Building a sales process for generating new customers in a B2B sales environment can actually be broken down in to a number of smaller processes. Each of these processes is a series of actions or steps taken in order to achieve a particular end result. By connecting the successful results from each preceding process as the beginning [...]
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 [...]
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 [...]
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? […]
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 [...]
