Overview

This article highlights the high level steps required for setting up each product in the Marketscape Platform.

As Trella continues to invest in Marketscape, we are developing a common administrative interface.

Marketscape Insights

When you purchase Marketscape Insights, your assigned Customer Success Manager will create your account and set up your first user with Administrator access. That user will receive a Welcome email with login instructions. Upon receipt of the email, that administrator will need to perform the following steps to configure the solution: 

1. Add Users: you can add new user accounts either as a bulk upload or one at a time.
2. Configure My Agency: adding your NPIs powers filtering in Explore and benchmarks in Sales Spotlight
3. Optionally, Configure My Agency in CRM: adding your NPIs powers benchmarks in Sales Spotlight in CRM. This step only applies if you have purchased CRM as well.

Marketscape CRM

For our Marketscape CRM customers without EHR Connect, your assigned Customer Success Manager will create your account and set up your first user with Administrator access. That user will receive a Welcome email with login instructions. Upon receipt of the email, that administrator will need to perform the following steps to configure the solution:

1. Add Users: you can add new user accounts one at a time.
2. Business Line Configuration: organize your types of referral sources
3. Branch Configuration: create your organizational hierarchy

For our Marketscape CRM customers with EHR Connect, our Integration Team will work with you to set up the solution as part integration setup.