Charles Fox
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Recent activity by Charles Fox-
Step 3 - Individual Rep Analysis
Overview In step two, you reviewed the overall performance of your team using the Advanced AE Summary report. In this step, you will focus on each of your sales reps individually using the Detailed...
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Release Notes - Q3 - 2023
September Mobile App Versions Released Android: 23.9.1 iOS: 23.9.1 Web Update! Daily Visit Report with Contact Details gets new date ranges! Thanks to everyone who submitted an reques...
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September 15 Upgrade to MAR CRM - Timelines and What to Expect
Overview This article outlines the September 15th Marketscape CRM Upgrade Program. Our goal is to make your platform upgrade from Edge CRM to Marketscape CRM a great experience. We are confident t...
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Transition Videos
Marketscape CRM Account and Contact Basic:: Marketscape CRM Creating Events: Marketscape CRM Assign Anywhere:
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Step 2 - Check Your Accounts
Overview Your accounts are the foundation upon which all of your CRM data is built. For this reason, validating the accounts in your book of business is the starting point for any user of Marketsca...
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Sales Manager Quickstart Guide
Overview It is kinda impossible to overstate the power of a properly utilized CRM in the hands of a sales manager. We won't attempt to tell you your job, but we will tell you our job, which is to c...
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Step 2 - Analyzing your Team's BoB
Overview Once you have logged in, you need to home in on your team's book of business, that is, your reps' accounts, contacts, calendar of events, and referrals. In sum, you will be evaluating your...
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Sales Rep Quick Start - Overview
Overview This article contains the steps you will want to follow to get started using Marketscape CRM. A couple critical items Although this content is designed as "Get you Started" content, man...
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Step 5 - Ongoing Support
Our consulting team is thinking through what we need to put here.
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Planning the Perfect Week!
Hi. Glad you are here. We know that there is a way to do this, but we are waiting for our team to finish with the concept so we can post it here. Please check back later.