15 06, 2016

How a respected financial advisor uses PlanPlus Online to provide custom-tailored service

2019-01-10T18:56:50+00:00

In the beginning was the printed planner By the time Martin A. Smith was in college, his printed daily planner played an integral part of his academic success. “I used it religiously—to a fault,” says Martin. “My whole day and life was out of that book.” Martin was attending Georgetown University earning his Masters in [...]

How a respected financial advisor uses PlanPlus Online to provide custom-tailored service2019-01-10T18:56:50+00:00
3 06, 2016

Are you keeping track of these three measurements with your CRM?

2020-08-23T12:06:55+00:00

PlanPlus Online Business edition's CRM offers you and your business the strongest, most effective approach in maintaining and creating relationships with customers. These relationships are created by having your organization log every customer interaction into a common database—ensuring that everyone involved in the business cycle has visibility of all the activities and interactions relating to [...]

Are you keeping track of these three measurements with your CRM?2020-08-23T12:06:55+00:00
17 12, 2013

Why the New Year is a Great Time to Launch Your New CRM Initiative

2020-12-31T06:37:30+00:00

Launching a CRM initiative may be the best resolution your business can make. As various holidays wind down and we head into the New Year, many of us will make resolutions to implement positive changes and improvements in our personal lives during the coming year. The New Year is also a great time to make [...]

Why the New Year is a Great Time to Launch Your New CRM Initiative2020-12-31T06:37:30+00:00
3 06, 2011

Six Steps to a Successful CRM Software Implementation

2019-01-10T18:57:25+00:00

Here's a six-step approach to implementing your PlanPlus Online CRM and automating your business processes for maximum personal and professional effectiveness. Step 1- Time Management Before you start planning your implementation goals, it's important to identify how much time you have to work with. Plan a project that can fit within the time constraints that [...]

Six Steps to a Successful CRM Software Implementation2019-01-10T18:57:25+00:00
8 03, 2011

Tips for Building a Valuable Database of Customer Information

2019-04-05T14:27:46+00:00

Whether you are a sole proprietor, a sales rep, or a VP of sales or marketing, building and maintaining your customer database should be of great concern to you. If your goal is to grow your business, then you need to build your customer database. Having a well-groomed database of all of your prospects and [...]

Tips for Building a Valuable Database of Customer Information2019-04-05T14:27:46+00:00