11 05, 2017

Release Notes: PlanPlus Online Vector – March & April-2017

Release Notes PlanPlus Online Vector 2.1.4   Release Date: April 27,2017 Improved drag & drop to mini calendar- added drag target indicator Mini calendar- added indicator for current day Fixed: current date indicator timezone issue Fixed: required fields not working in some field groups New u/i in Contact Process tab Fixed: display field groups in [...]

27 04, 2017

Artificial Intelligence: PlanPlus Online isn’t just pretty, it has a brain!

When Artificial Intelligence becomes real Artificial Intelligence is about to impact you in intriguing new ways! The new PlanPlus Vector 2.0 platform will accelerate your productivity with two simple words: “On” and “By.” Here’s how: Using “On” If you have a task to take out the trash on Saturday, you enter: “Take out trash on [...]

20 12, 2016

How real estate pros make this the best time of the year

Typically, real estate professionals think that the Holidays are a time to just “forget about making money because no-one is buying/selling.” While there may be some statistical truth to this as far as closings go, it doesn’t have to be true for the momentum of your business. Here are a few ideas for you to [...]

18 11, 2016

Your spreadsheet is spread too thin—and what to do about it

For many small businesses adding another expense can be a burden—especially when it seems like a well-organized spreadsheet can do the trick. But there are a few tell-tale signs that can help you determine why a CRM is the next best step for your small business. Customers are assets to be cared for and nurtured [...]

8 09, 2016

Do your salespeople have these six essential skills?

Today’s sales environment requires salespeople who can draw on more than just knowledge of facts and features to solve a prospect’s problem. Here are six skills, techniques, and traits that are indispensable... Expertise This should come as no surprise: know what you’re talking about! Often, prospects are better informed than salespeople. Sales conversations start much [...]

26 08, 2016

Why more hospitals and clinics are turning to PlanPlus Online for CRM

The healthcare provider marketplace is fiercely competitive—the last few years have demanded that hospitals and clinics invest more of their budget on technology—not just technology for operating rooms and labs—but also patient reception and physician’s offices. This investment isn’t just for the sake of having the latest technology, it’s to ensure that every touchpoint with [...]

29 07, 2016

It’s the end of the month—how are your sales?

Without a well-defined and automated sales process, you’re essentially flying blind—you really don’t know how you’re doing until the month ends and you tally up where you stand. Having a well-defined sales process often spells the difference between failure and success. Do you know where the leaks are in your sales process? Automating your sales [...]

21 07, 2016

Become a customer mind-reader with this convenient tool…

Have you ever been interested in discovering what your customers really needed, wanted, preferred, or thought about you? What’s stopping you from finding out? How about conducting your own online survey? The Survey Builder tool in PlanPlus Online offers you a fast and convenient tool for gaining customer insights. Survey Builder makes online surveys cheaper [...]