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

- Improvements to Russian and Italian translations
- Fixed bug in call planning preventing the addition of some accounts
- Fixed bug preventing some CRM data being pulled into presentations pre-call


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Last changed:
Nov 13, 2014
40.7 MB

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