New: Attend Our Interactive Online Sync Workshop

By | August 19th, 2016|Uncategorized|

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 [...]

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New Features in PlanPlus Online

By | August 16th, 2016|Uncategorized|

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 [...]

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

By | August 5th, 2016|Uncategorized|

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 [...]

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

By | July 29th, 2016|Uncategorized|

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 [...]

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Release Notes PlanPlus Online Aurora 2.5 (release 171)

By | July 21st, 2016|Uncategorized|

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 [...]

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Coming soon: PlanPlus Online and Zapier Integration

By | June 22nd, 2016|Uncategorized|

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 [...]

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Are your leads slipping through the cracks?

By | June 17th, 2016|Uncategorized|

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 [...]

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