Overview
Trella Health webinars are designed for new users or folks who want a refresher on the use of Marketscape Insights, Marketscape CRM, and Edge. See descriptions of the webinars and register to attend any webinars that interest you below.
- January 2023 - 6 Webinars - Marketscape Insights, Marketscape CRM, and Edge
- February 2023 - 4 Webinars for business development leaders
- March 2023 - 6 Webinars - Marketscape Insights, Marketscape CRM, and Edge
Webinars January 2023
Click on the Webinar name to register for the link
Date | Webinar Name | Description | Audience |
Tuesday, January 10 - 1:00 PM Eastern |
Marketscape Insights for Home Health Click to register |
Join Trella Health for an overview of our platform Marketscape Insights. Participants will learn how to leverage the data in Marketscape Insights to identify and evaluate referral sources, create comparison presentations, and share key information via Sales Spotlight. Learning objectives: • Understand the key metrics to identify potential referring physicians • Build lists of favorite and targeted accounts • See key claims-based metrics via Sales Spotlight • Create presentations to demonstrate your agency’s strengths to clinicians and facilities • Identify key competitors in your market |
New users or users who want a refresher |
Wednesday, January 11 - 1:00 PM Eastern |
Marketscape Insights for Hospice
Click to register |
Join Trella Health for an overview of our platform Marketscape Insights. Participants will learn how to leverage the data in Marketscape Insights to identify and evaluate referral sources, create comparison presentations, and share key information via Sales Spotlight. Learning objectives: • Understand the key metrics to identify potential referring physicians • Build lists of favorite and targeted accounts • See key claims-based metrics via Sales Spotlight • Create presentations to demonstrate your agency’s strengths to clinicians and facilities • Identify key competitors in your market |
New users or users who want a refresher |
Thursday, January 12 - 1:00 PM Eastern |
Marketscape Insights for Skilled Nursing Click to Register |
Join Trella Health for an overview of our platform Marketscape Insights. Participants will learn how to leverage the data in Marketscape Insights to identify and evaluate referral sources, create comparison presentations, and share key information via Sales Spotlight. Learning objectives: • Understand the key metrics to identify potential referring physicians • Build lists of favorite and targeted accounts • See key claims-based metrics via Sales Spotlight • Create presentations to demonstrate your building's strengths to clinicians and facilities • Identify key competitors in your market |
New users or users who want a refresher |
Tuesday, January 17 - 1:00 PM Eastern |
Edge CRM for Sales Rep - Web/Mobile Click to Register |
Learning objectives: • General Overview of the application • Building out client defined lists • Understanding EDGE CRM Best Practices |
New users or users who want a refresher |
Wednesday, January 18 - 1:00 PM Eastern |
Marketscape Insights for HME/Infusion Click to Register |
Join Trella Health for an overview of our platform Marketscape Insights for HME and Home Infusion. Participants will learn how to leverage the data in Marketscape Insights to identify and evaluate referral sources, target physicians and organizations, and discover new features to help them succeed. Learning objectives • Build lists of favorite and targeted accounts • Use targeting strategies to evaluate referral sources • See key physician and organization metrics via the Analyze tab • View referral sources and patient demographics |
New users or users who want a refresher |
Thursday, January 19 - 1:00 PM Eastern |
Marketscape CRM for Sales Rep - Web/Mobile Click to Register |
Join Trella Health for an overview of our platform Marketscape CRM. Participants will learn how to build their Book of Business and log account-related events and information, as well as be how to leverage the data in Marketscape Spotlight to identify and evaluate referral sources. Learning objectives • Build your Book of Business (BOB) • See key claims-based metrics via Sales Spotlight • Understand the importance of the ACE Process to log account-related events to measure and improve rep productivity • Navigate the mobile app for iOS and Android devices |
New users or users who want a refresher |
Webinars February 2023
Click on the Webinar name to register for the link
Date | Webinar Name | Description | Audience |
Tuesday, February 14 - 1:00 PM Eastern |
Click to Register |
Join Trella Health for an overview of Marketscape Insights for business development leaders. Attendees will learn how to leverage the data in Marketscape Insights to evaluate market share, analyze and plan territories, create data-driven comparison presentations, and share key information via Sales Spotlight. Learning objectives: • Understand the key metrics that identify potential referring physicians • Evaluate existing partnerships and identify areas of opportunity in existing referral sources • Assign accounts to business development representatives • Identify and evaluate key competitors in your agency’s territory • Share metrics with your team via Sales Spotlight |
Business Development Leaders |
Wednesday, February 15 - 1:00 PM Eastern |
Click to Register |
Join Trella Health for an overview of Marketscape Insights for business development leaders. Attendees will learn how to leverage the data in Marketscape Insights to evaluate market share, analyze and plan territories, create data-driven comparison presentations, and share key information via Sales Spotlight. Learning objectives: • Understand the key metrics that identify potential referring physicians • Evaluate existing partnerships and identify areas of opportunity in existing referral sources • Assign accounts to business development representatives • Identify and evaluate key competitors in your agency’s territory • Share metrics with your team via Sales Spotlight |
Business Development Leaders |
Tuesday, February 21 - 1:00 PM Eastern |
Click to Register |
Join Trella Health for an overview of the admin functionality in Edge. | Edge account administrators |
Wednesday, February 22 - 1:00 PM Eastern |
Marketscape CRM System Administration Click to Register |
Join Trella Health for an overview of Marketscape Insights for System Administrators. Attendees will learn how to set up their environement and manage users, accounts, and referrals in their environment. Learning objectives: • Understanding Settings and how to set up your instance • Building out Role Permissions • Setting up and understanding Views • ACE Best Practices • Reports |
Marketscape CRM account administrators |
Webinars March 2023
Click on the Webinar name to register for the link
Date | Webinar Name | Description | Audience |
Tuesday, March 7 - 1:00 Eastern |
Marketscape Insights for Home Health Click to register |
Join Trella Health for an overview of our platform Marketscape Insights. Participants will learn how to leverage the data in Marketscape Insights to identify and evaluate referral sources, create comparison presentations, and share key information via Sales Spotlight. Learning objectives: • Understand the key metrics to identify potential referring physicians • Build lists of favorite and targeted accounts • See key claims-based metrics via Sales Spotlight • Create presentations to demonstrate your agency’s strengths to clinicians and facilities • Identify key competitors in your market |
New users or users who want a refresher |
Wednesday, March 8 - 1:00 Eastern |
Marketscape Insights for Hospice
Click to register |
Join Trella Health for an overview of our platform Marketscape Insights. Participants will learn how to leverage the data in Marketscape Insights to identify and evaluate referral sources, create comparison presentations, and share key information via Sales Spotlight. Learning objectives: • Understand the key metrics to identify potential referring physicians • Build lists of favorite and targeted accounts • See key claims-based metrics via Sales Spotlight • Create presentations to demonstrate your agency’s strengths to clinicians and facilities • Identify key competitors in your market |
New users or users who want a refresher |
Thursday, March 9 - 1:00 Eastern |
Marketscape Insights for Skilled Nursing Click to Register |
Join Trella Health for an overview of our platform Marketscape Insights. Participants will learn how to leverage the data in Marketscape Insights to identify and evaluate referral sources, create comparison presentations, and share key information via Sales Spotlight. Learning objectives: • Understand the key metrics to identify potential referring physicians • Build lists of favorite and targeted accounts • See key claims-based metrics via Sales Spotlight • Create presentations to demonstrate your agency’s strengths to clinicians and facilities • Identify key competitors in your market |
New users or users who want a refresher |
Tuesday, March 14 - 1:00 Eastern |
Marketscape Insights for HME/Infusion Click to Register |
Join Trella Health for an overview of our platform Marketscape Insights for HME and Home Infusion. Participants will learn how to leverage the data in Marketscape Insights to identify and evaluate referral sources, target physicians and organizations, and discover new features to help them succeed. Learning objectives • Build lists of favorite and targeted accounts • Use targeting strategies to evaluate referral sources • See key physician and organization metrics via the Analyze tab • View referral sources and patient demographics |
New users or users who want a refresher |
Wednesday, March 15 - 1:00 Eastern |
Edge CRM for Sales Rep - Web/Mobile Click to Register |
Learning objectives: • General Overview of the application • Building out client defined lists • Understanding EDGE CRM Best Practices |
New users or users who want a refresher |
Thursday, March 16 - 1:00 Eastern |
Marketscape CRM for Sales Rep - Web/Mobile Click to Register |
Join Trella Health for an overview of our platform Marketscape CRM. Participants will learn how to build their Book of Business and log account-related events and information, as well as be how to leverage the data in Marketscape Spotlight to identify and evaluate referral sources. Learning objectives • Build your Book of Business (BOB) • See key claims-based metrics via Sales Spotlight • Understand the importance of the ACE Process to log account-related events to measure and improve rep productivity • Navigate the mobile app for iOS and Android devices |
New users or users who want a refresher |
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