Your first month using Marketscape CRM is an important one.
Going from 0 to 60 in one week is not expected!
This guide is designed as a sample, to help you build a solid foundation by building your knowledge of Marketscape CRM application gradually.
These milestones may vary depending on your team's or manager's specific work plans. Reaching your milestones in a timely manner will ensure your success with Marketscape CRM, and maximize the value it brings to your daily routine.
Remember these abbreviations:
ACE - Accounts, Contacts, Events
BOB - Book of Business
day 1 through
End of week
Add 8-10 Accounts & Contacts to your Book of Business (BOB)
Identify 8-10 accounts/contacts currently sending you orders, add to BOB
Begin to build your Calendar using ACE
Request Ownership of existing records that you do not own
Get into the habit of rating contacts & facilities (A-D)
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