Sales Rep and Manager Core Competencies

Looking for more practical advice on how to gauge understanding of Trella Health concepts?  We've got you covered!  Use the examples below as a baseline to ensure each user can navigate the system with ease.

Note: 

• These are just samples, of course - your internal team can decide to accelerate the counts (5 contacts attached instead of one) or assign multiple tasks if they are related or otherwise simple.
• Managers and Admins are often the same person wearing multiple hats!  We know how that goes.  If you'd like a more comprehensive list for system configuration please head over to our Admin Checklist as well!

Sales Rep Core Competencies

1. Rep must log in to web and/or mobile app once per day
2. Rep must attach a Contact to a Facility
3. Rep must enter an event series in the calendar
4. Rep must enter a specific call type in the calendar
5. Rep must confirm they are on the latest version of the mobile app by sending a screenshot of their mobile About page to their manager
6. Rep must locate the Contacting Support article in the Help Center and bookmark it in web
7. Rep must use search functions in web to fill in key fields for Accounts and Contacts (address/missing demographic information)
8. Rep must invite their manager to an activity
9. Rep must rate an “A” Facility and Contact
10. Rep must have a fully completed event in their calendar by EOW (“fully” completed: associations made, notes added, marked as completed)
11. Rep must run the activity and notes reports for last week, export and email to their manager
12. Rep must locate and watch the Introduction to Market Insights webinar in the Help Center
13. Rep must identify and Assign Ownership of a prospective Facility or Contact using Market Insights
14. Rep must save and schedule a Notes for Date Range = Next Two Weeks

Manager Core Competencies

1. Manager must confirm they can reset a password by sending a screenshot of the reset password button (in a Rep’s profile) to their Admin
2. Manager must merge a duplicate Facility or Contact (use search to identify duplicates)
3. Manager must identify Facilities and Contacts not assigned to a Rep
4. Manager must save and schedule the Activities and Notes reports for their team, for Date Range = Last Two Weeks
5. Manager must confirm they can coach to calendaring process by identifying potential calendaring gaps in the Activities report
6. Manager must identify a Group Practice in their area by searching Facilities by Address and/or telephone number and merging
7. Manager must locate and watch the Introduction to Market Insights webinar in the Help Center