Webinars

Introduction to PlanPlus CRM - FREE

Who is this course for? Paper or electronic planner users who are interested in learning more about software that can help improve the way your organize and operate your business.

What is discussed? This course provides a product comparison explaining the differences between the PlanPlus Online Basic, Sales and Business  Software Editions along with a demonstration of the features of the Business edition, including Custom Sales Processes, Email Marketing, File Storage, Lead Management and Webform integration. A comparison of all three of the PlanPlus Online Software Editions along with a demonstration of the feature set specific to the Business CRM Software Edition.

What can I expect to get out of this course? You'll get an understanding of· the PlanPlus options available for your business. You will gain an understanding of ways to combine personal effectiveness with business effectiveness.

Growing Your Business - Introduction to PlanPlus Real Estate CRM - FREE

Who is this course for? This course is for Real Estate Professionals, from the individual Agent to fully-staffed Brokerage offices, their Agents and Support Personnel.

What is discussed? This webinar provides an introduction to PlanPlus Online's CRM software for Real Estate Professionals.

What can I expect to get out of this course? You will learn 3 tips that make the top real estate professionals earn 3x as much as the average Realtor (R). Learn how to grow your business through referrals. Learn how to increase the size and quality of your client list. Learn how to have a "real life" in addition to your successful real estate career.

Using PlanPlus Real Estate CRM- Training - FREE

Who is this course for? Existing PlanPlus CRM for Real Estate customers looking for system training.

What is discussed? This webinar provides training on planning, sales automation, custom fields, email templates, and more.

What can I expect to get out of this course? You will learn how to schedule appointments, set and delegate tasks, and how to customize your system to fit your needs as well as how to create email marketing campaigns. You will also learn the basics of creating sales stages so you'll never miss a follow-up.

How the Top Insurance/Financial Professionals Make More Money in Less Time - FREE

Who is this course for? This course is for Finance/Insurance Professionals, from the individual Agent to fully-staffed Brokerage offices, their Agents and Support Personnel.

What is discussed? This webinar provides an introduction to PlanPlus Online's CRM software for the Finance/Insurance Professional.

What can I expect to get out of this course? You will learn tips and tricks that make the top professionals earn 3x as much as the average joe. Learn how to grow your business through referrals. Learn how to increase the size and quality of your client list. Learn how to have a "real life" in addition to your successful career. You will learn how to manage contacts like never before. This webinar will show you how to never miss a follow up call,appointment or task.

Thu, Jun 16, 2011 4:00 PM - 5:00 PM MDT
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