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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 [...]

How to Close a Sale: The Only Thing You Need to Know

October 21st, 2014|Categories: All, Sales and Marketing|

This post originally appeared on Jill Konrath’s website and is republished here with permission. Have you ever heard the phrase "detach from the outcome"? It’s a tenet of Eastern religions. For many years it was a concept that I found totally unfathomable. After all, sales itself is about outcomes. Our income is at risk. We need to get the business. But over the years, I’ve learned the wisdom of that message. In fact, the more [...]

How to Seal the Cracks In Your Sales Pipeline

October 14th, 2014|Categories: All, Sales and Marketing|

In the world of sales, there are few things that are a greater sin than letting good leads slip through the cracks. If you are like many companies out there, you spend too much money on marketing and perhaps have too few leads to have the luxury of wasting them. Unfortunately, that is exactly what many companies are doing.  There are a number of ways that these cracks work their way into your business. Here [...]

Setting and Achieving Big Hairy Audacious Goals

October 7th, 2014|Categories: All, Goals, Planning, Project Management|

When it comes to setting goals, sometimes it's best to go big or go home! Historically, some of the most famously successful goals have been “Big Hairy Audacious Goals” (BHAGs). This term was coined by James Collins and Jerry Porras in their 1994 book, Built to Last: Successful Habits of Visionary Companies. A Big Hairy Audacious Goal is a strategic business goal that is designed to focus an entire organization on an audacious medium- to long-term [...]

Complete XRM Announces the Release of PlanPlus™ Goals

October 2nd, 2014|Categories: Press|

Complete XRM Announces the Release of PlanPlus™ Goals Complete XRM, Inc. announces the release of the PlanPlus™Goals iPad App. PlanPlus™ Goals help users unlock their full potential through managing and reaching goals that will make them happier, healthier, and more productive. […]