What is Ownership?
In Marketscape CRM we use the term "ownership" to indicate assignment of accounts, contacts, or referrals to a person within your agency. What accounts and contacts each person "owns" is their Book of Business.
For more information on Building a Book of Business, please refer to the Marketer Quick Start Guide.
What is a Shared Owner?
In Marketscape CRM we use the term "shared owner" to indicate the specific assignee, or marketer, who owns the account, contact, or referral. For many agencies, more than one person can own an account, contact, or referral, thus Marketscape CRM uses "shared" to indicate the ownership is not limited to a single individual.
Ownership is utilized throughout Marketscape CRM, specially it is important for the following:
- Indicates your "Book of Business"
- Drives the "My" views on the Accounts, Contacts, and Referrals tabs
- Filters down the information synced onto the mobile app when you log in
- Potentially is used to assign referral credit
How Is Ownership Assigned?
There are three ways ownership is assigned.
- Manually, by the marketer
- Manually, by a manager or admin
- Automatically, via an integration with your Electronic Health Record (EHR) system
Manually, by the marketer
Assuming your organization has provided the marketer role with permission to assign accounts and contacts, a marketer can identify accounts or contacts they are calling upon and assign ownership to themselves. For more information on this process, Adding or Removing Shared Owners.
Manually, by the manager or admin
Many organizations require a manager or admin to approve ownership assignments. In this scenario, the marketer can request ownership and the manager will approve or deny the request. Additionally, a manager may make this change without a request. For example if a new marketer is added to the agency, a manager may dictate this person's territory and initial Book of Business.
Automatically, via integration
Marketscape CRM will often integrate with the agency's EHR. An integration is a one-way push of information from the EHR to Marketscape CRM. That information is centered on the referral, and likely also includes the referring facility and referring physician. In some cases the EHR is the system that stores the specific marketer assigned to the referral, facilities, and/or physicians and will pass that information to Marketscape CRM.
There are scenarios where the automatic assignment includes a layer of translation between the EHR and Marketscape CRM. For example Marketscape CRM may assign an account to a marketer based on the referral owner in the EHR, or conversely, give referral credit/ownership based on account ownership in Marketscape CRM. If this logic exists it was determined together by your agency and your integration specialist during the integration process.
- Marketer Quick Start Guide: Building a Book of Business
- Requesting Ownership
- Approving Ownership Change Requests
- Adding or Removing Shared Owners