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 [...]

GDPR Statement2019-01-10T18:56:26+00:00
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 [...]

What can the cult classic The Sandlot teach you about leadership?2019-01-10T18:56:27+00:00
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 [...]

Is good feedback the secret to improvement?2019-01-10T18:56:27+00:00
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 [...]

Are you willing to do the one thing that will make you happy?2019-01-10T18:56:27+00:00
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...

PlanPlus Online chosen as one of “The 10 Best Enterprise CRM Solution Providers”2018-03-30T11:50:36+00:00
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 [...]

What is important is seldom urgent and what is urgent is seldom important2019-01-10T18:56:27+00:00
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. [...]

Make excellence a habit2019-01-10T18:56:29+00:00
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 [...]

PlanPlus Online Vector 2.12.7 Release Notes2019-01-10T18:56:29+00:00
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 [...]

Using your CRM to Improve Your Ideal Customer Profile2019-01-10T18:56:29+00:00
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 [...]

Efficiency vs. effectiveness, what’s the difference?2019-01-10T18:56:29+00:00
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 [...]

Which road will you take?2019-01-10T18:56:31+00:00
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 [...]

All in: the promise of workplace diversity2019-01-10T18:56:31+00:00