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Step 1: Introduction

PlayMaker is an application used by sales & marketing teams to manage their new and existing relationships with referral source partners. Before diving into the application this guide will start by defining some key terminology.

Throughout the daily a marketer will visit facilities to speak with referral sources - doctors, nurses, and their teams - either at scheduled or unscheduled events. In PlayMaker we refer to these 3 things as:

  • Accounts - the physical places (locations or facilities)
  • Contacts - the people you meet with at the various facilities 
  • Events - the visit or sales calls

A marketer, or sales rep, typically has a list of multiple facilities and referral sources they are responsible for nurturing. This is referred to as your Book of Business.

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Each contact should be associated to an account, and an event will be in relation to a combination of accounts and/or contacts.  

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Over the course of the Marketer Quick Start Guide series, users will be guided through:

  • Navigating the PlayMaker web application.
  • Building a book of business through adding accounts and contacts.
  • Develop an understanding of the association of accounts and contacts.
  • Creating events (meetings or sales calls) to build their calendar, either with one-time events or events that recur on a regular basis (weekly, bi-weekly, monthly, etc.).
  • Adding notes to events and marking them as complete, adding to the activity of accounts and contacts, as well as providing historical notes for future reference.
  • Putting the mobile application to work in the field, applying the same processes to notate and complete events.

The video below starts off the course with a brief introduction to navigating the PlayMaker web application. 

 

 

Quick Start Guide:

Step 1: Introduction

Step 2: Building a Book of Business

Step 3: Associating Accounts and Contacts

Step 4: Scheduling Events

Step 5: Completing Events

Step 6: Moving to Mobile 

Marketer Quick Start Review 

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