Jane had a good problem. A very exhausting good problem. She had leads pouring in (that’s the good part), problem was, they were all pouring into her computer (that’s the bad part)—but, as Sales Manager, she had to take the time to sort through each lead to find where she should forward that lead. [...]
Sales territory management is more important than many may realize. It can boost your sales team’s morale, increase sales, provide a larger customer base and inspire team unity. Here is how to create your sales territory plan: Define your larger sales goals Before you have a plan, you need a goal (or goals). And there [...]
Sales territory management is more important than many may realize. It can boost your sales team’s morale, increase sales, provide a larger customer base and inspire team unity. Here is why you need a sales territory plan: It helps you target specific industries, regions, opportunities, and customers Instead of targeting customers geographically, you can now [...]
Sales territory management is more important than many may realize. It can boost your sales team’s morale, increase sales, provide a larger customer base and inspire team unity. Managing a sales territory without the right tools is a hassle and a challenge. Without a CRM you’ll just have a list of names, addresses, and phone [...]
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 [...]
If you are part of a growing company, you need a centralized database to be successful. There are many reasons that you might decide you’re ready for a centralized database and many benefits that you’ll get out of having one. You’ll be able to: Find information more quickly. Simplify your IT infrastructure. Have more accurate [...]
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 [...]
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 [...]
