15 05, 2013

How to Write a Newsletter

2019-01-10T18:57:21+00:00

When it comes to generating leads and learning more about what it takes to get ahead in your niche, one of the first things that you need to think about is how you can get the word out about your services. Email marketing is often overlooked in favor of social media networking, but the truth [...]

How to Write a Newsletter2019-01-10T18:57:21+00:00
22 04, 2013

Announcing New Features and 2 New Editions: Build 140

2019-01-10T18:57:21+00:00

Build 140 coming soon to a server near you**. PlanPlus Online gets better all the time with new features and enhancements included as part of your existing subscription. Over the next two weeks you will see an announcement when you login indicating when this build is live on your production servers. You can look for [...]

Announcing New Features and 2 New Editions: Build 1402019-01-10T18:57:21+00:00
27 03, 2013

Six Steps to a Successful CRM Implementation

2019-04-05T13:15:29+00:00

Follow these six steps to make your CRM implementation easier. Step 1 - Appoint a System Administrator Your PlanPlus CRM needs a dedicated head coach and cheerleader within your organization. The administrator will help you plan and prepare for each step of the implementation. This is the "go to" person for your users, who will [...]

Six Steps to a Successful CRM Implementation2019-04-05T13:15:29+00:00
13 01, 2013

2013 Planning and Productivity Tools

2014-04-02T18:29:24+00:00

Are the tools and processes you are using helping you reach your goals or keeping you from being productive?  The start of New Year is a great time to review your current tools and decide if upgrades or changes are needed.  You may already have new tools at hand, but haven’t implemented changes yet.   For [...]

2013 Planning and Productivity Tools2014-04-02T18:29:24+00:00
13 01, 2013

How to Implement your CRM, Get your Team Onboard and Be More Effective

2019-01-10T18:57:22+00:00

CRM software is often considered to be challenging and even formidable. But if your remember 3 key steps to planning and using your PlanPlus Online, you’ll gain added usefulness without added work. […]

How to Implement your CRM, Get your Team Onboard and Be More Effective2019-01-10T18:57:22+00:00
16 12, 2012

Four Tips for Easier E-mail Management

2019-01-10T18:57:22+00:00

by Joshua Zerkel The following article was originally posted by Josh Zerkel on the GO Community Do you feel like e-mail has taken over your life? Well, you’re not alone. In a recent study by Information Week, over 75% of the people surveyed said that e-mail is essential to their lives—and an additional 15% say [...]

Four Tips for Easier E-mail Management2019-01-10T18:57:22+00:00
13 12, 2012

What is CRM?

2019-01-10T18:57:22+00:00

Perhaps you have heard of, or maybe you have used CRM software in the past or you currently are.. But what does CRM really mean? What is its real purpose?  Yes, it stands for Customer Relationship Management, but what is that… really? […]

What is CRM?2019-01-10T18:57:22+00:00
13 12, 2012

CRM Feature: Prioritizing Your Contacts

2019-01-10T18:57:22+00:00

You may be familiar with the idea of prioritizing your task list but have you thought about prioritizing your contacts? If you are in a sales or account management line of work this might be a good idea to consider prioritizing the people you work with or want to work with. However, anyone could benefit [...]

CRM Feature: Prioritizing Your Contacts2019-01-10T18:57:22+00:00
7 11, 2012

iPhone vs Android

2019-01-10T18:57:22+00:00

iPhone 5 vs Android HTC EVO 4G -How do they compare? I have been an Android user for the past 2.5 years when I bought the HTC EVO when it came out as the first 4G phone for the Sprint network. I have really enjoyed it. Since about a year ago when Sprint finally got [...]

iPhone vs Android2019-01-10T18:57:22+00:00
28 06, 2012

The Customer Side of Customer Relationship Management

2019-01-10T18:57:23+00:00

Are your customers sharing feedback? As a customer, are you letting businesses know what you think? CRM is reinventing the suggestion box and so are we. Why your feedback is important and how to share it… […]

The Customer Side of Customer Relationship Management2019-01-10T18:57:23+00:00
28 06, 2012

How Do You Spring Clean?

2019-01-10T18:57:23+00:00

The weather’s getting warmer, trees are getting their leaves, you’re bringing out the warm-weather clothes and rearranging the furniture… yes, rearranging the furniture: it’s spring cleaning season. FranklinCovey’s GO Community conducted a survey about your cleaning habits and arranged the results into a neat info graphic. […]

How Do You Spring Clean?2019-01-10T18:57:23+00:00