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 [...]

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 [...]

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 [...]

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 [...]

20 07, 2016

CRM Training—the new competitive advantage

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 [...]