Blog
What’s the ROI of CRM Software?
How do you figure out the return on investment (ROI) of CRM software? We recently asked sales representatives who were using PlanPlus Online: “What percentage of your sales occurred because of a significant contribution from your PlanPlus Online CRM?” The results showed that more than 30 percent of their deals were attributable to their CRM. This equated to a 150% increase in sales compared to what would have occurred without their CRM! Figuring out the [...]
Getting a fast start has never been easier…
The results are in: The PlanPlus Online New User Fundamentals Webinar is the easiest way to get an effective, fast start with PlanPlus Online. This free, one-hour webinar is for anyone wanting to learn the basics of account setup, how to use our software, and how to get the most out of PlanPlus Online—no matter which edition you’re using! Focus on the key steps needed to prepare and implement PlanPlus Online. Start with the fundamentals: [...]
Weekly Planning: How to Take Control of and Rock your Week!
The Importance of Weekly Planning and Scheduling Realize it or not, your week has rocks—big ones, small ones, and even some sand and water! “Rocks” are a metaphor for the biggest priorities of the week. (See The Story of the Big Rocks in the sidebar and how it relates to weekly planning.) In both our business and personal lives, we have big rocks, gravel, sand, and water. How to identify the Big Rocks Identifying [...]
Release Notes: New Features in PlanPlus Online
Here’s what was included in our latest product updates… Aurora 2.12.2 Release Date: Sep 20, 2016 Updated: Auto complete City/State for Postal Codes Fixed: Hide delegated tasks Fixed: Call popup from home screen Fixed: Adding note from daily note center Fixed: Display issue with all day appointments in 5-7-month view Fixed: Delete 1 occurrence would delete all instances of recurring appt. Fixed: shared calendar w/ recurring private [...]
Get in sync with your PlanPlus Online account
PlanPlus Online is a powerful platform across numerous devices and operating systems, including desktop and laptop computers, smartphones, and tablets. However, getting all these devices, operating systems, and applications to sync to your PlanPlus Online account can be a challenge. The good news is: there are many resources available if you need help syncing your PlanPlus Online account! For Do-It-Yourselfers This page is a great resource for understanding how to get sync working. NEW: Walk [...]
Discovering your Why Statement: When the why is clear, the how is easy
If you’re like most PlanPlus Online Essentials customers, every day of the week there are vitally important things you want to do—and yet, you’re just not getting to them. Good thing for you, discovering your mission statement will help you accomplish these things. Here are some of the reasons people choose PlanPlus Online Essentials—do any of these sound familiar to you? “I want better organization; to be a better steward of my time, talents, gifts…” [...]
Is productivity coaching the best investment you could make?
What’s the best investment you could make? An investment in YOU -- with productivity coaching! It’s no secret that top performers—from professional sports to Wall Street to Hollywood Boulevard—all have coaches. In fact, personal and professional success starts with Productivity Coaching. Simply stated, Productivity Coaching may determine your future! PlanPlus Online Productivity Coaching will help you: Identify your most important goals. Develop a clear plan to move your forward. Remove mental blocks and life obstacles. [...]
Do your salespeople have these six essential skills?
Today’s sales environment requires salespeople who can draw on more than just knowledge of facts and features to solve a prospect’s problem. Here are six skills, techniques, and traits that are indispensable... Expertise This should come as no surprise: know what you’re talking about! Often, prospects are better informed than salespeople. Sales conversations start much later in the information-gathering process. By the time a customer talks to a salesperson, they’re already filled with information and [...]
Why more hospitals and clinics are turning to PlanPlus Online for CRM
The healthcare provider marketplace is fiercely competitive—the last few years have demanded that hospitals and clinics invest more of their budget on technology—not just technology for operating rooms and labs—but also patient reception and physician’s offices. This investment isn’t just for the sake of having the latest technology, it’s to ensure that every touchpoint with a patient or prospective patient reflects the mission and values of that healthcare provider. Increasingly, however, provider networks are discovering [...]
New: Attend Our Interactive Online Sync Workshop
PlanPlus Online is a powerful platform across numerous devices and operating systems, including desktop and laptop computers, smartphones, and tablets. However, getting all these devices, operating systems, and applications to sync to your PlanPlus Online account can be a challenge. If you want your sync connections up and running, we invite you to attend our new, weekly interactive online Sync Workshop. This live webinar will show you step-by-step how to get PlanPlus Online to sync [...]