Blog
We’ve got the solution for your productivity needs
In addition to the most effective online personal planner and CRM solutions, PlanPlus Online also offers a wide range of productivity solutions! Join us! Register today for one of our free weekly webinars. Whether you’re a beginner or an expert, there’s a webinar for you! More info. New! Your PlanPlus Online edition now includes a “Walk Me Through” feature at the bottom of each page. This handy guide is always there when you want it. [...]
The year’s half over! Time for some racing Essentials
My first race was about to start! I was the seventh member of our high school seven-man cross country team, and certainly the least experienced—I knew I had to go all out to keep up with the pack. The gun sounded and we took off. Amazingly, I kept up with them! This was easier than I thought! The course was mapped out with colored flags indicating which direction to turn. After the first mile, [...]
How does your team answer these five questions?
At your next team meeting, ask these five important questions: Can we speak up and take risks without feeling insecure or embarrassed? Can we count on each other to do high-quality work on time? Are goals, roles, and execution plans on our time clear? Are we working on something that is personally important for each of us? Do we fundamentally believe that the work we’re doing matter? Here’s why these questions matter… Building a culture [...]
60 seconds with Sage Agbonkhese…
Why did you choose to become a productivity expert? I chose to be a productivity expert because analyzing my decisions is a natural part of who I am. So, that when I train every day, I can react to life situations in the moment with precision. I want to share that technique with others like me. How did your personal life change as you gained more productivity expertise? The simplest model of being productive matches [...]
Coming soon: PlanPlus Online and Zapier Integration
Soon you’ll be able to integrate PlanPlus Online with Zapier—which will allow PlanPlus Online to connect with hundreds of additional apps and increase your productivity! Introduction to Zapier You do it now almost without thinking—if you need to talk to a coworker down the hall, on a different floor, on a different continent—you simply pick up the phone and give them a call. Right? If your department or team needs to meet with a team [...]
Are your leads slipping through the cracks?
If you have a website, you want that site to collect leads for your sales team, right? Example of Contact Us webform you can build with PlanPlus Online But, what happen to those leads? Are they automatically entered into your central database? Are they automatically assigned to a sales rep? Are they all being called? How many times do you call them before you give up? What do you do if you can’t [...]
How a respected financial advisor uses PlanPlus Online to provide custom-tailored service
In the beginning was the printed planner By the time Martin A. Smith was in college, his printed daily planner played an integral part of his academic success. “I used it religiously—to a fault,” says Martin. “My whole day and life was out of that book.” Martin was attending Georgetown University earning his Masters in Commercial Real Estate and was grateful to have a planning system that encompassed the values of his personal life and [...]
60 seconds with Bill Walsh…
Why did you choose to become a productivity expert? I became highly productive once I realized I had to focus on only doing things that I was absolutely the best at. It became very clear to me that if I continued to do busy work I would never have the time to complete my most important tasks. The real secret is to delegate those things that you are are weak at as soon as possible! [...]
PlanPlus Online Announces New and Improved Guided Help Resources
Have you ever wanted an instant guide at your side to help you learn new and productive features of your software at the same time you’re using it? (Then, have you ever wished that guide would go away during the parts you already know?) We’ve got the convenient, instant guide you need--there when you need help, goes away when you don’t! Located at the bottom of your screen is the new “Walk Me Through” guide. [...]
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 learn how to use PlanPlusOnline. -Opportunity Process Interface Enhancements - We made it more noticeable from the opportunity detail page [...]