Sales Manager's Quick Start

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...
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Step 1 - Logging in to Marketscape CRM

Marketscape CRM Account Basics New User A new Marketscape CRM user should receive a welcome email from their company ...
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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, ...
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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...
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Step 4 - Establishing an Ongoing Cadence

Overview The previous two steps consisted of a deep dive into the current state of your team broadly and for each ind...
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Step 5 - Ongoing Support

Overview Marketscape CRM is a tool designed to make your job easier. The many reports and views of the metrics that t...
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