In-Depth CRM Review

     PlanPlus™ Online

 FranklinCovey Co.
 331 South Rio Grande, Suite #203
 Salt Lake City, Utah 84101

 

About the Company:

FranklinCovey (NYSE: FC) is a leading learning and performance services firm assisting professionals and organizations in measurably increasing their effectiveness in leadership, productivity, communication and sales. Clients include 91 of the Fortune 100, more than three-quarters of the Fortune 500, thousands of small and mid-sized businesses, as well as numerous government entities. Organizations and professionals access FranklinCovey services and products through consulting services, licensed client facilitators, one-on-one coaching, public workshops, catalogs, more than 120 retail stores, and www.franklincovey.com. Nearly 1,500 FranklinCovey associates provide professional services and products in 36 offices in 129 countries.

About the Product:

PlanPlusOnline is a web-based application that allows customers to apply the great FranklinCovey planning methods and concepts via the world-wide web. The new web application also integrates contact management features, which allows users to easily track important client information. This great tool is hosted by FranklinCovey and can be accessed from anywhere in the world.

Key Features Include:

• A Familiar “Planner Like” Interface for Easy Daily or Weekly Planning
• Weekly Planning Tools to Organize your Mission / Values, Goals, Compass, and more
• Powerful Contact Management Integrated into the Daily Planning Tools
• A Powerful Search Tool to Quickly Access Contacts, Notes, Tasks and more
• Tracks Contacts, Organizations, Notes, Sales Opportunities, and much more
• Utilize Custom Fields for Greater Flexibility in Tracking Clients and other Key Data
• A built in email center offering the ability to convert emails to Tasks, Appointments, as well as standard email features and functions
• Modular design that allows for easy integration into other business tools and applications.

PlanPlusOnline benefits include:

• More effective sales engagements
• Complete customer information, synchronized and accessible worldwide
• More satisfied customers
• More knowledgeable personnel
• Better team collaboration
• Most recent customer information instantly available to your entire organization
• More time/energy to focus on building your business
• Reduces customer service costs

All this is made possible by PlanPlusOnline's unique capabilities:

• 360 degree Relationship Matrix of records to assure efficient and successful data management.
• Completely customizable and designed by you to fit your business requirements
• Searchable knowledge base allows customers and staff to stay informed
• Powerful database capabilities ordinarily only available in much more expensive and complicated solutions
• Easy to learn and useUp and running in minutes
• Document library with version tracking provides synchronized workgroup information
• No capital expense, PlanPlusOnline is an online on-demand application available by subscription
• No software or hardware required; no maintenance hassles
• PlanPlusOnline's integrated modules can be used individually or integrated with other applications via Web Services. 

Price:

 For pricing details, please see:

 http://www.planplusonline.com/pricing_overview

 

Rich's View:

        This review is undergoing a major update and should

be available real soon now!

Short List:

If you are considering this program, you should also look at these other CRM solutions:

Rich's Recommended Web Sites

 Jim Cecil's Nurture Marketing site

http://www.nurturemarketing.com/

Nurture Institute

http://www.nurtureinstitute.com/

Rich's Recommended Reading List