COMPLETExRM Testimonials

 
PlanPlus Online has been beyond amazing. We absolutely love this program so a great recommendation is easy to give! :) We trained our second group on the tool and are importing all of our leads through it so they are using it daily. We are thrilled about it!
Jill B.
Director of Training
England Logistics

I wanted to let you know how much I value using the CRM program. I've used other contact management programs in my real estate career, but for a company of our size and structure, being able to use a contact management program that networks all of us together so effectively is awesome. Each of us is working independently in our offices and departments, yet our efforts to recruit often overlap, so it is great to meet a prospective agent and enter them in CRM and discover notes from someone else in the company who has had previous communication with this prospect, then be able to work together to achieve greater success in the areas of recruiting, training, and retention.
Tammy J. Lund
Director of Business Development
Coldwell Banker

We are thrilled to be using the FranklinCovey online-planning tool to manage our key clients and relationships. With PlanPlus Online we have bean able to organize, track and report on our sales pipeline like never before.
Gary Leavitt
President
COO ToolChex

I have been using solutions from CompletexRM to enable me to be more productive and to assist my manager to better track my work and give me the necessary feed back to be successful.
I have used ACT, Goldmine and most recently Salesforce.com, COMPLETExRM gives me the features I enjoyed in each tool plus the added advantages of the FranklinCovey's time management program all in one. The program is highly customizable to meet my specific needs and sales process, while giving me the common sales vocabulary to interact effectively with my manager and colleagues. My sales manager has an accurate snap shot of our sales team's information around how our sales team is doing, and we are able to quickly see what our customers' needs are. Bottom line: COMPLETExRM allows us to more easily do our job from any location while we assist our customers get what they need.
Steve Eyring
Electronic Clearing House, Inc

 
The field of professional Scouting has developed into a complex sales and customer service environment requiring entry level staff as well as staff leaders to be extremely proficient in time and priority management.  Promotion and development of the Scouting program in a district or council requires front line staff to sell Scouting to a diverse customer base and the Scouting program offers more products (programs) than ever before.  Weather you are working with donors, church leaders, schools or a newly recruited Scout leader, the Scouting movement is based on relationships between the organization and the communities it serves.

Scouting is great at identifying areas of critical achievement with staff.  The changing needs of our customers continue to place additional needs on our staff’s time.  PlanPlus Online helps professional staff keep the primary and critical objectives in front of them.  Based on the principals of Stephen Covey and the Franklin Covey Planner system PlanPlus Online allows professional staff to plan their work based upon their critical achievements.  Allowing staff to maintain a master task list, and a prioritized daily task list allows staff the opportunity to plan and track their work. PlanPlus Online allows your council team to establish a prescribed sales process for any objective they have identified as a critical area for growth.  Sales processes are easy to establish and can be created to meet local needs by a local council administrator.  Your council could establish sales processes for:

• Fall Roundup Planning
• New Unit Prospect Development
• New Unit Organization
• Donor Development
• Community Power Structure Studies Volunteer Recruting
• Popcorn Sales
• Summer Camp Registration
• Tracking prospective new members
• Following up with Unregistered Youth
• Sales Process Tracking

While we currently track the end result, it is the work and process that is followed that will ultimately affect the level of your long term success.  PlanPlus Online allows staff leaders to track, review and make suggestions on each of the sales processes that field staffs are working.  Having the ability to review current position, actions taken in the last week and the next step for each prospect improves the time you spend with staff in the development of their skills and plans.  Because the data is shared with throughout the supervisory chain current data for reports and updates to volunteers can be obtained efficiently and not add the email clutter in your inbox.

Data can be easily uploaded from Scoutnet and other tracking systems that you may currently use.  Using the data import wizard you can upload unit and volunteer information, show relationships between the volunteers and the unit and track critical youth retention indicators like advancement, camp registration and training.

When staff use the Customer Relationship Management (CRM) components of PlanPlus Online your council can easily maintain a record of all past information related to a volunteer, unit, donor or community organization.  When a promotion occurs you keep the institutional knowledge that your staff has been collecting over the past three or more years providing a check out report that can not be beat by the traditional PlanPlus Online is available any where your staff has internet access.  Staff can develop and work on their work plan from home, the office or sitting at the local coffee shop waiting for an appointment to start.

PlanPlus Online can help your Scouting professional staff create a solid work plan and help them work with purpose on the goals that you have identified a critical to the achievement of your council strategic plan.
Steve Yackel
Director of Fields Service
Boy Scouts of America