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PlanPlus Online Vector 2.5.1 Release Notes
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 status Opportunity API completed: create, update, delete, update and list (based on opportunity view) Contact Process UI and workflow brought [...]
How asking the right questions can help smooth out the CRM implementation dip
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, if you’re right-handed, use your right hand. For the next 10 seconds write your name as many times as you [...]
Chosen Best Salesforce Alternative for Customizable CRM Software
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 reviews and research on thousands of software applications and have worked with over 340,000 buyers as of October 2015. So what put [...]
System vs process: What’s the difference?
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 are part of a mass transit system. Almost all metropolitan areas have a mass transit system—typically comprising of buses, subways, [...]
Why your CRM implementation might fail, and what to do about it
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 values of an organization. Planting a seed in barren soil will not get you a good result. You should, first, [...]
Let PlanPlus Online custom-build your CRM today
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 parlor. It’s fascinating to watch the artisanal skill of a good ice cream virtuoso. They may start with 31 flavors—but [...]
Getting started the fast and easy way with PlanPlus Online
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 of your PlanPlus Task List The fast and easy way to log in to your PlanPlus Online account Best way [...]
How to make your team amazing
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, or somewhere in the middle. So, how does a team become productive? It might help if, from now on, you [...]
The fast and easy way to log on to your PlanPlus Online account
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 the left sidebar on the Personal Preferences page. Scroll down to Auto Login on the Getting [...]
Release Notes: PlanPlus Online Vector – March & April-2017
Release Notes PlanPlus Online Vector 2.1.4 Release Date: April 27,2017 Improved drag & drop to mini calendar- added drag target indicator Mini calendar- added indicator for current day Fixed: current date indicator timezone issue Fixed: required fields not working in some field groups New u/i in Contact Process tab Fixed: display field groups in Contact process tab Improved some validations for data inputs Numerous Interface improvements Fixed: Project notes display overlap issue Import entity [...]