The Home page shows assigned accounts, so you can quickly find your accounts and stay focused on providers that are most likely to increase referrals. Additionally, you can capture how you intend to target each account and prioritize your list of targets. With the ability to quickly drill into each account for additional detail, territory planning, and reviews have never been easier.
The following video summarizes the basic functions on the Home page that will help you to manage your accounts.
This video is a bit dated, so what you see will not be identical to the current version of Marketscape. However, the basic workflow is similar.
Marketscape is designed to help you with the following three phases of the sales cycle:
- Managing your Territory - This page - organizing and prioritizing your accounts
- Developing your Account Plan - In depth evaluation of providers to identify the best accounts to pursue.
- Preparing a Presentation - Templated or custom reports for personalized, data driven presentations
Once you have viewed the video for managing your territory, you can navigate to the next page for more information.