Overview

The past year has included enormous changes for Marketscape CRM. In addition to huge changes to the product that made most of the previous Help Center obsolete, a lot of older but helpful content from the CRM Help Center was lost (all those videos). So we are in the process of re-writing just about every article in the CRM Help Center. And finally, we have been re-structuring how to use Marketscape CRM in the light of improvements to CRM best practices.

While we rebuild, this article will contain links to content that we hope will help.

If there is specific content you need, please make contact with your CSM and we will see if we can create a quick FAQ or summary that will help.

 In this article

User Access to Marketscape CRM

• Marketscape User Login - Step by step instructions on how to log in to all Marketscape products. The login process for Marketscape CRM is included.

Getting Started Training Resources

• Sales Rep 1 for Web App - ACE process for managing accounts, contacts and events. Validate your Book of Business. Scheduling Sales Events. This is the starting point for a sales rep.
• Sales Rep 2 for Mobile App - Intro to the Mobile App for iOS and Android. ACE process for mobile - managing on the go.
• Marketscape CRM Overview - An overview of Marketscape CRM