iPlanner CLM
Agnitio iPlanner - Prepare call
With the Agnitio iPlanner (screenshots below) you can assign specific targets and presentations to your sales force. In addition, you can customize the agenda before the sales call and this will increase the customer value by allowing the REPs to differentiate and customize their presentation according to the customers’ needs. When using the iPlanner there is no need for a separate CRM system. Any CRM target list can be integrated to the Agnitio iPlanner thereby ensuring that all interactions using the iPad are captured against named individuals from your customer list. Re-integration of the data is a simple process to ensure that your CRM system contains information about each and every interaction.
What's new
Features included in this release:
* Bugfixes:
** Some bugs in the iMagazines module have been fixed. This has required an update in the iMagazines view, making it simpler and more in line with the functionalities present in the iPlanner Presentations view. The stand-alone version of iMagazines additionally has a Sync tab available for synchronization of magazine updates and monitoring data.
** A bug in the Chinese sorting in the Contacts view has been fixed.
Screenshots
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Share with Others
- Last changed:
- 6 days ago
- Category:
- Business
- Developer:
- Agnitio
- Version:
- 1.11.5
- Average Rating:
- 2.00 (1)
- Size:
- 5.7 MB








