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A resource for new account administrators while configuring your PlanPlus Online CRM account.
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We recommend starting your PlanPlus CRM implementation in the Project Module. To begin, you'll want to define your project by creating a Vision or Success Statement. Your statement defines what a successful outcome looks like. Here is a list of some of the most popular goals related to "Implementing a CRM."
PlanPlus allows you to give different users different access to features and data based on their roles. By default the app comes with 3 roles (Admin, manager, Agent/Rep). You can create additional roles based on your users and needs. An administrator can see and edit their own information and anyone else’s information not marked “private.” A manager can see and edit their own information and the information of those people they are managing. An agent can only see and edit their own information.
One of the great productivity features of PlanPlus is the ability to view another user's calendar. By clicking on the Calendar tab and selecting another users' calendar from the drop down, you can view when users are free or busy and even schedule appointments for your other users.
If you are a "B2B" (Business to Business) company, your customer is generally another company. Some CRM systems call these “Accounts” but PlanPlus refers to these as “Organizations.” Here you will store information for companies, customers, vendors, or other organizations or associations to keep track of all your customer data. You can link contacts in the contacts You can use the contacts tab to link contacts within those organizations to it.
If you are a "B2C" (Business to Consumer) company and primarily sell to individuals, you will likely use the Contacts tab for storing your primary customer information. You can use the the Organizations tab for keeping track of other organizations or you may choose to hide it completely.
The category & classification fields within the organization and contact tabs are indexed fields in the database and are fastest for searching and querying your data. We recommend using either of these fields for your highest level classification of customers & contacts.
One of the most powerful features of PlanPlus are custom fields. Regardless of the industry or business that you are in you can make use of custom fields to track additional details of your business. For example, a real estate agent might track the listing price of a home, and an insurance agent might track the policy renewal date. Videos are available explaining how to
The important thing to remember when configuring page layouts is that you may need to add the custom field first, and then place it on the page layout second. Try creating field groups for easily moving groups of fields or adding color to your page layouts.
Where is your data at now? Do you use outlook? Do you have customer or sales data in Excel spreadsheets or another CRM? In creating your plan for how to import your data it is best to start by identifying all of your data sources. You can either , or sync with outlook.
PlanPlus allows you to organize contacts and organizations into "views." These are lists in an access database created according to custom criteria. Views are a great way to drive the workflow in your business. They can be sorted according to user groups to keep them organized. This video explains how you can
Web forms are data entry forms that can reside on a website to capture information from visitors such as "Contact Us" forms, "Request information" forms, or customer support inquiries. You can use web forms to standardize the information that you receive from customers.
Creating a common language for your sales people is one of the best ways to save time and improve communication. We recommend that you take the time to think through your sales process and identify the specific stages that you go through in your business.
PlanPlus provides the ability to manage the various products and product categories you sell. You can import or input your products along with pictures and cost data, and even multiple price lists for serving customers at different pricing levels.
Each user will need to set up their incoming/outbound email settings. You will need your Pop3 or Imap4 setting from your email provider. If you are the account administrator you can get the email settings and share them with your team so that they just need to put in their password.
We allow you to control your outbound email setting which gives you more control over your email reputation.
Blast Campaign are made up of a template, an audience, and a schedule. A template is an email template, the audience is the group of contacts who will receive the email and the schedule is the date the message will be sent. Drip Campaigns are defined without an audience. In defining a drip campaign you only need to configure the content of the emails and the sequence of days between each of the emails. Once a drip campaign is associated with a contact or many contacts they will follow the specific sequence and send emails on the dates defined by your campaign.