Follow

Step 2: Building a Book of Business

As a new user to PlayMaker, the first task marketers should perform is building their list of accounts and contacts that they will be calling on - or their "Book of Business". PlayMaker uses an acronym A.C.E. (Accounts, Contacts, Events) to ensure that relevant data is connected and organized appropriately.

  • Accounts are considered physical places (locations or facilities)
  • Contacts are considered the people that marketers will see at the various facilities that they visit
  • Events are sales calls and visits, allowing users document their activity with their referral sources

Building Your Book of Business

The method that is used to add accounts and contacts to a user's book of business will depend on whether or not the user's account already has data available for assignment or if the data is being built from scratch. If users are associated with an organization that recently started using PlayMaker, they may be required to enter some data manually. If account and contact data is already available, that will reduce the amount of input that may be required, but accounts and contacts may still need to be assigned. Methods include:

Users should partner with their manager or administrator to find out which method(s) they will need to use. 

Note: that some users may already have accounts assigned to them by their administrator or manager, so they may not need to build their book of business. These videos still provide some basic information about adding accounts and contacts, which are fairly common processes that may be used on a regular basis. 

Below are suggested videos based on assignment method.

Manual Entry

For users that don't have existing data in their PlayMaker environment, or are starting to market in a new territory where accounts and contacts have not yet been added, we suggest the following videos:

Assigning from Existing Data

For users that have existing data in their PlayMaker environment, but don't have accounts and contacts assigned to them, we suggest the following videos:

Importing from Market Data (TargetWatch)

TargetWatch is an add-on service to PlayMaker that provides referral source information and their market data based on Medicare claims. If users have access to the TargetWatch link on their navigation bar, this video is recommended.

Assignments Completed by Administrator or Manager

For users that may already have accounts and contacts assigned in PlayMaker, we recommend reviewing a few videos to have a basic understanding of how to add an account or contact, as well as how to request ownership of accounts and contacts. The following videos are suggested:

 

Creating Accounts or Contacts Manually

Self-Assign Ownership from the All Accounts or All Contacts View

Request Ownership from the All Accounts or All Contacts View

Import Accounts and Contacts from the Referral Source Database

Import Accounts and Contacts from TargetWatch

"Office of" and "Practice of" Accounts

In the next module, users will learn about associating accounts and contacts.

 

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 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Powered by Zendesk