PlanPlus Online: CRM with a Deep Focus on Organizational Culture “The Biggest Reason CRM Implementations fail is Organizational Culture”
The company’s flagship solution-PlanPlus Online is a cloudbased suite of products that focuses on operational problems for businesses and single users alike. The personal version has wizards for identifying one's missions, values, and extracting goals. In addition, the suite has a task-list calendar and notes features. The Professional Edition is a primarily made for independent direct sales professionals such as Real Estate Agents, Insurance Agents, Financial Planners, Direct Sales, and other professional trades and, offers additional contact management, project management functionality. The Business Edition caters to the small to midsize enterprise CRM market. Its core functionalities includes contacts and accounts, sales opportunities, and pipeline management. “One of our most unique features is our Process Builder which provides a platform for people to build customized workflows and automate task triggers, most useful for long sales cycle and a complex workflow,” says Norris.
The most important part of any software implementation is developing the right culture for the tools to get traction. We don’t just sell software; we help companies build a ‘Culture of Productivity’
One of PlanPlus Online’s customers, a transportation brokerage firm has been deploying PlanPlus Online as their CRM tool since, their inception. Starting with just 25 employees, the company has grown over 300 people today. Over time the needs of that company have changed and PlanPlus Online has been able to adjust and help develop a very customized solution for over seven years now. PlanPlus Online also has a large presence in the Real Estate market by providing Client and Lead Management, Transaction Management, and Marketing through the website www. CRMRealEstate.com PlanPlus Online is currently extending its offerings to allow third-party integration with the aim of a seamless experience for its customers across platforms. “We are also working on a line of culture-centric Productivity tools as well,” concludes Norris.