Blog
How to Write a Newsletter
When it comes to generating leads and learning more about what it takes to get ahead in your niche, one of the first things that you need to think about is how you can get the word out about your services. Email marketing is often overlooked in favor of social media networking, but the truth of the matter is that when it comes to generating leads, a good newsletter can go a long way. How [...]
Announcing New Features and 2 New Editions: Build 140
Build 140 coming soon to a server near you**. PlanPlus Online gets better all the time with new features and enhancements included as part of your existing subscription. Over the next two weeks you will see an announcement when you login indicating when this build is live on your production servers. You can look for the following new features and enhancements as part of this newest release. […]
Six Steps to a Successful CRM Implementation
Follow these six steps to make your CRM implementation easier. Step 1 - Appoint a System Administrator Your PlanPlus CRM needs a dedicated head coach and cheerleader within your organization. The administrator will help you plan and prepare for each step of the implementation. This is the "go to" person for your users, who will be able to offer assistance and training. Having a System Administrator will increase the "buy in" from your sales force, [...]
Data Security and Your Business
Data security is the practice of keeping data protected from corruption and unauthorized access. Additionally, a focus of data security is to ensure privacy while protecting personal or corporate data. […]
2013 Planning and Productivity Tools
Are the tools and processes you are using helping you reach your goals or keeping you from being productive? The start of New Year is a great time to review your current tools and decide if upgrades or changes are needed. You may already have new tools at hand, but haven’t implemented changes yet. For instance: […]
How to Implement your CRM, Get your Team Onboard and Be More Effective
CRM software is often considered to be challenging and even formidable. But if your remember 3 key steps to planning and using your PlanPlus Online, you’ll gain added usefulness without added work. […]
PlanPlus Online v4.0 now available
A Brand new look for PlanPlus Online If you are already a PlanPlus Online subscriber you will notice a number of new features and one of the most significant updates yet. If it has been a while since you tried PlanPlus Online, come take another look. […]
Four Tips for Easier E-mail Management
by Joshua Zerkel The following article was originally posted by Josh Zerkel on the GO Community Do you feel like e-mail has taken over your life? Well, you’re not alone. In a recent study by Information Week, over 75% of the people surveyed said that e-mail is essential to their lives—and an additional 15% say they’d rather lose their spouse than give up e-mail! It’s important to remember that e-mail is a tool we can [...]
What is CRM?
Perhaps you have heard of, or maybe you have used CRM software in the past or you currently are.. But what does CRM really mean? What is its real purpose? Yes, it stands for Customer Relationship Management, but what is that… really? […]
CRM Feature: Prioritizing Your Contacts
You may be familiar with the idea of prioritizing your task list but have you thought about prioritizing your contacts? If you are in a sales or account management line of work this might be a good idea to consider prioritizing the people you work with or want to work with. However, anyone could benefit by keeping an orderly contact list. […]