InsightSuccess has chosen Complete XRM, the parent company of PlanPlus Online as one of The Best Enterprise CRM Solution Providers. Read more...
The Eisenhower Matrix is a presidential insight about productivity: soon after Eisenhower became president, he visited the campus of Northwestern University to deliver an address. What he said changed the thinking about “productivity” forever. He said: “I have two kinds of problems, the urgent and the important. The urgent are not important, and the important are never [...]
What can Pac-Man teach us about smarter goals achievement? Back in ancient days, well, the 1980s, there was an arcade game that conquered the world called Pac-Man. Don’t believe me? Go ask your parents if they played! Pac-Man is considered a classic and an icon of 1980s popular culture—in fact it even had an animated [...]
Most of us recognize a leader when we see one. Because, most leaders seem to possess a common set of behaviors. It seems that great leadership is more bold action than intellectual capacity. Here are three of the behaviors I have recognized in great leaders. Great leaders thrive on simplicity. They bring clarity to the complex. [...]
One of the most common complaints we hear has to with something that is so fundamentally a part of the modern workplace, it’s almost impossible to avoid. In fact, we all have to deal with it. Yes, I’m talking about the dreaded interruption. Here are a few suggestions about managing and minimizing workplace interruptions. Stop [...]
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 [...]
Our offices here at PlanPlus Online are located on John Stockton Boulevard, named after a local sports hero. In the 1997 Western Conference Finals, John Stockton made a last second three to send the Jazz to the NBA finals. Around here, when you refer to “The Shot” everyone knows you’re referring to this miracle basket. [...]
PlanPlus Online is proud to announce the following new features, improvements, and fixes: Features Added support for date separated custom field type in Create pages for Contacts, Organizations, Opportunities and Leads Added direct Email Center support for email addresses in lead summary and lead detail pages Added threaded email support in BCC email feature Added [...]
In a recent blog "The easy and effective way to create an ideal customer profile," we talked about identifying your ideal customer profile. You built a table with your most idea, less ideal and not ideal attributes. Since the ideal customer profile is something your entire team should be aware of, you’ll want to place track [...]
One of the keys to growing your sales is to figure out exactly who you're selling to and who are your best customers. If you focus on selling to more ideal customers and less to non-ideal customers you'll be more effective in your selling and you'll have better results. If you're like most people, this [...]
When you’re in the daily battle of getting things done on your task list—are you being efficient, or being effective? The last thing you probably want right now is a vocabulary lesson—but there’s only two words, and learning the difference between efficient and effective will actually increase your overall productivity. Being efficient Efficiency is how [...]
