Blog
Do your salespeople have these six essential skills?
Today’s sales environment requires salespeople who can draw on more than just knowledge of facts and features to solve a prospect’s problem. Here are six skills, techniques, and traits that are indispensable... Expertise This should come as no surprise: know what you’re talking about! Often, prospects are better informed than salespeople. Sales conversations start much later in the information-gathering process. By the time a customer talks to a salesperson, they’re already filled with information and [...]
Why more hospitals and clinics are turning to PlanPlus Online for CRM
The healthcare provider marketplace is fiercely competitive—the last few years have demanded that hospitals and clinics invest more of their budget on technology—not just technology for operating rooms and labs—but also patient reception and physician’s offices. This investment isn’t just for the sake of having the latest technology, it’s to ensure that every touchpoint with a patient or prospective patient reflects the mission and values of that healthcare provider. Increasingly, however, provider networks are discovering [...]
New: Attend Our Interactive Online Sync Workshop
PlanPlus Online is a powerful platform across numerous devices and operating systems, including desktop and laptop computers, smartphones, and tablets. However, getting all these devices, operating systems, and applications to sync to your PlanPlus Online account can be a challenge. If you want your sync connections up and running, we invite you to attend our new, weekly interactive online Sync Workshop. This live webinar will show you step-by-step how to get PlanPlus Online to sync [...]
Do you have karkorrhaphiophbia?
Karkorrhaphiophbia is the fear of failure—and who doesn’t have a little of that, am I right? Interestingly enough, the major symptom of karkorrhaphiophbia isn’t actual failure—it’s paralysis. You don’t do anything because you’re afraid you might fail at it. Two gifts Over the years, life will offer you many gifts. Two of the more valuable gifts are the gift of failure, and the desire to learn. Granted, considering failure as a gift—including the occasional awkward [...]
New Features in PlanPlus Online
Release notes for August 15, 2016 Release 2.9.2 Release date: August 15, 2016 We’re pleased to announce the following improvements to PlanPlus Online: You can now display field groups on External Process Update page. Added ability for admins to disallow users to postpone process past due date. Daily agenda emails now can contain overdue process steps with links to external page so the step can be updated without logging in. Account / Preferences pages UI [...]
New Features in PlanPlus Online: Release Notes for August 05, 2016
Release 2.8.7 Release Date: August 05, 2016 When a user changes their PlanPlus Online password, their Cloud Connector will be updated so that it is seamless Can now create relationships between Opportunity Import and Organization Entity fields Close date now available on Opp field groups Fixed Opportunity Process Step report Fixed Contact Monthly report Contact import now handles 2nd email address External calendar URL Java error corrected Homepage mini-calendar now mirrors user preference for start [...]
Back-to-school special: smart tools for smart families!
It’s elementary: For this month only, you can enjoy a full year of PlanPlus Online Essentials for just $25 a month for a family of four, with your paid annual subscription! In a class by itself: You get four licenses to the ultimate family digital organizer! The most effective all-in-one tool for your family: See your tasks, appointments, deadlines, and notes all on one page. Start each day knowing where to start—get the most important [...]
It’s the end of the month—how are your sales?
Without a well-defined and automated sales process, you’re essentially flying blind—you really don’t know how you’re doing until the month ends and you tally up where you stand. Having a well-defined sales process often spells the difference between failure and success. Do you know where the leaks are in your sales process? Automating your sales process doesn’t have to be expensive or complicated. PlanPlus Online has a sales process builder and process automation that may [...]
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Become a customer mind-reader with this convenient tool…
Have you ever been interested in discovering what your customers really needed, wanted, preferred, or thought about you? What’s stopping you from finding out? How about conducting your own online survey? The Survey Builder tool in PlanPlus Online offers you a fast and convenient tool for gaining customer insights. Survey Builder makes online surveys cheaper (since the tool is included in the PlanPlus Online Business Edition), faster, and you get survey results delivered right to [...]