4 10, 2017

Why you need a centralized database to be successful

If you are part of a growing company, you need a centralized database to be successful. There are many reasons that you might decide you’re ready for a centralized database and many benefits that you’ll get out of having one. You’ll be able to: Find information more quickly. Simplify your IT infrastructure. Have more accurate [...]

13 07, 2017

How asking the right questions can help smooth out the implementation dip

We’ve worked closely with hundreds of organizations as they’ve implemented our CRM platform, and the implementation dip can be frustrating and even slow down productivity, and that’s concerning—especially since we’re a productivity company. Have you heard of the implementation dip? Let’s try an experiment Pick up a pen or pencil with your dominant hand—for example, [...]

10 07, 2017

Chosen Best Salesforce Alternative for Customizable CRM Software

Every once in a while someone says something that flatters you. This happened to us recently when Software Advice, a Gartner Subsidiary, reviewed the top CRM platforms in the world and named PlanPlus Online as a Best Salesforce Alternative for your Business.   Software Advice is a well known Software Review website and a trusted resource for software buyers. They provide detailed [...]

7 07, 2017

What’s the difference between a system and a process?

Business process management is a systematic approach to making an organization's workflow more effective, more efficient, and more capable of adapting to an ever-changing environment. To improve your workflow, you need to know the difference between a system and a process. When’s the last time you took a bus? In most cities, busses are part of [...]

3 07, 2017

Why your CRM implementation might fail, and what to do about it

Why do typical “Software Only” implementations fail? Implementing a CRM is much more than a standalone project accounted for by a single individual, it’s a business philosophy that affects your entire company. Some companies struggle to get widespread adoption of new software systems because they fail to address the underlying systems, processes, communication, and values [...]

30 06, 2017

Let PlanPlus Online custom-build your CRM today

Just like ice cream, when you have the flexibility to build a custom CRM that works for you, the possibilities are endless! Let PlanPlus Online custom-build your CRM. Everyone enjoys having options when it comes to the important things in life A hot summertime favorite is to take a trip to the local ice cream [...]

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 [...]