CRM

For clients who primarily use Outlook or Google Calendar to manage their emails and event invites, it's incredibly useful to have real-time synchronization with their CRM. This ensures that as they enter events into the CRM, they can seamlessly vi...

Our team would like to see an automated alert that generates from contact birthdays. Ideally the alert could be turned on or off. It would create either an annual Calendar event for the Shared Owners, or it would generate a pop-up reminder that co...

We are working with Hospice of River Valley regarding goals. They wanted to change where we pull out the data on the referral tab. As we observe that the number indicated on the Goal Type are based on the SOC Date. They wanted to pull the data usi...

Within Marketscape Insights - add an option for a rep to Add that physician or facility as an account within CRM. Right now, it only allows you to add as a contact.

The User Adoption report only shows Logins, but doesn't account for App Sessions

Insert and Update can be useful in many scenarios. Are are a few: Uploading new accounts and contacts for a campaign Setting the value of an attribute that wasn't previously used. Creating a large number of new users from an acquired company.

The CRM detail page has a "Targeted" yes/no indicator. It would be nice if that status matched the target list in Marketscape