Let's face it – we're all busy and face many interruptions, and that can make time management difficult--no matter how diligent we are about organizing, scheduling, and rescheduling our tasks. Having a routine schedule can make it easier to streamline and group our tasks and activities, but not every profession or job lends itself to [...]
You're thinking about building a more productive website, one that will grow with your business and also help you get noticed on Google search. So how do you choose which platform to build or relaunch your site with? There's tons of products out there. We built our website on WordPress, a website content management systems (CMS) that [...]
I’ve been forced to work with the new Microsoft Outlook 365 web app for the past few weeks. Why "forced" you say? I'll get to that in just a minute…But as an avid user of PlanPlus Online, I think I have been spoiled. I have gotten used to certain things. Managing my work and my life is [...]
In the world of sales, sales team collaboration is often a primary goal, but there can be significant obstacles to this, including a lack of systems and processes to enable it, the workflows and responsibilities of team members, competition between reps, and the geographical separation of employees or virtual teams. These factors and others can [...]
When evaluating CRM solutions for your small business, there are a number of core needs that are common across virtually all businesses. Of course, the priority of certain features or benefits may vary a bit based on the nature and structure of your business, your processes, and your day-to-day interactions with your customers. But here [...]
Here are some ways to leverage a CRM to jump-start your business: Cut out the bad data Bad data in the form of duplicate records, missing information, inaccurate information, and outdated data can cost you almost $100 a record! With automated data capture, CRMs are becoming smarter and doing the work for you, like adding and [...]
Content Marketing can be time-consuming. With a good plan, you can be more effective, and using the right tools should be an important part of that. Between balancing budgets, brainstorming new campaigns, and managing your editorial calendar, you need more than just an Excel spreadsheet to stay organized and churn out consistent content. Here's some [...]
If you’re sending all of your leads to your sales team without qualification and prioritization, then you’re potentially asking them to pursue unqualified leads with minimal ROI and waste time on other leads that will go absolutely nowhere. To avoid this, you can apply a few simple criteria to ensure that your sales team is [...]
For any business, processes are critical to ensure efficiency and quality in many areas of operation. But many businesses have gone too far in recent years and have actually reduced productivity, efficiency, and service quality by burying their employees with ineffective and unnecessary processes. In this article, we examine some of the common problems of [...]
Lots of email marketers tend to look for quantity in their lists vs. quality. Which usually leaves the unsubscribes looking bad sometimes. Are unsubscribes a bad thing? Actually no, not really. You can learn a lot from those people who opt out of your list, which means you can end up with stronger, better email [...]
There is over 10 years of dedicated focus on documented production and management PlanPlus Online technology solutions have been expressly designed for industries that rely on workflow automation for productivity boosts. Our knowledge base and technical expertise are the result of long-tenured and trusting partnerships with our customers to help produce documents of the highest [...]
Referral marketing and customer referrals are nothing new in the world of business, but sometimes they’re overlooked due to an ever-increasing focus on online and digital marketing. However, if you’re interested in generating new business and greater profitability, customer referrals should never be forgotten or overlooked, and they can also be an important part of [...]
