FranklinCovey PlanPlus™ Online Sales

Workflow Based Sales Automation

FranklinCovey PlanPlus™ Online for Sales enables sales managers to achieve the maximum potential from each sales person. COMPLETExRM designed PlanPlus Online for Sales with its unique Sales Step Builder enables managers to design and implement their sales workflow or methodologies.

COMPLETExRM combines a company's or sales team's "Best Practices" and workflow methodologies to increase sales, use "what their best sales performers know" and to guide others to become top performers. Workflows also enable managers to quickly identify and react to changes in their sales pipeline performance.

PlanPlus Online for Sales offers Competitive Tracking that enables sales teams to instantly stay up-to-date with the latest strategic information on your competitors. Then apply it in each sales opportunity. Keep score on how frequently you beat the competition and know who, what, and why your customers choose you over the competition.

Make every sales representative a Top Performer

Automate Sales Interaction Rules

Ensure Sales Opportunities are Never Lost

Strategic Sales - Competitor Tracking

Standardize your Best Practices

Automatic Triggers & Processes

Design each workflow with automatic triggers to update field values, send email, create appointment and tasks. As internal processes evolve, you can quickly branch to the appropriate workflow and maintain complete sale history activity.

Workflow Rules

Institute your best practices to coach each sales representative to be a top performer. Then adjust and optimize the sales workflow to maximize your ROI.

Automatic Workflow Templates

Ensure easy and prompt follow-through or escalate sales opportunities to a more experienced sales representative. Stay in contact with your prospects and deliver a series of messages with automatic pre-defined templates for emails, appointments and tasks.

Access Anywhere

Freedom to travel with online, offline, and mobile device access. PlanPlus Online for Sales developed by COMPLETExRM, syncs with popular tools like Microsoft Outlook, Palm Treo, Blackberry and Apple iPod.

Software is Always Fresh

Since technology and your business demands change constantly, shouldn't your business tools? COMPLETExRM leverages its on-demand CRM model, CxRM, to continuously add new features to its CRM tools. Features are added about every two weeks not three times a year, "why wait, get it now". The result is an enormous set of unique product features not available from other vendors at any price.

Up and Running in Hours

Each customer can receive our priority technical support. Which includes company administrator training, setup and customization of each module. Free technical support is available by email at This e-mail address is being protected from spam bots, you need JavaScript enabled to view it , or at our customer service portal. Phone support is available for $4.99 per user per month or $19.95 per call. Call: 1-866-520-7878 option #2, available 6 AM to 6 PM Pacific Standard Time, Monday to Friday.

No Risk! No Long Term Contracts

With no contracts to sign, no hidden fees your up and running in 24 hours or less...COMPLETExRM Enterprise 2.0 CRM