Team CRM Software – Business Edition

Customer Relationship Management for Effective Organizations

Organize. Prioritize. Focus. A simple recipe for any sales organization. The same skills that effective individuals use to stay organized can be used by teams to manage interactions with customers and with each other. PlanPlus Online Business Edition is the only CRM software that combines a proven productivity methodology used by over 15 million people with powerful Customer Relationship Management system.

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Increase Sales Results
Stay In Control
Work Smarter
Improve Team Collaboration
Scale your Business

All-in-One Cloud Based Organization

One place for all of your Customer Relationship Management, and team collaboration, in the Cloud.

A Familiar Approach to Productivity

Superior personal task management with ABC-123 prioritization and separated Daily vs Unscheduled Tasks

Safe & Secure

We keep your data safe. You own the data. We don’t share it.

Mobility Freedom

iOS or Android, smartphone or tablet – it will even work without an internet connection

Build a Culture of Productivity

Mission Statement Builder, Values clarification, Goals, Individual effectiveness tools for weekly & daily planning and goal tracker

Stay In Control

You decide who has access to features & data records.

Increase Sales Rep Productivity

Digital Sales Assistant

Imagine you had a sales assistant who comes into the office hours before you do every day and organizes all of your sales activity follow up for that day and puts everything in a nice organized prioritized list so you can focus on one thing at a time. Yeah, it’s like that.

Which deals do I follow up on today?
What email template should I use for this prospect?
What fields are important to update at this step of the process?
What tasks need to be completed at this step?
Reminders on your home page, or in your email.
All organized into a single prioritized list.

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Stay In Control

Sales Manager Dashboards

What if you knew where everything in your sales funnel was at in a single glance? Custom Sales Dashboards is the easiest way to keep an eye on your sales activities. Each dashboard chart item can be tied to a drill-down view that you can use to take action on your business.

# of New Leads to Call ASAP
# Sales Opportunities that need to be touched
How close are we to hitting our sales goal?
Sales Target vs Actual Goal Attainment
Who do I need to coach today?

Focus on Your Best Customers

Custom Layouts with Ideal Client Profile

Which attributes make a certain customer your BEST customers? Customized Page Layouts is an easy and inexpensive way to make your PlanPlus Online account work like a much more expensive custom-designed program. Do you have forms or paperwork that you would like to get rid of? Automate your data-capture and sorting capabilities by creating Custom Fields and Drop-Down menus.

Endless Colors & Layout Possibilities
10+ Field Types
Control Record Privacy
Calculating Number Fields
Calculating Strings for 3rd Party Website Integration

Create a Scalable Sales System

Custom Process Builder

If you are a process thinker, you have probably mapped out your sales process into a flow chart or diagram showing which steps the sale goes through and which activities should happen at each step. If you want to scale your sales, you need a well defined process. PlanPlus Online’s Sales Force Automation (SFA) Process Builder provides you with a default template that you can use, or you can modify it to match your specific process. Customizable to your company’s products, services, sales channels and competitive position, you can design and implement virtually any sales workflow or methodologies. PlanPlus Online combines your “Best Practices” and workflow methodologies to increase sales. It enables sales managers to apply “what their best sales performers know” and to guide others to become top performers. Workflows enable managers to quickly identify and react to changes in their sales pipeline performance.

Sales Process Steps: Always a Next Action Date & Assigned User

Nothing slips through the cracks when you ensure that every sales opportunity has a Next Action, Due Date, and Assigned User.

Keep the Sales Reps in Control of the Sale

Over automation can be a risk with CRM systems that leads to task explosion and rep burnout. PlanPlus Online’s sales process builder allows your sales reps to stay in control of every sales opportunity. Design each workflow with automatic triggers to update field values, send email, create appointments and tasks. As internal processes evolve, you can quickly branch to the appropriate workflow and maintain complete sales history activity. Institute your best practices to coach each sales representative to be a top performer. Then adjust and optimize the sales workflow to maximize your ROI.

Automatic Workflow Templates

Ensure easy and prompt follow-through or escalate sales opportunities to a more experienced sales representative. Stay in contact with your prospects and deliver a series of messages with automatic pre-defined templates for emails, appointments and tasks.

Make every sales representative a Top Performer
Automate sales interaction scripts, rules, etc.
Ensure sales opportunities are not lost
Standardize your Best Practices
Scaleable & Repeatable Sales Proces

Integrated Scripts & Coaching Tips

Scaling a sales organization is easier when your Sales Software can coach each new rep on the process.

Be Accountable for Every Lead

Lead Management with Lead Scoring

Keep your sales people focused on the best leads by scoring leads and putting the best leads at the top of follow up lists. Track Leads by source, report on calls to Leads, track Leads converted to Opportunities or Customers. Identify factors that affect your lead score.

Trigger follow up based on lead score
Manage Leads by Import Session or Batch
Convert Leads to Customer or Contact
Convert Leads to Opportunity
Assign Leads to sales reps
Click-to-Call Dialing Integration with Skype, Jajah, SIP & other custom phone systems

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Be Proactive. Get Promoted

Personalized Activities on your Prioritized Daily Task List

Write down important commitments and follow through. That’s a sure fire way to close sales, and to get promoted. Put First things First. Knowing what tasks are most important will increase your productivity. Spend less time sorting through long lists of TO-DOs or paper checklists and more time accomplishing important objectives. PlanPlus Online makes it easy to keep track of all your Tasks and prioritize them using the ABC-123 system. The Quick Prioritize Wizard provides a useful interface for drag & drop Task Management based on day and importance. Delegated Tasks are delivered via email to the recipient and all updates are tracked in your PlanPlus Online account. The recipient of a delegated task does not need to have a PlanPlus account.

ABC-123 Prioritized Tasks
Daily and Master Tasks
Forward & Delegate
Drag & Drop to Calendar
Quick Prioritize Wizard

Respond Faster

Integrate your “Contact Us” form with your Sales Process

Creating Custom webforms is one of the best ways to speed up your sales process and get the right information to customers quickly. Do you have forms or paperwork that you would like to get rid of? Automate your data-capture and sorting capabilities by creating Custom Fields and Drop-Down menus.

Endless Colors & Layout Possibilities
Deliver email auto-responder to visitor
Notify sales person
Improve lead capture quality
Faster lead response times

Avoid Data Transfer Headaches

Automate Sales & Marketing In One System

Blast Campaigns are excellent for monthly newsletters, special offers or just sending a quick message to a large number of records. Each email is delivered with a single user and email address in the “To” line. This keeps you from sharing your entire email lists every time you do a mailing. Each email campaign is tracked using a special tracking code that allows you to pinpoint who opened your emails and what links they clicked on.

Drip Campaigns are excellent for a creating a series of emails that follow a specified order. If you are welcoming new customers to your product or new members to your organization, you might create a “Welcome to our Service” Drip Campaign. These Drip Campaigns can be manually attached to a single record, attached to a group of records, or can be attached daily based on a query routine that searches for records meeting a certain profile and starts them on the campaign.

Numerous Templates Available
Schedule later or Send Now
Set it & Forget it Drip Email Campaigns
Merge Contact fields
Open % Reports
Link Click-Thru Reports
Anti-SPAM Compliant

WOW Your Customers

Project Management

We all manage projects, some big and some small. With PlanPlus™ Online you can manage customer projects, company projects, new hire plans, event plans, travel plans, service projects, and many more project types. Utilize existing projects and their tasks to build a project template for future use. Ensure success without forgetting a step. PlanPlus™ Online allows you to assign a start and end date, prioritize, drag & drop, and delegate for an easy-to-use project management solution.

Project Templates
Your Team will be up and running in minutes
Delegate Project Tasks like never before (internal & external)
External View of Project Status
Time Tracking for Tasks
See the Progress of your Projects from anywhere

Stay Motivated

Vision Board

Big picture planning is important. There is not gain without pain. Keep your eye on the prize. Not everything you do every day will be easy, some things will steal your energy and rob your drive. The vision board is a place you can come to find your mojo.

Tagline
Mission Statement
Values
Goals
Roles
Habits

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Achieve Your Dreams

Goal Planning

Having goals will help you focus and concentrate your energy. What do you want to achieve? It is is more likely to happen if you start writing it down and putting it in PlanPlusOnline. To achieve success personally or professionally, you must have Goals. Luckily, PlanPlus Online planner allows you to track your Goals and their Intermediate Steps progress. Above all, keeping your eyes on your Goals will create the energy, focus, and determination required to achieve them.

Create Goals
Identify Intermediate Steps
Drag & Drop Goals and Steps to your Calendar
Drag & Drop Goals and Steps to your Task List

Stay Focused

Daily Planning with Prioritized Daily Task List

Start each day by spending 5-15 minutes reviewing the tasks and events you have scheduled for the current day. Then prioritize each of the items using; A-Vital, B-Important, C-Optional. Then rank each of your tasks within the A-B-C 1 to 99. and Values. Next, review your Roles and identify the most important activity to keep your life balanced and your saw sharpened. Then move on to review your Goals and add any related Goal Intermediate Steps to your weekly Calendar or Task List.

A-B-C Prioritization
Non completed tasks roll forward to the current day
Daily Task List
Master (Unscheduled) Tasks

Gain Mental Clarity Every Week

Weekly Planning: Mission, Values, Roles, Goals, and Tasks

Start your week by reviewing your Mission Statement and Values. Next, review your Roles and identify the most important activity to keep your life balanced and your saw sharpened. Furthermore, move on to review your Goals and add any related Goal Intermediate Steps to your weekly Calendar or Task List.

Mission Statement Builder
Identify Values
Goals and Intermediate Steps
Big Rocks and Compass

Impress Everyone with your On Top of It-ness

Chrome Extension

Stay Focused with this Chrome Extension for PlanPlusOnline. Any time you open a new tab in Chrome, your PlanPlus Online task list will be displayed.

Add new task from any new tab
Quickly capture any new to-do item
Mark items complete without opening PlanPlus Online app
Focus mode for helping stay distraction free.

Stay Connected

Sync with Google or Outlook

Calendaring is a critical component of any planning system. This calendar allows you to drag-and-drop tasks to create appointments, color code appointments, create recurring appointments, set appointment alerts and reminders, link notes to appointments and invite external contacts to appointments via email. Similarly, you can also integrate calendars from other calendaring programs into your PlanPlus Online calendar.