Training Videos

We take pride in designing software products that are easy to use. The built-in instructions, examples, and sample plans in Business Plan Pro and Marketing Plan Pro provide guidance every step of the way. To accelerate the learning process or dig into more advanced features, we offer these additional training resources.

Business Plan Pro Tutorials

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How do I and other Help (1:54)

Introduction to Business Plan Pro (25 mins) Palo Alto Software president Tim Berry provides an introductory overview of Business Plan Pro software. This tutorial video walks through the process of creating a business plan and shows the key features of the software.

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Sample Plans - A cautionary note (4:24)

Introduction to Business Plan Pro (25 mins) Palo Alto Software president Tim Berry provides an introductory overview of Business Plan Pro software. This tutorial video walks through the process of creating a business plan and shows the key features of the software.

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Working in financials (4:33)

Introduction to Business Plan Pro (25 mins) Palo Alto Software president Tim Berry provides an introductory overview of Business Plan Pro software. This tutorial video walks through the process of creating a business plan and shows the key features of the software.

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Welcome and basic interface (6:23)

Introduction to Business Plan Pro (25 mins) Palo Alto Software president Tim Berry provides an introductory overview of Business Plan Pro software. This tutorial video walks through the process of creating a business plan and shows the key features of the software.

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Business Plan Pro 11 Tour - Introduction (4:38)

This video, which narrated by founder and president of Palo Alto Software, Tim Berry, introduces the Business Plan Pro 11 tour series of videos and covers the Start a Plan screen and Plan Setup menu in the software.

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Using Sample Plans (2:48)

Introduction to Business Plan Pro (25 mins) Palo Alto Software president Tim Berry provides an introductory overview of Business Plan Pro software. This tutorial video walks through the process of creating a business plan and shows the key features of the software.

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Introduction and Plan Setup (part 1 of 6) (5:11)

Introduction to Business Plan Pro (25 mins) Palo Alto Software president Tim Berry provides an introductory overview of Business Plan Pro software. This tutorial video walks through the process of creating a business plan and shows the key features of the software.

Marketing Plan Pro Tutorials

Email Center Pro Tutorials

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Email Center Pro - Setup Wizard (1:08)

Need help getting started with Email Center Pro? This video shows how easy it is to use the Account Setup Wizard to start managing your customer service email in the free service. Learn more at www.emailcenterpro.com.

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Email Center Pro - Safety and Security Features (0:46)

http://www.emailcenterpro.com - Email Center Pro provides integrated filters to keep your email safe from virus threats and time-wasting spam. Email Center Pro is password protected and encrypted to ensure your security †it uses the Amazon Web Services infrastructure for the same level of security as the Amazon.com store. And, since Email Center Pro is a web-based solution, you'll experience no impact on your IT department while staying constantly up to date with the latest safety solution.

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Email Center Pro - Automated Alerts (0:50)

http://www.emailcenterpro.com - Stay on top of new email to your shared inboxes. You can choose to be alerted when a message is assigned to you or when there is a new message in a certain mailbox or Saved Search. Ensure that your customers are never left waiting.

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Email Center Pro - Saved Searches (1:05)

http://www.emailcenterpro.com - Set up Saved Searches to personalize Email Center Pro and quickly find the email that matters to YOU! Just set up simple rules for the types of emails you want to see, and let your Saved Searches organize them for you. You can even get alerts whenever a new email meets the criteria you specified in your Saved Search.

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Email Center Pro - Tagging Features (0:49)

http://www.emailcenterpro.com - Add keyword tags to incoming or outgoing mail to categorize messages for fast and easy retrieval. You can instantly see all emails with particular tags by creating custom Saved Searches.

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Email Center Pro - Email Analytics and Metrics (1:07)

http://www.emailcenterpro.com - The Dashboard view helps you manage your email more effectively with an intuitive visual layout. You can get a quick look at all of your mailboxes, recent activity, and account usage. Simply click on any mailbox or active conversation to see the most recent exchange.

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Email Center Pro - Canned Responses with Email Templates (0:56)

http://www.emailcenterpro.com - Ensure that your customers get consistent and accurate responses from your team. Email Center Pro includes a template library that you can easily add to at any time. Compose an email that you think you will use again? Send it now and save it as a template for next time, with just one click.

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Email Center Pro - Internal Notes Feature (0:49)

http://www.emailcenterpro.com - Add internal notes to an email conversation for easy reference for yourself or your colleagues. You can even add instructions for follow-up and reassign the email to a co-worker to handle. Add text formatting and hyperlinks in your notes for emphasis. Notes are always private and never shared with your customers.

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Email Center Pro - Assigning Email for Followup (0:55)

http://www.emailcenterpro.com - Accountability is critical when managing your customer email. As new messages arrive in inboxes like sales@yourcompany.com, assign them to specific staff members for a prompt response. Each person sees exactly which emails they are responsible for and gets alerts whenever an email is assigned to them.

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Email Center Pro - Feature Tour Intro (0:52)

http://www.emailcenterpro.com - Email Center Pro makes it easy to manage customer email sent to your info@, sales@, or help@ addresses. Save time, increase your customer satisfaction, and lower your operating costs.