Overview

This article outlines the September 15th Marketscape CRM Upgrade Program. Our goal is to make your platform upgrade from Edge CRM to Marketscape CRM a great experience. We are confident that moving to Marketscape CRM will allow your organization to reach new levels of sales productivity.

Webinars - Let's get on board Marketscape CRM!

Orientation - Meet Marketscape CRM

View our customer webinar on-demand and review slides -

Webinar includes:

• Provide a sneak peek into Marketscape CRM so you can see where we are taking you and the value of this improved solution
• Explain the transition timeline so you can prepare for the change and map out steps to move your team to MAR CRM smoothly
• Allow time for any questions you have 

Get all the details 

The table below contains a list of additional training webinars that will help your team through this transition. The webinars are designed for sales reps, sales managers, and account administrators. The links to register for these webinars are included in the table. Be sure to sign up!

All trainings within this program are free and public.

Summary of the Public Training Webinars:

• Leadership and Administrator Training – your leaders and administrators will be trained on the Marketscape CRM platform and will be shown important settings to better support your sales organization
• Marketscape CRM Web Training – your sales reps will be trained on Marketscape CRM to understand how to best utilize the web platform to build their book of business and log account-related events and information
• Marketscape CRM Mobile Training – your sales reps will be trained on Marketscape CRM best practices to understand how to utilize the mobile platform to log account-related events and information

Need additional Assistance?

For questions following training, don’t forget about our HME and Infusion Office Hours! During these sessions each Wednesday from 12:30 – 1 p.m. EST, you can ask questions and receive expert guidance from our team of knowledgeable customer success managers.

 If you are interested in private training or have any questions about the program, please make contact with your Trella Health customer success manager for further details!

As always, you can send an email to support@trellahealth.com for technical assistance.

Marketscape CRM Upgrade Program Timeline

FAQs

If we’re ready now, can we request the platform upgrade now?

We appreciate your enthusiasm. The number of details required to move from Edge CRM to Marketscape CRM require that we follow the transition plan described above. September 15th is coming soon!

What can we expect with the Edge to Marketscape CRM transition?

Edge CRM is being sunset on September 15 in the morning and you will gain access to Marketscape CRM in the afternoon of September 15. During the short period of time in-between, you will not have access to CRM. However, this is an exciting time as all of your historical data will be moved over to the new platform, so all you will have to do is login!

For more frequently asked questions, please review our transition FAQs here.