Overview

Customer Relationship Management (CRM) software requires a lot of detailed setup. But...

• A lot of settings are defaults. You can change many settings later.
• The Trella Health team will help with much of the initial setup, and will be available to support you through the process. New customers will go through an extensive integration process.
• And we are going to walk you through the steps in the series of articles linked in this article.

Although you can jump to any step in this process, it is important to follow the steps in sequence. Some steps depend on other steps being completed first.

 

 In this article

In the following table, you can click on the links on the left to view the summary of the step in this article, or click on the link on the right to go directly to the article for each step.

 

Summary in this article	Jump to the full article
Overview of the Settings page Step 1 - Territory Management Step 2 - Role Management Step 3 - User Management Step 4 - System Setup Step 5 - Customizations Step 6 - Expense Settings	Overview of the Settings page Step 1 - Territory Management Step 2 - Role Management Step 3 - User Management Step 4 - System Setup Step 5 - Customizations Step 6 - Expense Settings

 

 

Overview of the Settings page

You can get to the Settings page by clicking the "Settings" button in the left navigation. Each of the bullets in the box in the image to the right are links that open specific pages of settings. But seriously, we aren't going to fill up this article with summaries of each item in the settings page. That content is in the complete article. Please click the link below.

 

 Go to complete article - Settings Page - Overview

 

 

Step 1 - Territory Management

Marketscape CRM allows you to configure a custom structure that is used to organize data in the CRM to parallel your company. Once this basic structure is in place, you will assign your reps, managers, and admins to levels in the structure. There are three parts of this structure that need to be set up in order. The steps are summarized in the following table.

 

Where On the Settings page in Marketscape CRM, you will see the links for the pages where you can set up the territory structure for your company.
Business Line Configuration You need to set up business lines in order to make them available when you configure territories. Each user will be assigned to a line of business in each sales territory.
Configure your Territories You will set up a structure for your territories. You can have as many tiers as you want, and you can name them to match your company. Think of this as a template for organizing everything in Marketscape CRM. Tier 1, which we have called "Sales Territory" is the most granular level and could be equated with a specific agency. We strongly suggest that you use at least three tiers.
Build or Validate your Sales Territories Once you have the basic template in place, you will fill the structure with the details. If your EHR is integrated with MARCRM, you will not need to build your territories, you will need to validate that they are set up correctly. The demo account from which the image was taken was built around Pennsylvania. The Markets are large areas, and then the territories are named after towns. The point is to build a structure that reflects your company

 

Although this step is critical, it is also largely "fill in the blanks." For that reason, it is probably best to have a spreadsheet or org chart of your company's structure with the names of agencies, locations, divisions, etc., in front of you before you start on this task. Decide the naming convention for the sales territories - after cities, counties, etc.

 

 Go to Step 1 - Territory Management

 

 

Step 2 - Role Management

As an account administrator, you can decide what features - pages, tools, actions - are available to each Marketscape CRM user in your company. A simple example: only account administrators can see the Settings page. Management of who can see what is done through the use of roles. This simplifies setup of users because every user with the same function in your company can be given the same role, and therefore, the same access to features in Marketscape CRM.

Setting up roles can be seen as a parallel task similar to the structure you set up with your territories. A possible role could be "Sales Rep" which would coincide with a "Sales Territory," the smallest area in your territory structure.

The structural similarity between territories and roles is matched with the similarity in the setup tasks. The setup tasks are summarized in the following table.

 

Where On the Settings page, you will click on the "Role Management" link to open the page to work with roles.
Set up Role Names You can set up as many roles as you want, and you can name them whatever you want.  The role names in the image to the right are the default roles for Marketscape CRM. The smart move is to look over the default roles as they are setup and see if you only want to change the names.
Define associated permissions If you like the settings in the default roles you can ignore this step entirely. As you can see, there are lots of specific permissions that you can turn on and off. Coupla notes If you turn a permission on or off in a role, it will change that permission for all users with the assigned role. This means that if you want to give a specific user unique access not available in their assigned role, you will need to create a new role. That is to say, you can't change settings for an individual user. Click the "Save" button when you are finished with making changes to permissions.

 

 Go to Step 2 - Role Management

 

 

Step 3 - User Management

Now that you have set up territories and roles, (congratulations! ) you can add your users.

Super-Duper important note

You might notice that we called this section "User Management" rather than "Adding Users." When we onboard new customers, part of the process is uploading a list of users to Marketscape CRM. In this step we have moved out of "setup" into the land of day-to-day administration of Marketscape CRM.

Where On the Settings page, you will click on the "Users" link to open the page to add and manage your users.

 

Users page

In this article we will only describe the basics. See the full article for the details.

New User - Can you guess? Click the "New User" button to add a new user.

 

Filters - Since this table will display all of the users in your company who use Marketscape CRM, the filters at the top allow you to find users by name, ZIP code, business line, role - all of the filters listed.

 

Actions - For each user in your company, you can view their settings, or edit them.

 

Users table - the table contains a list of all users in your company and includes the most important information about each user.

For all details, click on the link for Step 3.

 

 Go to Step 3 - User Management

 

 

Step 4 - System Setup

There are a handful of settings that impact global features in Marketscape CRM.

• Agency work year
• Default Event type
• Account (your company) NPIs
• Default Landing page
• Referral Visibility

Everything you need to know about system setup is found in the article in the System Setup link below.

 

 Go to Step 4 - System Setup

 

 

Step 5 - Customizations

As an account administrator, you can add data fields to the content displayed on most pages in Marketscape CRM. Also, you can rename and re-arrange the order of the buttons in left navigation.

 

 Go to Step 5 - Customizations

 

 

Step 6 - Expense Settings

Marketscape CRM provides all that your sales reps need in order to track their expenses in a way that connects those expenses to the accounts and contacts involved. With Stark II limits set in the CRM, expenses are tracked against annual limits and each expense is forwarded to the appropriate manager for approval.

 

 Go to Step 6 - Expense Settings