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