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PTI Performance Analysis Mobile App

Streamline meetings with this PTI Performance Analysis app. Details the source of the opportunity, type of opportunity, date and time of the meeting, purpose and goal of the meeting and more. Also includes a list of meeting questions that can be easily customized to fit your specific needs.

  • Lendlease
  • The Cooperative
  • PG&E
  • Red Bull
  • Mirvac

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Take a peek inside the PTI Performance Analysis Mobile App

Included Features

Our App Builder gives you the power to easily add and remove the ones you want. {{controller.show_all ? 'See included features.' : 'See more features.'}}

  • {{data.title}}

Included Fields

Customize to add, remove, or edit any of the fields below.

  • Ico dropdown

    Meeting

  • Ico textbox

    Phone Correspondence leading up to this appointment -# of Calls

  • Ico dropdown

    Opportunity Uncovered from

  • Ico textbox

    Other - specify

  • Ico statictext

    Opportunity

  • Ico textbox

    Training

  • Ico textbox

    Key-note

  • Ico textbox

    Workshop

  • Ico textbox

    Other

  • Ico date

    Date Scheduled

  • Ico time

    Time Scheduled

  • Ico textbox

    Company name

  • Ico statictext

    People to attend meeting

  • Ico textbox

    Customers

  • Ico textbox

    Buying Criteria

  • Ico textbox

    PTI

  • Ico textbox

    Purpose

  • Ico textbox

    Goal

  • Ico checkbox

    Agenda Prepared

  • Ico checkbox

    Materials prepared – Laptop, Collateral, Proposals, Contracts, etc.

  • Ico checkbox

    Team Briefed

  • Ico multiline

    Meeting Notes

  • Ico multiline

    Tell me about your business and overall situation?

  • Ico multiline

    What are the specific problems you want solved?

  • Ico statictext

    What is the overall impact of these issues?

  • Ico textbox

    Productivity

  • Ico decimal

    Cost $

  • Ico textbox

    Performance

  • ...and More!

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