23 05, 2018

GDPR Statement

Introduction The European Union (EU)  has taken a monumental step in protecting the fundamental right to privacy for every EU resident with the General Data Protection Regulation (GDPR) which will be effective from May 25, 2018. Simply put, EU residents will now have greater say over what, how, why, where, and when their personal data [...]

18 04, 2018

What can the cult classic The Sandlot teach you about leadership?

Examples of great leaders can be found even in your own neighborhood baseball diamond. Just over 25 years ago, the world was introduced to Smalls, Squints, Ham Porter, Yeah Yeah, and of course Benny “the jet” Rodriguez in the cult classic Sandlot. Much of the film was actually filmed not far from our headquarters here [...]

13 04, 2018

Is good feedback the secret to improvement?

Did you know that good feedback is the key to improvement? Let me show you what I mean… How many speed limit signs did you see on your way to work today? Can you remember seeing any? Honestly, I can’t remember any either. In fact, if you traveled to work on a familiar route, there’s [...]

4 04, 2018

Are you willing to do the one thing that will make you happy?

How many of you feel you’re more productive when you’re feeling happy? Because we’re human, we spend a lot of time—consciously, and unconsciously—thinking about our own happiness. After all, our nation was formed on the right to pursue happiness. I remember few years ago reading the results of one of many studies on happiness. The [...]

30 03, 2018

PlanPlus Online chosen as one of “The 10 Best Enterprise CRM Solution Providers”

InsightSuccess has chosen Complete XRM, the parent company of PlanPlus Online as one of The Best Enterprise CRM Solution Providers. Read more...

30 03, 2018

What is important is seldom urgent and what is urgent is seldom important

The Eisenhower Matrix is a presidential insight about productivity: soon after Eisenhower became president, he visited the campus of Northwestern University to deliver an address. What he said changed the thinking about “productivity” forever. He said: “I have two kinds of problems, the urgent and the important. The urgent are not important, and the important are never [...]

13 03, 2018

Make excellence a habit

Our offices here at PlanPlus Online are located on John Stockton Boulevard, named after a local sports hero. In the 1997 Western Conference Finals, John Stockton made a last second three to send the Jazz to the NBA finals. Around here, when you refer to “The Shot” everyone knows you’re referring to this miracle basket. [...]

9 03, 2018

PlanPlus Online Vector 2.12.7 Release Notes

PlanPlus Online is proud to announce the following new features, improvements, and fixes: Features Added support for date separated custom field type in Create pages for Contacts, Organizations, Opportunities and Leads Added direct Email Center support for email addresses in lead summary and lead detail pages Added threaded email support in BCC email feature Added [...]

8 03, 2018

Using your CRM to Improve Your Ideal Customer Profile

In a recent blog "The easy and effective way to create an ideal customer profile," we talked about identifying your ideal customer profile. You built a table with your most idea, less ideal and not ideal attributes. Since the ideal customer profile is something your entire team should be aware of, you’ll want to place track [...]

7 03, 2018

Efficiency vs. effectiveness, what’s the difference?

When you’re in the daily battle of getting things done on your task list—are you being efficient, or being effective? The last thing you probably want right now is a vocabulary lesson—but there’s only two words, and learning the difference between efficient and effective will actually increase your overall productivity. Being efficient Efficiency is how [...]

27 02, 2018

Which road will you take?

In his classic poem “The Road Not Taken,” Robert Frost talks about how the road he was walking on while in the woods separated into two roads leading in different directions. He had to decide which of the two he would take. By taking the one less traveled, his life was changed. Frost’s point was [...]

21 02, 2018

All in: the promise of workplace diversity

On a football team the most famous and recognizable player is usually the Quarterback. Most of us can name the quarterback’s of our favorite NFL teams, Tom Brady, Drew Brees, Blake Bortles. But a lot fewer of us could actually name the left guard or the long snapper. While Quarterback’s are generally regarded as the [...]