PlanPlus™ Implementation Consultation
If your CRM implementation project involves a larger number of users or has some complex issues, it may be best to create a clear project plan before diving in. An Implementation Consultation will include an analysis of all of your lead generation activities, Sales Processes, and workflow related business flows. The result will be a written project plan with clearly defined milestones and objectives for your CRM implementation. The plan can then be implemented by your own Trained Internal Administrator or by an External Administrator.
Key Benefits
- Understanding of key business objectives and features needed to ensure business processes and priorities are met
- Create a defined project scope and plan to review with timelines to make your implementation
- One-on-One consultation with a dedicated, trained consultant
- Achieve high end-user adoption and more efficient use of your CRM investment
What are your business and CRM needs? Follow the link below to fill out the form and a Professional Services Consultant will contact you shortly.
Implementation Consultation Questionnaire
PlanPlus™ Managed Services
Some of the services that can be provided include: website forms, sales processes, custom page layouts, territory rules, HTML email templates, blast and drip email campaign design, and more.
- “We want a system to track our sales processes while automatically triggering tasks to be completed by specific people and emails to be sent automatically. “
- “We want to have a form on our website that can be filled out and entered as a lead in the database and then assign that lead to the correct representative while automatically sending out emails to the customer to keep them engaged.”
- “We need to have a template for our Projects that can be used and shared with our team so we all stay on the same page.”
- “We are a Real Estate company that needs to track detailed information on properties and have that information displayed on our website.”
- “We need to send out a Newsletter each month and also a drip email campaign to specific customers on specific days.”
PlanPlus™ Data Migration & Account Integration
Are you migrating from another data management tool such as ACT, Goldmine, Outlook, or other? Our Professional Services team can help make your migration simple and easy.
At the start of every PlanPlus™ Online implementation, there is a migration of data from our clients' existing member lists to PlanPlus™ Online. While our tools make this process easy, there can be challenges with data modeling, especially when a rapid implementation is required to meet your goals. We are experts with this process, and we can assist you with your short-term goals of launching rapidly without losing sight of your long-term strategy.
Interested in data migration services? A PlanPlus™ Online specialist can help you answer your most complex questions. Inquire with your PlanPlus Online account executive to learn more, or call 801.438.3460. You can also request service online.
PlanPlus™ Industry Specific Solutions
Specialized expertise: We deliver our services using specialized skills, knowledge, and experience that help us meet the specific needs of a vertical market or technology. This includes in-depth knowledge not only of PlanPlus™ Online products and technology, but also the technology of our partners in a given vertical industry, open-source technologies, the nuances of the industry, and how all these requirements combine to drive the needs of the customer.
Our Professional Services Team can work with you to create customized solutions for your industry such as Real Estate, Finance, Medical, Consulting, and more.
PlanPlus™ Custom Development
Your business is unique. Why not run it the way you want? With the help of our Custom Development team you can extend your PlanPlus™ Online feature set to include Customer Support, Helpdesk, Invoicing & Billing, e-Commerce shopping cart & merchant account integration, affiliate tracking, and more. There is also an extensive set of API's that are available for integrations to other applications as well.
A PlanPlus™ Online analyst can help you answer your most complex questions. Inquire with your PlanPlus™ Online account executive or call 801.438.3460.
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