PlanPlus Online has seen a lot of changes over the past 18 months. From a refreshed look and feel introduced in Aurora and Vector, to new sync methods and ways to access your data across platforms...its been an exciting time! While innovation in the technology space is necessary to the vitality of a technology company, [...]
Improvements Opportunity entity fields brought up to parity with contact entity fields: added display feature for phone number and email address Added team lead field to edit lead page layout Added feature to allow users to create new dashboard based on user group data sets in addition to individual users Removed feature to customize task [...]
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, [...]
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 [...]
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 vs process. System vs Process When’s the last time you took a bus? In most cities, buses [...]
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 [...]
Getting started is easy! PlanPlus Online offers a wide-variety of resources to get you started and productive with your PlanPlus Online account. See how it’s done: New detailed step-by-step videos Introduction to PlanPlus Online Essentials Introduction to PlanPlus Online Essentials Calendar How to put appointments on your calendar Managing appointments on your calendar Making the most [...]
Have you ever wondered how teams get anything done? Do you share the responsibility with others to get work done—but don’t have any authority over them? The reality is, more and more people are finding that they have to get their work done through a team—regardless of whether that team is big, small, effective, ineffective, [...]
To make logging in to your PlanPlus Online account from your desktop fast and easy, you can create an auto login shortcut. Click on the Settings icon in the top right corner of your PlanPlus Online account homepage, and choose Preferences. Click on Setup Wizard from [...]
Do you feel stressed and overloaded? If so, then you may need to brush up your delegation skills! In fact, the first rule of management is delegation. Don’t try to do everything yourself—because you can’t! The truth is, leaders become great not because of their power, but because of their ability to empower others. What [...]
What is Task Management? Have you wondered what the difference is between a task and a project? Task A task is a simple activity, a single unit of work. For example, turning on the light is a task. You flip the switch—and it’s done—task completed. Normally, a task shouldn’t take forever to complete, and isn’t [...]
When Artificial Intelligence becomes real Artificial Intelligence is about to impact you in intriguing new ways! The new PlanPlus Vector 2.0 platform will accelerate your productivity with two simple words: “On” and “By.” Here’s how: Using “On” If you have a task to take out the trash on Saturday, you enter: “Take out trash on [...]
