Overview

Marketscape CRM is a powerful tool used to help managers and their marketing teams quantify and enhance their marketing strategies. Within the CRM there are two ways to keep track of marketing activities: events and tasks.

For more information on using tasks, see Tasks on Mobile and Tasks on Web.

When should I use what?

While each agency and their marketing methods are unique, tasks and events have different uses. 

Events

Events are meetings with a place to associate attendees, contacts, and accounts.

• As an account executive, I would like to be able to schedule meetings within the CRM so I can track marketing efforts to maintain or grow a referral source.​
• As a manager, I'd like to be able to monitor marketing effort to be able to identify areas of improvement or celebration in relation to growing a referral relationship. 

Tasks

• Tasks are things to get done to support events.
  • As an account executive, I would like a tool that allows me to jot down activities that need to be completed to support my referral sources, patients, or meetings.​
  • As a manager, I'd like to be able to monitor non-meeting activities that support or take away from my rep's time in the field to maintain and grow relationships with referral sources.

Feature Comparison:

*On Mobile Only