Dynamic Information Workspace
Infolio, a dynamic information workspace, helps you, the sales professional, focus on tasks that are key to your success, so you can sell more, rather than spend precious time on searching information, updating data, and switching between systems and platforms.
Multiple Sales Meetings
Prepare for multiple sales meetings within seconds.
Easy Access
- Access and interact with all your information – emails, CRM, collateral, tutorials, marketing materials – from a single point of access, a dedicated space for each sales opportunity
Fast Setup
- Find what you need and get ready within seconds – get the info you are looking for without switching between applications and platforms
Beatiful Spaces
- Easy context-driven search, visually organizing your information in the way that’s right for you
Sales Meeting
Spending time after each sales meeting in sharing information with your team, updating your CRM, and other tasks? With Infolio, you can do it during your meetings.
Account Planning
With Infolio, get easy access to all your accounts’ data, systems and databases, and always have them dynamically updated, so you can work anywhere, distractions-free.
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