OverviewTrella 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. |
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| Date | Webinar Name | Description | Audience |
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Thursday, January 19 - 1:00 PM Eastern
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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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Wednesday, February 22 - 1:00 PM Eastern
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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 |
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Thursday, March 16 - 1:00 Eastern
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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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