PlanPlus Online: CRM with a Deep Focus on Organizational Culture “The Biggest Reason CRM Implementations fail is Organizational Culture”

Effective leadership is largely about creating a culture of high performance by motivating and empowering the workforce to achieve organizational goals and objectives. In today’s world of dispersed workforces, borderless global business, competing priorities, strapped resources, and bombarding online inputs, organizations forget that ROI has more to with their culture and implementation, than the tools. “Why does the same piece of software work in one company and is heralded as a huge success with case studies written about it, and is a total failure over budget and over time in another? The difference is of culture,” says Keith Norris, CEO, PlanPlus Online. Based in Salt Lake City, UT, the company is a provider of Custom CRM software and Culture-Centric Productivity tools. Norris stresses on building a ‘culture of productivity’ across his clients’ organizations as he says, “We weave culture throughout the onboarding process.We start with our methodology built of The 5 Building Blocks of Culture.” PlanPlus Online incorporates culture building habits and rituals around the software implementations to create what they refer to as a ‘Culture of Productivity’. “It's really a habit that needs to be created. So, our software helps develop those habits and can be the backbone,” explains Norris.

The company’s flagship solution-PlanPlus Online is a cloudbased suite of products that focuses on operational problems for businesses and single users alike. The personal version has wizards for identifying one's missions, values, and extracting goals. In addition, the suite has a task-list calendar and notes features. The Professional Edition is a primarily made for independent direct sales professionals such as Real Estate Agents, Insurance Agents, Financial Planners, Direct Sales, and other professional trades and, offers additional contact management, project management functionality. The Business Edition caters to the small to midsize enterprise CRM market. Its core functionalities includes contacts and accounts, sales opportunities, and pipeline management. “One of our most unique features is our Process Builder which provides a platform for people to build customized workflows and automate task triggers, most useful for long sales cycle and a complex workflow,” says Norris.