Overview

As a new Marketscape CRM user, the first task you should perform is building your list of accounts and contacts that you will be calling on - or your "Book of Business".

In the last step, we defined Accounts, Contacts, and Events. In this step we will take ownership of, or assign, Accounts and Contacts for each individual marketer.

Building Your Book of Business

The method that is used to add accounts and contacts to a user's book of business will depend on whether or not the user's account already has data available for assignment or if the data is being built from scratch. If your company has recently started using Marketscape CRM, you may be required to enter some data manually. If account and contact data is already available, that will reduce the amount of input that may be required, but accounts and contacts may still need to be assigned. Methods include:

Building from Scratch
Importing from Market Data and Referral Source Database
Assigning from Existing Data - either Self-Assigned or by Administrator or Manager

You should partner with your manager or administrator to find out which method(s) you will need to use.

Some users may already have accounts assigned to them by their administrator or manager, so they may not need to build their book of business.

Building from Scratch

For users who do not have existing data in their Marketscape CRM environment, or are starting to market in a new territory where accounts and contacts have yet to be added, the marketer may need to manually create the appropriate information.

The training videos for this content are missing. For assistance with Building from Scratch, please make contact with your Customer Success Manager.

Importing from Market Insights and Referral Source Database

Rather than building out each individual account or contact manually, it may be helpful to import the information from a directory. There are two options within Marketscape CRM: Market Insights & Referral Source Database.

Market Insights is an add-on feature to Marketscape CRM that provides referral source information and Medicare claims-based market data. If users have access to Market Insights there will be a link on their navigation bar. The Referral Source Database is available to all Marketscape CRM clients and accessed from either the Accounts or Contacts tab.

The training videos for this content are missing. For assistance with Importing from Market Insights and the Referral Source Database, please make contact with your Customer Success Manager.

Assigning from Existing Data - either Self-Assigned or by Administrator or Manager

In many cases users will have existing data in their Marketscape CRM environment. This data may be left over from a previous marketer or created automatically via an integration with the agency's EHR. Marketers should discuss with their manager if they can self-assign accounts and contacts or if they will need to request assignment. For those marketers who are inheriting accounts and contacts from a previous marketer, it may be necessary to understand how to manually create accounts and contacts going forward.

The training videos for this content are missing. For assistance with Assigning from Existing Data, please make contact with your Customer Success Manager.

In the next module, users will learn about associating accounts and contacts.