Professional Services/Training


The key to a Successful CRM Implementation is the Services

We offer a variety of “Professional Services” that you can take advantage of to gain the experience of an expert without having to have one full time on staff.

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.

Professional Services

For customers that have their account set up and just need some additional functionality we offer managed services. Some of the services that can be provided include: website forms, sales processes, custom page layouts, custom fields, territory rules, HTML email templates, blast and drip email campaign design, and more.

Data Migration & Integration

Are you migrating your data from another CRM? Do you have existing systems in place that will need to integrate with PlanPlus™ Online? Request a quote for Migration or Integration services.

Industry-Specific Solutions

Our Professional Services Team can work with you to create customized solutions for your industry such as Real Estate, Finance, Medical, Consulting, etc.

Custom Development

Adding additional features including Quickbooks integration, customer support applications, Time tracking, Invoicing and Billing, and e-commerce shopping cart can be done through our Custom Development group.

The PlanPlus Online Professional Services Group

Call: 801-438-3460 x 2020

The PlanPlus Online Professional Services Group also offers several customized services through our exclusive partnership with COMPLETE xRM, a leader in deploying flexible, ease-of-use, and cost-effective online on-demand solutions.