About Keith Norris

An advocate of process improvement, goal planning and leader of the Culture of Productivity tribe. An author, a lifelong entrepreneur, a proud husband and father, tandem road cyclist, ice hockey player, and CEO at Complete XRM, inc.
7 03, 2017

Release Notes: PlanPlus Online Vector Q1-2017

Release Notes PlanPlus Online Vector  1.2.0 Release Date: Jan 18, 2017 Fixed: Task titles truncating on printed page Fixed: Appointments created from case not adding login user as attendee Fixed: Issue causing attendees to be duplicated in some situations Fixed: Browser issue affecting create new Opportunity button Fixed: Multi-Context field groups now import with XML [...]

7 03, 2017

Release Notes: PlanPlus Online Aurora Q4-2016

Release Notes PlanPlus Online Aurora 2.4.0 Release Date: Dec 21, 2016 APIs: updated endpoints for Organization (List, Create, Update, Delete) Added: Auto create quote on New opportunity Added: Option to change address on Quote/Order Fixed: Export Opportunity Report - by Period Type Add: Monitoring to CLX API calls Added: Organization Quote tab Grant Access to [...]

23 12, 2016

An early peek at a present

Just in time for Planning your 2017. On December 28th we are planning some major changes to PlanPlus Online home page. A whole new look and new improved planning functionality for PlanPlus Online. Watch this brief video to get a peek at some of the changes coming to PlanPlus Online. What is Changing: [...]

8 06, 2016

Release Notes PlanPlus Online Aurora 2.5

Release Notes PlanPlus Online Aurora 2.5   (sprint 169.2) Release Date: June 2, 2016 -New & Improved Guided Help Resources - These help resources are now available from a tab on the lower edge of your screen while logged in to your account. There are a combination of videos and guided explainer tutorials to help you [...]

11 05, 2016

Release Notes PlanPlus Online Aurora 2.4 (170)

Release Notes PlanPlus Online Aurora 2.4 (170)   Release Date: May 11, 2016 We are happy to announce the release of another new update for PlanPlus Online, Aurora 2.4. This update is now available on all production servers and includes the following:   Better looking and easier to use: New interface for Home Page New interface [...]

26 04, 2016

New Features in PlanPlus Online: Release Notes for April 27, 2016

Release Notes  167 Release Date: April 27, 2016 The following features are now available in your account: Homepage speed improvement. Fixed Task Delegation problem Chrome browser. New custom field type: String Table. New custom field type: encryption. Added Custom Field Filters on Organization, Contact, Opportunity Summary pages. Daily Task Reminders: Added B & C Priority [...]

20 01, 2016

Business Lifecycles: If You’re Not Growing, You’re Dying

Businesses, like living organisms, experience predictable patterns of behavior as they grow and develop. And much like young organisms, they face many of the same specific challenges as they progress through the stages of their lifecycle. This post outlines the stages that a typical company will go through and highlights the attributes of each stage [...]

18 01, 2016

Examples of CRM Sales Processes

No-Nonsense Examples of Foolproof CRM Sales Processes Defining a sales process is both an art and a science. Or, should I say...a science, then an art. Good sales processes are both simple and comprehensive. They are easy to understand and also easy to scale. Scaleable sales processes are one of the most critical components of [...]