Seamless CRM integration that maximizes planning efficiency

Aktana Pre-call Planning Dashboard seamlessly integrates with your CRM and other data sources, combining HCP-related activities with Aktana Dynamic Insights. Ensure  your reps have the insights they need at their fingertips, leading to more efficient and productive planning.

Target your dashboard with configurable options, optimizing it for maximum productivity

Whether you need to turn sections on or off, or include/exclude specific fields, you can easily customize the dashboard to match your unique requirements. And the best part? It’s zero-coding, all done through configuration, saving you time and resources.

Discover the simplicity of setting up your dashboard once and deploying it seamlessly across platforms

Say goodbye to repetitive setup tasks. With Aktana’s Pre-Call Planning Dashboard, you only need to configure it once, and it’s ready to deploy across iRep and Aktana Copilot Mobile platforms. This seamless deployment process ensures that your Field has access to the tools they need, no matter where they are for more productive engagements.