Blog
Business Lifecycles: If You’re Not Growing, You’re Dying
Businesses, like living organisms, experience predictable patterns of behavior as they grow and develop. And much like young organisms, they face many of the same specific challenges as they progress through the stages of their lifecycle, or business lifecycles. This post outlines the stages (or business lifecycles) that a typical company will go through and highlights the attributes of each stage as well as identifies the key factors to keep an organization growing instead of aging. [...]
Manage Time Better: A how-to for interruption-based professions
Let's face it – we're all busy and face many interruptions, and that can make time management difficult--no matter how diligent we are about organizing, scheduling, and rescheduling our tasks. Having a routine schedule can make it easier to streamline and group our tasks and activities, but not every profession or job lends itself to this sort of regularity. If you work in fields like real estate, public relations, or sales--much of your work is predicated [...]
Examples of CRM Sales Processes
No-Nonsense Examples of Foolproof CRM Sales Processes Defining a sales process is both an art and a science. Or, should I say...a science, then an art. Good sales processes are both simple and comprehensive. They are easy to understand and also easy to scale. Scaleable sales processes are one of the most critical components of building a scalable company. Here are a few examples of foolproof CRM sales processes: Generic Sales Process or DNA Selling [...]
How to Create a Killer CRM Sales Process
One of the most important rites of passage that your company will go through on your way to developing a scalable sales system is developing a sales process. A repeatable, trainable, scalable sales process is the one thing that can take your company from mediocre to meteoric. Here are a few simple rules to use when developing a sales process for your company, and a few resources that can help you out. […]
A Complete Guide to the History of the PlanPlus User Interface
PlanPlus Online has gone through some major transformations of the user interface in the past year. In fact, this is not the first time we’ve revamped the UI, and it will not be the last time. We’re constantly improving your product, and the timeless principles of good time management and user interface best practices continue to evolve. We’d like to share with you our ultimate guide to the history of PlanPlus Online’s user interface. Join [...]
Sneak Peek: PlanPlus Mobile Apps
We’re excited to give a sneak peek at our upcoming native apps for iOS and Android devices, coming 2016. Each app will be a truly native mobile app for managing your Productivity; Calendar, Tasks, Contacts, Daily Notes, and Planning features to help you reach your goals. Available for iOS and Android in 2016 ABC-123 Task management Calendar Contacts Daily Notes See the UI below: (subject to change!) […]
Best Salesforce Alternative
SALT LAKE CITY, Utah — December 15, 2016— Complete XRM, Inc. today announced that Software Advice, a Gartner subsidiary, named PlanPlus Online a top Salesforce.com alternative in 2015 in a research report issued earlier this quarter. PlanPlus Online, which garnered a 4.5/5-star rating on the review site, was named in the report based on its "best-of-breed" status as a viable, affordable Salesforce alternative for the small-to-medium business professional. Software Advice highlighted PlanPlus Online’s top-rated sales [...]
How to Integrate PlanPlus with WordPress to Drive Business
Are you using Wordpress for your website? If not, you probably should be. Wordpress is the most widely used platform for managing a website, and ranking well with SEO (coming up on Google search results above your competitors) is largely automated for you. If you're new to WordPress, it is very customizable and integration-friendly. Did you know that Wordpress can be integrated with your PlanPlus Online Business Edition account? Check out the table below where we [...]
Release Notes for PlanPlus Online Aurora 1.1
User Interface User Interface: New Menu Icons Add “Count” to Process Steps overdue report Fix Goal Page U/I issue- not showing all goal steps Various browser compatibility issues Adjust text box on task detail page Task U/I Reference button was cut off in some resolutions Compass & Goal page U/I fix […]
Top 5 Reasons to Choose WordPress for Your Website
You're thinking about building a more productive website, one that will grow with your business and also help you get noticed on Google search. So how do you choose which platform to build or relaunch your site with? There's tons of products out there. We built our website on WordPress, a website content management systems (CMS) that makes up some 25.3% of all websites in the world. Why is it so popular and why do we recommend WordPress [...]