Glossary>CRM>PlanPlus Online Essentials

PlanPlus Online Essentials

PlanPlus Online Essentials is a customer relationship management (CRM) software designed to help businesses manage contacts, tasks, and sales processes. It offers features such as contact management, calendar scheduling, task tracking, and sales pipeline management to streamline business operations and enhance productivity.

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About PlanPlus Online Essentials

PlanPlus Online Essentials was developed by FranklinCovey to provide a digital solution for personal and professional productivity. It originated from the principles of time management and organizational techniques popularized by Stephen Covey's work. The software aimed to integrate these principles into a CRM platform, enhancing efficiency and productivity for users.

Strengths of PlanPlus Online Essentials included its integration of productivity principles, user-friendly interface, and comprehensive task management features. Weaknesses involved limited customization options and scalability challenges for larger organizations. Competitors included Salesforce, Zoho CRM, and HubSpot CRM, which offered more extensive features and flexibility.

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How to hire a PlanPlus Online Essentials expert

A PlanPlus Online Essentials expert must possess skills in CRM configuration and management, data import/export processes, task and calendar synchronization, and proficiency in navigating its user interface. Familiarity with sales pipeline management and contact database organization within the platform is also essential.

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