Description
This webinar is an overview of 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
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