30 06, 2016

The year’s half over! Time for some racing Essentials

2019-01-10T18:56:49+00:00

My first race was about to start! I was the seventh member of our high school seven-man cross country team, and certainly the least experienced—I knew I had to go all out to keep up with the pack. The gun sounded and we took off. Amazingly, I kept up with them! This was easier than [...]

The year’s half over! Time for some racing Essentials2019-01-10T18:56:49+00:00
29 06, 2016

How does your team answer these five questions?

2019-01-10T18:56:50+00:00

At your next team meeting, ask these five important questions: Can we speak up and take risks without feeling insecure or embarrassed? Can we count on each other to do high-quality work on time? Are goals, roles, and execution plans on our time clear? Are we working on something that is personally important for each [...]

How does your team answer these five questions?2019-01-10T18:56:50+00:00
24 06, 2016

60 seconds with Sage Agbonkhese…

2019-01-10T18:56:50+00:00

Why did you choose to become a productivity expert? I chose to be a productivity expert because analyzing my decisions is a natural part of who I am. So, that when I train every day, I can react to life situations in the moment with precision. I want to share that technique with others like [...]

60 seconds with Sage Agbonkhese…2019-01-10T18:56:50+00:00
21 06, 2016

Coming soon: PlanPlus Online and Zapier Integration

2016-08-25T08:52:17+00:00

Soon you’ll be able to integrate PlanPlus Online with Zapier—which will allow PlanPlus Online to connect with hundreds of additional apps and increase your productivity! Introduction to Zapier You do it now almost without thinking—if you need to talk to a coworker down the hall, on a different floor, on a different continent—you simply pick [...]

Coming soon: PlanPlus Online and Zapier Integration2016-08-25T08:52:17+00:00
17 06, 2016

Are your leads slipping through the cracks?

2019-01-10T18:56:50+00:00

If you have a website, you want that site to collect leads for your sales team, right? Example of Contact Us webform you can build with PlanPlus Online But, what happen to those leads? Are they automatically entered into your central database? Are they automatically assigned to a sales rep? Are they all [...]

Are your leads slipping through the cracks?2019-01-10T18:56:50+00:00
15 06, 2016

How a respected financial advisor uses PlanPlus Online to provide custom-tailored service

2019-01-10T18:56:50+00:00

In the beginning was the printed planner By the time Martin A. Smith was in college, his printed daily planner played an integral part of his academic success. “I used it religiously—to a fault,” says Martin. “My whole day and life was out of that book.” Martin was attending Georgetown University earning his Masters in [...]

How a respected financial advisor uses PlanPlus Online to provide custom-tailored service2019-01-10T18:56:50+00:00
13 06, 2016

60 seconds with Bill Walsh…

2019-01-10T18:56:50+00:00

Why did you choose to become a productivity expert? I became highly productive once I realized I had to focus on only doing things that I was absolutely the best at. It became very clear to me that if I continued to do busy work I would never have the time to complete my most [...]

60 seconds with Bill Walsh…2019-01-10T18:56:50+00:00
10 06, 2016

PlanPlus Online Announces New and Improved Guided Help Resources

2019-01-10T18:56:51+00:00

Have you ever wanted an instant guide at your side to help you learn new and productive features of your software at the same time you’re using it? (Then, have you ever wished that guide would go away during the parts you already know?) We’ve got the convenient, instant guide you need--there when you need [...]

PlanPlus Online Announces New and Improved Guided Help Resources2019-01-10T18:56:51+00:00
8 06, 2016

Release Notes PlanPlus Online Aurora 2.5

2019-01-10T18:56:51+00:00

Release Notes PlanPlus Online Aurora 2.5   (sprint 169.2) Release Date: June 2, 2016 -New & Improved Guided Help Resources - These help resources are now available from a tab on the lower edge of your screen while logged in to your account. There are a combination of videos and guided explainer tutorials to help you [...]

Release Notes PlanPlus Online Aurora 2.52019-01-10T18:56:51+00:00
8 06, 2016

How do you get the most from your training program?

2019-01-10T18:56:51+00:00

It was a great training session! Packed with important information about the new program at work. The trainer was an expert and kept the group focused and, on occasion, laughing. Everyone was anxious to get to work. Except… over the next few days it was harder and harder to figure out how to implement the [...]

How do you get the most from your training program?2019-01-10T18:56:51+00:00
3 06, 2016

Are you keeping track of these three measurements with your CRM?

2020-08-23T12:06:55+00:00

PlanPlus Online Business edition's CRM offers you and your business the strongest, most effective approach in maintaining and creating relationships with customers. These relationships are created by having your organization log every customer interaction into a common database—ensuring that everyone involved in the business cycle has visibility of all the activities and interactions relating to [...]

Are you keeping track of these three measurements with your CRM?2020-08-23T12:06:55+00:00
2 06, 2016

Get in Sync with your PlanPlus Online account

2019-01-10T18:56:51+00:00

Whether you have the Essentials, Professional, or Business edition of PlanPlus Online you should be able to sync your account between devices or apps. For example, PlanPlus Online offers the following connections for PlanPlus Online (desktop) to: PlanPlus Mobile (iOS and Android) Google Microsoft 365 Microsoft Exchange Microsoft Outlook on Windows desktop Here are some [...]

Get in Sync with your PlanPlus Online account2019-01-10T18:56:51+00:00