more than halfway home to mastering the W5T system.
For 25+ years, project management has been my professional passion. I’m constantly looking for ways to best utilize three key things: time, money and manpower. I’ve studied the top CRM giants and found them to be excellent; however, most people don't need all of the bells and whistles these CRM platforms provide and pay for more than what they need. Our products are the perfect alternative for small businesses, they’re proven to work and they’re cost effective.
Small to medium-sized businesses and business unit leaders within larger companies – anyone looking for an easier way to track and control projects, clients and sales.
Who’s buying it now.
Some of our current customers include Presidents, CEOs, Marketing Directors and Sales Managers from companies such as PPG Industries, Delta Trading Group, Inc., Precise Energy Partners, Guardian Storage, PMC Management Company.
W5 Templates is a one-time license fee of $299 with no recurring monthly fees.
Why people should buy this.
It’s a very simple, user-friendly format. It’s a great alternative for small to medium-sized businesses, it’s proven to work and it is cost effective.
Finding people who have the time to download the free trial, because they need this type of product.