Blog
New Features for PlanPlus CRM
The PlanPlus Cloud continues to evolve. We’ve made several updates and enhancements that will improve your planning experience. This list includes just some of the many updates we’ve made in the latest build of the system. The best part is, because of our cloud-based system, the updates are automatic. The only thing you need to do to access these enhancements is log in. Take a look at what’s new. […]
New Build Notes
PlanPlus Online gets better all the time. Once again we are announcing new features for subscribers of PlanPlus Online. This newest release is now available for all new and existing customers. The following list are a few of the features in this newest version that we think you will find most interesting. […]
Take Control of Your Inbox
Do you ever lose track of important emails? Is your inbox cluttered with newsletters you no longer read or want to read but don’t have the time? Are you drowning in a sea of unread emails? If so, we’ve got some tips on how to organize your inbox…. […]
Top 10 Signs Your Business Needs CRM Software
Wondering why your business isn’t doing better or want to improve it? If you’re exhibiting any of these signs, it’s time for a CRM system. […]
Over 30 New Training Videos Added
We have added a number of free training videos to assist you in learning and setting up your PlanPlus Online account. To access these videos, login to your account and click “Help & Training,” then “Videos.” Here are just a few of the videos that were recently added: […]
Cutting Out Distractions at Work
Cutting Out Distractions at Work: Controlling Your CommunicationsSometimes the things designed to make our life easier actually make it more complicated. In his article “Boost Focus and Productivity by Reducing Communication Distractions,” Joshua Zerkel suggests how we can avoid distractions from notifications, messages, and ringing phones to increase productivity. He suggests: […]
Managing Tasks
Managing tasks is one of the keys to productivity in the modern world. For years, software developers and many other time management gurus have tried to teach us how to manage our tasks. Even Microsoft with Outlook tried to provide us with a tool to manage tasks effectively. […]
Don’t Be Afraid to Delegate – Five Easy Tips
Part of being a manager or supervisor is learning how to delegate. Besides being a wonderful tool to share workload, knowing how to delegate creates people who are more personally and professionally fulfilled. It doesn’t take special skills or secret techniques to learn how to delegate successfully. Try these five techniques the next time you need to delegate. 1. Clearly specify what you want. 2. Delegate one task to one person. 3. When you delegate the responsibility, [...]
How to Hold Effective Meetings
Many of us spend hundreds of hours in meetings every year and quite possibly tens of thousands of hours in meetings during our careers. Perhaps the best possible way to avoid this is to avoid meetings entirely. If this is not possible or not realistic, then I offer up these 5 tips to help you get organized and make the most of your meetings. 1. Begin with an Agenda The best agendas are those that [...]
Six Steps to a Successful CRM Software Implementation
Here's a six-step approach to implementing your PlanPlus Online CRM and automating your business processes for maximum personal and professional effectiveness. Step 1- Time Management Before you start planning your implementation goals, it's important to identify how much time you have to work with. Plan a project that can fit within the time constraints that you have. The more important the goal, the more likely you'll be to spend more time on it--and, the more [...]