13 07, 2017

How asking the right questions can help smooth out the implementation dip

We’ve worked closely with hundreds of organizations as they’ve implemented our CRM platform, and the implementation dip can be frustrating and even slow down productivity, and that’s concerning—especially since we’re a productivity company. Have you heard of the implementation dip? Let’s try an experiment Pick up a pen or pencil with your dominant hand—for example, [...]

10 07, 2017

Chosen Best Salesforce Alternative for Customizable CRM Software

Every once in a while someone says something that flatters you. This happened to us recently when Software Advice, a Gartner Subsidiary, reviewed the top CRM platforms in the world and named PlanPlus Online as a Best Salesforce Alternative for your Business.   Software Advice is a well known Software Review website and a trusted resource for software buyers. They provide detailed [...]

7 07, 2017

What’s the difference between a system and a process?

Business process management is a systematic approach to making an organization's workflow more effective, more efficient, and more capable of adapting to an ever-changing environment. To improve your workflow, you need to know the difference between a system and a process. When’s the last time you took a bus? In most cities, busses are part of [...]

3 07, 2017

Why your CRM implementation might fail, and what to do about it

Why do typical “Software Only” implementations fail? Implementing a CRM is much more than a standalone project accounted for by a single individual, it’s a business philosophy that affects your entire company. Some companies struggle to get widespread adoption of new software systems because they fail to address the underlying systems, processes, communication, and values [...]

13 06, 2017

Getting started the fast and easy way with PlanPlus Online

Getting started is easy! PlanPlus Online offers a wide-variety of resources to get you started and productive with your PlanPlus Online account. See how it’s done: New detailed step-by-step videos Introduction to PlanPlus Online Essentials Introduction to PlanPlus Online Essentials Calendar How to put appointments on your calendar Managing appointments on your calendar Making the most [...]

7 06, 2017

How to make your team amazing

Have you ever wondered how teams get anything done? Do you share the responsibility with others to get work done—but don’t have any authority over them? The reality is, more and more people are finding that they have to get their work done through a team—regardless of whether that team is big, small, effective, ineffective, [...]

9 05, 2017

Delegation: The secret to working less and doing more

Do you feel stressed and overloaded? If so, then you may need to brush up your delegation skills! In fact, the first rule of management is delegation. Don’t try to do everything yourself—because you can’t! The truth is, leaders become great not because of their power, but because of their ability to empower others. What [...]