PlanPlus Online Sales Edition

Improve Team Productivity & Sales Force Automation

Empowering you and your team to collaborate on critical opportunities

• Easy Access from any internet connection including your smartphone
• Sales Force Automation-track, report and coordinate your sales pipeline
• Quickly Prioritize & Delegate-unique task management tools
• Contact Management-manage contacts and associated tasks
• Collaborate-share your calendar with your team

Share, Delegate and Manage Every Opportunity

Online Organizer and Customer Relationship Management (CRM)

Implement Dynamic Online Technology with Relationship Management and FranklinCovey’s Proven Productivity Methodology

• Do you know the most critical challenges you and your team face?
• Are you able to collaborate effectively to close a sale?
• Where will your next hot sales opportunities come from?

• Easy Access-from any internet connection including your smartphone
• Sales Force Automation-track, report and coordinate your sales pipeline
• Quickly Prioritize & Delegate-unique task management tools
• Task delegation-to anyone via e-mail
• Contact Management-manage contacts and associated tasks
• Collaborate-share your calendar with your team

Deliver Great Results as a Team with the PlanPlus™ Online SALES Edition

Dynamic productivity tools are available anytime, anywhere through the most versatile delivery mechanism—the Internet.

Planning and prioritizing your daily and weekly tasks, appointments and projects based upon your overall mission, values and goals should be a smooth and seamless process. Make the time you spend planning more valuable and productive.

• The freedom of write-once, drag-and-drop functionality to save you time.
• Liberate your life from the limits of a paper-based, leather binder planner or desktop-bound calendaring system.
• Give your team access to their work life anytime and anywhere through any mobile device—cell phone, laptop, and PDA.

PlanPlus Online SALES Edition is both feature rich and configurable to give you the organization, time and relationship management tools you expect and more.

• Dynamic sales and marketing campaign automation with reporting services
• Process Builder for managing business processes online
• Frequently used tools in one home view—prioritized daily tasks, calendar, module view tabs and notes
• Drag-and-drop prioritized daily and weekly task management
• Sync calendar and tasks and contacts with Microsoft Outlook?
• Align mission, values, roles and goals with familiar weekly planning tools