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How To Get Referrals From Your Existing Customers

December 16th, 2014|Categories: All, Sales and Marketing|Tags: , , , , , , , |

Too often, businesses overlook referrals. They expect referrals to take care of themselves, or they just don’t know how to get to them. But referrals are among the most significant sales tools at your disposal. They cost you very little to encourage and receive, and they should be a focal point for your business if you are looking to drive more opportunities and generate more sales. So, how do you change your habits to start [...]

What is the Difference Between a Contact Manager and a CRM?

December 9th, 2014|Categories: All, Productivity, Project Management|Tags: , , , , , , , |

If there was one question that I wish I would get more often it's this: What is the difference between a Contact Manager and a CRM? You may have heard the term contact management as it relates to software for managing interactions with your customers or clients. Most “Contact Managers” or Contact Management Software will allow you to keep track of notes that are related to a contact record. Outlook is a good example of [...]

What if Your Competitive Situation Just Got a Lot Tougher? by Jill Konrath

December 2nd, 2014|Categories: All, Guest Bloggers, Sales and Marketing|

This post originally appeared on Jill Konrath’s website and is republished here with permission. https://www.youtube.com/watch?v=obki7U9m-Jw It’s so easy for us to get stuck in our ways and only think of incremental changes to what we’re currently doing. But to be effective today, we need fresh sales strategies – and those only come when you start asking yourself different questions. Here’s a challenge to get you to expand your thinking: What would you do [...]

Four ways to Unite Your Sales and Marketing Teams

November 25th, 2014|Categories: All, Productivity, Project Management, Sales and Marketing|

Whether there is one salesperson or 1,000 salespeople outfitting your front line, it’s important that they have the right tools to convert opportunities into sales and ensure your company’s success. Working with your salespeople to identify their needs and provide these tools is the most efficient way to ensure that a company’s sales interactions and marketing communications are consistent, relevant, and designed to drive the sales pipeline. Here are four ways you can bring your [...]

Release 144 Features, Notes and More!

November 20th, 2014|Categories: All, Product Updates|

We’ve been hard at work further developing and fine-tuning PlanPlus Online for you! Below is an overview of some of the very exciting new features and enhancements Mobile UI We are happy to announce a complete overhaul of our mobile-optimized application! Now it’s easier than ever to access your PlanPlus Online account from your favorite mobile device. Our slick, easy-to-use touch-friendly interface lets you quickly manage your agenda, tasks, contacts, projects and more! We have [...]

Turning Leads Into Dollars

November 18th, 2014|Categories: All, Goals, Productivity|

http://youtu.be/hXNgOHjMJec The PlanPlus Online Form Builder is a great tool to generate new leads for your business and track them in your PPOL account. Benefits Integrate your lead collection with your lead follow up for greater efficiency. Eliminate time wasted on double entry data. Improve lead conversion by automatically assigning them to the right people. Stop losing leads that fall through the cracks. Features Unlimited custom fields per form. Multi-page forms. Auto Responder Territory assignment [...]

Don’t Send Prospecting Emails Like This – Please! by Jill Konrath

November 17th, 2014|Categories: All, Guest Bloggers, Sales and Marketing|

This post originally appeared on Jill Konrath’s website and is republished here with permission. There's no way around it. Email has to be a core part of your prospecting strategy. Decision makers rarely answer the phone and seldom get back to you when you leave a message. But with the overwhelming amount of information flooding inboxes today, every single word in your email to a decision maker has to be carefully thought out. Most of [...]

Discipline—The Key to Freedom

November 11th, 2014|Categories: All, Productivity, Work Life Balance|

What separates the successful people from everybody else? Is it “Habits.” I like to call them “Rituals.” What are your rituals—Physical? Emotional? Intellectual? Spiritual? If you are physically fit, you would have the ritual (habit) of working out and eating well. Emotionally angry people tend to get angry. What energy do you find yourself practicing most of the time? Intellectually, where do you seek wisdom? Are you growing, or are you in a slump? What [...]

How can this image make you more money? (It’s not what you think!)

November 4th, 2014|Categories: All, Sales and Marketing|Tags: , , , , , , |

It actually has to do with aligning your sales process with your customer’s buying process. Have you ever caught yourself in a routine? I recently realized that my day-to-day activities are far more dictated by habits and routines than even I realized. Last month I was at the rec. center for my daily swim session. I happened to finish my session at the same time as the lap swimmer next to me. As we entered [...]

How can I Get More Out of My Website?

October 28th, 2014|Categories: All, Sales and Marketing|Tags: , , , , , , , , , , , |

A perfectly acceptable question, we live in a multi-screen world. I remember when I was a young kid we had one TV in our family room that we all could watch TV, VHS tapes and then we had the computer to play video games and do homework. But times have changed…a lot. The other day I was looking in the office that my husband and I share. Each of us had a laptop, and I [...]