This article includes links to our webinars focused on the Administrator, Manager, and Sales Rep (Marketer/AE) experience. Whether you're training a new hire or looking for a refresher, start your training journey here to ensure each user has what they need to get started in the Trella Health Edge applications on day one!
Note: the Edge system is modular, meaning that not all customers have the same setup or services. Your company may have purchased Market Insight, or not. Conversely, your company may only be using Market Insight, and have not yet adopted the CRM or Integration modules. Feel free to utilize each webinar as applicable to train your team - or to get a sneak peek of services to add to your Trella Health experience!
This session is a general review of the data that is available in Market Insight and how to use it to identify potential referral sources. Each Trella Health customer utilizes data that is applicable to their product line(s) - the data that will be reviewed may not be specific to your organization or territory but should provide a general overview of the information.
Administrator and Manager Permissions
This course is an overview of the system set up and maintenance of the Trella Health environment for System Admins. It will review best practices in setup, how to create and disable users, security roles and more.
Fundamentals of Reporting
This course reviews how best to manage a Sales team and their processes through Edge. We discuss how to effectively utilize the Activities and Team tabs, and give an overview of Dashboards and Reporting to ensure the Sales team is maximizing the system to track growth and provide insights.
Sales Rep CRM
Introduction to Edge Web & Mobile
This general course introduces marketers to the Edge web and mobile applications. It teaches the most efficient way to validate your Book of Business (BOB) and how to begin scheduling sales events for your referral sources.
Quick Tips & Marketer Reporting
This session builds upon the foundations in Sales Rep I & II by providing best practices for calendar management and documentation as well as ideas for building a reporting schedule.
Interested in a live training session? Check our calendar here and register for our free upcoming webinars!
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