Your First Month using Marketscape CRM

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

Timeframe	Goals
Post training 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) Complete the Marketer Quick Start Guide
Week 2	Add 25 Contacts to your BOB & Build Recurring Events Use Market Spotlight to establish new accounts/contacts for business growth and add them to your BOB Establish call frequency for accounts based on rating Create recurring Events Complete and add notes to scheduled Events
Week 3	Continue Building BOB & Recurring Events Focus on B and C rated Accounts Focus on Events needed to capture existing/upcoming activity Complete and add notes to scheduled Events Work with managers to merge duplicates in your accounts and contacts if applicable
Week 4	Book of Business complete Run Reports Reporting Overview
Ongoing	*Add Contact Details & Custom Info (i.e. email, office hours, birthday, etc.)* Complete and add notes to Events BOB Maintenance (i.e. merge duplicates)

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