11 01, 2018

Hot or Not? An introduction to lead scoring.

You only have so many hours in a day, so your sales team should focus on the best leads. A core principle of effectiveness is based on the idea that there’s just not enough time to do everything that you want to, so you must prioritize your activities based on which ones will get you [...]

23 08, 2017

How to create concise and clear process instructions

Creating a Culture of Productivity with Business Process Management Concise and clear process instructions are essential to success--whether you’re putting together furniture or running a business. Here’s how to improve your process instructions:

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 [...]

18 07, 2016

60 seconds with Dean Minuto…

Why did you choose to become a productivity expert? What could be more important in life than learning how to live? Here’s a little background: I started going blind when I was 17. This year, I qualified for a new surgery and a new implant that gave me my vision back. I’ve been blessed—and I [...]

8 07, 2016

The best Contact Management solution available is…

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 [...]