Category: Business
iPlanner CLM

iPlanner CLM

       iOS iPad

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

• Language amendments and improvements
• Presentation download improvements
• Data protection enhancements

New Features
• “Show Touches” in iPlanner settings. Allows you to see touches on an external screen.
• Mandatory Call Fields. Allows for control from the Manager whether Account and/or Contact is to be mandatory on a Call performed on the iPlanner.


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Last changed:
Jul 16, 2014
40.7 MB

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