Bridging the gap between potential and fulfillment. Getting results. Enabling Greatness.
PRODUCT FEATURES
BASIC
SALES
BUSINESS
Prioritized Task List
Individual & Group Calendar Sharing
Weekly Planning Tools-Mission, Values, Roles, Goals, Tasks
Task Delegation via E-Mail
Business Process Builder with Workflow
Dashboards
E-Mail Center
Customizable Views & Page Layouts
Mobile Access From Any Smart Phone
Sales Forecasting
Blast & Drip E-Mail Campaigns
Lead Management
Web Forms to link your Web site
Project Templates
Document Management
Goal Planning Wizard
Pipeline Tracker
Questions? Please Call 845|891|7803
ADDITIONAL PRODUCT FEATURE DETAILS
Prioritized Tasks
Daily & Master Tasks
Forward Tasks to today
Drag & Drop to Calendar
Quick Prioritize Wizard
Calendar Sharing
Individual & Group Calendar Sharing
Calendar sharing is an essential element for productivity in a group or team. Understanding who is availabie, when resources are available, and when external contacts need to be invited to appointments can be accomplished with PlanPlus Online.
View other users calendar
Color code appointments
Create multiple calendar sharing groups
Personal Page that allows you to share your calendar with the world and allow external web visitors to request appointments during your available times.
Weekly Planning
Mission, Values, Roles, Goals, Tasks
Start your week by reviewing your mission statement & values. Then move on to review your goals and add any goal steps to your weekly calendar or task list. Next, review your Roles and identify the most imporant activity to keep your life balanced and your saw sharpened.
Mission Statement Builder
Identify Values
Goals& Steps
Big Rocks and Compass
Use PlanPlus™ Online Anytime, Anywhere on Your Smartphone
Accessible from any smartphone with a Web browser, such as an iPhone, BlackBerry®, Palm®, Windows® Mobile, and other devices.
With this mobile access to PlanPlus Online, you have a specialized interface to manage your contacts, tasks and calendar on any smartphone from anywhere at anytime via the Web.
Read More...
Goal Planning - Goal planning made easy online
To achieve success personally or professionaly you need to have goals. PlanPlus Online allows you to track your Goals and Intermediate steps. Keeping your eye on you Goal will create the energy, focus, and determination required to achieve them.
Create Goals
Identify Intermediate steps
Drag & Drop goals & steps to your calendar
Drag & Drop goals & steps to your task list
BUSINESS Features
845- 891-7803
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"We chose to go with PlanPlus™ Online because it is totally customizable, ...accessible from anywhere... easy to use, and has a lower cost per user than everything else we looked at."
Jill Broadbent,
England Logistics
Prioritized Task Management
Knowing what tasks are most important will increase your productivity. Spend less time sorting through long lists of TO-DOs or paper checklists and more time accomplishing important objectives. PlanPlus Online makes it easy to keep track of all your tasks and prioritize them using the A,B,C,1,2,3 system. The quick prioritize wizard provides a usefully interface for drag & drop task management based on day & importance. Delegated tasks are delivered via email to the recipient and all updates are tracked in your PlanPlus Online account. No account is required for recipient of a delegated task.
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Organize, Prioritize, and Automate your business with FranklinCovey's online Business CRM, PlanPlus Online BUSINESS Edition makes it easy to manage customers, contacts, sales opportunities, leads, marketing campaigns, projects, documents, individual and group calendaring, task management, planning and goal setting.
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Website Lead Capture
Drip and Blast Email Campaigns
Project Management
Document Storage
PlanPlus Online
Business Edition
Task Delegation via E-Mail
Maximize your effectiveness by delegating appropriate tasks. PlanPlus Online allows you to delegate tasks to internal or external users. If you are delegating a task within your account, the recipient will receive the task on their PlanPlus Online task list. If you are delegating the task externally, the recipient will recieve the task in their email.
Assign Tasks to Internal Users via Username
Assign Tasks to External Contacts via an email address
Task recipient does not need to have a PlanPlus Online account
Feedback from delegated task is updated in the PlanPlus Online account.
Email Center
PlanPlus Online includes an integrated email center that can accomidate multiple POP or IMAP accounts. Each account can be kept separate for keeping your personal email separate from your business emails. For outgoing messages you can choose which email addresss to show as the sender.
Multiple Inbound/ outbound Accounts
Create contact record from Email
Save text or html Email Templates
Transfer Email to Task/Appt/Note/ Contact/ Opportunity
Access from any computer
Project Dashboards & Charts
Real Time Dashboards
Customizable, Real-time Dashboards provide instant access to real-time analysis that is needed to make the best decisions. Dashboards provide critical metrics with animated Flash charts to identify trends and act immediately on them.
Single page to manage business processes
Confirm sale trends — react with confidence Accurate performance reports
Instant real-time reports
Sales Forecasting
Sales forecast win probabilities can be manually set by the sales reps or the can be driven by rules associated with the sales stage. Additionally a manager can set up a quota for each sales rep and compare performance verses quotas.
Business Process Builder - Custom Workflow
PlanPlus Online's Sales Automation (SFA) module enables sales managers to achieve the maximum potential from each sales associate. Customizable to their company's products, services, sales channels and competitive position, they can design and implement their sales workflow or methodologies. PlanPlus Online combines your "Best Practices " and workflow methodologies to increase sales. It enables sales managers to apply "what their best sales performers know" and to guide others to become top performers. Workflows enable managers to quickly identify and react to changes in their sales pipeline performance.
Web Forms - Create custom web forms to collect information directly from your website
Webforms are forms that can capture information from your website and send the information directly to your PlanPlus Online account in the form of a Contact, Opportunity, Lead, Case and more (varies by edition). Design your own forms using custom fields.
PlanPlus Online webforms can be configured to automatically send an automatic replyand a series of sequential emails to the website visitor. As the site owner, you or your sales team can also recieve an email each time the form is filled out.
Pipeline Tracker
Keep track of your sales pipeline by Sales Stage, Forecast Status, Win Probability, Close Date, Sales Rep, Channel Source and many more.
Customizable Layouts
Creating custom page layouts is the simpest way to make your PlanPlus Online feel like a custom designed web application. Do you have forms or paperwork that you would like to get rid of? Automate you data capture and sorting capabilities by creating custom fields and dropdown menues.
Lead Management - Lead Management center available
If your business involves prospecting from lead lists the leads module is what you need.Track leads by source, report on calls to leads, track leads converted to Opportunites or Customers.
E-Mail Campaigns - Blast & Drip E-Mail Campaigns
Blast campaigns are excellent for monthly newsletters, special offers or just sending a quick messae to a large number of records. Each email is delivered with a single user and email address in the "To" line. This keeps you from sharing your entire email lists every time you do a mailing. Each email campaign is tracked using a special tracking code that allows you to pin point who opened your emails and what links they clicked on.
Drip Campaigns are excellent for a creating a series of emails that follow a specified order. If you are welcoming new customers to your product or new members to your orgainization, you might create a "Welcome to our Service" Drip Campaign. These drip campaigns can be manually attached to a single record, attached to a group of records, or can be attached daily based on a querry routine that searches for records meeting a certain profile and starts them on the campaign.
Project Management
We all manage projects, some big and some small. With PlanPlus Online you can manage customer projects, company projects, new hire plans, event plans, travel plans, service projects, and many more project types. Utilize existing projects and their tasks to build a project template for future use. Ensure success without forgetting a step. PlanPlus Online allows you to assign a start and end date, prioritize, drag & drop, and delegate for an easy to use project management solution.
Document Management - Management from Anywhere or Browser
PlanPlus Online can be your central repository for important documents. Documents can be stored based on a folder structure that you define. Control access privileges to sensitive documents. PlanPlus Online makes it easy to store new hire paperwork, marketing literature, company forms, customer documents, project documents, personal documents and more. All of the documents can be easiliy included in emails or email templates for users with access to the documents.
Improve Accountability
Improve Visibility
Compare Quota Vs. Forecast
Automated or Manual forecasting
Automated, Scheduled reports can be sent to managers, or executives
Use the Default or configure custom sales processes and forecasting sales stages
Make every sales representative a Top Performer
Automate sales interaction scripts, rules, etc
Ensure sales opportunities are not lost
Standardize your Best Practices
Capture leads directly from your website
Design your own forms with custom fields
Auto responder & Drip Email Campaigns
Automatically assign new leads to sales reps
Customizable Sales Stages
Pipeline Reports
Win Probabilities
Close Date
Endless colors & layout possibilities
10+ field types
Control record privacy
Calclutating number fields
Calculating strings for 3rd party website integration.
Manage Leads by Import Session or Batch
Convert Leads to Customer or Contact
Convert Leads to Opportunity
Assign leads to sales reps
Click to Call dialing integration with Skype, Jajah, Sip & other custom phone systems.
700+ Templates Available
Schedule or Send Now
Set it & forget it drip email campaigns
Merge Contact fields
Open % reports
Link click thru reports
Anti-SPAM compliant
Project Templates
Your Team will be Up-and-Running in Minutes
Delegate project tasks like never before (internal & external)
External view of Project Status
Time Tracking for Task lines
See the Progress of your Projects from anywhere
One place with all the latest information
Documents available anytime, anywhere
Access control by user
Never lose important sales quotes or invoices
Built for your Business. Designed for your Life.
