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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
Whether in sports or in business, success is achieved during the training period. In Christopher J. Bucholtz’s recent article, 5 Ways to Guarantee Sales Will Hate Your CRM, he writes: “In reality, even the best-designed and most intuitive CRM applications contain a lot of power that can be accessed only with specialized knowledge of the [...]
Let’s be honest, as your personal and professional networks expand, your capacity to manage them diminishes, are we right? What’s more, without effective contact management, many opportunities can easily slip through the cracks. At the heart of PlanPlus Online’s comprehensive CRM platform is a robust, contact-centric database that provides a fully-integrated approach to tracking all [...]
Soon you’ll be able to integrate PlanPlus Online with Zapier—which will allow PlanPlus Online to connect with hundreds of additional apps and increase your productivity! Introduction to Zapier You do it now almost without thinking—if you need to talk to a coworker down the hall, on a different floor, on a different continent—you simply pick [...]
If you have a website, you want that site to collect leads for your sales team, right? Example of Contact Us webform you can build with PlanPlus Online But, what happen to those leads? Are they automatically entered into your central database? Are they automatically assigned to a sales rep? Are they all [...]
