Blog2023-02-22T22:25:05+00:00

Blog

Recent Posts

Archives

Categories

Tags

Progress Report: Mobile and Sync Beta Status Update

March 23rd, 2016|Categories: All|

Status Update: March 23, 2016 Good News! Over the past two months, we’ve had over 1,000 people participate in beta testing four new products/features: two new mobile apps (iOS and Android) and two new sync solutions (Google & Microsoft 365). These efforts have been very productive and we wanted to share a few things people have been saying, and answer a few questions that have been asked. First, so what are people saying about the [...]

PlanPlus Online chosen as a best Real Estate CRM solution

March 18th, 2016|Categories: Company News, Real Estate|Tags: , |

10 Best CRM, an online CRM ranking service, has chosen PlanPlus Online for their 10 Best Real Estate CRM Software list. “PlanPlus Online Real Estate is a CRM software that includes an array of enterprise features for professionals in the real estate business,” 10 Best CRM reported in their review. “Such an IT solution gives real estate brokers a lot of advantages in closing deals involving leases and sales of residential and commercial properties.” In [...]

How to know if you need a CRM platform today

March 17th, 2016|Categories: All|

Meet Florence Snyder, also known as, grandma. Grandma lived, what is now considered, a long time ago. Back then, when grandma went to buy groceries, something magical happened… The A&P manager would greet her and say, “Good morning Mrs. Snyder! We just got fresh bread from the baker and I’ve saved some of those bananas—just the way you like them!” The butcher would say, “I’m wrapping your cuts right now—hey, take a look at the [...]

How to improve your sales process

March 17th, 2016|Categories: All|

If your organization is involved in sales, you already have a sales process. But unless you have an identified and established sales process, you’ll find that random acts produce random and uncertain results. In sales, random acts can be used occasionally, but a systematic and well-defined best practices approach can assure predictable results. In simple terms, a sales process is a systematic (step-by-step) approach involving a series of steps that enables a salesperson to close [...]

Using Your PlanPlus Online Account From Anywhere at Anytime on Any Device

March 15th, 2016|Categories: Company News, Mobile Sync|

Believe it or not, personal planners have always been portable devices—even before the days of smartphones, laptops, and tablets. Those thick, heavy binders were a badge of honor to lug to and from work and to meetings. Heavy, yes. Awkward, yes. Nevertheless, people knew that you had “a paradigm of being proactive and synergistic!” Of course, those planners also had some disadvantages. You could lose it—that’s a major problem there. It could take hours to [...]

Make something amazing: How to use time like building blocks

March 9th, 2016|Categories: All|

Keeping a task list, or to-do list, is key to the process of getting things done. However, tasks tend to remain as just items on a list until you actually take time to schedule each individual tasks on your calendar—and then focus exclusively on that single task for the time you’ve allotted. That’s called time blocking. Time blocking is a very effective productivity/time management habit that helps you determine how long you’ll focus your time [...]

PlanPlus Online Continues to Improve

March 4th, 2016|Categories: Company News, Product Updates, Release Notes|

PlanPlus Online is pleased to announce a new software release, which adds additional features and repairs the following issues: Enhancements New Custom Field Type (Picture/Portrait) Added color support for all day appointments Custom development project (report) Add sequence option to field groups No longer allowing apostrophe in account names Quick Search Return opportunity ID in Opportunity API Improved logging, new log summary dashboard Removed portrait Icon from Contact detail page. (now avail as custom field) [...]

Coping with the Snooze You Lose

March 3rd, 2016|Categories: All|

An element of personal and organizational productivity is time management. The change to Daylight Savings Time demonstrates just how important even a single hour can be! Early Sunday morning, the nation’s clocks will spring forward—and even though our brains know that the time on the clock has changed, our internal body clock doesn’t. The consequences of the time change can be serious. Studies, including one at the University of British Columbia, documented a five to [...]

How to develop a high-performance culture

March 2nd, 2016|Categories: All|

Kayla looked down at her “Manager of the Year” award and smiled. It felt good to be recognized for the long hours and hard work. She knew she couldn’t have done it without the support of her team—but, if you asked her team, they wouldn’t have done anything without Kayla leading the way by changing the culture. Six months ago, Kayla sat with all the other managers in a “leadership summit.” The executives announced that [...]

It’s not who you know—it’s how well you maintain your contact management

February 23rd, 2016|Categories: All, Planning, Project Management, Sales and Marketing|Tags: , , , , |

Years ago, a ‘contact manager’ was known as a Rolodex—a sort of rotating file device that sat on your desk and contained specially-shaped index cards. Each card held the contact information of a person or a company. A well-maintained Rolodex took a lot of effort and was considered essential to business success. In fact, business management guru Tom Peters once said: “Your power is almost directly proportional to the thickness of your Rolodex, and the [...]