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 [...]

14 02, 2018

Never lose a sales lead

So, you have a website. And you want your website to generate leads for your sales team. But, the problem is, all the leads that come in from your contact us form go to someone’s email. Maybe it’s the manager. Then, the manager has to forward the leads to one of your sales reps. Who [...]

12 02, 2018

Why highly productive people use Time Blocking

If you’ve been out driving, you’ve probably seen those orange cones and barricades on the road. Even though it’s inconvenient for drivers, those barricades keep traffic from areas that are being worked on—so that workers can do the repairs without dodging cars. Don’t you wish during the day you could set up barricades around your [...]

30 01, 2018

Can your happiness impact your productivity?

A recent study found that employees are 22% more productive when they are happy than when they are unhappy. Now I know what you're thinking, well duh! However as obvious as it may seem we often don't act on this seemingly common knowledge. Sometimes we mentally put a barrier between our various tasks and happiness. [...]

16 01, 2018

Oh grate! Another boring meeting? You knead to know the two pizza rule!

Spicing up your meetings isn't complicated. Here's an idea you "knead." What does having a meeting and having a pizza have in common? Amazon CEO Jeff Bezos calls it the “two pizza rule.” And it's simple: Bezos says that the more people you pack into the meeting, the less productive the meeting will likely be. The [...]

9 11, 2017

Get a grip on life: Two ways your mission statement gives you traction

When it comes to our productivity, it isn’t usually some sort of large event that throws us off, but rather, the loss of traction. A personal mission statement will give your life traction. Have you ever attended a demolition derby? Few things are more American than taking an old car, fixing it up, and then [...]