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New Prospects: Placeholders and Cold Call Documentation
Today we’re going to talk about ways for you to manage your prospects until that first referral comes in. If you’re working primarily in the Marketscape CRM Mobile app, it’s likely that you’re crea...
Contact Sales Zones
Overview Contact Sales Zones are features embedded within each Contact profile that will help you stage your conversations with new prospects, proactively build out your profile and move towards re...
Approving Ownership Change Requests
Overview Marketscape CRM uses the terms "ownership" and "shared owner" to indicate assignment of accounts, contacts and referrals. While account administrators and managers can assign ownership to ...
Foundational Sales Strategies
Overview Every sales event is unique, so your approach should be dictated by each account and contact type as well as your objective(s) for the visit. You should understand the types of accounts in...
Covering Another Rep's Territory
Overview One of the benefits of Marketscape CRM is the ability for your company to provide a unified experience to your referral sources across all reps. This means that everyone has access to the ...
Qualifying a Book of Business through Ratings Scales
Overview Marketscape CRM's flexible rating system provides each client with the tools to segment their book of business in a way that aligns with their own internal goals or metrics, while still pr...
Best Practices for Setting Up a Recurring Event Series
When building out your Marketscape CRM calendar, setting up recurring event series is a good way to prioritize your accounts and spend less time creating each event from scratch every day. There ar...
Reasons to Schedule Recurring Events
Recurring events (or event series) can be a valuable tool for marketers. This article highlights some of the reasons that you should consider creating recurring events to manage activities with you...
Role Management and Configuration
Overview Users in Marketscape CRM are assigned roles. While the roles themselves are defined in another post, it's important to note that the role to which a user is assigned determines what data i...
Defining User Roles
Overview As users are added to Marketscape CRM, they need to be assigned roles. This article discusses the importance of roles, and provides a description of the default roles available in a new Ma...