8 03, 2018

Using your CRM to Improve Your Ideal Customer Profile

2019-01-10T18:56:29+00:00

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
8 03, 2018

The easy and effective way to create an ideal customer profile

2019-01-10T18:56:29+00:00

One of the keys to growing your sales is to figure out exactly who you're selling to and who are your best customers. If you focus on selling to more ideal customers and less to non-ideal customers you'll be more effective in your selling and you'll have better results. If you're like most people, this [...]

The easy and effective way to create an ideal customer profile2019-01-10T18:56:29+00:00
4 10, 2017

Why you need a centralized database to be successful

2019-01-10T18:56:36+00:00

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 [...]

Why you need a centralized database to be successful2019-01-10T18:56:36+00:00
13 07, 2017

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

2017-07-13T15:26:58+00:00

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, [...]

How asking the right questions can help smooth out the implementation dip2017-07-13T15:26:58+00:00
10 07, 2017

Chosen Best Salesforce Alternative for Customizable CRM Software

2019-01-10T18:56:39+00:00

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 [...]

Chosen Best Salesforce Alternative for Customizable CRM Software2019-01-10T18:56:39+00:00
7 07, 2017

System vs process: What’s the difference?

2019-03-07T20:21:16+00:00

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 vs process. System vs Process When’s the last time you took a bus? In most cities, buses are [...]

System vs process: What’s the difference?2019-03-07T20:21:16+00:00
3 07, 2017

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

2019-01-10T18:56:40+00:00

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 [...]

Why your CRM implementation might fail, and what to do about it2019-01-10T18:56:40+00:00
30 06, 2017

Let PlanPlus Online custom-build your CRM today

2019-01-10T18:56:40+00:00

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 [...]

Let PlanPlus Online custom-build your CRM today2019-01-10T18:56:40+00:00
11 05, 2017

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

2019-01-10T18:56:41+00:00

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 [...]

Release Notes: PlanPlus Online Vector – March & April-20172019-01-10T18:56:41+00:00
27 04, 2017

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

2019-01-10T18:56:42+00:00

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 [...]

Artificial Intelligence: PlanPlus Online isn’t just pretty, it has a brain!2019-01-10T18:56:42+00:00
20 12, 2016

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

2019-01-10T18:56:44+00:00

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 [...]

How real estate pros make this the best time of the year2019-01-10T18:56:44+00:00
18 11, 2016

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

2019-01-10T18:56:44+00:00

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 [...]

Your spreadsheet is spread too thin—and what to do about it2019-01-10T18:56:44+00:00