Web vs Mobile: Comparing Features

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
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.