30 03, 2018

PlanPlus Online chosen as one of “The 10 Best Enterprise CRM Solution Providers”

InsightSuccess has chosen Complete XRM, the parent company of PlanPlus Online as one of The Best Enterprise CRM Solution Providers. Read more...

16 03, 2018

Do you really know what your customer will pay for?

Everyone has two jobs to do: Do your work. Improve your work. How to improve your work In order to improve your work you must eliminate waste. To figure out what waste is in your company, ask the question whether the work or activity you’re doing is valuable to the consumer. In other words, would [...]

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, [...]

7 07, 2017

System vs process: What’s the difference?

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

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 [...]

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 [...]

26 08, 2016

Why more hospitals and clinics are turning to PlanPlus Online for CRM

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 [...]

21 06, 2016

Coming soon: PlanPlus Online and Zapier Integration

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 [...]

17 06, 2016

Are your leads slipping through the cracks?

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 [...]

15 06, 2016

How a respected financial advisor uses PlanPlus Online to provide custom-tailored service

In the beginning was the printed planner By the time Martin A. Smith was in college, his printed daily planner played an integral part of his academic success. “I used it religiously—to a fault,” says Martin. “My whole day and life was out of that book.” Martin was attending Georgetown University earning his Masters in [...]