Presenter: Shany Orian // Owner & Managing Director // Zikit Translation Services Most clients use less than 70% of Plunet’s features, but this is about to change! In this best practice session, Shany will show how to make to most out of your Plunet software to step up your data management and provide next level customer service. The best part: all of the shown features are part of our standard software and the have potential to change the way you work forever.

1. Zikit Language Solutions

5. Relationship Building Routines
When a Client turns ‘Old’
Last Seen
Tasks
Additional Document Templates
Text Modules
Resource Relationships

6. We document everything

8. We document everything

9. Keeping in touch
When a Client turns ‘Old’

10. Admin→ Settings →
Contacts
When a Customer turns ‘Old’

11. Admin→ Document Templates →E-Mail
When a Customer turns ‘Old’

12. Keeping in touch
Last seen…

13. Contacts → Customer→
Communication
Keeping in touch
Last seen…

14. Has anyone seen Paul?

15. Contacts → Customer→
Tasks
Using Tasks for Documentation

16. Admin →
Miscellaneous→ Task
Types
Using Tasks for Documentation

17. Hello? It’s past me calling
Long-term Tasks

18. The Future Awaits
Long-term Tasks

19. Admin →
Miscellaneous→ Task
Types
Long-term Tasks

20. Options!
Creative ways to showcase the right information

21. Quote Options

22. Quote Options

23. Quote Options
Additional Document Templates

24. Quote Options
Additional Document Templates

25. Quote Options
Additional Document Templates

26. Quote Options
Additional Document Templates

27. Additional Templates = Additional Sales

28. Admin → Document
Templates→
Additional
Documents and
Addresses
Quote Options
Additional Document Templates

29. Quote Options
Additional Document Templates

30. It’s all about sales,
One shoe doesn’t fit all.
It’s Modular! Let’s Play!

31. Text Modules
Snippets for better communication

33. Text Modules
Snippets for better communication

34. Text Modules
Making the Most of Referrals

35. Resources are People too

36. Resource Relationships

37. Resource Relationships
Adding Absence Time

38. Resource Relationships
Adding Absence Time

39. Resource Relationships
Adding Absence Time

40. Questions?