Sales Rep's Quick Start Guide

Looking for a step-by-step guide through everything you'll need to get started? Want a training program you can follow at your own pace? Follow our Marketer Quick Start Guide and Marketer Next Steps tutorials to build a strong, foundational Marketscape CRM experience.

• Sales Rep Quick Start - Overview

  Overview This article contains the steps you will want to follow to get started using Marketscape CRM.  A couple cri...
  See more

• 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 ...
  See more

• 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 a...
  See more

• Step 3 - Add Key Contacts

  Overview Once your accounts are set up and assigned to you, you will want to make sure that all of your contacts are ...
  See more

• Step 4 - Build your Calendar of Events

  Overview You've set up your accounts and contacts. Those are the foundation of data that allows you to unleash the re...
  See more

• Step 5 - Viewing Referrals

  Overview We have now reached the part of our journey through Marketscape CRM where the excitement really heats up - ...
  See more

• Step 6 - Track your Activity

  Overview Why track activities? We spend a lot of time strategizing and planning in advance. Who should we talk to? Wh...
  See more

• Step 7 - Review your Performance

  Overview One of the rewards for all of your efforts and diligence in following the process up to this point is that M...
  See more

• Interim Content

  Overview The past year has included enormous changes for Marketscape CRM. In addition to huge changes to the product ...
  See more