19 08, 2016

New: Attend Our Interactive Online Sync Workshop

By | August 19th, 2016|Technology|Comments Off on New: Attend Our Interactive Online Sync Workshop

PlanPlus Online is a powerful platform across numerous devices and operating systems, including desktop and laptop computers, smartphones, and tablets. However, getting all these devices, operating systems, and applications to sync to your PlanPlus Online account can be a challenge. If you want your sync connections up and running, we invite you to attend our [...]

16 08, 2016

New Features in PlanPlus Online

By | August 16th, 2016|CRM, Technology|Comments Off on New Features in PlanPlus Online

Release notes for August 15, 2016 Release 2.9.2 Release date: August 15, 2016 We’re pleased to announce the following improvements to PlanPlus Online: You can now display field groups on External Process Update page. Added ability for admins to disallow users to postpone process past due date. Daily agenda emails now can contain overdue process [...]

5 08, 2016

New Features in PlanPlus Online: Release Notes for August 05, 2016

By | August 5th, 2016|Technology|Comments Off on New Features in PlanPlus Online: Release Notes for August 05, 2016

Release 2.8.7 Release Date: August 05, 2016 When a user changes their PlanPlus Online password, their Cloud Connector will be updated so that it is seamless Can now create relationships between Opportunity Import and Organization Entity fields Close date now available on Opp field groups Fixed Opportunity Process Step report Fixed Contact Monthly report Contact [...]

29 07, 2016

It’s the end of the month—how are your sales?

By | July 29th, 2016|CRM, Technology|Comments Off on It’s the end of the month—how are your sales?

Without a well-defined and automated sales process, you’re essentially flying blind—you really don’t know how you’re doing until the month ends and you tally up where you stand. Having a well-defined sales process often spells the difference between failure and success. Do you know where the leaks are in your sales process? Automating your sales [...]

21 07, 2016

Training—the new competitive advantage

By | July 21st, 2016|articles|Comments Off on Training—the new competitive advantage

Whether in sports or in business, success is achieved during the training period. In Christopher J. Bucholtz’s recent article, 5 Ways to Guarantee Sales Will Hate Your CRM, he writes: “In reality, even the best-designed and most intuitive CRM applications contain a lot of power that can be accessed only with specialized knowledge of the [...]

21 07, 2016

Release Notes PlanPlus Online Aurora 2.5 (release 171)

By | July 21st, 2016|CRM, Technology|Comments Off on Release Notes PlanPlus Online Aurora 2.5 (release 171)

Release Date: July 18, 2016 Improvements with this release: Customizable help tips Ability to trigger 3rd party form post from Process Builder New territory engine rule based on custom database. Allows for easier and faster setup of complex territory engine rules. Added HTML editor to Missions & Values area Improved Flow View on Process Builder [...]

19 07, 2016

60 seconds with Dean Minuto…

By | July 19th, 2016|Business, Inspiration|Comments Off on 60 seconds with Dean Minuto…

Why did you choose to become a productivity expert? What could be more important in life than learning how to live? Here’s a little background: I started going blind when I was 17. This year, I qualified for a new surgery and a new implant that gave me my vision back. I’ve been blessed—and I [...]

29 06, 2016

How does your team answer these five questions?

By | June 29th, 2016|Teams|Comments Off on How does your team answer these five questions?

At your next team meeting, ask these five important questions: Can we speak up and take risks without feeling insecure or embarrassed? Can we count on each other to do high-quality work on time? Are goals, roles, and execution plans on our time clear? Are we working on something that is personally important for each [...]

22 06, 2016

Coming soon: PlanPlus Online and Zapier Integration

By | June 22nd, 2016|CRM, Technology|Comments Off on Coming soon: PlanPlus Online and Zapier Integration

Soon you’ll be able to integrate PlanPlus Online with Zapier—which will allow PlanPlus Online to connect with hundreds of additional apps and increase your productivity! Introduction to Zapier You do it now almost without thinking—if you need to talk to a coworker down the hall, on a different floor, on a different continent—you simply pick [...]

17 06, 2016

Are your leads slipping through the cracks?

By | June 17th, 2016|CRM, Technology|Comments Off on Are your leads slipping through the cracks?

If you have a website, you want that site to collect leads for your sales team, right? Example of Contact Us webform you can build with PlanPlus Online But, what happen to those leads? Are they automatically entered into your central database? Are they automatically assigned to a sales rep? Are they all [...]