Jane had a good problem. A very exhausting good problem. She had leads pouring in (that’s the good part), problem was, they were all pouring into her computer (that’s the bad part)—but, as Sales Manager, she had to take the time to sort through each lead to find where she should forward that lead. [...]
Sales territory management is more important than many may realize. It can boost your sales team’s morale, increase sales, provide a larger customer base and inspire team unity. Here is how to create your sales territory plan: Define your larger sales goals Before you have a plan, you need a goal (or goals). And there [...]
Sales territory management is more important than many may realize. It can boost your sales team’s morale, increase sales, provide a larger customer base and inspire team unity. Here is why you need a sales territory plan: It helps you target specific industries, regions, opportunities, and customers Instead of targeting customers geographically, you can now [...]
Sales territory management is more important than many may realize. It can boost your sales team’s morale, increase sales, provide a larger customer base and inspire team unity. Managing a sales territory without the right tools is a hassle and a challenge. Without a CRM you’ll just have a list of names, addresses, and phone [...]
Everyone has two jobs to do: Do your work. Improve your work. How to improve your work In order to improve your work you must eliminate waste. To figure out what waste is in your company, ask the question whether the work or activity you’re doing is valuable to the consumer. In other words, would [...]
You only have so many hours in a day, so your sales team should focus on the best leads. A core principle of effectiveness is based on the idea that there’s just not enough time to do everything that you want to, so you must prioritize your activities based on which ones will get you [...]
Over the past few years, we’ve purchased furniture from various retailers. I mean the type of furniture that comes in boxes with nuts and bolts and tools—and if you’re lucky—with instructions. We’ve had wonderful experiences where it comes out right, and horrible ones when it takes much longer than it’s supposed to—often requiring reassembly at [...]
Every once in a while someone says something that flatters you. This happened to us recently when Software Advice, a Gartner Subsidiary, reviewed the top CRM platforms in the world and named PlanPlus Online as a Best Salesforce Alternative for your Business. Software Advice is a well known Software Review website and a trusted resource for software buyers. They provide detailed [...]
Why do typical “Software Only” implementations fail? Implementing a CRM is much more than a standalone project accounted for by a single individual, it’s a business philosophy that affects your entire company. Some companies struggle to get widespread adoption of new software systems because they fail to address the underlying systems, processes, communication, and [...]
Just like ice cream, when you have the flexibility to build a custom CRM that works for you, the possibilities are endless! Let PlanPlus Online custom-build your CRM. Everyone enjoys having options when it comes to the important things in life A hot summertime favorite is to take a trip to the local ice cream [...]
Typically, real estate professionals think that the Holidays are a time to just “forget about making money because no-one is buying/selling.” While there may be some statistical truth to this as far as closings go, it doesn’t have to be true for the momentum of your business. Here are a few ideas for you to [...]
For many small businesses adding another expense can be a burden—especially when it seems like a well-organized spreadsheet can do the trick. But there are a few tell-tale signs that can help you determine why a CRM is the next best step for your small business. Customers are assets to be cared for and nurtured [...]
