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Release Notes 157: PlanPlus Online gets even better!

August 20th, 2015|Categories: All, Product Updates|

Our product team has been hard at work again. We sent out our release on August 5, 2015. We wanted to tell you all the awesome highlights that we have been doing to continue making the #1 customizable CRM that aligns productivity with purpose. This round we had over 60 items that were addressed, fixed or changed ever so slightly to make your experience with our application pleasing. Here’s a some items we are very [...]

7 key lessons in optimization

August 18th, 2015|Categories: All, Sales and Marketing|

Optimization is an important thing. Apart of that is A/B testing and it can be a big scary thing if you’re just getting started with optimization of your website. Start with some basics to lay the groundwork, and keep them in mind when things get complicated. Nail down your most important goals before you start Its important to decide what success is before you start an experiment. Sit down with your stakeholders for the site [...]

How to GIF with Success

August 11th, 2015|Categories: All, Sales and Marketing|

GIFs are are trending right now, and in a very big way. Facebook recently announced the new FIG capability, allowing users to share, post and like GIFs on all platforms. It’s about time and they aren’t the only ones, here’s some tips we’ve seen, learned and want to share with you. 1. Remember your audience GIFs are what you make of them...literally. Your content, whether it is an email, web page, or even a social [...]

Six Skills That Are Essential To The Modern Salesperson

August 4th, 2015|Categories: All|

We all know the stereotype of salesperson can be pushy--they’re aggressive and flexible about the truth, talk a lot and only have one agenda: to sell you, regardless of your needs and requirements. But with that description, it can be admittedly, a bit cliche (and probably has never had one part particularly true for a good salespeople anywhere). But we’ve all see and met at least one of them in our lives.  And while they’re [...]

Twelve Months of Agile App Improvement At PlanPlusOnline.com

July 28th, 2015|Categories: All, Product Updates, Sales and Marketing|

Over the course of the last twelve months, PlanPlus Online has made some great progress in updating our agile CRM App.  About a year ago we revised our implementation of the “agile” development methodology through the study of the book Scrum by Jeff Sutherland.   While we always thought of ourselves as an “agile development” firm, we took this opportunity to re-focus about a year ago to really study the methodology of our platform. We’ve [...]

Collaborate With Your CRM As A Teammate

July 23rd, 2015|Categories: All, Project Management, Sales and Marketing, Work Life Balance|

"So, What Makes you want to be in sales?" Always seems like this question gets asked in just about every interview for sales roles of all levels.  When answering the question, one of the most common responses tends to include the candidate's competitive nature. Don’t get me wrong -- it’s not a bad thing and the most successful sales teams are built to be somewhat competitive, and hitting your individual sales goals are a must; [...]

How To Jump-Start Your Small Business With A Smart CRM

July 21st, 2015|Categories: All, Productivity, Project Management, Sales and Marketing|

Here are some ways to leverage a CRM to jump-start your business: Cut out the bad data Bad data in the form of duplicate records, missing information, inaccurate information, and outdated data can cost you almost $100 a record! With automated data capture, CRMs are becoming smarter and doing the work for you, like adding and updating contact records, de-duping multiple records,and filling in missing information. Not only does using a smarter CRM give you a [...]

5 Content Creation Tools To Improve Productivity

July 15th, 2015|Categories: All, Productivity, Sales and Marketing|

Content Marketing can be time-consuming.  With a good plan, you can be more effective, and using the right tools should be an important part of that.  Between balancing budgets, brainstorming new campaigns, and managing your editorial calendar, you need more than just an Excel spreadsheet to stay organized and churn out consistent content. Here's some awesome ways that can help you streamline your content creation process and make your time more effective. A robust calendar. [...]

Why Mobile Relationships Matter

July 7th, 2015|Categories: All, Sales and Marketing|

We have been transformed into a mobile world that forms a new relationship with consumers and brands. It is always on, and close at hand and our first port of call whenever we have a question (or product to buy). But that’s all old news and although it’s startling to think that the smartphone is only really entered the popular consciousness about 7 years ago. It’s no wonder that the mobile commerce is set to [...]

Marketing Tips In Honor of Shark Week

July 6th, 2015|Categories: All|

Sharks have come a very long way. The earliest sharks evolved more than 400 million years ago -- before insects, mammals or dinosaurs. They survived five mass extinctions and looked pretty odd.   Picture credit: Dorling Kindersly/Getty Images via Discovery.com But longevity has made the shark brand anything but stale. Today, sharks rule the news cycle. Recent white shark sightings in California have lead to “shark selfies” (mostly in aquariums). Time magazine recently [...]