Overview
This article outlines the November Marketscape Platform Upgrade Program. Our goal is to make your upgrade to the Marketscape platform a great experience that allows your organization to reach new levels of sales productivity with Marketscape Insights.
All training within this program is free and public. If you are interested in private training or have any questions about the program, please contact your Customer Success Manager for further details!
The program has three phases:
- Leadership Training – leaders are trained on the Marketscape Insight metrics and use cases for managers and sales reps.
- Platform Upgrade – the solution is configured so only products part of the Marketscape Platform are available.
- Sales Rep Training – sales reps are trained on Marketscape Insight metrics and use cases for sales reps.
For questions following training, don’t forget about our Office Hours! During these sessions on Tues and Thurs, users can ask questions and receive expert guidance from our team of knowledgeable Customer Success Managers.
As always support@trellahealth.com is available for technical assistance.
Timeline
| Date | Event | Additional Information |
| Fri. October 14th |
Marketscape Insights Admin Access |
For customers new to Marketscape Insights, Administrators and Champions will receive a welcome email with access instructions. They will now be able to complete Initial Setup for Marketscape Insights. Note that Trella will automatically create Marketscape Insights users for all CRM users on Nov. 21st with our recommended security role, Sales Manager. For more details, see our article on User Account Security Settings. Customers may elect to perform this step manually by contacting their Customer Success Manager before Nov. 16th. |
|
Nov. 16th |
Final Opt Out date |
If you want to opt out automatic provisioning by Trella Health, let your CSM know by Nov. 16th. |
| Nov. 21st |
Marketscape Insights User Access |
For customers not opted-out from automatic user creation, Marketscape Insights users will be created and users will receive a welcome email with access instructions.
|
|
Wed. Nov. 30 1 PM ET |
Webinar Marketscape Insights for Business Development Leaders - Home Health |
Home Health Leaders - https://trellahealth.zoom.us/webinar/register/WN_YtaLlx3JRHC8VcAfjwGfQw
|
|
Thurs. Dec. 1st 1 PM ET |
Webinar Marketscape Insights for Business Development Leaders – Hospice |
Hospice Leaders - https://trellahealth.zoom.us/webinar/register/WN_RLEGQV8pS8C8pm87b33n4g
|
|
Mon. Dec 5th 10 PM ET |
PLATFORM UPGRADE |
Legacy (i.e. PlayMaker) products are deprovisioned. All purchased Marketscape Platform products are fully provisioned.
|
|
Wed. Dec. 7th 1 PM |
Marketscape Insights for Home Health Sales Reps |
Home Health Sales Reps https://TrellaHealth.zoom.us/webinar/register/WN_JhFkG48aSf6STa-A-R4Drg
|
|
Thurs. Dec. 8th
|
Marketscape Insights for Hospice Sales Reps |
Hospice Sales Reps https://TrellaHealth.zoom.us/webinar/register/WN_JbV3iqPHQXiG1d4DnS-Nqw |
|
Wed. Dec. 14th |
Marketscape Insights for Home Health Sales Reps |
Home Health Sales Reps Passcode: @68SF^&6 |
|
Thurs. Dec. 15th |
Marketscape Insights for Hospice Sales Reps |
Hospice Sales Reps View the Webinar Passcode: t^B4+rHv |
FAQs
If we’re ready now, can we request the Platform Upgrade now?
At this time, we are only upgrading customers part of a monthly cohort in order to have a smooth transition.
Can we send our sales reps to the Marketscape for Business Development Leaders session?
We recommend having your sales reps attend the focused training sessions built for them.
However, if you have reps who are in the process of taking on more of a leadership role, we encourage them to join the business development leader sessions to get ahead of the game!
What changes will we see after the Platform Upgrade?
See the Marketscape Platform Upgrade article for complete details on the changes.
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