Blog
Release Notes PlanPlus Online Aurora 2.5 (release 171)
Release Date: July 18, 2016 Improvements with this release: Customizable help tips Ability to trigger 3rd party form post from Process Builder New territory engine rule based on custom database. Allows for easier and faster setup of complex territory engine rules. Added HTML editor to Missions & Values area Improved Flow View on Process Builder Improved merge fields in Email Template Editor
CRM Training—the new competitive advantage
Whether in sports or in business, success is achieved during the training period. In Christopher J. Bucholtz’s recent article, 5 Ways to Guarantee Sales Will Hate Your CRM, he writes: “In reality, even the best-designed and most intuitive CRM applications contain a lot of power that can be accessed only with specialized knowledge of the system. In all cases, sales people confronted with a CRM application they've never used recoil at the idea of spending [...]
60 seconds with Dean Minuto…
Why did you choose to become a productivity expert? What could be more important in life than learning how to live? Here’s a little background: I started going blind when I was 17. This year, I qualified for a new surgery and a new implant that gave me my vision back. I’ve been blessed—and I want to pass that blessing on to others. It’s why I have set up The “I See” Project—which will direct [...]
Use this productivity secret weapon
Every year, the city where I live hosts a triathlon. Top athletes (triathletes) from all over the world attend. In order to make the course route safe, the city barricades dozens of streets. You can imagine, it would be a disaster to allow regular traffic to drive on the same route while the participants were racing. For an entire day, regular traffic is kept out in order to allow the triathlon to take place. This [...]
The best Contact Management solution available is…
Let’s be honest, as your personal and professional networks expand, your capacity to manage them diminishes, are we right? What’s more, without effective contact management, many opportunities can easily slip through the cracks. At the heart of PlanPlus Online’s comprehensive CRM platform is a robust, contact-centric database that provides a fully-integrated approach to tracking all the information and communication activities linked to contacts, including: Accessible from anywhere—even on mobile devices Contact information and notes are [...]
We’ve got the solution for your productivity needs
In addition to the most effective online personal planner and CRM solutions, PlanPlus Online also offers a wide range of productivity solutions! Join us! Register today for one of our free weekly webinars. Whether you’re a beginner or an expert, there’s a webinar for you! More info. New! Your PlanPlus Online edition now includes a “Walk Me Through” feature at the bottom of each page. This handy guide is always there when you want it. [...]
The year’s half over! Time for some racing Essentials
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 I thought! The course was mapped out with colored flags indicating which direction to turn. After the first mile, I [...]
How does your team answer these five questions?
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 of us? Do we fundamentally believe that the work we’re doing matter? Here’s why these questions matter… Building a culture [...]
60 seconds with Sage Agbonkhese…
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 me. How did your personal life change as you gained more productivity expertise? The simplest model of being productive matches [...]
Coming soon: PlanPlus Online and Zapier Integration
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 up the phone and give them a call. Right? If your department or team needs to meet with a team [...]