The Marketscape CRM Web and Mobile applications are frequently used interchangeably. However, each version of the application offers a different set of features. To summarize:
- The Web application is designed for all users and provides access to several features: Accounts, Calendars, Contacts, Expenses, Referrals, Reporting and Market Spotlight (if available). The web version has customizable Views for accounts, contacts and referrals, allowing users to create custom filters to view content that is important to them. Lastly, the web application offers tools for managers and administrators.
- The Mobile application is designed for marketers, liaisons or sales reps, and provides access to fewer features, including: Accounts, Calendars, Contacts, Expenses and Referrals. With a touch interface, dictation provided by the mobile device, and easy access through mobile phone or tablet, the mobile app is the preferred tool for users in the field to create, update, complete and reschedule sales calls.
The following table outlines most of the differences between the web and mobile applications, highlighting which features are available on which platform.
| Feature | Web | Mobile |
| Marketer or Sales Territory Overview |  |
|
| To-Do List | |
|
| Top 10 Primary Physicians, Referring Facilities, Referring People by Admissions | |
|
| Add Accounts and Contacts from the Referral Source Database | |
|
| View Market Spotlight Data | |
|
View Accounts and Contacts owned by others
|
|
|
| Add Accounts and Contacts from Market Spotlight | |
|
| Request Ownership of accounts, contacts or referrals | |
|
| Perform bulk actions to records | |
|
| Create and Print/Export custom views
|
|
|
| Save, schedule and run reports | |
|
| Change your password | |
|
| Edit your My Profile settings | |
|
| Manually create or edit an assigned account
|
|
|
| Manually create or edit an assigned contact
|
|
|
| Manually create or edit a single event | |
|
| Manually create or edit an event series | |
|
| Mark Events as complete and add call/visit notes | |
|
| Use dictation to enter call/visit notes | |
|
| Duplicate events | |
|
| Delete events | |
|
| Invite other users to an event | |
|
| Accept invitations to other user events | |
|
| Manually create or edit an expense
|
|
|
| Take photo of a receipt and attach to an expense | |
|
| View Market Spotlight data on assigned contacts that were assigned from the web | |
|
| Access a map from an account or contact for directions | |
|
| Activity feed to keep you in-the-know regarding newly assigned or modified accounts, contacts, events and referrals | |
|
| Access the Trella Health Help Center through the Support link | |
|
| Contact Support through Chat | |
|
| Manager tasks such as approving expenses and reviewing ownership change requests | |
|
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Administrative tasks, such as adding or disabling users, resetting user password, or updating sales territories |
|
|
|
Access to Market Spotlight |
|
|
|
Access to assign ownership in Market Spotlight |
|
|
Some features may not be available due to role permission limitations set by your system's administrator. If one of the indicated features does not function properly, check with your administrator or manager to ensure your role has access to the feature before making contact with Trella Health Support.