How asking the right questions can help smooth out the implementation dip

July 13th, 2017|All, CRM, Culture, Leadership|

We’ve worked closely with hundreds of organizations as they’ve implemented our CRM platform, and the implementation dip can be frustrating and even slow down productivity, and that’s concerning—especially since we’re a productivity company. Have you [...]

Chosen Best Salesforce Alternative for Customizable CRM Software

July 10th, 2017|All, Company News, CRM, Press, Real Estate, Sales and Marketing|

Every once in a while someone says something that flatters you. This happened to us recently when Software Advice, a Gartner Subsidiary, reviewed the top CRM platforms in the world and named PlanPlus Online as a Best Salesforce Alternative for [...]

What’s the difference between a system and a process?

July 7th, 2017|All, CRM, Culture, Leadership, Productivity|

Business process management is a systematic approach to making an organization's workflow more effective, more efficient, and more capable of adapting to an ever-changing environment. To improve your workflow, you need to know the difference between [...]

Why your CRM implementation might fail, and what to do about it

July 3rd, 2017|All, Coaching, CRM, Goals, Productivity, Project Management, Sales and Marketing, Teams|

Why do typical “Software Only” implementations fail? Implementing a CRM is much more than a standalone project accounted for by a single individual, it’s a business philosophy that affects your entire company. Some companies struggle [...]