Best Practices Consulting

Our Best Practices Consultants represent a significant cross-section of industry professionals with cutting-edge expertise ranging from Contact Relationship Management (CRM), Partner Relationship Management (PRM), Marketing Relationship Management (MRM), Sales Process Automation, (SPA) Project Management (PM) and Customer Service and Support (CSS). Customers engage our services for the following reasons:

• We drive customer success—we are the ultimate PlanPlus Online experts. Additionally, with years of industry best practice experience, we know what works and use that expertise to assure your success.
• We are an "on-demand" resource, providing you with the best analysts every time you need them.
• Proven, measurable ROI—one single recommendation can cover our consulting fees and the ROI is directly measurable.

Your Partner In Innovation
While specific strategies vary from customer to customer, our proven methodology includes four key elements for success:

• Understand: Before beginning any project, we work closely with our customers to understand their strategic objectives and business priorities to ensure that their PlanPlus Online implementation will support the measurement of those goals.


• Educate: Our consultants are the most experienced PlanPlus Online users and have expert insights into leveraging PlanPlus Online for maximum ROI. We believe that by educating your team on how to measure strategic business objectives, and in setting Key Performance Indicators, your team will continue to achieve maximum ROI long after our consulting engagement has ended.


• Analyze: Once your priorities and objectives are defined, our consultants will continually analyze your strategies to identify key opportunities for online improvement, revenue growth, and cost reduction.


• Optimize: The Best Practices group provides support and process guidance to help clients take appropriate action, improve success, and evolve the customer experience. This includes optimization of business flow using our Process Builder.

Pricing Structure
The services of the PlanPlus Online Best Practices Consulting group are offered on a per-project or on a recurring basis with a sliding-scale fee structure. In both cases, your needs are met with an experienced consultant who is dedicated to your success throughout the relationship. Initial consultations are provided free of charge.

For more information on how the PlanPlus Online Best Practices Consulting group can work with you to maximize your online ROI, please call 801.438.3460 or This email address is being protected from spam bots, you need Javascript enabled to view it . Initial consultations are provided free of charge.