Blog
PlanPlus Online chosen as one of “The 10 Best Enterprise CRM Solution Providers”
InsightSuccess has chosen Complete XRM, the parent company of PlanPlus Online as one of The Best Enterprise CRM Solution Providers. Read more...
What is important is seldom urgent and what is urgent is seldom important
The Eisenhower Matrix is a presidential insight about productivity: soon after Eisenhower became president, he visited the campus of Northwestern University to deliver an address. What he said changed the thinking about “productivity” forever. He said: “I have two kinds of problems, the urgent and the important. The urgent are not important, and the important are never urgent.” The Eisenhower Matrix It was this quote that gave birth to what is known—in productivity circles—as the “Eisenhower Matrix.” [...]
Smarter Goals: The Pac-Man approach to goal achieving
What can Pac-Man teach us about smarter goals achievement? Back in ancient days, well, the 1980s, there was an arcade game that conquered the world called Pac-Man. Don’t believe me? Go ask your parents if they played! Pac-Man is considered a classic and an icon of 1980s popular culture—in fact it even had an animated TV series and a top-ten hit single called “Pac-Man Fever.” You’ve probably seen how to play: the player would navigate [...]
3 behaviors of great leaders
Most of us recognize a leader when we see one. Because, most leaders seem to possess a common set of behaviors. It seems that great leadership is more bold action than intellectual capacity. Here are three of the behaviors I have recognized in great leaders. Great leaders thrive on simplicity. They bring clarity to the complex. As leadership responsibilities grow, it’s easy to get caught up in complexities: the number of decisions you must make increases, [...]
First, let me finish. Then interrupt.
One of the most common complaints we hear has to with something that is so fundamentally a part of the modern workplace, it’s almost impossible to avoid. In fact, we all have to deal with it. Yes, I’m talking about the dreaded interruption. Here are a few suggestions about managing and minimizing workplace interruptions. Stop being surprised or upset by interruptions Instead, plan for them! You know they’re going to happen, so work that into [...]
Do you really know what your customer will pay for?
Everyone has two jobs to do: Do your work. Improve your work. How to improve your work In order to improve your work you must eliminate waste. To figure out what waste is in your company, ask the question whether the work or activity you’re doing is valuable to the consumer. In other words, would your customers be willing to pay for it? In order to know what your customers find valuable, and are willing [...]
Make excellence a habit
Our offices here at PlanPlus Online are located on John Stockton Boulevard, named after a local sports hero. In the 1997 Western Conference Finals, John Stockton made a last second three to send the Jazz to the NBA finals. Around here, when you refer to “The Shot” everyone knows you’re referring to this miracle basket. When it comes to sports everyone loves these moments. We love the heart stopping suspense, the captivating drama, and the [...]
PlanPlus Online Vector 2.12.7 Release Notes
PlanPlus Online is proud to announce the following new features, improvements, and fixes: Features Added support for date separated custom field type in Create pages for Contacts, Organizations, Opportunities and Leads Added direct Email Center support for email addresses in lead summary and lead detail pages Added threaded email support in BCC email feature Added support for auto-save functionality for note popup window Bug Fixes / Improvements Fixed issue where dragging a task to the [...]
Using your CRM to Improve Your Ideal Customer Profile
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 this information somewhere with high visibility like the customer detail page in your CRM. Keep in mind you don’t want [...]
The easy and effective way to create an ideal customer profile
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 can be a hard exercise, because you feel like you can sell to anyone, and you don't want to limit [...]