Charles Fox

Overview Trella CRM is a tool designed to make your job easier. The many reports and views of the metrics that track what is going on with referrals and accounts and visits (and more) exist so you ...

OverviewSome basic settings need to be aligned to best support your company's business processes. These settings are found on the Settings page under Setup.In this article, we will describe System ...

Overview We have now reached the part of our journey through Trella CRM where the excitement really heats up - referrals!    In this article Referral Basics Take Action! Let's look at referrals ...

Overview There are a couple more global settings found in the "Customize" section of the Settings page. Here are summaries of the two settings: Objects - This allows you to add additional data f...

Overview Why track activities? We spend a lot of time strategizing and planning in advance. Who should we talk to? What should we say? How frequently do we visit each account or contact? It is impo...

Overview Once expense settings are set up in Trella CRM, your sales reps will be able to add expenses as part of completing calls. Expenses are then forwarded automatically to the appropriate user ...

Overview One of the rewards for all of your efforts and diligence in following the process up to this point is that Trella CRM has a TON of reports generated from your tracking and documentation th...

This content is under development.   If you need assistance - please make contact with your Trella Health CSM or send an email to Support@TrellaHealth.com.

Overview Pretty much every function in Trella CRM depends upon the integrity and accuracy of your sales territory configuration. In every case, Trella Health and your company worked together to set...

Overview The past year has included enormous changes for Trella CRM. In addition to huge changes to the product that made most of the previous Help Center obsolete, a lot of older but helpful conte...