Blog
Do you have karkorrhaphiophbia?
Karkorrhaphiophbia is the fear of failure—and who doesn’t have a little of that, am I right? Interestingly enough, the major symptom of karkorrhaphiophbia isn’t actual failure—it’s paralysis. You don’t do anything because you’re afraid you might fail at it. Two gifts Over the years, life will offer you many gifts. Two of the more valuable gifts are the gift of failure, and the desire to learn. Granted, considering failure as a gift—including the occasional [...]
New Features in PlanPlus Online
Release notes for August 15, 2016 Release 2.9.2 Release date: August 15, 2016 We’re pleased to announce the following improvements to PlanPlus Online: You can now display field groups on External Process Update page. Added ability for admins to disallow users to postpone process past due date. Daily agenda emails now can contain overdue process steps with links to external page so the step can be updated without logging in. Account / Preferences pages UI [...]
New Features in PlanPlus Online: Release Notes for August 05, 2016
Release 2.8.7 Release Date: August 05, 2016 When a user changes their PlanPlus Online password, their Cloud Connector will be updated so that it is seamless Can now create relationships between Opportunity Import and Organization Entity fields Close date now available on Opp field groups Fixed Opportunity Process Step report Fixed Contact Monthly report Contact import now handles 2nd email address External calendar URL Java error corrected Homepage mini-calendar now mirrors user preference for start [...]
It’s the end of the month—how are your sales?
Without a well-defined and automated sales process, you’re essentially flying blind—you really don’t know how you’re doing until the month ends and you tally up where you stand. Having a well-defined sales process often spells the difference between failure and success. Do you know where the leaks are in your sales process? Automating your sales process doesn’t have to be expensive or complicated. PlanPlus Online has a sales process builder and process automation that may [...]
Become a customer mind-reader with this convenient tool…
Have you ever been interested in discovering what your customers really needed, wanted, preferred, or thought about you? What’s stopping you from finding out? How about conducting your own online survey? The Survey Builder tool in PlanPlus Online offers you a fast and convenient tool for gaining customer insights. Survey Builder makes online surveys cheaper (since the tool is included in the PlanPlus Online Business Edition), faster, and you get survey results delivered right to [...]
Release Notes PlanPlus Online Aurora 2.5 (release 171)
Release Date: July 18, 2016 Improvements with this release: Customizable help tips Ability to trigger 3rd party form post from Process Builder New territory engine rule based on custom database. Allows for easier and faster setup of complex territory engine rules. Added HTML editor to Missions & Values area Improved Flow View on Process Builder Improved merge fields in Email Template Editor
CRM Training—the new competitive advantage
Whether in sports or in business, success is achieved during the training period. In Christopher J. Bucholtz’s recent article, 5 Ways to Guarantee Sales Will Hate Your CRM, he writes: “In reality, even the best-designed and most intuitive CRM applications contain a lot of power that can be accessed only with specialized knowledge of the system. In all cases, sales people confronted with a CRM application they've never used recoil at the idea of spending [...]
60 seconds with Dean Minuto…
Why did you choose to become a productivity expert? What could be more important in life than learning how to live? Here’s a little background: I started going blind when I was 17. This year, I qualified for a new surgery and a new implant that gave me my vision back. I’ve been blessed—and I want to pass that blessing on to others. It’s why I have set up The “I See” Project—which will direct [...]
Use this productivity secret weapon
Every year, the city where I live hosts a triathlon. Top athletes (triathletes) from all over the world attend. In order to make the course route safe, the city barricades dozens of streets. You can imagine, it would be a disaster to allow regular traffic to drive on the same route while the participants were racing. For an entire day, regular traffic is kept out in order to allow the triathlon to take place. This [...]
The best Contact Management solution available is…
Let’s be honest, as your personal and professional networks expand, your capacity to manage them diminishes, are we right? What’s more, without effective contact management, many opportunities can easily slip through the cracks. At the heart of PlanPlus Online’s comprehensive CRM platform is a robust, contact-centric database that provides a fully-integrated approach to tracking all the information and communication activities linked to contacts, including: Accessible from anywhere—even on mobile devices Contact information and notes are [...]