Years ago, a ‘contact manager’ was known as a Rolodex—a sort of rotating file device that sat on your desk and contained specially-shaped index cards. Each card held the contact information of a person or a company. A well-maintained Rolodex took a lot of effort and was considered essential to business success. In fact, business [...]
The review at the end of the day... Somedays you wonder how you even made it through! The deluge of emails, overwhelming demands for your time and attention, constantly trying to do more with less—all leave you exhausted.You have meetings, phone calls, texts, tweets, blogs, all pulling you into the whirlpool and diminishing your ability [...]
Zoe’s day looked hectic—so much to get done, and most of it had to be accomplished away from the office—and away from her laptop. For example, on her way to meet with a client, she needed to swing by the pharmacy to pick up a prescription. Then, she had a late lunch with a new [...]
It turns out that what makes people happy comes down to one small four-letter word... Happiness—“the quality or state of being happy”—has been in the news a lot lately, hasn’t it? Books and articles written, conferences held, memes created… you name it—which is exactly as it should be. We should all be pursuing what makes [...]
Businesses, like living organisms, experience predictable patterns of behavior as they grow and develop. And much like young organisms, they face many of the same specific challenges as they progress through the stages of their lifecycle, or business lifecycles. This post outlines the stages (or business lifecycles) that a typical company will go through and highlights [...]
Let's face it – we're all busy and face many interruptions, and that can make time management difficult--no matter how diligent we are about organizing, scheduling, and rescheduling our tasks. Having a routine schedule can make it easier to streamline and group our tasks and activities, but not every profession or job lends itself to [...]
No-Nonsense Examples of Foolproof CRM Sales Processes Defining a sales process is both an art and a science. Or, should I say...a science, then an art. Good sales processes are both simple and comprehensive. They are easy to understand and also easy to scale. Scaleable sales processes are one of the most critical components of [...]
One of the most important rites of passage that your company will go through on your way to developing a scalable sales system is developing a sales process. A repeatable, trainable, scalable sales process is the one thing that can take your company from mediocre to meteoric. Here are a few simple rules to use [...]
PlanPlus Online has gone through some major transformations of the user interface in the past year. In fact, this is not the first time we’ve revamped the UI, and it will not be the last time. We’re constantly improving your product, and the timeless principles of good time management and user interface best practices continue [...]
We’re excited to give a sneak peek at our upcoming native apps for iOS and Android devices, coming 2016. Each app will be a truly native mobile app for managing your Productivity; Calendar, Tasks, Contacts, Daily Notes, and Planning features to help you reach your goals. Available for iOS and Android in 2016 ABC-123 Task [...]
Are you using Wordpress for your website? If not, you probably should be. Wordpress is the most widely used platform for managing a website, and ranking well with SEO (coming up on Google search results above your competitors) is largely automated for you. If you're new to WordPress, it is very customizable and integration-friendly. Did you [...]
User Interface User Interface: New Menu Icons Add “Count” to Process Steps overdue report Fix Goal Page U/I issue- not showing all goal steps Various browser compatibility issues Adjust text box on task detail page Task U/I Reference button was cut off in some resolutions Compass & Goal page U/I fix […]
