PlanPlus™ Online Professional Services
The PlanPlus™ Online Professional Services Team is dedicated to helping you achieve success. We provide solutions for integrating our effective online tools with other systems in use across your organization to help you make the most of every interaction. Our team, with deep product knowledge and years of information systems and technology experience, works closely with you to design custom solutions and implementation plans that meet your specific goals and challenges.
The PlanPlus Online Professional Services Team has years of experience building and implementing sophisticated custom solutions in some of the most demanding environments. From initial installation, training, feature customization, or future development, our experienced professional services team can help you get the most out of your investment.
We learn from the experience of every PlanPlus Online client, and we are committed to helping you benefit from this experience. Some of the ways we can help include:
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Website Form Integration
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Website forms can be integrated with your existing website and the information collected can be added directly to your PlanPlus Online account. When form information is gathered online, you can be immediately notified via email or SMS text message! Our Professional Services Team can facilitate this integration in hours!
Interested in website form integration? A PlanPlus Online specialist can help you answer your most complex questions. Inquire with your PlanPlus Online account executive, learn more, or call 801.438.3460. You can also request service online.
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Customized Page Layouts
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Customize your PlanPlus Online to fit the specific needs of your business. Our Professional Services Team can work with you to create the perfect tool to manage your business. Custom Fields and Page Layouts will enable you to capture, view, and sort your data on specific fields and even perform basic calculations such as commission calculations and tracking gross margin on a sale.
Interested in customized page layouts? A PlanPlus Online specialist can help you answer your most complex questions. Inquire with your PlanPlus Online account executive, learn more, or call 801.438.3460. You can also request service online.
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Data Migration Services
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Are you migrating from another data management tool such as ACT, Goldmine, Outlook, or other? Our Professional Services team can help make your migration simple and easy.
At the start of every PlanPlus Online implementation, there is a migration of data from our clients' existing member lists to PlanPlus Online. While our tools make this process easy, there can be challenges with data modeling, especially when a rapid implementation is required to meet your goals. We are experts with this process, and we can assist you with your short-term goals of launching rapidly without losing sight of your long-term strategy.
Interested in data migration services? A PlanPlus Online specialist can help you answer your most complex questions. Inquire with your PlanPlus Online account executive, learn more, or call 801.438.3460. You can also request service online.
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Vertical Market Solutions
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Specialized expertise: We deliver our services using specialized skills, knowledge, and experience that help us meet the specific needs of a vertical market or technology. This includes in-depth knowledge not only of PlanPlus Online products and technology, but also the technology of our partners in a given vertical industry, open-source technologies, the nuances of the industry, and how all these requirements combine to drive the needs of the customer.
Our Professional Services Team can work with you to create customized solutions for your industry such as Real Estate, Finance, Medical, Consulting, etc.
Interested in vertical market solutions? A PlanPlus Online specialist can help you answer your most complex questions. Inquire with your PlanPlus Online account executive, learn more, or call 801.438.3460. You can also request service online.
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The PlanPlus Online Professional Services Team
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The PlanPlus Online Professional Services Team also offers several customized services through our exclusive partnership with COMPLETExRM, a leader in deploying flexible, ease-of-use, and cost-effective online on-demand solutions. For an overview of these services, please click here.
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I have used ACT, Goldmine and most recently Salesforce.com, PlanPlus Online gives me the features I enjoyed in each tool plus the added advantages of the FranklinCovey time management program all in one. The program is highly customizable to meet my specific needs and sales process, while giving me the common sales vocabulary to interact effectively with management and colleagues. 
