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W5TOverview2017
Who
What
Where
Why
When
CustomerRelationshipManagement
=
www.w5templates.com
5W’s CRM PM SMB
Who• Contacts• Clients
• Project managerorprojectteam
• Contacts• Clients• Resource
What
• Specificclient/contactinfo tobetrackedforuse
• Nextsteps/AI
• Theprojectname• Specificproject
infotobetracked• Nextsteps/AI
• Clients• Projects• Next steps/AI
Where• Contactinfo• Intheprocessare
youwiththem
• PMorclientinfo• Intheprojectis
theteam
• Clientinfo• Supplierinfofor
businessprojects
Why• Importance of
theclienttoyou• Importanceof
theprojecttothecompany
• Importance tothebusinessofclientorproject
When• Lastcontactdate• Follow update
• Lastdate ofaction
• Followupdate
• Lastdate ofaction
• Followupdate
www.w5templates.com
Forsmalltomediumsizebusinesses,seekingacosteffectivewaytosavetimemanagingprospects,clientsandprojects
Customized
CostEffective
EasytoUse
SavesTime
“THESIMPLEDASHBOARD,ISWHEREW5TEMPLATES’MAGICTAKESPLACE…”
“…ThefeatureIlikethebestisthecolorcodingoffollow-uptimes— acoollittletrickthatW5TemplatesdoesbetterthantheotherCRMsystemsInamed(Salesforce.com,SugarandMicrosoftCRM),aswellasbetterthanOutlookorFranklinCovey’sPlanPlus.”- DavidRadin,PittsburghPostGazettewww.w5templates.com
www.w5templates.com
Canbecustomizedbyuserbytypinginanewlabelornumber
www.w5templates.com
[1]CustomizetheExceltooltofityourneeds
[2]SynctoyourW5TCloudAccount
[3]WorkfromyourSmartphone
orTablet
ACRMandProjectManagementToolwww.w5t.biz/free-trial
www.w5templates.com
www.w5templates.com
Gettoknowusbettervia…
• FREETrial:http://www.w5templates.com/free-trial
• RadioInterview:https://www.w5templates.com/category/media-coverage/
• [email protected]@w5templates.comtorequestafreeon-linedemoviaGoToMeeting
www.w5templates.com
