Trella Health’s Mobile-First CRM combines a robust customer relationship database with in-depth market data via a secure mobile app, giving sales reps instant access to referral and customer intelligence. Sales reps can search and geo-locate prospects within their territory, access 360-degree referral profiles, and input and track sales activities right from the field.
Why Two Sessions?
Our training sessions break down the marketer experience into separate Web App and Mobile App sessions. This process ensures that you have everything that you need to be successful on Day One!
Once you've started to build out your territory (as introduced in Sales Rep I for Web), using our mobile application to move through your day will be a breeze!
- Post-Acute CRM from trellahealth.com
These sessions are integral to your success in the platform! Please ensure that you:
- Have applicable devices (laptop, tablet, mobile) on and in front of you
- Are connected to video and audio
- Are in a non-distracting area
- Are not travelling / out in the field
Trainers reserve the right to stop sessions and reschedule for preferable times if users cannot be fully present for their classes.
Before joining your training session, please complete the following homework items. The first ensures there is data in your mobile app and the second is to prevent delays so you can maximize the time available:
- Create 5 Facilities, Contacts and Calendar Events
- Successfully download and login to the mobile app
Ready to see it in action? Get ahead of the session assignments with these walkthrough videos!