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Sales Rep and Manager Core Competencies

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Looking for more practical advice on how to gauge understanding of Marketscape CRM concepts?  We've got you covered!  Use the examples below as a baseline to ensure each user can navigate the system with ease.

  • These are just samples, of course - your internal team can decide to accelerate the counts (5 contacts attached instead of one) or assign multiple tasks if they are related or otherwise simple.
  • Managers and Admins are often the same person wearing multiple hats!  We know how that goes.  If you'd like a more comprehensive list for system configuration please head over to our Admin Checklist as well!

 

Sales Rep Core Competencies

  1. Rep must log in to web and/or mobile app once per day
  2. Rep must attach a Contact to an Account
  3. Rep must enter an event series in the calendar using ACE
  4. Rep must enter a specific call type in the calendar
  5. Rep must confirm they are on the latest version of the mobile app by sending a screenshot of their mobile About page to their manager
  6. Rep must locate the Contacting Support article in the Help Center and bookmark it in web
  7. Rep must use Search functions in web to fill in key fields for Accounts and Contacts (address/missing demographic information)
  8. Rep must invite their manager to an event by forwarding the event from Outlook
  9. Rep must rate an “A” Account and Contact
  10. Rep must have a fully completed event in their calendar by EOW (“fully” completed: ACE followed, notes added, marked as completed)
  11. Rep must run the Daily Visit Report for last week, export and email to their manager
  12. Rep must locate and watch the Introduction to Market Insights webinar in the Help Center
  13. Rep must identify and Assign Ownership of a prospective Account or Contact using Market Insights
  14. Rep must create a view for their A Rated Accounts and Contacts
  15. Rep must save and schedule the Daily Visit Report for Date Range = Next Two Weeks

 

Manager Core Competencies

  1. Manager must merge a duplicate Account or Contact (use search or duplicate checker to identify duplicates)
  2. Manager must confirm they can reset a password by sending a screenshot of the reset password button (in a Rep’s profile) to their Admin
  3. Manager must run the Approve Owner Change Report for Accounts and Contacts and approve requests accordingly
  4. Manager must use search function to identify all Accounts and Contacts assigned to a Rep
  5. Manager must create a referral view for all referrals in their branch
  6. Manager must save and schedule the Daily Visit Report for their team, for Date Range = Last Two Weeks
  7. Manager must confirm they can coach to ACE process by identifying potential calendaring gaps in the Daily Visit Report
  8. Manager must use search and/or views to identify a referral with the following features: 1) owned by a rep in their territory, 2) Insurance Type = Other
  9. Manager must identify a Group Practice in their area by searching Office Of accounts by Address and/or telephone number and merging
  10. Manager must locate and watch the Introduction to Market Insights webinar in the Help Center

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